Vault-13

SIMULATIONS PLUS INC

COM · Common Stock · CUSIP 829214105 · ISIN US8292141053

169 institutional holders +9 vs Q1 2026
16,886,65016.9m shares reported held*
$309.1mreported value*
31 new 63 added 44 reduced 22 sold out net bought ≈ $14.1m (+777.0k shares)

* 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 ($62.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $18.30. Options: 2 managers hold calls ($265.5k notional), 1 hold puts ($9.2k).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 182Q4 22: 159Q1 23: 157Q2 23: 157Q3 23: 169Q4 23: 168Q1 24: 169Q2 24: 177Q3 24: 171Q4 24: 167Q1 25: 165Q2 25: 161Q3 25: 168Q4 25: 170Q1 26: 160Q2 26: 169169Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022182
Q4 2022159
Q1 2023157
Q2 2023157
Q3 2023169
Q4 2023168
Q1 2024169
Q2 2024177
Q3 2024171
Q4 2024167
Q1 2025165
Q2 2025161
Q3 2025168
Q4 2025170
Q1 2026160
Q2 2026169

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 91 bought or addedQ3 24: 76 cut or sold outQ4 24: 81 bought or addedQ4 24: 82 cut or sold outQ4 24Q1 25: 85 bought or addedQ1 25: 73 cut or sold outQ2 25: 83 bought or addedQ2 25: 72 cut or sold outQ2 25Q3 25: 108 bought or addedQ3 25: 83 cut or sold outQ4 25: 91 bought or addedQ4 25: 77 cut or sold outQ4 25Q1 26: 83 bought or addedQ1 26: 84 cut or sold outQ2 26: 94 bought or addedQ2 26: 66 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20249176
Q4 20248182
Q1 20258573
Q2 20258372
Q3 202510883
Q4 20259177
Q1 20268384
Q2 20269466

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3mQ3 25 calls: $613.3kQ3 25 puts: $583.0kQ3 25P/C 0.95Q4 25 calls: $508.6kQ4 25 puts: $12.8kQ4 25P/C 0.03Q1 26 calls: $2.4mQ1 26 puts: $161.9kQ1 26P/C 0.07Q2 26 calls: $265.5kQ2 26 puts: $9.2kQ2 26P/C 0.03
Numbers
QuarterCallsPutsP/C
Q3 2025$613.3k$583.0k0.95
Q4 2025$508.6k$12.8k0.03
Q1 2026$2.4m$161.9k0.07
Q2 2026$265.5k$9.2k0.03

Biggest buyers

First Eagle Investment Management, LLC Added +1,399,095+1.4m
BlackRock, Inc. Added +249,723+249.7k
JPMORGAN CHASE & CO Added +217,040+217.0k
GLAZER CAPITAL, LLC New +201,564+201.6k
JANE STREET GROUP, LLC Added +176,421+176.4k
First Light Asset Management, LLC Added +159,854+159.9k
KENNEDY CAPITAL MANAGEMENT LLC Added +149,763+149.8k
GABELLI FUNDS LLC New +147,058+147.1k
AQR CAPITAL MANAGEMENT LLC Added +140,688+140.7k
Qube Research & Technologies Ltd New +129,956+130.0k

Biggest sellers

MORGAN STANLEY Reduced -571,609-571.6k
ROYCE & ASSOCIATES LP Sold out -427,416-427.4k
Rockefeller Capital Management L.P. Reduced -418,920-418.9k
Meros Investment Management, LP Reduced -369,788-369.8k
MARSHALL WACE, LLP Reduced -222,147-222.1k
Topline Capital Management, LLC Reduced -133,730-133.7k
NANO CAP NEW MILLENNIUM GROWTH FUND L P Sold out -100,000-100.0k
BANK OF AMERICA CORP /DE/ Reduced -92,612-92.6k
CITIGROUP INC Reduced -91,867-91.9k
Point72 Asset Management, L.P. Sold out -85,086-85.1k

Biggest calls

Advisory Solutions Group, LLC First filing $263.7k14.4k shares
SIMPLEX TRADING, LLC New $1.8k100 shares

Biggest puts

SIMPLEX TRADING, LLC Unchanged $9.2k500 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

