Simplex Trading
LVO icon

Simplex Trading’s LiveOne LVO Stock Holding History

Simplex Trading’s Portfolio LVO Stock Details LVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,070
Closed -$9.77K – 9689
2025
Q4 		$9.77K Buy
2,070
+2,067
+68,900% +$9.79K ﹤0.01% 6998
2025
Q3 		$0 Sell
3
-3,462
-100% -$21.5K ﹤0.01% 9605
2025
Q2 		$26K Buy
3,465
+2,804
+424% +$20.8K ﹤0.01% 6535
2025
Q1 		$4K Sell
661
-330
-33% -$3.25K ﹤0.01% 7693
2024
Q4 		$14K Buy
991
+385
+64% +$3.36K ﹤0.01% 6956
2024
Q3 		$5K Buy
+606
New +$9.13K ﹤0.01% 7625
2024
Q2 		– Sell
-331
Closed -$5.85K – 9378
2024
Q1 		$6K Buy
+331
New +$5.26K ﹤0.01% 7928
2023
Q4 		– Sell
-308
Closed -$3.26K – 9393
2023
Q3 		$2K Buy
+308
New +$4.89K ﹤0.01% 8123
2023
Q1 		– Sell
-542
Closed -$5.15K – 9673
2022
Q4 		$3K Buy
542
+282
+108% +$1.93K ﹤0.01% 8390
2022
Q3 		$1K Sell
260
-379
-59% -$4K ﹤0.01% 9570
2022
Q2 		$5K Buy
639
+177
+38% +$1.45K ﹤0.01% 8839
2022
Q1 		$3K Sell
462
-722
-61% -$6.29K ﹤0.01% 9717
2021
Q4 		$15K Buy
1,184
+1,158
+4,454% +$25.4K ﹤0.01% 8686
2021
Q3 		$1K Buy
+26
New +$900 ﹤0.01% 9653
2021
Q2 		– Sell
-6,105
Closed -$265K – 10411
2021
Q1 		$264K Buy
6,105
+5,561
+1,022% +$237K ﹤0.01% 4309
2020
Q4 		$17K Sell
544
-359
-40% -$8.75K ﹤0.01% 7079
2020
Q3 		$23K Buy
903
+893
+8,930% +$27.9K ﹤0.01% 6270
2020
Q2 		$0 Buy
+10
New +$279 ﹤0.01% 8021

Other funds holding LVO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Simplex Trading's LVO Position: Q1 2026 in Review

Simplex Trading sold out of LiveOne (LVO) in Q1 2026, closing a stake of 2,070 shares — an estimated $9.77K sold.

Simplex Trading first reported a position in LVO in Q2 2020 and held it in 18 quarters. The position peaked at $264K in Q1 2021. 32 funds tracked by Wall St. Rank hold LVO as of Q1 2026.

  • Simplex Trading reported no remaining LiveOne position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 2,070 LiveOne shares in Q1 2026, an estimated $9.77K.
  • Simplex Trading first reported a position in LiveOne in Q2 2020 and held it in 18 quarters.
  • Simplex Trading's LiveOne position peaked at $264K in Q1 2021.
  • 32 funds tracked by Wall St. Rank held LiveOne as of Q1 2026.

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