Santa Monica Partners’s Simulations Plus SLP Stock Holding History

Santa Monica Partners’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
2025 Q1	–	Sell	-28,596	Closed	-$798K	–	16
2024 Q4	$798K	Hold	28,596	–	–	0.43%	13
2024 Q3	$916K	Hold	28,596	–	–	0.54%	14
2024 Q2	$1.39M	Hold	28,596	–	–	0.93%	11
2024 Q1	$1.18M	Hold	28,596	–	–	0.81%	13
2023 Q4	$1.28M	Hold	28,596	–	–	0.95%	12
2023 Q3	$1.19M	Hold	28,596	–	–	0.92%	14
2023 Q2	$1.24M	Hold	28,596	–	–	1%	14
2023 Q1	$1.26M	Hold	28,596	–	–	1.02%	12
2022 Q4	$1.05M	Hold	28,596	–	–	0.76%	13
2022 Q3	$1.39M	Hold	28,596	–	–	1.04%	12
2022 Q2	$1.41M	Hold	28,596	–	–	1.06%	10
2022 Q1	$1.46M	Hold	28,596	–	–	1.02%	11
2021 Q4	$1.35M	Sell	28,596 -100	-0.3%	-$4.72K	0.86%	12
2021 Q3	$1.13M	Hold	28,696	–	–	0.73%	12
2021 Q2	$1.58M	Hold	28,696	–	–	0.98%	10
2021 Q1	$1.81M	Hold	28,696	–	–	1.17%	7
2020 Q4	$2.06M	Hold	28,696	–	–	1.53%	7
2020 Q3	$2.16M	Hold	28,696	–	–	1.94%	7
2020 Q2	$1.72M	Hold	28,696	–	–	1.19%	7
2020 Q1	$1M	Hold	28,696	–	–	1.04%	9
2019 Q4	$834K	Hold	28,696	–	–	0.7%	11
2019 Q3	$996K	Hold	28,696	–	–	0.86%	11
2019 Q2	$820K	Hold	28,696	–	–	0.69%	14
2019 Q1	$606K	Hold	28,696	–	–	0.55%	14
2018 Q4	$571K	Hold	28,696	–	–	0.62%	14
2018 Q3	$580K	Hold	28,696	–	–	0.47%	16
2018 Q2	$638K	Hold	28,696	–	–	0.6%	15
2018 Q1	$423K	Sell	28,696 -4,367	-13%	-$69.8K	0.46%	18
2017 Q4	$532K	Buy	+33,063	New	+$543K	0.48%	19

Other funds holding SLP

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KCM

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

Santa Monica Partners's SLP Position: Q1 2025 in Review

Santa Monica Partners sold out of Simulations Plus (SLP) in Q1 2025, closing a stake of 28,596 shares — an estimated $798K sold.

Santa Monica Partners first reported a position in SLP in Q4 2017 and held it in 29 quarters. The position peaked at $2.16M in Q3 2020. 164 funds tracked by Wall St. Rank hold SLP as of Q1 2025.

Santa Monica Partners reported no remaining Simulations Plus position as of Q1 2025 after selling out during the quarter.
Santa Monica Partners sold 28,596 Simulations Plus shares in Q1 2025, an estimated $798K.
Santa Monica Partners first reported a position in Simulations Plus in Q4 2017 and held it in 29 quarters.
Santa Monica Partners's Simulations Plus position peaked at $2.16M in Q3 2020.
164 funds tracked by Wall St. Rank held Simulations Plus as of Q1 2025.

Based on Santa Monica Partners's 13F filing for Q1 2025, filed 13 May 2025.