Sierra Ocean’s Simulations Plus SLP Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-26	Closed	-$454	–	797
2025 Q2	$454	Hold	26	–	–	﹤0.01%	1005
2025 Q1	$638	Hold	26	–	–	﹤0.01%	1008
2024 Q4	$725	Buy	+26	New	+$791	﹤0.01%	1003

Other funds holding SLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sierra Ocean's SLP Position: Q3 2025 in Review

Sierra Ocean sold out of Simulations Plus (SLP) in Q3 2025, closing a stake of 26 shares — an estimated $454 sold.

Sierra Ocean first reported a position in SLP in Q4 2024 and held it in 3 quarters. The position peaked at $725 in Q4 2024. 169 funds tracked by Wall St. Rank hold SLP as of Q3 2025.

Sierra Ocean reported no remaining Simulations Plus position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 26 Simulations Plus shares in Q3 2025, an estimated $454.
Sierra Ocean first reported a position in Simulations Plus in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Simulations Plus position peaked at $725 in Q4 2024.
169 funds tracked by Wall St. Rank held Simulations Plus as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.