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
First Light Asset Management, LLC 13G · institution new · filed 2026-02-06 13.2% new 2.6m≈ $48.5m 2026-02-06
Conestoga Capital Advisors, LLC 13G · institution new · filed 2025-01-10 11.9% new 2.4m≈ $43.9m 2025-01-10
BlackRock, Inc. 13G · institution filed 2025-10-02 5.8% 1.2m≈ $21.4m 2025-10-02
First Eagle Investment Management, LLC 13G · institution new · filed 2026-08-06 5.3% new 1.1m≈ $19.6m 2026-08-06

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 First Light Asset Management, LLC 3.11% of their portfolio Edina, MN 2,792,6772.8m $51.1m $51.1m 3.11% Added +159.9k +159,854
2 First Eagle Investment Management, LLC 0.03% of their portfolio NEW YORK, NY 2,141,1642.1m $39.2m $39.2m 0.03% Added +1.4m +1,399,095
3 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,502,0991.5m $27.5m $27.5m 0.00% Added +249.7k +249,723
4 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 741,467741.5k $13.6m $13.6m 0.00% Added +1.7k +1,746
5 KENNEDY CAPITAL MANAGEMENT LLC 0.17% of their portfolio ST LOUIS, MO 539,072539.1k $9.9m $9.9m 0.17% Added +149.8k +149,763
6 Tributary Capital Management, LLC 0.81% of their portfolio OMAHA, NE 538,249538.2k $9.9m $9.9m 0.81% Reduced -10.2k -10,167
7 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 440,373440.4k $8.1m $8.1m 0.00% Added +65.4k +65,395
8 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 410,540410.5k $7.5m $7.5m 0.01% Reduced -222.1k -222,147
9 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 382,540382.5k $7.0m $7.0m 0.00% Added +22.1k +22,093
10 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 326,077326.1k $6.0m $6.0m 0.00% Added +217.0k +217,040
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 315,902315.9k $5.8m $5.8m 0.00% Reduced -571.6k -571,609
12 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 312,882312.9k $5.7m $5.7m 0.00% Reduced -67.2k -67,181
13 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 300,334300.3k $5.5m $5.5m 0.00% Added +140.7k +140,688
14 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 233,359233.4k $4.3m $4.3m 0.00% Reduced -60.6k -60,581
15 North Star Investment Management Corp. 0.22% of their portfolio CHICAGO, IL 219,188219.2k $4.0m $4.0m 0.22% Added +21.9k +21,858
16 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 208,688208.7k $3.8m $3.8m 0.00% Added +176.4k +176,421
17 GLAZER CAPITAL, LLC 0.09% of their portfolio New York, NY 201,564201.6k $3.7m $3.7m 0.09% New
18 HERALD INVESTMENT MANAGEMENT Ltd 0.50% of their portfolio LONDON, X0 200,000200.0k $3.7m $3.7m 0.50% Unchanged
19 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 185,048185.0k $3.4m $3.4m 0.00% Added +3.5k +3,548
20 Kopion Asset Management, LLC 2.14% of their portfolio MCKINNEY, TX 184,614184.6k $3.4m $3.4m 2.14% Reduced -37.8k -37,829
21 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 183,488183.5k $3.4m $3.4m 0.00% Reduced -19.8k -19,781
22 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 169,888169.9k $3.1m $3.1m 0.00% Added +18.8k +18,830
23 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 168,716168.7k $3.1m $3.1m 0.00% Reduced -418.9k -418,920
24 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 155,891155.9k $2.9m $2.9m 0.00% Added +53.3k +53,292
25 TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio STAMFORD, CT 155,702155.7k $2.9m $2.9m 0.01% Added +4.6k +4,600
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 152,812152.8k $2.8m $2.8m 0.00% Added +15.4k +15,415
27 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 151,848151.8k $2.8m $2.8m 0.00% Reduced -61.0k -61,049
28 GABELLI FUNDS LLC 0.02% of their portfolio Rye, NY 147,058147.1k $2.7m $2.7m 0.02% New
29 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 130,749130.7k $2.4m $2.4m 0.00% Reduced -78.7k -78,716
30 Meros Investment Management, LP 0.76% of their portfolio DALLAS, TX 130,229130.2k $2.4m $2.4m 0.76% Reduced -369.8k -369,788
