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 Q3 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
$10.58
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
22,521,422
Total reported value
$237,024,170
% of total 13F portfolios
0%
Share change
+393,134
Value change
+$4,165,060
Number of holders
44
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% $76,234,690 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% $18,468,000 +$4,104,000 1,800,000 +29% Picton Mahoney Asset Management 30 Apr 2025
AQR CAPITAL MANAGEMENT LLC 6.4% $14,944,602 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 30 Sep 2025, 44 institutional investors reported holding 22,521,422 shares of SIM Acquisition Corp. I - Class A ordinary shares, par value $0.0001 per share (SIMA). This represents 98% 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 91% 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% 0.12% $20,424,558
First Trust Capital Management L.P. 7.8% 1,800,000 0% 1.2% $18,972,000
PICTON MAHONEY ASSET MANAGEMENT 7.8% 1,800,000 0% 0.24% $18,972,000
Karpus Management, Inc. 7.7% 1,768,767 -7.8% 0.59% $18,642,804
AQR Arbitrage LLC 6.3% 1,455,722 -0.55% 0.39% $15,285,081
Westchester Capital Management, LLC 5.5% 1,270,312 +3.7% 0.69% $13,338,276
D. E. Shaw & Co., Inc. 4.3% 987,497 0% 0.01% $10,368,719
LMR Partners LLP 4.2% 980,000 0% 0.13% $10,329,200
MMCAP International Inc. SPC 4.2% 980,000 0% 1.2% $10,329,200
Alberta Investment Management Corp 3.2% 750,000 0% 0.08% $7,875,000
WOLVERINE ASSET MANAGEMENT LLC 3.1% 723,945 +83% 0.11% $7,630,380
Wealthspring Capital LLC 2.7% 628,980 -0.37% 1.6% $6,629,449
GOLDMAN SACHS GROUP INC 2.7% 623,342 0% 0% $6,570,025
Hudson Bay Capital Management LP 2.6% 597,018 +101% 0.04% $6,268,689
BERKLEY W R CORP 2.3% 521,518 0% 0.35% $5,496,800
Radcliffe Capital Management, L.P. 2.2% 510,032 +88% 0.33% $5,375,737
TWO SIGMA INVESTMENTS, LP 2.2% 500,000 0% 0.01% $5,270,000
WHITEBOX ADVISORS LLC 2.2% 500,000 0% 0.1% $5,270,000
Periscope Capital Inc. 1.9% 450,000 +100% 1.2% $4,743,000
Bulldog Investors, LLP 1.8% 415,644 -1.2% 1% $4,380,888
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 1.7% 400,000 0.02% $4,216,000
RIVERNORTH CAPITAL MANAGEMENT, LLC 1.7% 389,821 -0.07% 0.23% $4,108,713
TORONTO DOMINION BANK 1.6% 366,501 +47% 0.01% $3,862,921
MIZUHO SECURITIES USA LLC 1.2% 275,626 +30% 0.06% $2,853,782
Context Capital Management, LLC 1.2% 270,000 -27% 0.13% $2,845,800

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 Q3 22,521,422 $237,024,170 +$4,165,060 $10.54 44
2025 Q2 22,128,288 $230,722,194 +$29,048,190 $10.42 44
2025 Q1 19,644,124 $200,906,963 +$14,545,798 $10.22 36
2024 Q4 18,235,731 $183,085,343 +$50,808,433 $10.04 39
2024 Q3 13,181,387 $131,707,987 +$131,707,987 $9.99 26