SIMPLY GOOD FOODS CO SMPL
COM · Common Stock · CUSIP 82900L102 · ISIN US82900L1026
- SectorConsumer staples
- IndustryFood and Kindred Products
- HeadquartersDenver, CO
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($45.1k this quarter). Holder counts are more reliable. Shares outstanding: 88.5m as of 2026-07-02, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $13.28. Options: 4 managers hold calls ($1.4m notional), 6 hold puts ($2.8m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 234 |
| Q4 2022 | 238 |
| Q1 2023 | 242 |
| Q2 2023 | 246 |
| Q3 2023 | 243 |
| Q4 2023 | 267 |
| Q1 2024 | 290 |
| Q2 2024 | 274 |
| Q3 2024 | 272 |
| Q4 2024 | 278 |
| Q1 2025 | 296 |
| Q2 2025 | 313 |
| Q3 2025 | 300 |
| Q4 2025 | 267 |
| Q1 2026 | 278 |
| Q2 2026 | 299 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 128 | 135 |
| Q4 2024 | 145 | 130 |
| Q1 2025 | 154 | 137 |
| Q2 2025 | 167 | 140 |
| Q3 2025 | 159 | 166 |
| Q4 2025 | 142 | 174 |
| Q1 2026 | 159 | 143 |
| Q2 2026 | 172 | 140 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $6.9m | $5.2m | 0.75 |
| Q4 2025 | $5.6m | $1.4m | 0.26 |
| Q1 2026 | $2.7m | $899.7k | 0.34 |
| Q2 2026 | $1.4m | $2.8m | 2.02 |
Biggest buyers
| GOLDMAN SACHS GROUP INC | Added | +1.5m |
| AQR CAPITAL MANAGEMENT LLC | Added | +1.3m |
| Balyasny Asset Management L.P. | Added | +1.0m |
| BROWN ADVISORY INC | Added | +962.6k |
| T. Rowe Price Investment Management, Inc. | Added | +868.7k |
| FEDERATED HERMES, INC. | Added | +819.7k |
| TWO SIGMA INVESTMENTS, LP | New | +795.5k |
| MORGAN STANLEY | Added | +714.6k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +605.9k |
| BlackRock, Inc. | Added | +543.4k |
Biggest sellers
| FMR LLC | Reduced | -2.2m |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -1.9m |
| FULLER & THALER ASSET MANAGEMENT, INC. | Sold out | -1.9m |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Sold out | -1.9m |
| Boston Trust Walden Corp | Reduced | -1.8m |
| WELLINGTON MANAGEMENT GROUP LLP | Sold out | -1.5m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold out | -1.5m |
| AMERIPRISE FINANCIAL INC | Reduced | -987.7k |
| Qube Research & Technologies Ltd | Sold out | -972.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -829.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.2m93.7k shares |
| Walleye Capital LLC | Unchanged | $103.6k7.8k shares |
| GROUP ONE TRADING LLC | Reduced | $18.6k1.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $14.6k1.1k shares |
Biggest puts
| D. E. Shaw & Co., Inc. | New | $1.1m79.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.0m77.7k shares |
| CITADEL ADVISORS LLC | Added | $369.2k27.8k shares |
| Walleye Capital LLC | Reduced | $184.6k13.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $144.8k10.9k shares |
| GROUP ONE TRADING LLC | Added | $10.6k800 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.1% |
Fell to 5% or below in the last year: FMR LLC (3.0%, 2026-05-06), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), WELLINGTON MANAGEMENT GROUP LLP (1.9%, 2025-11-12)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 5 | $24.4m | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $186.2k | — |
| Q3 2025 | 1 | $200.3k | 0 | — | — |
| Q4 2025 | 2 | $299.0k | 1 | $114.1k | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 2 | $1.1m | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-05-14 | DALEY CLAYTON C JR Director | Bought | $117.8k10.0k shares |
| 2026-04-23 | KILTS JAMES M Director | Bought | $991.2k80.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 13.6m $180.9m | Added +543.4k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 5.5m $73.1m | Reduced -56.8k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 3.7m $49.1m | Reduced -71.6k |
| STATE STREET CORP 0.00% of their portfolio | 3.5m $45.8m | Added +83.6k |
