Jim Simons’s Z Squared Inc ZSQR Stock Holding History

Jim Simons’s Portfolio ZSQR Stock Details ZSQR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-18,500	Closed	-$323K	–	3302
2025 Q3	$323K	Buy	+18,500	New	+$224K	﹤0.01%	2970

Other funds holding ZSQR

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

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

AIM

Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Jim Simons's ZSQR Position: Q4 2025 in Review

Jim Simons sold out of Z Squared Inc (ZSQR) in Q4 2025, closing a stake of 18,500 shares — an estimated $323K sold.

Jim Simons first reported a position in ZSQR in Q3 2025 and held it in 1 quarter. The position peaked at $323K in Q3 2025. 15 funds tracked by Wall St. Rank hold ZSQR as of Q4 2025.

Jim Simons reported no remaining Z Squared Inc position as of Q4 2025 after selling out during the quarter.
Jim Simons sold 18,500 Z Squared Inc shares in Q4 2025, an estimated $323K.
Jim Simons first reported a position in Z Squared Inc in Q3 2025 and held it in 1 quarter.
Jim Simons's Z Squared Inc position peaked at $323K in Q3 2025.
15 funds tracked by Wall St. Rank held Z Squared Inc as of Q4 2025.

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