Stocks › Packaged Foods › SMPL

The Simply Good Foods SMPL

US equityMarket cap rank #3334Packaged Foods

$9.89 −$0.07 (-0.70%)

Pre-market · Oct 8, 8:00 am ET · After hours $9.89 0.00%

Open$9.95

Prev close$9.96

Day range$9.89 – $10.13

Volume1.78M

Market cap$874.87M

P/E (TTM)–

Dividend yield–

Ownership & positioning

Who holds it, who is betting against it, and where the big money is moving

Institutional ownership100.7%+0.12 pts vs. prior quarter

Institutions holding346-4 vs. prior quarter

Insider trades (recent)36 buys / 10 sellsNet buying

Short interest8.63% of floatDays to cover 3.4 · as of 15 Sep 2026

Short-sale volume share18.3%5-day average of daily volume

Short-sale volume as % of daily volume

Large-order net flow, last 20 sessions

Net of large-order buying minus selling, in USD. Over this window: −$832.0K (9 inflow days, 11 outflow days).

Net flow by order size, last 20 sessions

Super/Big orders approximate institutional-size trades; Mid/Small approximate retail-size trades. Net buy minus sell value in each bucket, summed over the window.

The five largest holders on file together own 34.6% of shares outstanding.

Largest holders

BlackRock15.40%
Vanguard Portfolio Management, LLC6.23%
Vanguard Capital Management, LLC4.81%
James Kilts4.27%
State Street Global Advisors3.90%
Norges Bank Investment Management3.42%
Geode Capital Management, LLC3.18%
T. Rowe Price Group, Inc.3.01%

By investor type

Mutual Fund76.27%
Hedge Fund10.07%
Individual/Insider9.13%
Public Company5.69%
Sovereign Wealth Fund3.43%
Private Company2.13%
VC/PE Fund1.36%
Government Pension Fund1.04%

Reported short interest has risen from 7.97% to 8.63% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).

Recent institutional activity

Holder	Type	Period	Share change	New stake
Norges Bank Investment Management	Sovereign Wealth Fund	2026/Q3	+2,845,778	3.4%
AQR Capital Management	Hedge Fund	2026/Q3	+1,316,874	2.1%
Balyasny Asset Management L.P.	Hedge Fund	2026/Q3	+1,031,754	1.2%
Brown Advisory Incorporated	Mutual Fund	2026/Q3	+962,551	2.4%
Federated Hermes, Inc.	Mutual Fund	2026/Q3	+819,745	1.2%
Two Sigma Investments, LP	Hedge Fund	2026/Q3	+795,482	0.9%
The Goldman Sachs Group, Inc.	Public Company	2026/Q3	+758,055	1.4%
Goldman Sachs Asset Management, L.P.	Mutual Fund	2026/Q3	+744,600	1.3%
Morgan Stanley	Public Company	2026/Q3	+623,793	1.9%
Geode Capital Management, LLC	Mutual Fund	2026/Q3	+605,889	3.2%
BlackRock	Mutual Fund	2026/Q3	+543,410	15.4%
Hudson River Trading LLC	Private Company	2026/Q3	+512,385	1.0%
Hotchkis and Wiley Capital Management, LLC	Mutual Fund	2026/Q3	+422,390	1.4%
Castleknight Management LP	Hedge Fund	2026/Q3	+391,500	0.4%
PGIM, Inc.	Mutual Fund	2026/Q3	+341,795	0.5%

Institutional buy/sell activity by reporting period, largest moves first.

Insider transactions

Date	Insider	Title	Transaction	Shares	Price	Held after
21 Jul 2026	Timothy Kraft	Chief Legal Officer, Corporate Secretary & Compliance Officer	Other Acquisition	+88,081	–	128,059
21 Jul 2026	Christopher Bealer	Officer	Other Acquisition	+73,361	–	117,704
13 May 2026	Clayton Daley	Independent Director	Open Market Acquisition	+10,000	$11.78	105,243
11 May 2026	David West	Independent Director	Other Disposition	-348,000	–	1,653,300
22 Apr 2026	James Kilts	Independent Chairperson	Open Market Acquisition	+80,000	$12.39	3,777,024
15 Apr 2026	Christopher Bealer	Officer	Sale to Issuer	-2,361	$11.61	15,258
3 Mar 2026	Amy Held	Chief Human Resources Officer	Sale to Issuer	-1,891	$16.38	11,275
27 Jan 2026	Brian Ratzan	Independent Director	Other Acquisition	+6,500	–	6,500
27 Jan 2026	Clayton Daley	Independent Director	Other Acquisition	+6,500	–	6,500
27 Jan 2026	Michelle Goolsby	Independent Director	Other Acquisition	+6,500	–	6,500
27 Jan 2026	James Kilts	Independent Chairperson	Other Acquisition	+6,500	–	6,500
27 Jan 2026	David West	Independent Director	Other Acquisition	+6,500	–	6,500
27 Jan 2026	James White	Independent Director	Other Acquisition	+6,500	–	6,500
27 Jan 2026	Joseph Schena	Independent Director	Other Acquisition	+6,500	–	6,500
27 Jan 2026	Robert Montgomery	Independent Director	Other Acquisition	+6,500	–	6,500
27 Jan 2026	David Ritterbush	Director	Other Acquisition	+6,500	–	6,500
27 Jan 2026	Romitha Mally	Director	Other Acquisition	+6,500	–	6,500
18 Jan 2026	Joseph Scalzo	Executive Vice Chair	Other Derivative Acquisition	+2,000,000	$20.93	2,000,000
18 Jan 2026	Joseph Scalzo	Executive Vice Chair	Initial Statement of Beneficial	+0	–	796,725
16 Nov 2025	Mike Clawson	Chief Customer Officer	Open Market Acquisition	+5,000	$20.00	9,443

From Form 4/Form 144 filings. Negative share counts are disposals (sales, gifts, or shares withheld for taxes); positive are acquisitions.

Short interest, by report

Report date	Shares short	% of float	Days to cover
15 Sep 2026	7,632,717	8.6%	3.4
31 Aug 2026	7,388,414	8.4%	4.1
14 Aug 2026	6,639,195	7.5%	3.3
31 Jul 2026	7,383,061	8.3%	2.8
15 Jul 2026	6,912,240	7.8%	2.4
30 Jun 2026	7,211,389	8.0%	2.9

Discussion

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