| NORGES BANK 0.00% of their portfolio | 3.0m $40.1m | Not comparable |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.8m $37.3m | Added +605.9k |
| River Road Asset Management, LLC 0.38% of their portfolio | 2.6m $34.2m | Reduced -421.5k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.22% of their portfolio | 2.5m $33.7m | Added +282.3k |
| T. Rowe Price Investment Management, Inc. 0.02% of their portfolio | 2.5m $33.6m | Added +868.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 2.4m $32.1m | Added +1.5m |
| MORGAN STANLEY 0.00% of their portfolio | 2.3m $30.2m | Added +714.6k |
| BROWN ADVISORY INC 0.04% of their portfolio | 2.1m $28.2m | Added +962.6k |
| LSV ASSET MANAGEMENT 0.05% of their portfolio | 2.1m $27.3m | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 1.9m $25.2m | Added +1.3m |
| Boston Trust Walden Corp 0.18% of their portfolio | 1.8m $23.7m | Reduced -1.8m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.4m $18.2m | Added +155.2k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 1.2m $16.0m | Added +422.4k |
| OAKTREE CAPITAL MANAGEMENT LP 0.30% of their portfolio | 1.2m $16.0m | Added +75.0k |
| FEDERATED HERMES, INC. 0.02% of their portfolio | 1.1m $14.6m | Added +819.7k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 1.1m $14.4m | Reduced -1.9m |
| Balyasny Asset Management L.P. 0.03% of their portfolio | 1.1m $14.0m | Added +1.0m |
| NORTHERN TRUST CORP 0.00% of their portfolio | 926.4k $12.3m | Added +56.5k |
| HRT FINANCIAL LP 0.03% of their portfolio | 911.0k $12.1m | Added +512.4k |
| UBS Group AG 0.00% of their portfolio | 910.6k $12.1m | Added +99.7k |
| Walleye Capital LLC 0.05% of their portfolio | 811.5k $10.8m | Added +291.1k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 795.5k $10.6m | New |
| FMR LLC 0.00% of their portfolio | 600.2k $8.0m | Reduced -2.2m |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 572.1k $7.6m | Added +116.7k |
| Edgestream Partners, L.P. 0.22% of their portfolio | 570.2k $7.6m | Added +123.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 556.7k $7.4m | Added +21.7k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 554.6k $7.4m | Reduced -28.0k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 549.5k $7.3m | Added +173.3k |
| Handelsbanken Fonder AB 0.02% of their portfolio | 546.5k $7.3m | Reduced -44.5k |
| Invesco Ltd. 0.00% of their portfolio | 527.9k $7.0m | Added +41.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 504.1k $6.7m | Reduced -536.0k |
| Creative Planning 0.00% of their portfolio | 481.4k $6.4m | Added +277.9k |
| CITIGROUP INC 0.00% of their portfolio | 454.4k $6.0m | Added +247.4k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 448.4k $6.0m | Added +341.8k |
| JUPITER ASSET MANAGEMENT LTD 0.03% of their portfolio | 421.2k $5.6m | Reduced -215.1k |
| Man Group plc 0.01% of their portfolio | 412.4k $5.5m | Reduced -419.9k |
| Pacer Advisors, Inc. 0.01% of their portfolio | 409.7k $5.4m | Reduced -59.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 402.4k $5.3m | Reduced -13.2k |
| CastleKnight Management LP 0.19% of their portfolio | 391.5k $5.2m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 385.8k $5.1m | Added +77.2k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 349.9k $4.6m | Added +84.3k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 339.8k $4.5m | New |
| SEIZERT CAPITAL PARTNERS, LLC 0.18% of their portfolio | 327.6k $4.4m | Added +25.6k |
| Aquatic Capital Management LLC 0.14% of their portfolio | 303.6k $4.0m | Reduced -51.8k |
| Quantinno Capital Management LP 0.00% of their portfolio | 296.1k $3.9m | Added +5.9k |
| Nuveen, LLC 0.00% of their portfolio | 291.2k $3.9m | Added +95.3k |
| Public Sector Pension Investment Board 0.01% of their portfolio | 286.0k $3.8m | Reduced -18.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 274.9k $3.7m | Added +36.6k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 272.1k $3.6m | Reduced -987.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 271.8k $3.6m | Added +53.1k |
