Simplex Trading’s Information Services Group III Stock Holding History

Simplex Trading’s Portfolio III Stock Details III Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$510	Sell	133 -4,212	-97%	-$20.7K	﹤0.01%	8732
2025 Q4	$25.1K	Buy	4,345 +1,888	+77%	+$10.6K	﹤0.01%	6268
2025 Q3	$14K	Buy	+2,457	New	+$12.2K	﹤0.01%	7640
2025 Q2	–	Sell	-30,019	Closed	-$129K	–	9142
2025 Q1	$117K	Buy	30,019 +357	+1%	+$1.17K	﹤0.01%	4897
2024 Q4	$99K	Buy	+29,662	New	+$99.2K	﹤0.01%	5181
2024 Q2	–	Sell	-416	Closed	-$1.4K	–	9249
2024 Q1	$1K	Buy	416 +403	+3,100%	+$1.75K	﹤0.01%	8580
2023 Q4	$0	Sell	13 -1,484	-99%	-$6.49K	﹤0.01%	9275
2023 Q3	$6K	Buy	1,497 +1,474	+6,409%	+$7.37K	﹤0.01%	7533
2023 Q2	$0	Buy	+23	New	+$119	﹤0.01%	9408

Other funds holding III

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIC

Crawford Investment Counsel Atlanta, Georgia $5.85B AUM 12.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Simplex Trading's III Position: Q1 2026 in Review

Simplex Trading reduced its Information Services Group (III) stake by 97% in Q1 2026, selling an estimated $20.7K and leaving 133 shares worth $510. The position accounts for ﹤0.01% of the portfolio, ranked #8732.

Simplex Trading first reported a position in III in Q2 2023 and has held it in 9 quarters since. The position peaked at $117K in Q1 2025. 143 funds tracked by Wall St. Rank hold III as of Q1 2026.

Simplex Trading held 133 shares of Information Services Group worth $510 as of Q1 2026.
Simplex Trading sold 4,212 Information Services Group shares in Q1 2026, an estimated $20.7K.
Information Services Group made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #8732 holding.
Simplex Trading first reported a position in Information Services Group in Q2 2023 and has held it in 9 quarters since.
Simplex Trading's Information Services Group position peaked at $117K in Q1 2025.
143 funds tracked by Wall St. Rank held Information Services Group as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.