Position in LU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$36,789
-$153,825 QoQ
Shares Held
27,871
-72.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#50
of 75 holders
Holding Since
Dec 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026SIMPLEX TRADING, LLC holds $34,796,498 across 22 Credit Services names. LU ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOFI |
SoFi Technologies, Inc.
|
1,181,860 | $21,190,749 | |
| 2 | PYPL |
PayPal Holdings, Inc.
|
136,916 | $5,912,032 | |
| 3 | SEZL |
Sezzle Inc.
|
12,635 | $2,168,545 | |
| 4 | SYF |
Synchrony Financial
|
17,609 | $1,339,164 | |
| 5 | KLAR |
Klarna Group plc
|
51,035 | $1,032,948 | |
| 6 | SLM |
SLM Corp
|
37,151 | $963,696 | |
| 7 | UPST |
Upstart Holdings, Inc.
|
18,575 | $658,112 | |
| 8 | EZPW |
Ezcorp Inc
|
14,997 | $518,446 |
All Filings in LU
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,789 | 27,871 | Shares | Sole | 2026-08-12 | |
| 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 | |
| 2023-09-30 | $209,290 | 197,444 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $158,747 | 111,012 | Shares | Sole | 2023-08-04 | |
| 2022-09-30 | $981,595 | 386,455 | Shares | Sole | 2022-11-04 | |
| 2021-12-31 | $327,012 | 58,084 | Shares | Sole | 2022-02-23 | |
| 2021-03-31 | $434,336 | 29,913 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $51,077 | 3,597 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||