| KESTREL INVESTMENT MANAGEMENT CORP 1.87% of their portfolio | 258.1k $3.4m | Unchanged |
| Empowered Funds, LLC 0.02% of their portfolio | 250.8k $3.3m | Added +162.6k |
| Mariner, LLC 0.00% of their portfolio | 247.8k $3.3m | Added +229.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 235.1k $3.1m | Added +21.0k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 234.4k $3.1m | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 210.9k $2.8m | Reduced -34.9k |
| ROYCE & ASSOCIATES LP 0.02% of their portfolio | 206.5k $2.7m | Added +159.0k |
| Leibman Financial Services, Inc. 1.79% of their portfolio | 202.5k $2.7m | New |
| WINTON GROUP Ltd 0.09% of their portfolio | 202.2k $2.7m | Reduced -214.1k |
| VARCOV Co. 0.99% of their portfolio | 195.4k $2.6m | New |
| Legal & General Group Plc 0.00% of their portfolio | 193.2k $2.6m | Reduced -4.0k |
| Campbell & CO Investment Adviser LLC 0.13% of their portfolio | 191.1k $2.5m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 176.3k $2.3m | Added +17.5k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 172.6k $2.3m | Reduced -44.0k |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 171.8k $2.3m | Reduced -233.5k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 164.9k $2.2m | Added +128.6k |
| Villanova Investment Management Co LLC 2.08% of their portfolio | 164.7k $2.2m | Added +23.2k |
| Swiss National Bank 0.00% of their portfolio | 163.4k $2.2m | Reduced -10.6k |
| CLARK ESTATES INC/NY 0.49% of their portfolio | 160.0k $2.1m | Added +52.5k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 154.2k $2.0m | New |
| ExodusPoint Capital Management, LP 0.02% of their portfolio | 145.5k $1.9m | New |
| CAXTON ASSOCIATES LLP 0.04% of their portfolio | 142.0k $1.9m | Added +48.0k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% of their portfolio | 137.6k $1.8m | Added +131.8k |
| CAPITAL FUND MANAGEMENT S.A. 0.01% of their portfolio | 137.5k $1.8m | Added +92.6k |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 137.3k $1.8m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 134.9k $1.8m | Reduced -829.2k |
| FIL Ltd 0.00% of their portfolio | 133.8k $1.8m | Added +989 |
| SEI INVESTMENTS CO 0.00% of their portfolio | 127.3k $1.7m | Reduced -16.6k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 124.2k $1.6m | Reduced -136.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 115.8k $1.7m | Reduced -3.8k |
| Brevan Howard Capital Management LP 0.02% of their portfolio | 115.8k $1.5m | Reduced -36.6k |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 110.5k $1.5m | Reduced -4.4k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 108.0k $1.4m | Reduced -7.8k |
| Quantbot Technologies LP 0.06% of their portfolio | 106.2k $1.4m | Reduced -19.5k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 97.1k $1.3m | Added +13.7k |
| Y-Intercept (Hong Kong) Ltd 0.03% of their portfolio | 96.3k $1.3m | Reduced -64.5k |
| Caisse de depot et placement du Quebec 0.00% of their portfolio | 96.3k $1.3m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 91.1k $1.2m | Reduced -25.8k |
| Pathstone Holdings, LLC 0.00% of their portfolio | 88.4k $1.2m | Added +57.8k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 82.5k $1.1m | Reduced -13.2k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 80.6k $1.1m | Reduced -143.8k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 78.3k $1.0m | Unchanged |
| GABELLI FUNDS LLC 0.01% of their portfolio | 78.0k $1.0m | Reduced -13.0k |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 77.6k $1.0m | New |
| Advisory Services Network, LLC 0.01% of their portfolio | 76.9k $1.0m | Added +537 |
| Headlands Technologies LLC 0.11% of their portfolio | 76.2k $1.0m | Reduced -8.5k |