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Jim Simons's Energy Recovery, Inc. (ERII) position

Yes: as of Q1 2026, Jim Simons holds 144K shares of ERII worth an amount we cannot price (0.0% of the disclosed portfolio). Held since at least Q1 2021; that opening coverage snapshot is not counted as a purchase.
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Current value
an amount we cannot price
Shares held
144K
% of portfolio
0.0%
Quarter-end price
No quarter-end price available

Average buy price is hidden here because at least one covered purchase quarter has no usable local mean price.

ERII price vs Simons's position

Dates
$8.4$8.6$8.8← Earlier —8 purchases, 4 sells
Average closing price · filing quarter
Price range · filing quarter

Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Added +41K +40.1% 144K May 14, 2026
Q4 2025 Added +47K +85.2% 103K Feb 12, 2026
Q3 2025 Reduced −86K −60.6% 56K Nov 13, 2025
Q2 2025 Reduced −100K −41.6% 141K Aug 13, 2025
Q1 2025 Added +51K +26.8% 242K May 14, 2025
Q4 2024 New +190K 190K Feb 13, 2025
Q1 2024 Added +63K +63.1% 162K May 13, 2024
Q4 2023 New +99K 99K Feb 13, 2024
Q3 2022 Reduced −40K −44.8% 50K Nov 14, 2022
Q2 2022 Reduced −49K −35.5% 90K Aug 12, 2022
Q1 2022 New +139K 139K May 13, 2022
Q3 2021 New +25K 25K Nov 12, 2021
Q1 2021 First covered 15K May 13, 2021
Data through Q1 2026 · filed May 14, 2026
13 grouped rows from 13 quarters

More Simons positions

Common questions

Does Jim Simons own ERII?

Yes. As of Q1 2026, Jim Simons disclosed 144K shares of ERII, worth an amount we cannot price. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jim Simons buy ERII?

Jim Simons held ERII since at least Q1 2021, when this filing coverage begins; the opening snapshot is not a disclosed purchase. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jim Simons sell ERII?

The quarter-by-quarter table above shows each sale and reduction Jim Simons disclosed in ERII. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of ERII does Jim Simons own?

Jim Simons disclosed 144K shares of ERII as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jim Simons pay for ERII?

Jim Simons began building the ERII position before our 13F history starts, so an exact average buy price cannot be estimated without understating it. 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.