Vault-13

SEMLER SCIENTIFIC INC SMLR

COM · Common Stock · CUSIP 81684M104

70 institutional holders
3,218,0563.2m shares reported held*
$121.2mreported value*

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $37.65.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
MORGAN STANLEY 13G · institution new · filed 2025-08-07 5.8% new 790.6k 2025-08-07
BlackRock, Inc. 13G · institution +1.4 pts · filed 2025-10-17 5.7% +1.4 pts 858.7k 2025-10-17
Citadel Securities GP LLC 13G · institution new · filed 2025-08-14 5.1% new 698.0k 2025-08-14

Fell to 5% or below in the last year: Weiss Asset Management LP (0.0%, 2026-05-11), SEMLER ERIC (0.0%, 2026-01-16), William H.C. Chang & Diana Shon Chang TTEE Chang Family Trus (0.0%, 2026-01-16), Ridgeback Capital Investments L.P. (0.0%, 2025-11-14), CAPITAL VENTURES INTERNATIONAL (2.6%, 2025-11-13), Capital International Investors (2.6%, 2025-11-13)

Holders, Q3 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cerity Partners LLC 0.27% of their portfolio NEW YORK, NY 609,143609.1k $22.9m $22.9m 0.27% —
2 AltraVue Capital, LLC 1.83% of their portfolio BELLEVUE, WA 326,697326.7k $12.3m $12.3m 1.83% —
3 FMR LLC 0.00% of their portfolio BOSTON, MA 240,656240.7k $9.0m $9.0m 0.00% —
4 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 225,514225.5k $8.5m $8.5m 0.00% —
5 Kent Lake Capital LLC 4.36% of their portfolio RENO, NV 176,986177.0k $6.6m $6.6m 4.36% —
6 Avalon Investment & Advisory 0.17% of their portfolio HOUSTON, TX 143,191143.2k $5.4m $5.4m 0.17% —
7 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.29% of their portfolio EDINA, MN 112,502112.5k $4.2m $4.2m 0.29% —
8 RICE HALL JAMES & ASSOCIATES, LLC 0.21% of their portfolio San Diego, CA 94,41894.4k $3.5m $3.5m 0.21% —
9 Diametric Capital, LP 1.60% of their portfolio BOSTON, MA 84,26684.3k $3.2m $3.2m 1.60% —
10 BlackRock Inc. 0.00% of their portfolio New York, NY 77,66577.7k $2.9m $2.9m 0.00% —
11 Nantahala Capital Management, LLC 0.27% of their portfolio NEW CANAAN, CT 72,39772.4k $2.7m $2.7m 0.27% —
12 Legato Capital Management LLC 0.66% of their portfolio San Francisco, CA 67,64367.6k $2.5m $2.5m 0.66% —
13 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 59,78659.8k $2.2m $2.2m 0.00% —
14 JACOBS LEVY EQUITY MANAGEMENT, INC 0.02% of their portfolio FLORHAM PARK, NJ 54,90454.9k $2.1m $2.1m 0.02% —
15 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 51,51351.5k $1.9m $1.9m 0.00% —
16 DC Investments Management, LLC 4.41% of their portfolio MCLEAN, VA 51,23851.2k $1.9m $1.9m 4.41% —
17 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 50,73750.7k $1.9m $1.9m 0.00% —
18 ADIRONDACK RETIREMENT SPECIALISTS, INC. 1.78% of their portfolio QUEENSBURY, NY 49,04649.0k $1.8m $1.8m 1.78% —
19 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 48,80048.8k $1.8m $1.8m 0.00% —
20 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 44,40044.4k $1.7m $1.7m 0.00% —
21 Apis Capital Advisors, LLC 2.03% of their portfolio New York, NY 36,00036.0k $1.4m $1.4m 2.03% —
22 GABELLI FUNDS LLC 0.01% of their portfolio Rye, NY 35,00035.0k $1.3m $1.3m 0.01% —
23 PRELUDE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio NEW YORK, NY 31,99732.0k $1.2m $1.2m 0.06% —
24 ANCHOR CAPITAL ADVISORS LLC 0.03% of their portfolio Boston, MA 31,28331.3k $1.2m $1.2m 0.03% —
25 Walleye Capital LLC 0.03% of their portfolio NEW YORK, NY 31,10631.1k $1.2m $1.2m 0.03% —
26 INVESTMENT MANAGEMENT OF VIRGINIA LLC 0.22% of their portfolio RICHMOND, VA 27,53027.5k $1.0m $1.0m 0.22% —
27 ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio Boston, MA 25,87325.9k $970.0k $970.0k 0.01% —
28 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 25,51725.5k $959.0k $959.0k 0.00% —
29 Conestoga Capital Advisors, LLC 0.02% of their portfolio WAYNE, PA 25,37925.4k $953.0k $953.0k 0.02% —
