Simplex Trading
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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 		$5.04K Sell
500
-1,400
-74% -$15.4K ﹤0.01% 8172
2026
Q1 		$21.4K Buy
+1,900
New +$20.9K ﹤0.01% 6725
2025
Q3 		– Sell
-1,200
Closed -$15K – 9637
2025
Q2 		$15K Buy
1,200
+400
+50% +$4.91K ﹤0.01% 7013
2025
Q1 		$10K Sell
800
-6,900
-90% -$93.8K ﹤0.01% 7098
2024
Q4 		$103K Buy
7,700
+100
+1% +$1.36K ﹤0.01% 5146
2024
Q3 		$101K Buy
7,600
+4,400
+138% +$62.1K ﹤0.01% 5224
2024
Q2 		$48K Sell
3,200
-35,300
-92% -$541K ﹤0.01% 6138
2024
Q1 		$579K Buy
38,500
+38,100
+9,525% +$540K ﹤0.01% 3709
2023
Q4 		$5K Sell
400
-4,500
-92% -$60K ﹤0.01% 7874
2023
Q3 		$67K Buy
4,900
+1,800
+58% +$24.1K ﹤0.01% 5523
2023
Q2 		$38K Buy
+3,100
New +$36.2K ﹤0.01% 6104
2023
Q1 		– Sell
-26,700
Closed -$304K – 9710
2022
Q4 		$304K Buy
26,700
+24,500
+1,114% +$282K ﹤0.01% 3728
2022
Q3 		$22K Sell
2,200
-23,600
-91% -$287K ﹤0.01% 7415
2022
Q2 		$277K Sell
25,800
-1,200
-4% -$14.7K ﹤0.01% 4192
2022
Q1 		$356K Buy
27,000
+15,900
+143% +$211K ﹤0.01% 4300
2021
Q4 		$141K Sell
11,100
-14,800
-57% -$194K ﹤0.01% 5696
2021
Q3 		$354K Buy
25,900
+100
+0.4% +$1.36K ﹤0.01% 4644
2021
Q2 		$352K Buy
25,800
+25,569
+11,069% +$367K ﹤0.01% 4711
2021
Q1 		$316K Buy
231
+93
+67% +$1.23K ﹤0.01% 4085
2020
Q4 		$146K Sell
138
-69
-33% -$670 ﹤0.01% 5010
2020
Q3 		$171K Sell
207
-194
-48% -$1.79K ﹤0.01% 4306
2020
Q2 		$383K Buy
401
+104
+35% +$939 ﹤0.01% 3234
2020
Q1 		$200K Buy
297
+51
+21% +$760 ﹤0.01% 3594
2019
Q4 		$429K Buy
246
+184
+297% +$3.04K ﹤0.01% 2900
2019
Q3 		$99K Sell
62
-8
-11% -$131 ﹤0.01% 4325
2019
Q2 		$110K Sell
70
-37
-35% -$581 ﹤0.01% 4083
2019
Q1 		$161K Buy
107
+85
+386% +$1.27K ﹤0.01% 3839
2018
Q4 		$27K Buy
22
+13
+144% +$198 ﹤0.01% 5090
2018
Q3 		$15K Buy
9
+2
+29% +$34 ﹤0.01% 6174
2018
Q2 		$11K Sell
7
-1
-13% -$17 ﹤0.01% 6293
2018
Q1 		$1K Sell
8
-1
-11% -$17 ﹤0.01% 5690
2017
Q4 		$2K Sell
9
-9
-50% -$161 ﹤0.01% 5214
2017
Q3 		$1K Sell
18
-2
-10% -$37 ﹤0.01% 5487
2017
Q2 		$2K Buy
+20
New +$389 ﹤0.01% 5284
2017
Q1 		– Sell
-17
Closed -$1K – 6521
2016
Q4 		$1K Buy
17
+11
+183% +$197 ﹤0.01% 5435
2016
Q3 		$2K Sell
6
-31
-84% -$543 ﹤0.01% 4981
2016
Q2 		$4K Buy
+37
New +$620 ﹤0.01% 4446
2015
Q4 		– Sell
-2
Closed -$1K – 5823
2015
Q3 		$1K Sell
2
-1
-33% -$20 ﹤0.01% 5066
2015
Q2 		$1K Buy
+3
New +$69 ﹤0.01% 4714

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. 168 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.
  • 168 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.