Jim Simons’s Longeveron LGVN Stock Holding History

Jim Simons’s Portfolio LGVN Stock Details LGVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-56,600	Closed	-$42.5K	–	3527
2025 Q3	$42.5K	Buy	+56,600	New	+$62.1K	﹤0.01%	3359
2024 Q3	–	Sell	-146,700	Closed	-$236K	–	3738
2024 Q2	$236K	Buy	+146,700	New	+$257K	﹤0.01%	2996
2021 Q3	–	Sell	-3,820	Closed	-$311K	–	3674
2021 Q2	$311K	Buy	+3,820	New	+$249K	﹤0.01%	3136

Other funds holding LGVN

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HPIA

Hamilton Point Investment Advisors Chapel Hill, North Carolina $710M AUM 25.95% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Jim Simons's LGVN Position: Q4 2025 in Review

Jim Simons sold out of Longeveron (LGVN) in Q4 2025, closing a stake of 56,600 shares — an estimated $42.5K sold.

Jim Simons first reported a position in LGVN in Q2 2021 and held it in 3 quarters. The position peaked at $311K in Q2 2021. 30 funds tracked by Wall St. Rank hold LGVN as of Q4 2025.

Jim Simons reported no remaining Longeveron position as of Q4 2025 after selling out during the quarter.
Jim Simons sold 56,600 Longeveron shares in Q4 2025, an estimated $42.5K.
Jim Simons first reported a position in Longeveron in Q2 2021 and held it in 3 quarters.
Jim Simons's Longeveron position peaked at $311K in Q2 2021.
30 funds tracked by Wall St. Rank held Longeveron as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.