Position in LU
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$190,614
-$200,331 QoQ
Shares Held
101,933
-33.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026SIMPLEX TRADING, LLC holds $22,675,068 across 23 Credit Services names. LU ranks #13 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOFI |
SoFi Technologies, Inc.
|
968,408 | $15,378,319 | |
| 2 | OMF |
OneMain Holdings, Inc.
|
27,170 | $1,453,323 | |
| 3 | AXP |
American Express Co
|
4,556 | $1,378,098 | |
| 4 | NAVI |
Navient Corp
|
91,032 | $744,641 | |
| 5 | OPFI |
OppFi Inc.
|
76,709 | $591,426 | |
| 6 | ALLY |
Ally Financial Inc.
|
14,890 | $584,134 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
12,488 | $564,832 | |
| 8 | EZPW |
Ezcorp Inc
|
12,760 | $323,848 |
All Filings in LU
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $190,614 | 101,933 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $390,945 | 152,713 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,268,790 | 312,510 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $188,110 | 67,423 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $64,321 | 21,657 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $41,146 | 17,216 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $154,540 | 44,281 | Shares | Sole | 2024-11-08 | |
| 2024-03-31 | $169,243 | 40,105 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $98,651 | 32,134 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||