Simulations Plus Ownership | Who Owns Simulations Plus?


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Simulations Plus Ownership Summary


Simulations Plus is owned by 76.82% institutional investors, 18.14% insiders, and 5.04% retail investors. Blackrock is the largest institutional shareholder, holding 12.33% of SLP shares. Conestoga Small Cap Investors is the top mutual fund, with 7.86% of its assets in Simulations Plus shares.

SLP Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockSimulations Plus76.82%18.14%5.04%
SectorHealthcare Stocks 88.01%8.90%3.09%
IndustryHealthcare Information Services Stocks 54.42%10.35%35.24%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock2.46M12.33%$119.84M
Conestoga capital advisors2.23M11.09%$62.09M
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
Ophir asset management pty424.62K3.66%$20.65M
Ranger investment management835.73K2.76%$40.63M
Kopion asset management116.04K2.27%$3.24M
Qsv equity investors34.76K1.76%$1.69M
Santa monica partners lp28.60K0.93%$1.39M
Tributary capital management396.09K0.86%$11.05M
Conestoga capital advisors2.23M0.82%$62.09M
Values first advisors37.98K0.58%$1.06M
Intrack investment management28.57K0.57%$821.53K
Uniplan investment counsel98.39K0.43%$4.78M

Top Buyers

HolderShares% AssetsChange
Conestoga capital advisors2.23M0.82%290.41K
Voya investment management290.93K0.02%285.50K
Tributary capital management396.09K0.86%70.53K
Dimensional fund advisors lp414.00K0.01%37.99K
Stephens inc /ar/32.45K0.01%32.45K

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
Stephens inc /ar/32.45K0.01%32.45K$904.95K
Sg americas securities27.14K0.01%27.14K$1.32M
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
Mendota financial group-1.00
Parkside financial bank & trust-6.00
Innealta capital-15.00
Cornerstone planning group-20.00
Tsfg-30.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2024171-2.84%15,402,657-4.21%761.19%9222.67%43-28.33%
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%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Conestoga Small Cap Investors1.58M7.86%-
iShares Core S&P Small-Cap ETF1.05M5.22%534.00
Neuberger Berman Genesis Inv838.31K4.19%-29.16K
Ranger Small Cap672.53K3.36%25.35K
Conestoga Small Cap Growth626.94K3.12%844.00
Janus Henderson Venture D505.63K2.52%298.97K
Vanguard Total Stock Mkt Idx Inv494.70K2.46%-
iShares Russell 2000 ETF413.52K2.06%-1.60K
Tributary Small Cap Equity305.88K1.52%304.00
Tributary Small Company Instl252.41K1.26%-6.84K

Recent Insider Transactions


DateNameRoleActivityValue
Jan 02, 2025WOLTOSZ WALTER S Sell$554.81K
Jan 02, 2025WOLTOSZ WALTER S Sell$2.85K
Dec 27, 2024WEINER DANIEL L-Sell$21.38K
Dec 02, 2024WOLTOSZ WALTER S Sell$635.20K
Dec 02, 2024LaVange Lisa-Sell$20.72K

Insider Transactions Trends


DateBuySell
2024 Q4-5
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 76.82%, followed by 18.14% insiders and 5.04% retail investors. The average institutional ownership in Simulations Plus's industry, Healthcare Information Services Stocks , is 54.42%, 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 (2.23M shares, 11.09%), and Vanguard group (1.15M shares, 5.77%). Together, they hold 29.19% 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?

Ophir asset management pty is Simulations Plus’s biggest shareholder by percentage of total assets invested, with 3.66% of its assets in 424.62K Simulations Plus shares, valued at 20.65M$.

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 7.86% of its total shares outstanding invested in 1.58M Simulations Plus shares.

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