Kovitz Investment Group Partners’s Semler Scientific SMLR Stock Holding History

Kovitz Investment Group Partners’s Portfolio SMLR Stock Details SMLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,435	Closed	-$378K	–	1396
2025 Q1	$378K	Sell	10,435 -12,450	-54%	-$583K	﹤0.01%	987
2024 Q4	$1.24M	Buy	22,885 +501	+2%	+$23K	0.01%	674
2024 Q3	$527K	Sell	22,384 -1,705	-7%	-$49K	﹤0.01%	749
2024 Q2	$829K	Buy	+24,089	New	+$694K	0.01%	576
2023 Q2	–	Sell	-9,486	Closed	-$254K	–	436
2023 Q1	$254K	Sell	9,486 -342	-3%	-$9.58K	﹤0.01%	386
2022 Q4	$324K	Sell	9,828 -155	-2%	-$5.38K	0.01%	353
2022 Q3	$375K	Sell	9,983 -70	-0.7%	-$2.64K	0.01%	344
2022 Q2	$283K	Sell	10,053 -10	-0.1%	-$358	0.01%	370
2022 Q1	$499K	Buy	+10,063	New	+$674K	0.01%	339

Other funds holding SMLR

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

ICP

Interchange Capital Partners Pittsburgh, Pennsylvania $532M AUM 26.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Kovitz Investment Group Partners's SMLR Position: Q2 2025 in Review

Kovitz Investment Group Partners sold out of Semler Scientific (SMLR) in Q2 2025, closing a stake of 10,435 shares — an estimated $378K sold.

Kovitz Investment Group Partners first reported a position in SMLR in Q1 2022 and held it in 9 quarters. The position peaked at $1.24M in Q4 2024. 126 funds tracked by Wall St. Rank hold SMLR as of Q2 2025.

Kovitz Investment Group Partners reported no remaining Semler Scientific position as of Q2 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 10,435 Semler Scientific shares in Q2 2025, an estimated $378K.
Kovitz Investment Group Partners first reported a position in Semler Scientific in Q1 2022 and held it in 9 quarters.
Kovitz Investment Group Partners's Semler Scientific position peaked at $1.24M in Q4 2024.
126 funds tracked by Wall St. Rank held Semler Scientific as of Q2 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2025, filed 14 Aug 2025.