HolderBook

SIM ACQUISITION CORP. I (SIMA)

Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.

6
Reporting holders
$2.9M
Reported value
0.0%
Held as options
-37
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Meteora Capital, LLC$1.2M106,1730.10%newNEW
MIZUHO SECURITIES USA LLC$888.3K83,0180.01%5qHELD
DLD Asset Management, LP$652.6K60,0000.04%2q-88.0%-$4.8M
GEODE CAPITAL MANAGEMENT, LLC$167.7K15,4520.00%newNEW
Clear Street Group Inc.$72.8K6,6920.00%4q-81.0%-$311.0K
MORGAN STANLEY$544500.00%6q-29.6%
Kepos Capital LP$32630,0000.44%7qHELD

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1413G/AFirst Trust Merger Arbitrage Fund SPACwith 3 co-filers0.0%
2026-08-1213G/AAQR Capital Management, LLC SPACwith 2 co-filers0.0%
2026-08-1113G/APICTON MAHONEY ASSET MANAGEMENT SPAC0.0%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 20266$2.9M271,3852030.0%
Q1 202643$225.5M21,036,42446120.0%
Q4 202539$238.1M22,487,6020660.0%
Q3 202541$215.3M20,456,32231190.0%
Q2 202540$208.9M20,037,061105120.0%
Q1 202534$184.0M17,974,6774660.0%
Q4 202436$167.6M16,684,09418630.0%
Q3 202424$130.4M13,054,93624000.0%