SIM Acquisition Corp. I - Class A ordinary shares, par value $0.0001 per share (SIMA) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2024 to Q4 2025

Type / Class
Equity / Class A ordinary shares, par value $0.0001 per share
Symbol
SIMA on Nasdaq
Shares outstanding
23,084,119
Price per share
$10.61
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
22,742,707
Total reported value
$240,812,175
% of total 13F portfolios
0%
Share change
+21,285
Value change
+$222,644
Number of holders
41
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of SIM Acquisition Corp. I - Class A ordinary shares, par value $0.0001 per share (SIMA) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
SIM Sponsor 1 LLC 24% $76,533,357 7,466,669 SIM Sponsor 1 LLC 31 Dec 2024
Karpus Management, Inc. 6.2% -27% $19,988,431 -$186,681 1,917,889 -0.93% KARPUS MANAGEMENT, INC. 30 Jun 2025
PICTON MAHONEY ASSET MANAGEMENT 7.8% +29% $18,759,780 +$4,168,840 1,800,000 +29% Picton Mahoney Asset Management 30 Apr 2025
AQR CAPITAL MANAGEMENT LLC 6.4% $15,003,150 1,463,722 AQR Capital Management, LLC 31 Mar 2025
Westchester Capital Management, LLC 5.3% $12,766,937 1,224,987 Westchester Capital Management, LLC 30 Jun 2025
BARCLAYS PLC 4.3% -31% $10,291,157 -$4,465,870 987,436 -30% Barclays PLC 30 Jun 2025
MMCAP International Inc. SPC 4.3% -48% $10,213,658 -$10,422,100 980,000 -51% MMCAP International Inc. SPC 30 Jun 2025
GOLDMAN SACHS GROUP INC 4.2% $10,218,878 969,533 THE GOLDMAN SACHS GROUP, INC. 30 Sep 2025

As of 31 Dec 2025, 41 institutional investors reported holding 22,742,707 shares of SIM Acquisition Corp. I - Class A ordinary shares, par value $0.0001 per share (SIMA). This represents 99% of the company’s total 23,084,119 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of SIM Acquisition Corp. I - Class A ordinary shares, par value $0.0001 per share (SIMA) together control 92% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Magnetar Financial LLC 8.4% 1,945,196 0% 0.2% $20,599,626
PICTON MAHONEY ASSET MANAGEMENT 7.8% 1,800,000 0% 0.21% $19,062,000
First Trust Capital Management L.P. 7.8% 1,800,000 0% 1.2% $19,062,000
Karpus Management, Inc. 7.5% 1,735,497 -1.9% 0.56% $18,378,913
AQR Arbitrage LLC 6.3% 1,455,722 0% 0.32% $15,416,096
Westchester Capital Management, LLC 5.5% 1,270,312 0% 0.63% $13,452,604
D. E. Shaw & Co., Inc. 4.3% 987,497 0% 0.01% $10,457,593
MMCAP International Inc. SPC 4.2% 980,000 0% 1% $10,378,200
LMR Partners LLP 4.2% 980,000 0% 0.1% $10,378,200
Alberta Investment Management Corp 3.2% 750,000 0% 0.03% $7,942,500
WOLVERINE ASSET MANAGEMENT LLC 3.2% 732,459 +1.2% 0.11% $7,756,741
MIZUHO SECURITIES USA LLC 2.8% 648,610 +135% 0.11% $6,835,250
GOLDMAN SACHS GROUP INC 2.7% 623,342 0% 0% $6,601,192
Wealthspring Capital LLC 2.7% 621,098 -1.3% 1.6% $6,577,428
Hudson Bay Capital Management LP 2.6% 597,018 0% 0.04% $6,322,421
Radcliffe Capital Management, L.P. 2.3% 536,322 +5.2% 0.31% $5,679,650
BERKLEY W R CORP 2.3% 521,518 0% 0.31% $5,522,876
WHITEBOX ADVISORS LLC 2.2% 500,000 0% 0.09% $5,295,000
TWO SIGMA INVESTMENTS, LP 2.2% 500,000 0% 0.01% $5,295,000
Periscope Capital Inc. 1.9% 450,000 0% 0.92% $4,765,500
Bulldog Investors, LLP 1.8% 414,660 -0.24% 0.98% $4,391,249
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 1.7% 400,000 0% 0.02% $4,236,000
RIVERNORTH CAPITAL MANAGEMENT, LLC 1.6% 377,590 -3.1% 0.19% $3,998,678
TORONTO DOMINION BANK 1.6% 363,699 -0.76% 0.01% $3,851,572
Context Capital Management, LLC 1.2% 270,000 0% 0.07% $2,859,300

Institutional Holders of SIM Acquisition Corp. I - Class A ordinary shares, par value $0.0001 per share (SIMA) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 22,742,707 $240,812,175 +$222,644 $10.59 41
2025 Q3 22,521,422 $237,024,170 +$4,165,060 $10.54 44
2025 Q2 22,128,288 $230,722,194 +$29,048,200 $10.42 44
2025 Q1 19,644,124 $200,906,963 +$14,545,802 $10.22 36
2024 Q4 18,235,731 $183,085,343 +$50,808,435 $10.04 39
2024 Q3 13,181,387 $131,707,987 +$131,707,987 $9.99 26