Rockefeller Capital Management’s Simulations Plus SLP Stock Holding History

Rockefeller Capital Management’s Portfolio SLP Stock Details SLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.95M	Buy	587,636 +29,770	+5%	+$439K	0.01%	803
2025 Q4	$10.2M	Sell	557,866 -188,092	-25%	-$3.3M	0.02%	659
2025 Q3	$11.2M	Buy	745,958 +366,801	+97%	+$5.33M	0.02%	594
2025 Q2	$6.62M	Buy	+379,157	New	+$10.6M	0.01%	723
2023 Q1	–	Sell	-3	Closed	–	–	3614
2022 Q4	$0	Sell	3 -228	-99%	-$9.6K	﹤0.01%	4177
2022 Q3	$11K	Buy	231 +185	+402%	+$10.8K	﹤0.01%	3053
2022 Q2	$2K	Buy	+46	New	+$2.17K	﹤0.01%	3826

Other funds holding SLP

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

TCM

Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

MIM

Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

KCM

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

Rockefeller Capital Management's SLP Position: Q1 2026 in Review

Rockefeller Capital Management increased its Simulations Plus (SLP) stake by 5.3% in Q1 2026, buying an estimated $439K and bringing the position to 587,636 shares worth $6.95M. The position accounts for 0.01% of the portfolio, ranked #803.

Rockefeller Capital Management first reported a position in SLP in Q2 2022 and has held it in 7 quarters since. The position peaked at $11.2M in Q3 2025. 160 funds tracked by Wall St. Rank hold SLP as of Q1 2026.

Rockefeller Capital Management held 587,636 shares of Simulations Plus worth $6.95M as of Q1 2026.
Rockefeller Capital Management bought 29,770 Simulations Plus shares in Q1 2026, an estimated $439K.
Simulations Plus made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #803 holding.
Rockefeller Capital Management first reported a position in Simulations Plus in Q2 2022 and has held it in 7 quarters since.
Rockefeller Capital Management's Simulations Plus position peaked at $11.2M in Q3 2025.
160 funds tracked by Wall St. Rank held Simulations Plus as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.