SMPL · NASDAQ · Packaged Foods

Simply Good Foods (SMPL)

Sells Quest, Atkins, and OWYN protein snacks and shakes for North American retail channels.

$10.07
vs last close+0.11 (+1.09%)

13F · 13D/G · Form 4

Institutions≈ 97.34%86.11M shares
307 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders3.49%3.09M shares
21 holders · as of Jul 24, 2026
Strategic holders14.58%12.90M shares
1 holder · as of Jan 27, 2022
Adds to115.41%

88.46M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

These groups come from separate filings that can overlap, so they add to 115.41%; nothing is left for Other.

13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
15.40%13.62Mas of Jun 30, 2026
BlackRock, Inc.Strategic
14.58%12.90Mfiled Jan 27, 2022
Vanguard Portfolio Management LLCInstitution
6.23%5.51Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.18%3.70Mas of Jun 30, 2026
State Street CorpInstitution
3.90%3.45Mas of Jun 30, 2026
Norges BankInstitution
3.42%3.02Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
3.18%2.81Mas of Jun 30, 2026
River Road Asset Management, LLCInstitution
2.91%2.58Mas of Jun 30, 2026
Silvercrest Asset Management Group LLCInstitution
2.87%2.54Mas of Jun 30, 2026
T. Rowe Price Investment Management, Inc.Institution
2.86%2.53Mas of Jun 30, 2026
Goldman Sachs Group IncInstitution
2.73%2.42Mas of Jun 30, 2026
Morgan StanleyInstitution
2.57%2.28Mas of Jun 30, 2026
Brown Advisory IncInstitution
2.40%2.12Mas of Jun 30, 2026
LSV Asset ManagementInstitution
2.33%2.06Mas of Jun 30, 2026
AQR Capital Management LLCInstitution
2.14%1.90Mas of Jun 30, 2026
Boston Trust Walden CorpInstitution
2.02%1.79Mas of Jun 30, 2026
David J. WestInsiderdirector
1.88%1.66Mfiled May 13, 2026
Charles Schwab Investment Management IncInstitution
1.55%1.37Mas of Jun 30, 2026
Sixth Street Partners Management Company, L.P.Institution
1.55%1.37Mas of Jun 30, 2026
Hotchkis & Wiley Capital Management LLCInstitution
1.36%1.20Mas of Jun 30, 2026
Oaktree Capital Management LPInstitution
1.36%1.20Mas of Jun 30, 2026
Federated Hermes, Inc.Institution
1.24%1.10Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
1.23%1.08Mas of Jun 30, 2026
Balyasny Asset Management L.P.Institution
1.19%1.06Mas of Jun 30, 2026
Northern Trust CorpInstitution
1.05%926,416as of Jun 30, 2026

13F, as of Jun 30, 2026

307 holders · 86.11M shares · 78 new positions · 179 increased · 88 reduced · 53 closed

HolderShares% outstandingChg q/qFiled
BlackRock, Inc.13.62M15.40%+543.4KAug 7, 2026
Vanguard Portfolio Management LLC5.51M6.23%−56.8KAug 13, 2026
Vanguard Capital Management LLC3.70M4.18%−71.6KAug 13, 2026
State Street Corp3.45M3.90%+83.6KAug 7, 2026
Norges Bank3.02M3.42%+3.02MnewAug 12, 2026
Geode Capital Management, LLC2.81M3.18%+605.9KAug 12, 2026
River Road Asset Management, LLC2.58M2.91%−421.5KJul 17, 2026
Silvercrest Asset Management Group LLC2.54M2.87%+282.3KAug 14, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Vanguard Portfolio Management6.07%5.62M13GApr 29, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
May 14, 2026
Clayton C. Jr Daleydirector
Purchase10,000$11.78111,743
Apr 23, 2026
James M. Kiltsdirector
Purchase80,000$12.39172,854
Nov 17, 2025
Michael L. Clawsonofficer: Chief Commercial Officer
Purchase5,000$20.0037,620
Nov 11, 2025
Timothy Allen Matthewsofficer: VP, Controller and CAO
Sale5,859$19.4718,065
Nov 6, 2025
Christopher J. Bealerofficer: Chief Financial Officer
Purchase9,946$20.0132,966

House and Senate disclosures

Not reported.