Jim Simons’s Agilon Health AGL Stock Holding History

Jim Simons’s Portfolio AGL Stock Details AGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.18M	Buy	149,043 +54,202	+57%	+$876K	﹤0.01%	2177
2025 Q4	$1.63M	Buy	94,841 +36,457	+62%	+$707K	﹤0.01%	1993
2025 Q3	$1.5M	Buy	58,384 +24,384	+72%	+$921K	﹤0.01%	2253
2025 Q2	$1.96M	Sell	34,000 -17,640	-34%	-$1.41M	﹤0.01%	2127
2025 Q1	$5.59M	Buy	51,640 +33,108	+179%	+$2.88M	0.01%	1358
2024 Q4	$880K	Buy	18,532 +11,268	+155%	+$681K	﹤0.01%	2565
2024 Q3	$714K	Buy	+7,264	New	+$938K	﹤0.01%	2622
2024 Q2	–	Sell	-11,392	Closed	-$1.74M	–	3454
2024 Q1	$1.74M	Buy	11,392 +7,892	+225%	+$1.31M	﹤0.01%	2126
2023 Q4	$1.1M	Sell	3,500 -16,412	-82%	-$5.94M	﹤0.01%	2347
2023 Q3	$8.84M	Sell	19,912 -47,268	-70%	-$21.4M	0.02%	989
2023 Q2	$29.1M	Buy	67,180 +65,756	+4,618%	+$37M	0.04%	499
2023 Q1	$846K	Sell	1,424 -11,556	-89%	-$6.47M	﹤0.01%	2580
2022 Q4	$5.24M	Buy	+12,980	New	+$6.09M	0.01%	1492
2022 Q3	–	Sell	-6,012	Closed	-$3.28M	–	3990
2022 Q2	$3.28M	Buy	+6,012	New	+$3.04M	﹤0.01%	1853
2022 Q1	–	Sell	-464	Closed	-$313K	–	4045
2021 Q4	$313K	Buy	+464	New	+$282K	﹤0.01%	3323

Other funds holding AGL

CDR

Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return

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

NPCM

North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Jim Simons's AGL Position: Q1 2026 in Review

Jim Simons increased its Agilon Health (AGL) stake by 57% in Q1 2026, buying an estimated $876K and bringing the position to 149,043 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2177.

Jim Simons first reported a position in AGL in Q4 2021 and has held it in 15 quarters since. The position peaked at $29.1M in Q2 2023. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

Jim Simons held 149,043 shares of Agilon Health worth $1.18M as of Q1 2026.
Jim Simons bought 54,202 Agilon Health shares in Q1 2026, an estimated $876K.
Agilon Health made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2177 holding.
Jim Simons first reported a position in Agilon Health in Q4 2021 and has held it in 15 quarters since.
Jim Simons's Agilon Health position peaked at $29.1M in Q2 2023.
97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

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