Current Value of Holding

$364M

Shares

2.55M

% of Portfolio

0.50%

Average Buy Price

$187

Avg closing price
Price range

44 Jim Simons Microstrategy Trades

Jim Simons's position in Microstrategy is currently worth $364M. That's 0.50% of their equity portfolio (29th largest holding). The first Microstrategy trade was made in Q2 2013. Since then Jim Simons bought shares 21 more times and sold shares on 22 occasions. The investor's estimated purchase price is $478M, resulting in a loss of 24%.

Avg closing price
Price range
Increased shares by 19.8% (+423k shares) Q2 2026
Avg closing price $144.28
Price range $82.31 - $195.94
Increased shares by 122.6% (+1.17M shares) Q1 2026
Avg closing price $147.00
Price range $106.99 - $179.33
Increased shares by 324.1% (+732k shares) Q4 2025
Avg closing price $229.38
Price range $151.95 - $359.69
Sold 14.7% shares (-38.9k shares) Q3 2025
Avg closing price $370.96
Price range $300.70 - $455.90
Increased shares by 1172.1% (+244k shares) Q2 2025
Avg closing price $363.66
Price range $237.95 - $421.61
Sold 39.5% shares (-13.6k shares) Q1 2025
Avg closing price $319.30
Price range $239.27 - $396.50
Sold 81.9% shares (-155k shares) Q4 2024
Avg closing price $303.46
Price range $162.69 - $473.83
New holding (+190k shares) Q3 2024
Avg closing price $142.80
Price range $114.30 - $180.01
Sold -636k shares Q1 2023
Avg closing price $244.07
Price range $145.02 - $298.40
Sold 77.5% shares (-2.2M shares) Q4 2022
Avg closing price $204.39
Price range $136.63 - $279.99
Sold 29.1% shares (-1.16M shares) Q3 2022
Avg closing price $250.77
Price range $166.77 - $352.84
Increased shares by 362.9% (+3.13M shares) Q2 2022
Avg closing price $289.22
Price range $152.15 - $501.26
New holding (+863k shares) Q1 2022
Avg closing price $432.84
Price range $319.45 - $558.26
Sold -1.42M shares Q4 2020
Avg closing price $233.50
Price range $146.46 - $389.97
Increased shares by 14.4% (+179k shares) Q3 2020
Avg closing price $135.23
Price range $115.79 - $174.90
Increased shares by 309.2% (+940k shares) Q2 2020
Avg closing price $121.69
Price range $112.23 - $129.63
Increased shares by 91.4% (+145k shares) Q1 2020
Avg closing price $135.81
Price range $92.20 - $152.84
Sold 36.9% shares (-93k shares) Q4 2019
Avg closing price $148.88
Price range $142.02 - $158.06
Sold 65.2% shares (-472k shares) Q3 2019
Avg closing price $137.03
Price range $121.58 - $150.59
Sold 23.9% shares (-228k shares) Q2 2019
Avg closing price $141.18
Price range $130.90 - $151.12

Embed chart

Easily embed the chart on your blog or website – it will always update automatically!