31 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 129,956130.0k $2.4m $2.4m 0.00% New
32 Polar Asset Management Partners Inc. 0.04% of their portfolio TORONTO, A6 127,874127.9k $2.3m $2.3m 0.04% New
33 Groupe la Francaise 0.03% of their portfolio PARIS, I0 127,200127.2k $2.3m $2.3m 0.03% New
34 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 119,317119.3k $2.2m $2.2m 0.00% Added +4.3k +4,314
35 GABELLI & Co INVESTMENT ADVISERS, INC. 0.32% of their portfolio Rye, NY 119,150119.2k $2.2m $2.2m 0.32% New
36 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 110,368110.4k $2.0m $2.0m 0.00% Reduced -81.0k -81,033
37 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 109,948109.9k $2.0m $2.0m 0.00% Reduced -2.3k -2,311
38 RICE HALL JAMES & ASSOCIATES, LLC 0.09% of their portfolio San Diego, CA 103,010103.0k $1.9m $1.9m 0.09% Added +1.4k +1,412
39 Prescott Group Capital Management, L.L.C. 0.16% of their portfolio Tulsa, OK 100,885100.9k $1.8m $1.8m 0.16% Unchanged
40 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 95,80595.8k $1.8m $1.8m 0.00% Reduced -92.6k -92,612
41 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 85,18585.2k $1.6m $1.6m 0.00% Added +11.2k +11,198
42 CREDIT INDUSTRIEL ET COMMERCIAL 0.17% of their portfolio PARIS FRANCE, I0 84,80084.8k $1.6m $1.6m 0.17% New
43 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 84,65584.7k $1.6m $1.6m 0.00% Reduced -58.3k -58,282
44 Topline Capital Management, LLC 0.40% of their portfolio SANTA MONICA, CA 84,41284.4k $1.5m $1.5m 0.40% Reduced -133.7k -133,730
45 UBS Group AG 0.00% of their portfolio ZURICH, V8 79,64079.6k $1.5m $1.5m 0.00% Added +10.8k +10,768
46 ABC ARBITRAGE SA 0.16% of their portfolio PARIS, I0 78,86978.9k $1.4m $1.4m 0.16% New
47 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 68,69168.7k $1.3m $1.3m 0.00% Added +29.0k +29,007
48 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 68,09568.1k $1.2m $1.2m 0.00% Added +4.5k +4,503
49 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 53,26353.3k $975.2k $975.2k 0.00% Added +45.5k +45,485
50 OMERS ADMINISTRATION Corp 0.01% of their portfolio TORONTO, A6 51,50051.5k $943.0k $943.0k 0.01% New
51 KORNITZER CAPITAL MANAGEMENT INC /KS 0.02% of their portfolio SHAWNEE MISSION, KS 48,25848.3k $883.6k $883.6k 0.02% Reduced -1.3k -1,287
52 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 47,91647.9k $877.3k $877.3k 0.00% Added +14.2k +14,186
53 Susquehanna Portfolio Strategies, LLC 0.01% of their portfolio Bala Cynwyd, PA 41,32341.3k $756.6k $756.6k 0.01% Reduced -7.9k -7,890
54 AZZAD ASSET MANAGEMENT INC /ADV 0.06% of their portfolio FALLS CHURCH, VA 38,67438.7k $708.1k $708.1k 0.06% Reduced -11.7k -11,674
55 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 38,58038.6k $706.4k $706.4k 0.00% Reduced -17.3k -17,332
56 CRAWFORD INVESTMENT COUNSEL INC 0.01% of their portfolio ATLANTA, GA 37,99038.0k $695.6k $695.6k 0.01% Unchanged
57 EntryPoint Capital, LLC 0.16% of their portfolio NEW YORK, NY 36,73936.7k $672.7k $672.7k 0.16% New
58 Virtu Financial LLC 0.02% of their portfolio New York, NY 36,63536.6k $671.0k $671.0k 0.02% New
59 Navalign, LLC 0.15% of their portfolio ENCINO, CA 35,00635.0k $641.0k $641.0k 0.15% Unchanged
60 WATER ISLAND CAPITAL LLC 0.06% of their portfolio NEW YORK, NY 33,23833.2k $608.6k $608.6k 0.06% New
61 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 29,96530.0k $548.7k $548.7k 0.00% Reduced -241 -241
62 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 29,19429.2k $534.5k $534.5k 0.00% Added +3.2k +3,197
63 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 28,30428.3k $518.2k $518.2k 0.00% Added +1.8k +1,811
64 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 28,11628.1k $519.9k $519.9k 0.00% Added +1.6k +1,622
65 Hennion & Walsh Asset Management, Inc. 0.01% of their portfolio Parsippany, NJ 27,91727.9k $511.2k $511.2k 0.01% Reduced -271 -271
