Jim Simons’s Netcapital NCPL Stock Holding History

Jim Simons’s Portfolio NCPL Stock Details NCPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-188,146	Closed	-$452K	–	3577
2025 Q3	$452K	Buy	+188,146	New	+$598K	﹤0.01%	2843
2024 Q1	–	Sell	-311	Closed	-$5K	–	3946
2023 Q4	$5K	Buy	+311	New	+$7.78K	﹤0.01%	3670

Other funds holding NCPL

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

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

Jim Simons's NCPL Position: Q4 2025 in Review

Jim Simons sold out of Netcapital (NCPL) in Q4 2025, closing a stake of 188,146 shares — an estimated $452K sold.

Jim Simons first reported a position in NCPL in Q4 2023 and held it in 2 quarters. The position peaked at $452K in Q3 2025. 12 funds tracked by Wall St. Rank hold NCPL as of Q4 2025.

Jim Simons reported no remaining Netcapital position as of Q4 2025 after selling out during the quarter.
Jim Simons sold 188,146 Netcapital shares in Q4 2025, an estimated $452K.
Jim Simons first reported a position in Netcapital in Q4 2023 and held it in 2 quarters.
Jim Simons's Netcapital position peaked at $452K in Q3 2025.
12 funds tracked by Wall St. Rank held Netcapital as of Q4 2025.

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