Simplex Trading
MFIC icon

Simplex Trading’s MidCap Financial Investment MFIC Stock Holding History

Simplex Trading’s Portfolio MFIC Stock Details MFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.6K Buy
+2,047
New +$22.5K ﹤0.01% 7087
2024
Q3 		– Sell
-823
Closed -$11.6K – 9132
2024
Q2 		$12K Sell
823
-11,836
-93% -$181K ﹤0.01% 7304
2024
Q1 		$190K Buy
+12,659
New +$180K ﹤0.01% 4917
2023
Q1 		– Sell
-10,560
Closed -$127K – 9709
2022
Q4 		$120K Buy
+10,560
New +$122K ﹤0.01% 4856
2020
Q1 		– Sell
-1,825
Closed -$27.2K – 7988
2019
Q4 		$31K Buy
+1,825
New +$30.1K ﹤0.01% 5629
2018
Q4 		– Sell
-77
Closed -$1.17K – 7491
2018
Q3 		$1K Buy
77
+68
+756% +$1.16K ﹤0.01% 7205
2018
Q2 		$0 Sell
9
-461
-98% -$7.66K ﹤0.01% 7678
2018
Q1 		$7K Sell
470
-284
-38% -$4.72K ﹤0.01% 4342
2017
Q4 		$12K Sell
754
-390
-34% -$7K ﹤0.01% 3740
2017
Q3 		$20K Sell
1,144
-615
-35% -$11.4K ﹤0.01% 3160
2017
Q2 		$33K Buy
+1,759
New +$34.2K ﹤0.01% 2789
2017
Q1 		– Sell
-1,595
Closed -$29.5K – 6520
2016
Q4 		$28K Buy
+1,595
New +$28.6K ﹤0.01% 2728
2016
Q3 		– Sell
-549
Closed -$9.62K – 6189
2016
Q2 		$9K Buy
+549
New +$9.2K ﹤0.01% 3688
2015
Q2 		– Sell
-14
Closed -$324 – 5577
2015
Q1 		$0 Buy
+14
New +$316 ﹤0.01% 5325

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Simplex Trading's MFIC Position: Q2 2026 in Review

Simplex Trading opened a new position in MidCap Financial Investment (MFIC) in Q2 2026: 2,047 shares worth $20.6K. The stake represents ﹤0.01% of the portfolio and ranks #7087 among its holdings. This is a return to the name: Simplex Trading previously reported a position in MFIC as recently as Q2 2024.

Simplex Trading first reported a position in MFIC in Q1 2015 and has held it in 14 quarters since. The position peaked at $190K in Q1 2024. 169 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

  • Simplex Trading held 2,047 shares of MidCap Financial Investment worth $20.6K as of Q2 2026.
  • MidCap Financial Investment was a new Simplex Trading position in Q2 2026.
  • MidCap Financial Investment made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #7087 holding.
  • Simplex Trading first reported a position in MidCap Financial Investment in Q1 2015 and has held it in 14 quarters since.
  • Simplex Trading's MidCap Financial Investment position peaked at $190K in Q1 2024.
  • 169 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

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