Jim Simons
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Jim Simons’s loanDepot LDI Stock Holding History

Jim Simons’s Portfolio LDI Stock Details LDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.16M Buy
819,800
+539,452
+192% +$1.11M ﹤0.01% 2184
2025
Q4 		$580K Buy
280,348
+198,248
+241% +$551K ﹤0.01% 2513
2025
Q3 		$252K Sell
82,100
-232,500
-74% -$537K ﹤0.01% 3069
2025
Q2 		$400K Sell
314,600
-138,800
-31% -$170K ﹤0.01% 2946
2025
Q1 		$540K Sell
453,400
-104,400
-19% -$169K ﹤0.01% 2711
2024
Q4 		$1.14M Sell
557,800
-123,500
-18% -$275K ﹤0.01% 2427
2024
Q3 		$1.86M Sell
681,300
-8,000
-1% -$18.9K ﹤0.01% 2070
2024
Q2 		$1.14M Sell
689,300
-7,900
-1% -$16.9K ﹤0.01% 2252
2024
Q1 		$1.81M Buy
697,200
+188,800
+37% +$507K ﹤0.01% 2099
2023
Q4 		$1.79M Sell
508,400
-1,700
-0.3% -$3.2K ﹤0.01% 2023
2023
Q3 		$877K Sell
510,100
-49,879
-9% -$102K ﹤0.01% 2392
2023
Q2 		$1.19M Sell
559,979
-9,721
-2% -$17.9K ﹤0.01% 2366
2023
Q1 		$917K Sell
569,700
-245,600
-30% -$514K ﹤0.01% 2534
2022
Q4 		$1.34M Sell
815,300
-138,606
-15% -$212K ﹤0.01% 2339
2022
Q3 		$1.26M Sell
953,906
-146,399
-13% -$240K ﹤0.01% 2359
2022
Q2 		$1.58M Buy
1,100,305
+310,820
+39% +$839K ﹤0.01% 2365
2022
Q1 		$3.28M Sell
789,485
-235,915
-23% -$1.02M ﹤0.01% 1872
2021
Q4 		$4.92M Buy
1,025,400
+951,819
+1,294% +$5.57M 0.01% 1544
2021
Q3 		$498K Buy
+73,581
New +$687K ﹤0.01% 2894

Other funds holding LDI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $711M AUM 36.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Jim Simons's LDI Position: Q1 2026 in Review

Jim Simons increased its loanDepot (LDI) stake by 192% in Q1 2026, buying an estimated $1.11M and bringing the position to 819,800 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2184.

Jim Simons first reported a position in LDI in Q3 2021 and has held it in 19 quarters since. The position peaked at $4.92M in Q4 2021. 138 funds tracked by Wall St. Rank hold LDI as of Q1 2026.

  • Jim Simons held 819,800 shares of loanDepot worth $1.16M as of Q1 2026.
  • Jim Simons bought 539,452 loanDepot shares in Q1 2026, an estimated $1.11M.
  • loanDepot made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2184 holding.
  • Jim Simons first reported a position in loanDepot in Q3 2021 and has held it in 19 quarters since.
  • Jim Simons's loanDepot position peaked at $4.92M in Q4 2021.
  • 138 funds tracked by Wall St. Rank held loanDepot as of Q1 2026.

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