Simplex Trading’s NOVONIX NVX Stock Holding History

Simplex Trading’s Portfolio NVX Stock Details NVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.61K	Hold	350	–	–	﹤0.01%	8717
2026 Q1	$2.42K	Buy	350 +320	+1,067%	+$3.11K	﹤0.01%	8300
2025 Q4	$303	Buy	+30	New	+$426	﹤0.01%	8221
2025 Q3	–	Sell	-180	Closed	-$1K	–	9750
2025 Q2	$1K	Buy	180 +40	+29%	+$459	﹤0.01%	8386
2025 Q1	$1K	Sell	140 -70	-33%	-$987	﹤0.01%	8265
2024 Q4	$3K	Buy	210 +90	+75%	+$1.74K	﹤0.01%	7902
2024 Q3	$2K	Sell	120 -10	-8%	-$166	﹤0.01%	8043
2024 Q2	$2K	Buy	+130	New	+$2.9K	﹤0.01%	8319
2023 Q2	–	Sell	-100	Closed	-$3K	–	9621
2023 Q1	$3K	Buy	+100	New	+$4.38K	﹤0.01%	8328

Other funds holding NVX

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FACM

Forest Avenue Capital Management Miami, Florida $2.38B AUM 88.67% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return

Simplex Trading's NVX Position: Q2 2026 in Review

Simplex Trading increased its NOVONIX (NVX) stake by 48% in Q2 2026, buying an estimated $752 and bringing the position to 347 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #8722.

Simplex Trading first reported a position in NVX in Q1 2023 and has held it in 11 quarters since. The position peaked at $34.2K in Q4 2025. 25 funds tracked by Wall St. Rank hold NVX as of Q2 2026.

Simplex Trading held 347 shares of NOVONIX worth $1.6K as of Q2 2026.
Simplex Trading bought 113 NOVONIX shares in Q2 2026, an estimated $752.
NOVONIX made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #8722 holding.
Simplex Trading first reported a position in NOVONIX in Q1 2023 and has held it in 11 quarters since.
Simplex Trading's NOVONIX position peaked at $34.2K in Q4 2025.
25 funds tracked by Wall St. Rank held NOVONIX as of Q2 2026.

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