66 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 26,70326.7k $488.9k $488.9k 0.00% Added +2.8k +2,769
67 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 26,70026.7k $488.9k $488.9k 0.01% Unchanged
68 FMR LLC 0.00% of their portfolio BOSTON, MA 26,53326.5k $485.8k $485.8k 0.00% Reduced -2.2k -2,220
69 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 26,20126.2k $476.9k $476.9k 0.00% Added +7.4k +7,437
70 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 26,18826.2k $479.0k $479.0k 0.00% Added +7.0k +6,953
71 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 25,71625.7k $471.0k $471.0k 0.00% Reduced -4.7k -4,698
72 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 25,47525.5k $466.4k $466.4k 0.00% New
73 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 24,21024.2k $286.2k $286.2k 0.00% Added +5.1k +5,100
74 PRELUDE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio NEW YORK, NY 23,79423.8k $435.7k $435.7k 0.03% New
75 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 21,61221.6k $395.7k $395.7k 0.00% Added +1.3k +1,294
76 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 21,34821.3k $390.9k $390.9k 0.00% New
77 Linden Thomas Advisory Services, LLC 0.03% of their portfolio Charlotte, NC 21,09621.1k $386.3k $386.3k 0.03% Reduced -149 -149
78 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 20,60320.6k $377.2k $377.2k 0.00% Reduced -2.9k -2,899
79 FIRST NATIONAL BANK OF OMAHA 0.01% of their portfolio OMAHA, NE 18,91318.9k $346.3k $346.3k 0.01% Added +68 +68
80 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 18,88418.9k $345.8k $345.8k 0.00% Added +8.3k +8,313
81 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 17,18117.2k $314.6k $314.6k 0.00% Reduced -91.9k -91,867
82 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 16,49016.5k $301.9k $301.9k 0.00% Reduced -28.3k -28,277
83 Inscription Capital, LLC 0.03% of their portfolio HOUSTON, TX 16,30616.3k $298.6k $298.6k 0.03% Added +686 +686
84 KING LUTHER CAPITAL MANAGEMENT CORP 0.00% of their portfolio FORT WORTH, TX 16,00016.0k $293.0k $293.0k 0.00% Unchanged
85 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 15,97916.0k $291.5k $291.5k 0.00% Added +317 +317
86 Quantbot Technologies LP 0.01% of their portfolio NEW YORK, NY 15,97416.0k $292.5k $292.5k 0.01% Reduced -16.9k -16,910
87 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 15,82615.8k $289.7k $289.7k 0.00% Reduced -247 -247
88 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 15,33415.3k $280.8k $280.8k 0.00% Added +5.5k +5,499
89 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 14,33314.3k $262.4k $262.4k 0.00% Added +3.5k +3,538
90 Green Alpha Advisors, LLC 0.17% of their portfolio NIWOT, CO 13,60613.6k $249.1k $249.1k 0.17% Reduced -100 -100
91 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 12,98413.0k $237.7k $237.7k 0.00% New
92 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 12,97813.0k $238.0k $238.0k 0.00% Added +2.4k +2,432
93 Mariner, LLC 0.00% of their portfolio Overland Park, KS 12,23412.2k $224.0k $224.0k 0.00% New
94 CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio TORONTO ONTARIO, A6 12,20012.2k $223.4k $223.4k 0.00% Reduced -2.0k -2,000
95 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 11,51011.5k $210.7k $210.7k 0.00% Reduced -9.6k -9,586
96 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 11,31411.3k $207.0k $207.0k 0.00% Added +300 +300
97 Y-Intercept (Hong Kong) Ltd 0.00% of their portfolio HONG KONG, K3 11,29611.3k $206.8k $206.8k 0.00% New
98 Savvy Advisors, Inc. 0.00% of their portfolio NEW YORK, NY 10,28710.3k $188.4k $188.4k 0.00% Added +119 +119
99 BAILARD, INC. 0.00% of their portfolio Foster City, CA 10,00010.0k $183.1k $183.1k 0.00% Unchanged
100 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 9,5509.6k $175.0k $175.0k 0.00% New