Jim Simons
SWKH

Jim Simons’s SWK Holdings SWKH Stock Holding History

Jim Simons’s Portfolio SWKH Stock Details SWKH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$393K Sell
23,100
-8,700
-27% -$149K ﹤0.01% 2701
2025
Q4 		$547K Sell
31,800
-6,000
-16% -$99.1K ﹤0.01% 2543
2025
Q3 		$550K Buy
37,800
+600
+2% +$8.87K ﹤0.01% 2747
2025
Q2 		$548K Buy
37,200
+1,738
+5% +$24.6K ﹤0.01% 2787
2025
Q1 		$489K Sell
35,462
-988
-3% -$13K ﹤0.01% 2756
2024
Q4 		$458K Buy
36,450
+1,307
+4% +$17K ﹤0.01% 2880
2024
Q3 		$481K Buy
35,143
+13,941
+66% +$189K ﹤0.01% 2805
2024
Q2 		$285K Buy
21,202
+379
+2% +$5.16K ﹤0.01% 2929
2024
Q1 		$287K Buy
20,823
+126
+0.6% +$1.7K ﹤0.01% 3108
2023
Q4 		$287K Buy
20,697
+1,893
+10% +$24.7K ﹤0.01% 3008
2023
Q3 		$235K Buy
18,804
+1,893
+11% +$24K ﹤0.01% 3035
2023
Q2 		$224K Sell
16,911
-252
-1% -$3.45K ﹤0.01% 3257
2023
Q1 		$243K Hold
17,163
– – ﹤0.01% 3196
2022
Q4 		$240K Sell
17,163
-379
-2% -$5.58K ﹤0.01% 3336
2022
Q3 		$236K Buy
17,542
+1,136
+7% +$15.8K ﹤0.01% 3311
2022
Q2 		$227K Sell
16,406
-18,299
-53% -$272K ﹤0.01% 3594
2022
Q1 		$464K Sell
34,705
-14,892
-30% -$221K ﹤0.01% 3244
2021
Q4 		$771K Sell
49,597
-13,773
-22% -$208K ﹤0.01% 2840
2021
Q3 		$912K Buy
63,370
+20,531
+48% +$296K ﹤0.01% 2596
2021
Q2 		$596K Buy
+42,839
New +$560K ﹤0.01% 2892
2020
Q3 		– Sell
-22,464
Closed -$213K – 3676
2020
Q2 		$213K Buy
+22,464
New +$223K ﹤0.01% 3139

Other funds holding SWKH

CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.6% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
Rangeley Capital New Canaan, Connecticut $103M AUM 77.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jim Simons's SWKH Position: Q1 2026 in Review

Jim Simons reduced its SWK Holdings (SWKH) stake by 27% in Q1 2026, selling an estimated $149K and leaving 23,100 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #2701.

Jim Simons first reported a position in SWKH in Q2 2020 and has held it in 21 quarters since. The position peaked at $912K in Q3 2021. 60 funds tracked by Wall St. Rank hold SWKH as of Q1 2026.

  • Jim Simons held 23,100 shares of SWK Holdings worth $393K as of Q1 2026.
  • Jim Simons sold 8,700 SWK Holdings shares in Q1 2026, an estimated $149K.
  • SWK Holdings made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2701 holding.
  • Jim Simons first reported a position in SWK Holdings in Q2 2020 and has held it in 21 quarters since.
  • Jim Simons's SWK Holdings position peaked at $912K in Q3 2021.
  • 60 funds tracked by Wall St. Rank held SWK Holdings as of Q1 2026.

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