Voleon Capital Management’s Simply Good Foods SMPL Stock Holding History

Voleon Capital Management’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
2026 Q1	$184K	Sell	12,810 -24,661	-66%	-$425K	﹤0.01%	756
2025 Q4	$752K	Buy	+37,471	New	+$780K	0.02%	493
2020 Q1	–	Sell	-41,000	Closed	-$1.17M	–	125
2019 Q4	$1.17M	Buy	+41,000	New	+$1.08M	0.07%	148

Other funds holding SMPL

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

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Voleon Capital Management's SMPL Position: Q1 2026 in Review

Voleon Capital Management reduced its Simply Good Foods (SMPL) stake by 66% in Q1 2026, selling an estimated $425K and leaving 12,810 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Voleon Capital Management first reported a position in SMPL in Q4 2019 and has held it in 3 quarters since. The position peaked at $1.17M in Q4 2019. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

Voleon Capital Management held 12,810 shares of Simply Good Foods worth $184K as of Q1 2026.
Voleon Capital Management sold 24,661 Simply Good Foods shares in Q1 2026, an estimated $425K.
Simply Good Foods made up ﹤0.01% of Voleon Capital Management's portfolio in Q1 2026, its #756 holding.
Voleon Capital Management first reported a position in Simply Good Foods in Q4 2019 and has held it in 3 quarters since.
Voleon Capital Management's Simply Good Foods position peaked at $1.17M in Q4 2019.
276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Voleon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.