Simplex Trading
CLPT icon

Simplex Trading’s ClearPoint Neuro CLPT Stock Holding History

Simplex Trading’s Portfolio CLPT Stock Details CLPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$213K Sell
17,413
-2,497
-13% -$37.5K ﹤0.01% 4562
2026
Q2 		$355K Buy
19,910
+11,528
+138% +$144K ﹤0.01% 4021
2026
Q1 		$76.3K Sell
8,382
-13,941
-62% -$176K ﹤0.01% 5393
2025
Q4 		$305K Sell
22,323
-6,777
-23% -$126K ﹤0.01% 3792
2025
Q3 		$634K Buy
+29,100
New +$343K ﹤0.01% 3541
2025
Q2 		– Sell
-3,480
Closed -$43.8K – 8756
2025
Q1 		$41K Buy
3,480
+463
+15% +$7.2K ﹤0.01% 5964
2024
Q4 		$46K Sell
3,017
-7,926
-72% -$103K ﹤0.01% 5956
2024
Q3 		$122K Buy
10,943
+4,046
+59% +$38.7K ﹤0.01% 5026
2024
Q2 		$37K Buy
6,897
+6,053
+717% +$35K ﹤0.01% 6356
2024
Q1 		$5K Sell
844
-1,094
-56% -$7.64K ﹤0.01% 7981
2023
Q4 		$13K Buy
+1,938
New +$11K ﹤0.01% 7231
2023
Q3 		– Sell
-1,600
Closed -$9.5K – 8774
2023
Q2 		$11K Sell
1,600
-1,136
-42% -$9.7K ﹤0.01% 7297
2023
Q1 		$23K Sell
2,736
-3,148
-54% -$27.6K ﹤0.01% 6763
2022
Q4 		$49K Buy
+5,884
New +$55.8K ﹤0.01% 5914
2022
Q2 		– Sell
-1,787
Closed -$18.3K – 10060
2022
Q1 		$18K Buy
+1,787
New +$16.3K ﹤0.01% 8344
2021
Q4 		– Sell
-23,810
Closed -$356K – 10551
2021
Q3 		$441K Sell
23,810
-900
-4% -$16.9K ﹤0.01% 4280
2021
Q2 		$471K Buy
24,710
+21,639
+705% +$418K ﹤0.01% 4256
2021
Q1 		$64K Buy
+3,071
New +$65.7K ﹤0.01% 6309

Other funds holding CLPT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Lane Generational
Lane Generational Dover, Massachusetts $111M AUM 16.63% 1-Year Est. Return
Pekin Hardy Strauss
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return
Compass Financial Management
Compass Financial Management Tampa, Florida $926M AUM
CM
CM Management Gulf Breeze, Florida $149M AUM 35.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Parsons Capital Management
Parsons Capital Management Providence, Rhode Island $2.29B AUM 21.99% 1-Year Est. Return
Taylor Frigon Capital Management
Taylor Frigon Capital Management Scottsdale, Arizona $197M AUM 35.01% 1-Year Est. Return

Simplex Trading's CLPT Position: Q3 2026 in Review

Simplex Trading reduced its ClearPoint Neuro (CLPT) stake by 13% in Q3 2026, selling an estimated $37.5K and leaving 17,413 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #4562.

Simplex Trading first reported a position in CLPT in Q1 2021 and has held it in 18 quarters since. The position peaked at $634K in Q3 2025. 74 funds tracked by Wall St. Rank hold CLPT as of Q3 2026.

  • Simplex Trading held 17,413 shares of ClearPoint Neuro worth $213K as of Q3 2026.
  • Simplex Trading sold 2,497 ClearPoint Neuro shares in Q3 2026, an estimated $37.5K.
  • ClearPoint Neuro made up ﹤0.01% of Simplex Trading's portfolio in Q3 2026, its #4562 holding.
  • Simplex Trading first reported a position in ClearPoint Neuro in Q1 2021 and has held it in 18 quarters since.
  • Simplex Trading's ClearPoint Neuro position peaked at $634K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.