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Simulations Plus Ownership | Who Owns Simulations Plus?

OverviewForecastRevenueFinancialsChartTranscripts

Simulations Plus Ownership Summary

Simulations Plus is owned by 80.41% institutional investors, 18.14% insiders, and 1.45% retail investors. Blackrock is the largest institutional shareholder, holding 12.33% of SLP shares. Conestoga Small Cap Investors is the top mutual fund, with 6.31% of its assets in Simulations Plus shares.

SLP Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockSimulations Plus80.41%18.14%1.45%
SectorHealthcare Stocks 47.06%8.01%44.93%
IndustryHealthcare Information Services Stocks 50.45%8.11%41.44%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock2.46M12.33%$119.84M
Conestoga capital advisors2.26M11.32%$110.06M
Vanguard group1.15M5.77%$56.09M
Ranger investment management835.73K4.18%$40.63M
State street611.35K3.06%$29.72M
Ameriprise financial503.96K2.52%$24.50M
Geode capital management429.69K2.15%$20.90M
Ophir asset management pty424.62K2.12%$20.65M
Invesco420.82K2.10%$20.46M
Dimensional fund advisors lp414.00K2.07%$20.13M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Kopion asset management121.61K4.20%$5.91M
Ophir asset management pty424.62K3.66%$20.65M
Ranger investment management835.73K2.76%$40.63M
Qsv equity investors34.76K1.76%$1.69M
Conestoga capital advisors2.26M1.65%$110.06M
Values first advisors40.86K1.19%$1.99M
Intrack investment management31.66K1.10%$1.54M
Santa monica partners lp28.60K0.93%$1.39M
Tributary capital management210.44K0.85%$10.23M
Uniplan investment counsel98.39K0.43%$4.78M

Top Buyers

HolderShares% AssetsChange
Voya investment management290.93K0.02%285.50K
Dimensional fund advisors lp414.00K0.01%37.99K
Ubs asset management americas47.18K0.00%29.77K
State board of administration of florida retirement system34.25K0.00%28.51K
Sg americas securities27.14K0.01%27.14K

Top Sellers

HolderShares% AssetsChange
Neuberger berman group---1.27M
Wasatch advisors lp294.82K0.08%-86.88K
Citadel advisors162.00--53.81K
Blackrock2.46M0.00%-48.58K
Captrust financial advisors---45.23K

New Positions

HolderShares% AssetsChangeValue
Sg americas securities27.14K0.01%27.14K$1.32M
Kings path partners18.93K0.43%18.93K$920.23K
Corebridge financial9.22K0.00%9.22K$448.13K
Mirae asset global etfs8.13K0.00%8.13K$395.52K
Pitcairn6.05K0.02%6.05K$294.15K

Sold Out

HolderChange
Massmutual trust co fsb/adv-3.00
Parkside financial bank & trust-6.00
Innealta capital-15.00
Cornerstone planning group-20.00
Harbour investments-70.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20241742.96%16,078,8490.84%801.26%74-9.76%5911.32%
Mar 31, 2024169-15,944,3953.34%791.33%822.50%53-8.62%
Dec 31, 2023169-15,428,4002.35%771.36%806.67%58-
Sep 30, 20231698.33%15,074,5651.70%751.37%758.70%583.57%
Jun 30, 2023156-1.27%14,823,075-0.21%741.36%691.47%56-5.08%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Conestoga Small Cap Investors1.27M6.31%-321.27K
iShares Core S&P Small-Cap ETF1.03M5.14%1.07K
Neuberger Berman Genesis Inv838.31K4.19%-29.16K
Ranger Small Cap672.53K3.36%25.35K
Conestoga Small Cap Growth626.10K3.13%-6.83K
Vanguard Total Stock Mkt Idx Inv494.70K2.47%-
iShares Russell 2000 ETF395.47K1.97%-896.00
Tributary Small Cap Equity314.21K1.57%63.52K
Vanguard Institutional Extnd Mkt Idx Tr258.83K1.29%-2.18K
Wasatch Micro Cap227.27K1.13%-65.66K

Recent Insider Transactions

DateNameRoleActivityValue
Nov 01, 2024WOLTOSZ WALTER S Sell$553.20K
Oct 01, 2024WOLTOSZ WALTER S Sell$625.20K
Sep 27, 2024WEINER DANIEL L-Sell$23.66K
Sep 03, 2024WOLTOSZ WALTER S Sell$69.86K
Sep 03, 2024WOLTOSZ WALTER S Sell$633.82K

Insider Transactions Trends

DateBuySell
2024 Q4-1
2024 Q3-9
2024 Q2-12
2024 Q1-8
2023 Q4-10

SLP Ownership FAQ

Who Owns Simulations Plus?

Simulations Plus shareholders are primarily institutional investors at 80.41%, followed by 18.14% insiders and 1.45% retail investors. The average institutional ownership in Simulations Plus's industry, Healthcare Information Services Stocks , is 50.45%, which Simulations Plus exceeds.

Who owns the most shares of Simulations Plus?

Simulations Plus’s largest shareholders are Blackrock (2.46M shares, 12.33%), Conestoga capital advisors (2.26M shares, 11.32%), and Vanguard group (1.15M shares, 5.77%). Together, they hold 29.42% of Simulations Plus’s total shares outstanding.

Does Blackrock own Simulations Plus?

Yes, BlackRock owns 12.33% of Simulations Plus, totaling 2.46M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 119.84M$. In the last quarter, BlackRock decreased its holdings by -48.577K shares, a -1.93% change.

Who is Simulations Plus’s biggest shareholder by percentage of total assets invested?

Kopion asset management is Simulations Plus’s biggest shareholder by percentage of total assets invested, with 4.20% of its assets in 121.61K Simulations Plus shares, valued at 5.91M$.

Who is the top mutual fund holder of Simulations Plus shares?

Conestoga Small Cap Investors is the top mutual fund holder of Simulations Plus shares, with 6.31% of its total shares outstanding invested in 1.27M Simulations Plus shares.

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