Values First Advisors’s Simulations Plus SLP Stock Holding History

Values First Advisors’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 Q4	–	Sell	-56,458	Closed	-$851K	–	190
2025 Q3	$851K	Sell	56,458 -914	-2%	-$13.3K	0.46%	64
2025 Q2	$1M	Buy	57,372 +18,184	+46%	+$510K	0.55%	54
2025 Q1	$960K	Buy	39,188 +1,211	+3%	+$36.7K	0.56%	52
2024 Q4	$1.06M	Sell	37,977 -2,111	-5%	-$64.2K	0.58%	49
2024 Q3	$1.28M	Sell	40,088 -773	-2%	-$28.6K	0.7%	44
2024 Q2	$1.99M	Sell	40,861 -17	-0%	-$802	1.19%	24
2024 Q1	$1.68M	Sell	40,878 -724	-2%	-$29.7K	0.99%	30
2023 Q4	$1.86M	Buy	+41,602	New	+$1.65M	1.12%	27
2023 Q2	–	Sell	-61	Closed	-$2.66K	–	310
2023 Q1	$2.66K	Buy	+61	New	+$2.44K	﹤0.01%	293

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

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

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

TCM

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

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Values First Advisors's SLP Position: Q4 2025 in Review

Values First Advisors sold out of Simulations Plus (SLP) in Q4 2025, closing a stake of 56,458 shares — an estimated $851K sold.

Values First Advisors first reported a position in SLP in Q1 2023 and held it in 9 quarters. The position peaked at $1.99M in Q2 2024. 169 funds tracked by Wall St. Rank hold SLP as of Q4 2025.

Values First Advisors reported no remaining Simulations Plus position as of Q4 2025 after selling out during the quarter.
Values First Advisors sold 56,458 Simulations Plus shares in Q4 2025, an estimated $851K.
Values First Advisors first reported a position in Simulations Plus in Q1 2023 and held it in 9 quarters.
Values First Advisors's Simulations Plus position peaked at $1.99M in Q2 2024.
169 funds tracked by Wall St. Rank held Simulations Plus as of Q4 2025.

Based on Values First Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.