Optimize Financial’s Tempus AI TEM Stock Holding History

Optimize Financial’s Portfolio TEM Stock Details TEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,409	Closed	-$217K	–	452
2025 Q2	$217K	Buy	+3,409	New	+$195K	0.13%	205

Other funds holding TEM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Optimize Financial's TEM Position: Q3 2025 in Review

Optimize Financial sold out of Tempus AI (TEM) in Q3 2025, closing a stake of 3,409 shares — an estimated $217K sold.

Optimize Financial first reported a position in TEM in Q2 2025 and held it in 1 quarter. The position peaked at $217K in Q2 2025. 440 funds tracked by Wall St. Rank hold TEM as of Q3 2025.

Optimize Financial reported no remaining Tempus AI position as of Q3 2025 after selling out during the quarter.
Optimize Financial sold 3,409 Tempus AI shares in Q3 2025, an estimated $217K.
Optimize Financial first reported a position in Tempus AI in Q2 2025 and held it in 1 quarter.
Optimize Financial's Tempus AI position peaked at $217K in Q2 2025.
440 funds tracked by Wall St. Rank held Tempus AI as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.