Simplex Trading
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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
2025
Q4 		– Sell
-5,200
Closed -$29K – 9239
2025
Q3 		$29K Buy
5,200
+1,900
+58% +$9.45K ﹤0.01% 7009
2025
Q2 		$15K Buy
+3,300
New +$14.2K ﹤0.01% 7009
2024
Q2 		– Sell
-300
Closed -$1K – 9248
2024
Q1 		$1K Sell
300
-200
-40% -$867 ﹤0.01% 8579
2023
Q4 		$2K Buy
+500
New +$2.19K ﹤0.01% 8280
2023
Q3 		– Sell
-400
Closed -$2K – 9157
2023
Q2 		$2K Sell
400
-2,800
-88% -$14.5K ﹤0.01% 8432
2023
Q1 		$16K Sell
3,200
-1,800
-36% -$9.24K ﹤0.01% 7130
2022
Q4 		$23K Sell
5,000
-8,200
-62% -$41.4K ﹤0.01% 6735
2022
Q3 		$62K Buy
13,200
+2,800
+27% +$17.4K ﹤0.01% 6135
2022
Q2 		$70K Sell
10,400
-5,000
-32% -$31.5K ﹤0.01% 6042
2022
Q1 		$104K Buy
15,400
+5,000
+48% +$35.3K ﹤0.01% 6081
2021
Q4 		$79K Buy
+10,400
New +$83.7K ﹤0.01% 6604

Other funds holding III

PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIC
Crawford Investment Counsel Atlanta, Georgia $6B AUM 15.13% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Simplex Trading's III Position: Q2 2026 in Review

Simplex Trading sold out of Information Services Group (III) in Q2 2026, closing a stake of 133 shares — an estimated $510 sold.

Simplex Trading first reported a position in III in Q2 2023 and held it in 9 quarters. The position peaked at $117K in Q1 2025. 138 funds tracked by Wall St. Rank hold III as of Q2 2026.

  • Simplex Trading reported no remaining Information Services Group position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 133 Information Services Group shares in Q2 2026, an estimated $510.
  • Simplex Trading first reported a position in Information Services Group in Q2 2023 and held it in 9 quarters.
  • Simplex Trading's Information Services Group position peaked at $117K in Q1 2025.
  • 138 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.