At the end of Q1 2025, 21 institutions reported holding Simplify Opportunistic Inc. (CRDT) in their 13F filings, up 15 from Q4 2024. 16 opened new positions and 1 sold out. The largest holders were NorthCoast Asset Management LLC ($54.4M), Wealthcare Advisory Partners LLC ($3.0M) and Steward Partners Investment Advisory, LLC ($1.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
Company
Simplify Opportunistic Inc.
CUSIP
82889N558
Latest filing quarter
Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
Institutions
Total Value
New Positions
16
$7.7M
Exits
1
$63K
All 13F filers, Q4 2024 → Q1 2025: 420,276 shares bought and 10,470 shares sold, net +409,806 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.