SL
SLP

Summitry LLC’s Simulations Plus SLP Stock Holding History

Summitry LLC’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
-85,500
Closed -$1.49M – 229
2025
Q2 		$1.49M Hold
85,500
– – 0.07% 59
2025
Q1 		$2.1M Hold
85,500
– – 0.11% 57
2024
Q4 		$2.38M Buy
+85,500
New +$2.6M 0.12% 57

Other funds holding SLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Ameriprise
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summitry LLC's SLP Position: Q3 2025 in Review

Summitry LLC sold out of Simulations Plus (SLP) in Q3 2025, closing a stake of 85,500 shares — an estimated $1.49M sold.

Summitry LLC first reported a position in SLP in Q4 2024 and held it in 3 quarters. The position peaked at $2.38M in Q4 2024. 169 funds tracked by Wall St. Rank hold SLP as of Q3 2025.

  • Summitry LLC reported no remaining Simulations Plus position as of Q3 2025 after selling out during the quarter.
  • Summitry LLC sold 85,500 Simulations Plus shares in Q3 2025, an estimated $1.49M.
  • Summitry LLC first reported a position in Simulations Plus in Q4 2024 and held it in 3 quarters.
  • Summitry LLC's Simulations Plus position peaked at $2.38M in Q4 2024.
  • 169 funds tracked by Wall St. Rank held Simulations Plus as of Q3 2025.

Based on Summitry LLC's 13F filing for Q3 2025, filed 7 Nov 2025.