Jim Simons
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Jim Simons’s Advantage Solutions ADV Stock Holding History

Jim Simons’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$708K Buy
33,475
+1,427
+4% +$27.5K ﹤0.01% 2438
2025
Q4 		$705K Buy
32,048
+1,216
+4% +$35.1K ﹤0.01% 2436
2025
Q3 		$1.18M Buy
30,832
+3,016
+11% +$125K ﹤0.01% 2402
2025
Q2 		$918K Buy
27,816
+1,368
+5% +$45.1K ﹤0.01% 2562
2025
Q1 		$998K Buy
26,448
+508
+2% +$29.6K ﹤0.01% 2434
2024
Q4 		$1.89M Buy
25,940
+280
+1% +$22.9K ﹤0.01% 2091
2024
Q3 		$2.2M Buy
25,660
+348
+1% +$32.1K ﹤0.01% 1957
2024
Q2 		$2.04M Sell
25,312
-4,240
-14% -$395K ﹤0.01% 1873
2024
Q1 		$3.2M Buy
29,552
+760
+3% +$74.8K 0.01% 1724
2023
Q4 		$2.61M Buy
28,792
+12,440
+76% +$884K ﹤0.01% 1780
2023
Q3 		$1.16M Buy
16,352
+8,481
+108% +$563K ﹤0.01% 2199
2023
Q2 		$460K Buy
7,871
+379
+5% +$16.2K ﹤0.01% 2915
2023
Q1 		$296K Buy
7,492
+3,548
+90% +$200K ﹤0.01% 3129
2022
Q4 		$205K Buy
3,944
+204
+5% +$12.8K ﹤0.01% 3405
2022
Q3 		$199K Sell
3,740
-28
-0.7% -$2.58K ﹤0.01% 3387
2022
Q2 		$358K Buy
3,768
+2,648
+236% +$320K ﹤0.01% 3353
2022
Q1 		$179K Buy
+1,120
New +$194K ﹤0.01% 3675
2021
Q3 		– Sell
-6,684
Closed -$1.8M – 3426
2021
Q2 		$1.8M Buy
+6,684
New +$2.06M ﹤0.01% 2323

Other funds holding ADV

CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $420M AUM 0.05% 1-Year Est. Return
AP
Atairos Partners Bryn Mawr, Pennsylvania $35.2M AUM 32.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Jim Simons's ADV Position: Q1 2026 in Review

Jim Simons increased its Advantage Solutions (ADV) stake by 4.5% in Q1 2026, buying an estimated $27.5K and bringing the position to 33,475 shares worth $708K. The position accounts for ﹤0.01% of the portfolio, ranked #2438.

Jim Simons first reported a position in ADV in Q2 2021 and has held it in 18 quarters since. The position peaked at $3.2M in Q1 2024. 69 funds tracked by Wall St. Rank hold ADV as of Q1 2026.

  • Jim Simons held 33,475 shares of Advantage Solutions worth $708K as of Q1 2026.
  • Jim Simons bought 1,427 Advantage Solutions shares in Q1 2026, an estimated $27.5K.
  • Advantage Solutions made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2438 holding.
  • Jim Simons first reported a position in Advantage Solutions in Q2 2021 and has held it in 18 quarters since.
  • Jim Simons's Advantage Solutions position peaked at $3.2M in Q1 2024.
  • 69 funds tracked by Wall St. Rank held Advantage Solutions as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.