D.E. Shaw & Co

D.E. Shaw & Co’s Semler Scientific SMLR Stock Holding History

D.E. Shaw & Co’s Portfolio SMLR Stock Details SMLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5,891	Closed	-$228K	–	4953
2025 Q2	$228K	Sell	5,891 -7,799	-57%	-$278K	﹤0.01%	4005
2025 Q1	$496K	Buy	13,690 +5,558	+68%	+$260K	﹤0.01%	3511
2024 Q4	$439K	Buy	+8,132	New	+$374K	﹤0.01%	3699
2024 Q3	–	Sell	-11,639	Closed	-$400K	–	4900
2024 Q2	$400K	Sell	11,639 -63,228	-84%	-$1.82M	﹤0.01%	3759
2024 Q1	$2.19M	Sell	74,867 -50,720	-40%	-$2.12M	﹤0.01%	2569
2023 Q4	$5.56M	Buy	125,587 +13,774	+12%	+$495K	0.01%	1822
2023 Q3	$2.84M	Buy	111,813 +7,314	+7%	+$190K	﹤0.01%	2293
2023 Q2	$2.74M	Buy	104,499 +12,327	+13%	+$325K	﹤0.01%	2370
2023 Q1	$2.47M	Buy	92,172 +30,592	+50%	+$857K	﹤0.01%	2528
2022 Q4	$2.03M	Buy	61,580 +1,794	+3%	+$62.2K	﹤0.01%	2938
2022 Q3	$2.25M	Buy	59,786 +1,687	+3%	+$63.7K	﹤0.01%	2895
2022 Q2	$1.64M	Buy	58,099 +23,580	+68%	+$843K	﹤0.01%	3238
2022 Q1	$1.71M	Buy	+34,519	New	+$2.31M	﹤0.01%	3455

Other funds holding SMLR

Interchange Capital Partners Pittsburgh, Pennsylvania $316M AUM 12.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return