Jim Simons
NAII icon

Jim Simons’s Natural Alternatives International NAII Stock Holding History

Jim Simons’s Portfolio NAII Stock Details NAII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$766K Sell
291,356
-11,400
-4% -$38K ﹤0.01% 2403
2025
Q4 		$1.08M Buy
302,756
+10,900
+4% +$33.2K ﹤0.01% 2227
2025
Q3 		$833K Sell
291,856
-5,800
-2% -$20.3K ﹤0.01% 2578
2025
Q2 		$976K Sell
297,656
-6,500
-2% -$20.7K ﹤0.01% 2529
2025
Q1 		$1.05M Sell
304,156
-5,100
-2% -$20.4K ﹤0.01% 2395
2024
Q4 		$1.33M Sell
309,256
-11,600
-4% -$51.7K ﹤0.01% 2320
2024
Q3 		$1.84M Sell
320,856
-8,000
-2% -$46.8K ﹤0.01% 2077
2024
Q2 		$1.98M Sell
328,856
-4,400
-1% -$28.6K ﹤0.01% 1894
2024
Q1 		$2.03M Sell
333,256
-4,800
-1% -$29.2K ﹤0.01% 2026
2023
Q4 		$2.21M Sell
338,056
-9,700
-3% -$61K ﹤0.01% 1891
2023
Q3 		$2.26M Sell
347,756
-4,600
-1% -$30.9K ﹤0.01% 1785
2023
Q2 		$2.54M Sell
352,356
-7,442
-2% -$59.6K ﹤0.01% 1846
2023
Q1 		$3.32M Sell
359,798
-14,800
-4% -$133K ﹤0.01% 1718
2022
Q4 		$3.14M Sell
374,598
-19,300
-5% -$161K ﹤0.01% 1785
2022
Q3 		$3.65M Sell
393,898
-35,856
-8% -$380K 0.01% 1635
2022
Q2 		$4.49M Buy
429,754
+10,456
+2% +$106K 0.01% 1646
2022
Q1 		$4.83M Sell
419,298
-24,300
-5% -$295K 0.01% 1620
2021
Q4 		$5.61M Sell
443,598
-17,100
-4% -$225K 0.01% 1458
2021
Q3 		$6.22M Sell
460,698
-17,500
-4% -$290K 0.01% 1328
2021
Q2 		$8.05M Sell
478,198
-3,000
-0.6% -$44.5K 0.01% 1324
2021
Q1 		$7.39M Sell
481,198
-36,604
-7% -$548K 0.01% 1391
2020
Q4 		$5.48M Buy
517,802
+6,600
+1% +$60.4K 0.01% 1527
2020
Q3 		$3.86M Sell
511,202
-3,061
-0.6% -$22K ﹤0.01% 1729
2020
Q2 		$3.52M Sell
514,263
-9,858
-2% -$66.9K ﹤0.01% 1847
2020
Q1 		$3.3M Sell
524,121
-25,477
-5% -$191K ﹤0.01% 1799
2019
Q4 		$4.39M Buy
549,598
+10,615
+2% +$89.7K ﹤0.01% 1934
2019
Q3 		$4.5M Sell
538,983
-5,205
-1% -$53.3K ﹤0.01% 1850
2019
Q2 		$6.34M Sell
544,188
-4,856
-0.9% -$60.9K 0.01% 1682
2019
Q1 		$6.31M Sell
549,044
-1,371
-0.2% -$15.3K 0.01% 1657
2018
Q4 		$5.41M Sell
550,415
-11,005
-2% -$106K 0.01% 1677
2018
Q3 		$5.5M Sell
561,420
-2,958
-0.5% -$29.4K 0.01% 1742
2018
Q2 		$5.73M Buy
564,378
+14,478
+3% +$153K 0.01% 1701
2018
Q1 		$6.05M Buy
549,900
+38,098
+7% +$428K 0.01% 1696
2017
Q4 		$5.27M Buy
511,802
+29,602
+6% +$309K 0.01% 1771
2017
Q3 		$5.21M Buy
482,200
+19,000
+4% +$197K 0.01% 1744
2017
Q2 		$4.61M Sell
463,200
-13,700
-3% -$136K 0.01% 1760
2017
Q1 		$4.2M Sell
476,900
-2,400
-0.5% -$24.4K 0.01% 1798
2016
Q4 		$5.42M Buy
479,300
+104,800
+28% +$1.31M 0.01% 1604
2016
Q3 		$4.92M Buy
374,500
+25,600
+7% +$276K 0.01% 1611
2016
Q2 		$3.85M Buy
348,900
+71,800
+26% +$869K 0.01% 1778
2016
Q1 		$3.75M Buy
277,100
+54,340
+24% +$553K 0.01% 1832
2015
Q4 		$2.3M Buy
222,760
+23,660
+12% +$173K 0.01% 2013
2015
Q3 		$1.25M Buy
199,100
+7,200
+4% +$42.7K ﹤0.01% 2261
2015
Q2 		$1.09M Buy
191,900
+14,500
+8% +$81.3K ﹤0.01% 2405
2015
Q1 		$972K Buy
177,400
+2,200
+1% +$11.8K ﹤0.01% 2321
2014
Q4 		$937K Buy
175,200
+15,800
+10% +$90.8K ﹤0.01% 2151
2014
Q3 		$1.03M Buy
159,400
+3,700
+2% +$20K ﹤0.01% 2012
2014
Q2 		$822K Buy
155,700
+2,800
+2% +$15.8K ﹤0.01% 2130
2014
Q1 		$830K Buy
152,900
+2,500
+2% +$13.5K ﹤0.01% 2158
2013
Q4 		$839K Buy
150,400
+5,200
+4% +$29.5K ﹤0.01% 2161
2013
Q3 		$835K Buy
145,200
+4,000
+3% +$19.9K ﹤0.01% 2088
2013
Q2 		$651K Buy
+141,200
New +$657K ﹤0.01% 2123

Other funds holding NAII

CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Jim Simons's NAII Position: Q1 2026 in Review

Jim Simons reduced its Natural Alternatives International (NAII) stake by 3.8% in Q1 2026, selling an estimated $38K and leaving 291,356 shares worth $766K. The position accounts for ﹤0.01% of the portfolio, ranked #2403.

Jim Simons first reported a position in NAII in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.05M in Q2 2021. 22 funds tracked by Wall St. Rank hold NAII as of Q1 2026.

  • Jim Simons held 291,356 shares of Natural Alternatives International worth $766K as of Q1 2026.
  • Jim Simons sold 11,400 Natural Alternatives International shares in Q1 2026, an estimated $38K.
  • Natural Alternatives International made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2403 holding.
  • Jim Simons first reported a position in Natural Alternatives International in Q2 2013 and has held it in 52 quarters since.
  • Jim Simons's Natural Alternatives International position peaked at $8.05M in Q2 2021.
  • 22 funds tracked by Wall St. Rank held Natural Alternatives International as of Q1 2026.

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