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
Q1 		$1.24M Sell
239,200
-49,800
-17% -$303K ﹤0.01% 2277
2025
Q4 		$1.95M Sell
289,000
-123,900
-30% -$852K ﹤0.01% 2006
2025
Q3 		$3.29M Buy
412,900
+120,200
+41% +$1.31M ﹤0.01% 1837
2025
Q2 		$4.36M Buy
292,700
+107,400
+58% +$1.77M ﹤0.01% 1467
2025
Q1 		$4.64M Sell
185,300
-140,100
-43% -$3.87M ﹤0.01% 1360
2024
Q4 		$10.4M Buy
325,400
+136,400
+72% +$5.08M 0.01% 1003
2024
Q3 		$6.7M Sell
189,000
-40,800
-18% -$1.24M ﹤0.01% 1289
2024
Q2 		$6.93M Buy
229,800
+146,000
+174% +$4M ﹤0.01% 1237
2024
Q1 		$2.12M Sell
83,800
-89,900
-52% -$1.31M ﹤0.01% 2361
2023
Q4 		$1.96M Sell
173,700
-62,200
-26% -$655K ﹤0.01% 2373
2023
Q3 		$2.77M Sell
235,900
-5,700
-2% -$79.4K ﹤0.01% 1809
2023
Q2 		$3.1M Buy
241,600
+73,000
+43% +$675K ﹤0.01% 1636
2023
Q1 		$1.32M Buy
168,600
+97,900
+138% +$862K ﹤0.01% 2327
2022
Q4 		$605K Sell
70,700
-6,500
-8% -$94.8K ﹤0.01% 2975
2022
Q3 		$1.43M Sell
77,200
-7,700
-9% -$131K ﹤0.01% 2283
2022
Q2 		$989K Buy
84,900
+7,100
+9% +$150K ﹤0.01% 2635
2022
Q1 		$2.49M Buy
77,800
+66,400
+582% +$1.93M ﹤0.01% 1881
2021
Q4 		$364K Buy
+11,400
New +$386K ﹤0.01% 4272

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Simplex Trading's SG Position: Q1 2026 in Review

Simplex Trading increased its Sweetgreen (SG) stake by 82% in Q1 2026, buying an estimated $497K and bringing the position to 181,916 shares worth $944K. The position accounts for ﹤0.01% of the portfolio, ranked #2557.

Simplex Trading first reported a position in SG in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.11M in Q2 2025. 229 funds tracked by Wall St. Rank hold SG as of Q1 2026.

  • Simplex Trading held 181,916 shares of Sweetgreen worth $944K as of Q1 2026.
  • Simplex Trading bought 81,753 Sweetgreen shares in Q1 2026, an estimated $497K.
  • Sweetgreen made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #2557 holding.
  • Simplex Trading first reported a position in Sweetgreen in Q4 2021 and has held it in 15 quarters since.
  • Simplex Trading's Sweetgreen position peaked at $1.11M in Q2 2025.
  • 229 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.