What smart money is saying about Simply Good Foods Co
SMPL
No fund has written a full thesis on Simply Good Foods Co in our archive, but 1 fund letter reports a position in it — most recently Brown Advisory U.S. Small-Cap Blend UCITS Fund in March 2026.
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1
Reported positions
1
Bought
0
Sold
1
Letter
Position history
Every position in Simply Good Foods Co on record in the archive was reported in Q1 2026, across 1 fund letter — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 1 | 0 | 0 |
Fund activity · 1 position · 1 move
- March 2026
“We initiated a position in Q2 Holdings, Inc. (QTWO), which engages in the provision of digital banking and lending solutions to financial institutions and financial technology companies, among others, wishing to incorporate banking into their customer engagement and servicing strategies. Digital solutions are becoming more important for its customers, as AI drives demand for software to combat fraud within banks, which should help drive continued bookings momentum. Simply Good Foods Co (SMPL) was added to the portfolio.”
Simply Good Foods Co
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