Simplify Asset Management Inc. FULC — FULCRUM THERAPEUTICS INC

Ownership history in Simplify Asset Management Inc.  ·  13 quarters on record

AI Ownership Summary

Simplify Asset Management Inc. reported FULCRUM THERAPEUTICS INC (FULC) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.38% in 2024 Q1. The latest visible filing shows FULC at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FULC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Simplify Asset Management Inc.'s position in FULCRUM THERAPEUTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FULC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FULC stock page Simplify Asset Management Inc. fund profile Simplify Asset Management Inc. full holdings
How Simplify Asset Management Inc. held FULC — position size vs. price
% of Fund (quarterly)    FULC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 115,994 -43,680 -27.4% 0.01% $890K 2026-04-27 $7.72
2025 Q4 ADDED — — — 159,674 +76,440 +91.8% 0.03% $1.8M 2026-02-09 $10.23
2025 Q3 ADDED — — — 83,234 +10,080 +13.8% 0.01% $766K 2025-10-20 $9.22
2025 Q2 REDUCED 9.8% +26.0% ❌ 73,154 -7,980 -9.8% 0.03% $503K 2025-08-07 $6.81
2025 Q1 ADDED — — — 81,134 +420 +0.5% 0.01% $234K 2025-05-13 $5.79
2024 Q4 REDUCED 77.0% -38.7% ✅ 80,714 -270,600 -77.0% 0.02% $379K 2025-02-11 $3.44
2024 Q3 REDUCED 47.9% +31.1% ❌ 351,314 -323,518 -47.9% 0.06% $1.3M 2024-11-06 $3.43
2024 Q2 REDUCED — — — 674,832 -1,199 -0.2% 0.28% $4.2M 2024-08-12 $9.01
2024 Q1 ADDED — — — 676,031 +112,706 +20.0% 0.38% $6.4M 2024-05-13 $7.35
2023 Q4 REDUCED — — — 563,325 -7,194 -1.3% 0.34% $3.8M 2024-02-12 $9.25
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FULC

As of 2026 Q1 — sorted by position size

Y-Intercept (Hong Kong) Ltd 3Y 0.02% Assenagon Asset Management S.A. 3Y 7Y 0.01% China Universal Asset Management Co., Ltd. 3Y 0.01% COUNTRY TRUST BANK 3Y 7Y 0.0% PROFUND ADVISORS LLC 3Y 7Y 0.0% STRS OHIO 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% Physician Wealth Advisors, Inc. 3Y 0.0% Sterling Capital Management LLC 3Y 7Y 0.0%

FAQ About Simplify Asset Management Inc. and FULC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Simplify Asset Management Inc. reported owning FULC?

Simplify Asset Management Inc. reported FULC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FULC position in Simplify Asset Management Inc.'s portfolio?

The largest reported portfolio weight for FULC was 0.38% in 2024 Q1.

What is the latest reported FULC position on this page?

The most recent filing on this page is 2026 Q1, when Simplify Asset Management Inc. reported 115,994 shares, equal to 0.01% of portfolio, with an estimated market value of $890K.

What does the chart on this FULC ownership page compare?

The chart compares Simplify Asset Management Inc.'s quarterly FULC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Simplify Asset Management Inc. time their FULC position?

Based on 13F filing dates vs. subsequent FULC price moves, Simplify Asset Management Inc. correctly timed 6 out of 12 reported position changes (50%). The annualised alpha on FULC relative to SPY over the holding period was +9.6%.

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