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Jim Simons's Broadridge Financial Solutions, Inc. (BR) position

Not anymore: Jim Simons fully exited BR in Q4 2025. The position peaked at $54M in Q3 2021.
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Value at exit
$13M
Shares at exit
53K
Est. average buy price (i)
$249.07
Quarter-end price
$237.66

Estimated trade prices

Average price in quarters with purchases
$180.26
Average prices in quarters with sales
  • Q4 2023: $184.49 (97K shares sold)
  • Q4 2021: $175.77 (318K shares sold)

BR price vs Simons's position

1Y 3Y 5Y MAX
Dates
$100$150$200$250$30020222023202420252026Added 136K shares (73.2%) · Q3 2021. Average closing price $170.31 · Price range $162.51–$176.99136KsharespurchasedSold 318K shares (98.7%) · Q4 2021. Average closing price $175.77 · Price range $162.55–$184.48318KsharessoldNew position of 140K shares · Q3 2022. Average closing price $162.30 · Price range $144.32–$183.22140KsharespurchasedNew position of 96K shares · Q2 2023. Average closing price $151.33 · Price range $139.94–$165.6396KsharespurchasedAdded 38K shares (39.9%) · Q3 2023. Average closing price $177.10 · Price range $163.30–$189.0038KsharespurchasedSold 97K shares (71.6%) · Q4 2023. Average closing price $184.49 · Price range $167.38–$205.8397KsharessoldNew position of 241K shares · Q3 2024. Average closing price $209.16 · Price range $196.56–$218.55241KsharespurchasedNew position of 53K shares · Q3 2025. Average closing price $249.07 · Price range $233.75–$266.8953Ksharespurchased← Earlier —1 purchase
Average closing price · filing quarter
$249.07
Price range · filing quarter
$233.75 – $266.89
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q4 2025 Exited −53K −$12M −100.0% 0 Feb 12, 2026
Q3 2025 New +53K +$13M – 53K Nov 13, 2025
Q3 2024 New +241K +$50M – 241K Nov 13, 2024
Q4 2023 Reduced −97K −$18M −71.6% 38K Feb 13, 2024
Q3 2023 Added +38K +$6.8M +39.9% 135K Nov 14, 2023
Q2 2023 New +96K +$15M – 96K Aug 11, 2023
Q3 2022 New +140K +$23M – 140K Nov 14, 2022
Q4 2021 Reduced −318K −$56M −98.7% 4K Feb 11, 2022
Q3 2021 Added +136K +$23M +73.2% 322K Nov 12, 2021
Q2 2021 New +186K +$30M – 186K Aug 13, 2021
Data through Q4 2025 · filed Feb 12, 2026
10 grouped rows from 10 quarters

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Common questions

Does Jim Simons own BR?

Not currently. Jim Simons fully exited BR in Q4 2025, and the complete history is above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jim Simons buy BR?

Jim Simons first disclosed a BR position in Q2 2021; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jim Simons sell BR?

Yes. Jim Simons reduced and then fully exited BR by Q4 2025; the reductions are in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of BR does Jim Simons own?

None as of the latest filing: Jim Simons has exited BR. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jim Simons pay for BR?

Jim Simons's estimated average buy price for BR is $249.07, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.