Simplex Trading
SG icon

Simplex Trading’s Sweetgreen SG Stock Holding History

Simplex Trading’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.84M Buy
209,173
+27,257
+15% +$208K ﹤0.01% 2132
2026
Q1 		$944K Buy
181,916
+81,753
+82% +$497K ﹤0.01% 2557
2025
Q4 		$677K Buy
100,163
+9,386
+10% +$64.5K ﹤0.01% 3004
2025
Q3 		$724K Buy
90,777
+16,138
+22% +$175K ﹤0.01% 3380
2025
Q2 		$1.11M Buy
74,639
+69,547
+1,366% +$1.15M ﹤0.01% 2673
2025
Q1 		$127K Buy
+5,092
New +$141K ﹤0.01% 4810
2024
Q3 		– Sell
-5,469
Closed -$166K – 9466
2024
Q2 		$164K Sell
5,469
-32,119
-85% -$881K ﹤0.01% 4844
2024
Q1 		$949K Buy
37,588
+35,500
+1,700% +$517K ﹤0.01% 3176
2023
Q4 		$23K Sell
2,088
-289
-12% -$3.04K ﹤0.01% 6813
2023
Q3 		$27K Buy
+2,377
New +$33.1K ﹤0.01% 6362
2023
Q2 		– Sell
-52,861
Closed -$489K – 9842
2023
Q1 		$414K Buy
52,861
+35,127
+198% +$309K ﹤0.01% 3463
2022
Q4 		$151K Buy
17,734
+13,583
+327% +$198K ﹤0.01% 4580
2022
Q3 		$76K Sell
4,151
-19,120
-82% -$326K ﹤0.01% 5890
2022
Q2 		$271K Buy
23,271
+9,609
+70% +$203K ﹤0.01% 4228
2022
Q1 		$437K Buy
13,662
+13,062
+2,177% +$379K ﹤0.01% 4005
2021
Q4 		$19K Buy
+600
New +$20.3K ﹤0.01% 8425

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $597M AUM 48.9% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Simplex Trading's SG Position: Q2 2026 in Review

Simplex Trading increased its Sweetgreen (SG) stake by 15% in Q2 2026, buying an estimated $208K and bringing the position to 209,173 shares worth $1.84M. The position accounts for ﹤0.01% of the portfolio, ranked #2132.

Simplex Trading first reported a position in SG in Q4 2021 and has held it in 16 quarters since. 235 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Simplex Trading held 209,173 shares of Sweetgreen worth $1.84M as of Q2 2026.
  • Simplex Trading bought 27,257 Sweetgreen shares in Q2 2026, an estimated $208K.
  • Sweetgreen made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #2132 holding.
  • Simplex Trading first reported a position in Sweetgreen in Q4 2021 and has held it in 16 quarters since.
  • 235 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

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