Simply Good Foods Co/the (SMPL) Quarterly Institutional 13F Update (Q2 2026)

SMPL ranks #2122 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

300 institutions disclose a position in SMPL, but none treat it as a major bet — even River Road Asset Management, LLC, its most concentrated holder, allocates just 0.4% of its own portfolio to it.

State of Alaska, Department of Revenue has trimmed its SMPL position for two straight quarters, cutting it by $399.0K while still holding $271.0K.

SMPL is up 1.1% today, and institutions have been net buyers of $143.1M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

SMPL reported a net loss of $198.8M over the trailing twelve months.

• Not yet profitable — net loss of $198.8M over the trailing twelve months
• Revenue declined 1.4% year over year
• Net income declined year over year, from $145.5M to -$198.8M
• Generated $178.5M in positive operating cash flow
• Current ratio of 3.64x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.33x equity — within a conventional range