30 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 24,80524.8k $931.0k $931.0k 0.00% —
31 ROYCE & ASSOCIATES LP 0.01% of their portfolio New York, NY 23,30723.3k $875.0k $875.0k 0.01% —
32 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 22,24822.2k $835.0k $835.0k 0.00% —
33 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 22,15422.2k $832.0k $832.0k 0.00% —
34 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 20,32720.3k $763.0k $763.0k 0.00% —
35 Legal Advantage Investments, Inc. 0.67% of their portfolio Los Altos Hills, CA 19,11919.1k $718.0k $718.0k 0.67% —
36 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 18,40818.4k $691.0k $691.0k 0.00% —
37 J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio SAN FRANCISCO, CA 17,00017.0k $638.0k $638.0k 0.00% —
38 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 16,61116.6k $624.0k $624.0k 0.00% —
39 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 15,85415.9k $595.0k $595.0k 0.00% —
40 Owls Nest Partners IA, LLC 0.23% of their portfolio CHADDS FORD, PA 15,50015.5k $582.0k $582.0k 0.23% —
41 GREENWOOD CAPITAL ASSOCIATES LLC 0.10% of their portfolio GREENWOOD, SC 15,30715.3k $575.0k $575.0k 0.10% —
42 Laurus Global Equity Management Inc. 0.23% of their portfolio TORONTO, A6 12,50012.5k $643.0k $643.0k 0.23% —
43 PenderFund Capital Management Ltd. 0.19% of their portfolio VANCOUVER, A1 11,70011.7k $607.0k $607.0k 0.19% —
44 NorthCoast Asset Management LLC 0.01% of their portfolio STAMFORD, CT 9,98310.0k $375.0k $375.0k 0.01% —
45 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 8,5568.6k $321.0k $321.0k 0.00% —
46 Man Group plc 0.00% of their portfolio LONDON, X0 7,8987.9k $297.0k $297.0k 0.00% —
47 RBF Capital, LLC 0.02% of their portfolio RENO, NV 7,3357.3k $275.0k $275.0k 0.02% —
48 Mesirow Financial Investment Management, Inc. 1.26% of their portfolio CHICAGO, IL 7,0687.1k $265.0k $265.0k 1.26% —
49 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 6,6006.6k $248.0k $248.0k 0.01% —
50 Veery Capital, LLC 0.14% of their portfolio Wilmington, DE 6,0006.0k $225.0k $225.0k 0.14% —
51 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 5,8405.8k $220.0k $220.0k 0.00% —
52 Acuitas Investments, LLC 0.24% of their portfolio Seattle, WA 5,8005.8k $218.0k $218.0k 0.24% —
53 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 5,4015.4k $203.0k $203.0k 0.00% —
54 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 4,4124.4k $165.0k $165.0k 0.00% —
55 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 4,1344.1k $155.0k $155.0k 0.00% —
56 State of Tennessee, Department of Treasury 0.00% of their portfolio NASHVILLE, TN 3,2523.3k $122.0k $122.0k 0.00% —
57 Financial Management Professionals, Inc. 0.02% of their portfolio AUSTIN, TX 2,6432.6k $99.0k $99.0k 0.02% —
58 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,2742.3k $85.0k $85.0k 0.00% —
59 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,8731.9k $70.0k $70.0k 0.00% —
60 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,7021.7k $64.0k $64.0k 0.00% —
61 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 436436 $16.0k $16.0k 0.00% —
62 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 368368 $14.0k $14.0k 0.00% —
63 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 234234 $9.0k $9.0k 0.00% —
64 TOTH FINANCIAL ADVISORY CORP 0.00% of their portfolio LEESBURG, VA 200200 $8.0k $8.0k 0.00% —
65 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 9999 $4.0k $4.0k 0.00% —
66 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 9898 $4.0k $4.0k 0.00% —
67 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 2020 $1.0k $1.0k 0.00% —
68 CWM, LLC 0.00% of their portfolio OMAHA, NE 1010 $0 $0 0.00% —
69 Missouri Trust & Investment Co 0.00% of their portfolio SPRINGFIELD, MO 1010 $1.0k $1.0k 0.00% —
70 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% —