Jim Simons’s TruBridge TBRG Stock Holding History

Jim Simons’s Portfolio TBRG Stock Details TBRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-29,176	Closed	-$644K	–	3759
2025 Q4	$644K	Sell	29,176 -120,475	-81%	-$2.52M	﹤0.01%	2478
2025 Q3	$3.02M	Sell	149,651 -43,225	-22%	-$909K	﹤0.01%	1791
2025 Q2	$4.52M	Buy	+192,876	New	+$4.73M	0.01%	1586
2025 Q1	–	Sell	-16,976	Closed	-$335K	–	3909
2024 Q4	$335K	Buy	+16,976	New	+$262K	﹤0.01%	2998
2024 Q2	–	Sell	-54,676	Closed	-$504K	–	4037
2024 Q1	$504K	Sell	54,676 -13,400	-20%	-$130K	﹤0.01%	2863
2023 Q4	$762K	Buy	+68,076	New	+$863K	﹤0.01%	2569
2023 Q3	–	Sell	-44,600	Closed	-$1.1M	–	4188
2023 Q2	$1.1M	Sell	44,600 -10,800	-19%	-$281K	﹤0.01%	2415
2023 Q1	$1.67M	Sell	55,400 -2,600	-4%	-$75.7K	﹤0.01%	2137
2022 Q4	$1.58M	Sell	58,000 -1,900	-3%	-$54.3K	﹤0.01%	2227
2022 Q3	$1.67M	Sell	59,900 -2,600	-4%	-$80.2K	﹤0.01%	2138
2022 Q2	$2M	Buy	62,500 +14,900	+31%	+$482K	﹤0.01%	2198
2022 Q1	$1.64M	Sell	47,600 -2,800	-6%	-$85.6K	﹤0.01%	2375
2021 Q4	$1.48M	Buy	50,400 +4,900	+11%	+$160K	﹤0.01%	2375
2021 Q3	$1.61M	Buy	45,500 +3,800	+9%	+$129K	﹤0.01%	2260
2021 Q2	$1.39M	Sell	41,700 -1,800	-4%	-$57.1K	﹤0.01%	2493
2021 Q1	$1.33M	Sell	43,500 -115,576	-73%	-$3.56M	﹤0.01%	2473
2020 Q4	$4.27M	Buy	159,076 +118,500	+292%	+$3.35M	﹤0.01%	1692
2020 Q3	$1.12M	Sell	40,576 -8,600	-17%	-$227K	﹤0.01%	2459
2020 Q2	$1.12M	Sell	49,176 -7,100	-13%	-$158K	﹤0.01%	2488
2020 Q1	$1.25M	Buy	56,276 +7,600	+16%	+$195K	﹤0.01%	2320
2019 Q4	$1.28M	Buy	48,676 +19,000	+64%	+$474K	﹤0.01%	2515
2019 Q3	$671K	Sell	29,676 -12,300	-29%	-$298K	﹤0.01%	2751
2019 Q2	$1.17M	Buy	41,976 +21,576	+106%	+$603K	﹤0.01%	2612
2019 Q1	$606K	Buy	+20,400	New	+$590K	﹤0.01%	2864
2018 Q3	–	Sell	-55,976	Closed	-$1.84M	–	3609
2018 Q2	$1.84M	Buy	+55,976	New	+$1.76M	﹤0.01%	2303
2017 Q4	–	Sell	-12,781	Closed	-$378K	–	3525
2017 Q3	$378K	Buy	12,781 +5,647	+79%	+$169K	﹤0.01%	2854
2017 Q2	$234K	Buy	+7,134	New	+$222K	﹤0.01%	2963
2017 Q1	–	Sell	-34,215	Closed	-$807K	–	3443
2016 Q4	$807K	Sell	34,215 -112,000	-77%	-$2.79M	﹤0.01%	2626
2016 Q3	$3.81M	Buy	146,215 +28,300	+24%	+$889K	0.01%	1777
2016 Q2	$4.71M	Sell	117,915 -52,585	-31%	-$2.39M	0.01%	1637
2016 Q1	$8.89M	Buy	170,500 +70,400	+70%	+$3.73M	0.02%	1226
2015 Q4	$4.98M	Buy	100,100 +26,200	+35%	+$1.17M	0.01%	1489
2015 Q3	$3.11M	Buy	73,900 +25,600	+53%	+$1.24M	0.01%	1704
2015 Q2	$2.58M	Sell	48,300 -60,710	-56%	-$3.26M	0.01%	1895
2015 Q1	$5.92M	Sell	109,010 -44,605	-29%	-$2.44M	0.01%	1249
2014 Q4	$9.33M	Sell	153,615 -6,406	-4%	-$389K	0.02%	917
2014 Q3	$9.2M	Buy	160,021 +28,006	+21%	+$1.75M	0.03%	807
2014 Q2	$8.4M	Sell	132,015 -13,814	-9%	-$871K	0.02%	948
2014 Q1	$9.42M	Buy	145,829 +108,729	+293%	+$7.06M	0.02%	903
2013 Q4	$2.29M	Sell	37,100 -20,915	-36%	-$1.26M	0.01%	1686
2013 Q3	$3.39M	Sell	58,015 -40,800	-41%	-$2.25M	0.01%	1375
2013 Q2	$4.86M	Buy	+98,815	New	+$5.09M	0.01%	1116

Other funds holding TBRG

NCM

Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

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

Jim Simons's TBRG Position: Q1 2026 in Review

Jim Simons sold out of TruBridge (TBRG) in Q1 2026, closing a stake of 29,176 shares — an estimated $644K sold.

Jim Simons first reported a position in TBRG in Q2 2013 and held it in 42 quarters. The position peaked at $9.42M in Q1 2014. 95 funds tracked by Wall St. Rank hold TBRG as of Q1 2026.

Jim Simons reported no remaining TruBridge position as of Q1 2026 after selling out during the quarter.
Jim Simons sold 29,176 TruBridge shares in Q1 2026, an estimated $644K.
Jim Simons first reported a position in TruBridge in Q2 2013 and held it in 42 quarters.
Jim Simons's TruBridge position peaked at $9.42M in Q1 2014.
95 funds tracked by Wall St. Rank held TruBridge as of Q1 2026.

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