Simplex Trading
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Simplex Trading’s PJT Partners PJT Stock Holding History

Simplex Trading’s Portfolio PJT Stock Details PJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-100
Closed -$17K – 9724
2025
Q3 		$17K Hold
100
– – ﹤0.01% 7486
2025
Q2 		$16K Buy
+100
New +$14.5K ﹤0.01% 6970
2025
Q1 		– Sell
-100
Closed -$15K – 9384
2024
Q4 		$15K Buy
+100
New +$15.3K ﹤0.01% 6904
2024
Q3 		– Sell
-100
Closed -$10K – 9316
2024
Q2 		$10K Sell
100
-4,900
-98% -$492K ﹤0.01% 7441
2024
Q1 		$471K Buy
5,000
+4,900
+4,900% +$482K ﹤0.01% 3923
2023
Q4 		$10K Hold
100
– – ﹤0.01% 7443
2023
Q3 		$7K Buy
+100
New +$7.73K ﹤0.01% 7446
2022
Q1 		– Sell
-100
Closed -$7K – 11160
2021
Q4 		$7K Buy
+100
New +$7.97K ﹤0.01% 9328
2020
Q4 		– Sell
-1
Closed -$6K – 8895
2020
Q3 		$6K Hold
1
– – ﹤0.01% 7040
2020
Q2 		$5K Hold
1
– – ﹤0.01% 6994
2020
Q1 		$4K Buy
+1
New +$44 ﹤0.01% 6965
2018
Q3 		– Sell
-52
Closed -$277K – 7899
2018
Q2 		$277K Buy
+52
New +$2.85K ﹤0.01% 3109
2017
Q2 		– Sell
-7
Closed -$1K – 6624
2017
Q1 		$1K Buy
+7
New +$242 ﹤0.01% 5739

Other funds holding PJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Simplex Trading's PJT Position: Q3 2025 in Review

Simplex Trading sold out of PJT Partners (PJT) in Q3 2025, closing a stake of 35 shares — an estimated $6.3K sold.

Simplex Trading first reported a position in PJT in Q4 2015 and held it in 26 quarters. The position peaked at $143K in Q2 2018. 394 funds tracked by Wall St. Rank hold PJT as of Q3 2025.

  • Simplex Trading reported no remaining PJT Partners position as of Q3 2025 after selling out during the quarter.
  • Simplex Trading sold 35 PJT Partners shares in Q3 2025, an estimated $6.3K.
  • Simplex Trading first reported a position in PJT Partners in Q4 2015 and held it in 26 quarters.
  • Simplex Trading's PJT Partners position peaked at $143K in Q2 2018.
  • 394 funds tracked by Wall St. Rank held PJT Partners as of Q3 2025.

Based on Simplex Trading's 13F filing for Q3 2025, filed 12 Nov 2025.