Stephens Investment Management Group
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Stephens Investment Management Group’s Simply Good Foods SMPL Stock Holding History

Stephens Investment Management Group’s Portfolio SMPL Stock Details SMPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-534,386
Closed -$13.3M – 184
2025
Q3 		$13.3M Sell
534,386
-6,177
-1% -$182K 0.17% 139
2025
Q2 		$17.1M Buy
540,563
+119,892
+29% +$4.17M 0.23% 122
2025
Q1 		$14.5M Buy
+420,671
New +$15.2M 0.21% 124

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Stephens Investment Management Group's SMPL Position: Q4 2025 in Review

Stephens Investment Management Group sold out of Simply Good Foods (SMPL) in Q4 2025, closing a stake of 534,386 shares — an estimated $13.3M sold.

Stephens Investment Management Group first reported a position in SMPL in Q1 2025 and held it in 3 quarters. The position peaked at $17.1M in Q2 2025. 266 funds tracked by Wall St. Rank hold SMPL as of Q4 2025.

  • Stephens Investment Management Group reported no remaining Simply Good Foods position as of Q4 2025 after selling out during the quarter.
  • Stephens Investment Management Group sold 534,386 Simply Good Foods shares in Q4 2025, an estimated $13.3M.
  • Stephens Investment Management Group first reported a position in Simply Good Foods in Q1 2025 and held it in 3 quarters.
  • Stephens Investment Management Group's Simply Good Foods position peaked at $17.1M in Q2 2025.
  • 266 funds tracked by Wall St. Rank held Simply Good Foods as of Q4 2025.

Based on Stephens Investment Management Group's 13F filing for Q4 2025, filed 5 Feb 2026.