Simulations Plus Ownership | Who Owns Simulations Plus?
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 6.31% of its assets in Simulations Plus shares.
SLP Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Simulations Plus | 76.82% | 18.14% | 5.04% |
| Sector | Healthcare Stocks | 49.73% | 8.84% | 41.43% |
| Industry | Healthcare Information Services Stocks | 52.99% | 9.95% | 37.06% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 2.46M | 12.33% | $119.84M |
| Conestoga capital advisors | 2.26M | 11.32% | $110.06M |
| Vanguard group | 1.15M | 5.77% | $56.09M |
| Ranger investment management | 835.73K | 4.18% | $40.63M |
| State street | 611.35K | 3.06% | $29.72M |
| Ameriprise financial | 503.96K | 2.52% | $24.50M |
| Geode capital management | 429.69K | 2.15% | $20.90M |
| Ophir asset management pty | 424.62K | 2.12% | $20.65M |
| Invesco | 420.82K | 2.10% | $20.46M |
| Dimensional fund advisors lp | 414.00K | 2.07% | $20.13M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Kopion asset management | 121.61K | 4.20% | $5.91M |
| Ophir asset management pty | 424.62K | 3.66% | $20.65M |
| Ranger investment management | 835.73K | 2.76% | $40.63M |
| Qsv equity investors | 34.76K | 1.76% | $1.69M |
| Conestoga capital advisors | 2.26M | 1.65% | $110.06M |
| Values first advisors | 40.86K | 1.19% | $1.99M |
| Intrack investment management | 31.66K | 1.10% | $1.54M |
| Santa monica partners lp | 28.60K | 0.93% | $1.39M |
| Tributary capital management | 210.44K | 0.85% | $10.23M |
| Uniplan investment counsel | 98.39K | 0.43% | $4.78M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Voya investment management | 290.93K | 0.02% | 285.50K |
| Dimensional fund advisors lp | 414.00K | 0.01% | 37.99K |
| Ubs asset management americas | 47.18K | 0.00% | 29.77K |
| State board of administration of florida retirement system | 34.25K | 0.00% | 28.51K |
| Sg americas securities | 27.14K | 0.01% | 27.14K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Neuberger berman group | - | - | -1.27M |
| Wasatch advisors lp | 294.82K | 0.08% | -86.88K |
| Citadel advisors | 162.00 | - | -53.81K |
| Blackrock | 2.46M | 0.00% | -48.58K |
| Captrust financial advisors | - | - | -45.23K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sg americas securities | 27.14K | 0.01% | 27.14K | $1.32M |
| Kings path partners | 18.93K | 0.43% | 18.93K | $920.23K |
| Corebridge financial | 9.22K | 0.00% | 9.22K | $448.13K |
| Mirae asset global etfs | 8.13K | 0.00% | 8.13K | $395.52K |
| Pitcairn | 6.05K | 0.02% | 6.05K | $294.15K |
Sold Out
| Holder | Change |
|---|---|
| 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
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 171 | -2.84% | 15,402,657 | -4.21% | 76 | 1.19% | 92 | 22.67% | 43 | -28.33% |
| Jun 30, 2024 | 174 | 2.96% | 16,078,849 | 0.84% | 80 | 1.26% | 74 | -9.76% | 59 | 11.32% |
| Mar 31, 2024 | 169 | - | 15,944,395 | 3.34% | 79 | 1.33% | 82 | 2.50% | 53 | -8.62% |
| Dec 31, 2023 | 169 | - | 15,428,400 | 2.35% | 77 | 1.36% | 80 | 6.67% | 58 | - |
| Sep 30, 2023 | 169 | 8.33% | 15,074,565 | 1.70% | 75 | 1.37% | 75 | 8.70% | 58 | 3.57% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Conestoga Small Cap Investors | 1.27M | 6.31% | -321.27K |
| iShares Core S&P Small-Cap ETF | 1.03M | 5.14% | 1.07K |
| Neuberger Berman Genesis Inv | 838.31K | 4.19% | -29.16K |
| Ranger Small Cap | 672.53K | 3.36% | 25.35K |
| Conestoga Small Cap Growth | 626.10K | 3.13% | -6.83K |
| Vanguard Total Stock Mkt Idx Inv | 494.70K | 2.47% | - |
| iShares Russell 2000 ETF | 395.47K | 1.97% | -896.00 |
| Tributary Small Cap Equity | 314.21K | 1.57% | 63.52K |
| Vanguard Institutional Extnd Mkt Idx Tr | 257.96K | 1.29% | -878.00 |
| Wasatch Micro Cap | 227.27K | 1.13% | -65.66K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 02, 2024 | WOLTOSZ WALTER S | Sell | $635.20K | |
| Dec 02, 2024 | LaVange Lisa | - | Sell | $20.72K |
| Nov 01, 2024 | WOLTOSZ WALTER S | Sell | $553.20K | |
| Oct 01, 2024 | WOLTOSZ WALTER S | Sell | $625.20K | |
| Sep 27, 2024 | WEINER DANIEL L | - | Sell | $23.66K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 4 |
| 2024 Q3 | - | 9 |
| 2024 Q2 | - | 12 |
| 2024 Q1 | - | 8 |
| 2023 Q4 | - | 10 |
SLP Ownership FAQ
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