Simpson Manufacturing Co., Inc.
US ˙ NYSE ˙ US8290731053

SecuritySSD / Simpson Manufacturing Co., Inc.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership11,865 shares
Latest Disclosed Value $ 2,036,199
EP Wealth Advisors, Inc. reports 2.60% decrease in ownership of SSD / Simpson Manufacturing Co., Inc.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 11,865 shares of Simpson Manufacturing Co., Inc. (US:SSD) valued at $2,036,271 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 12,182 shares of Simpson Manufacturing Co., Inc.. This represents a change in shares of -2.60% during the quarter. The current value of the position is $2,199,890 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F SIMPSON MFG COM 829073105 11,865 -317 -2.60 2,036 3.56 0.0100
2026-02-18 2025-12-31 13F SIMPSON MFG COM 829073105 12,182 24 0.20 1,967 4.13 0.0102
2025-08-14 2025-06-30 13F SIMPSON MFG COM 829073105 12,158 -53 -0.43 1,888 -1.56 0.0124
2025-05-15 2025-03-31 13F SIMPSON MFG COM 829073105 12,211 -101 -0.82 1,918 -6.03 0.0153
2025-02-14 2024-12-31 13F SIMPSON MFG COM 829073105 12,312 -127,516 -91.19 2,042 -92.37 0.0167
2024-11-15 2024-09-30 13F SIMPSON MFG COM 829073105 139,828 127,345 1,020.15 26,745 1,171.71 0.2299
2024-08-19 2024-06-30 13F SIMPSON MFG COM 829073105 12,483 5 0.04 2,104 -17.85 0.0223
2024-05-14 2024-03-31 13F SIMPSON MFG COM 829073105 12,478 39 0.31 2,560 3.98 0.0299
2024-02-28 2023-12-31 13F SIMPSON MFG COM 829073105 12,439 12,439 2,463 0.0314
2023-11-23 2023-09-30 13F SIMPSON MFG COM 829073105 0 -6,586 -100.00 0 -100.00
2023-08-14 2023-06-30 13F SIMPSON MFG COM 829073105 6,586 -216,619 -97.05 1,719 -94.91 0.0248
2023-06-05 2023-03-31 13F SIMPSON MFG COM 829073105 223,205 210,578 1,667.68 33,740 2,915.10 0.5803
2023-06-12 2022-12-31 13F SIMPSON MFG COM 829073105 12,627 0 0.00 1,119 13.03 0.0202
2022-12-02 2022-09-30 13F SIMPSON MFG COM 829073105 12,627 -279 -2.16 990 -23.73 0.0225
2022-08-11 2022-06-30 13F SIMPSON MFG COM 829073105 12,906 0 0.00 1,298 -7.75 0.0292
2022-05-20 2022-03-31 13F SIMPSON MFG COM 829073105 12,906 12,906 1,407 0.0309
2022-02-17 2021-12-31 13F SIMPSON MFG COM 829073105 0 -12,900 -100.00 0 -100.00
2021-11-23 2021-09-30 13F/A-1 SIMPSON MFG COM 829073105 12,900 0 0.00 1,380 -3.16 0.0378
2021-11-16 2021-09-30 13F SIMPSON MFG COM 829073105 42,277 29,377 1,380 0.0378
2021-08-24 2021-06-30 13F SIMPSON MFG COM 829073105 12,900 -500 -3.73 1,425 2.52 0.0395
2021-05-17 2021-03-31 13F SIMPSON MFG COM 829073105 13,400 -1,000 -6.94 1,390 3.27 0.0442
2021-02-18 2020-12-31 13F SIMPSON MANUFACTURING COM 829073105 14,400 0 0.00 1,346 -3.79 0.0473
2020-11-17 2020-09-30 13F SIMPSON MANUFACTURING COM 829073105 14,400 14,400 0.00 1,399 8.11 0.0602
2020-08-14 2020-06-30 13F SIMPSON MANUFACTURING COM 829073105 0 -15,335 -100.00 1,294 36.21 0.0553
2020-05-18 2020-03-31 13F SIMPSON MANUFACTURING COM 829073105 15,335 0 0.00 950 -22.76 0.0465
2020-02-14 2019-12-31 13F SIMPSON MANUFACTURING COM 829073105 15,335 -251,439 -94.25 1,230 -93.35 0.0507
2019-11-18 2019-09-30 13F SIMPSON MANUFACTURING COM 829073105 266,774 -16,040 -5.67 18,506 -1.54 0.9177
2019-08-27 2019-06-30 13F SIMPSON MANUFACTURING COM 829073105 282,814 -242 -0.09 18,796 12.03 1.1743
2019-05-20 2019-03-31 13F SIMPSON MANUFACTURING COM 829073105 283,056 -2,550 -0.89 16,777 8.52 1.6132
2019-02-15 2018-12-31 13F SIMPSON MANUFACTURING COM 829073105 285,606 -8,182 -2.79 15,460 -27.38 1.1925
2018-11-15 2018-09-30 13F SIMPSON MANUFACTURING COM 829073105 293,788 -10,195 -3.35 21,288 12.61 1.6633
2018-08-14 2018-06-30 13F SIMPSON MANUFACTURING COM 829073105 303,983 -8,175 -2.62 18,905 5.16 1.7837
2018-05-15 2018-03-31 13F SIMPSON MANUFACTURING COM 829073105 312,158 -8,500 -2.65 17,977 -2.35 1.7376
2018-02-15 2017-12-31 13F SIMPSON MANUFACTURING COM 829073105 320,658 -15,761 -4.68 18,409 11.58 1.9424
2017-11-15 2017-09-30 13F SIMPSON MANUFACTURING COM 829073105 336,419 -1,328 -0.39 16,498 11.75 1.9054
2017-08-17 2017-06-30 13F SIMPSON MANUFACTURING COM 829073105 337,747 -767 -0.23 14,763 1.21 1.8095
2017-05-15 2017-03-31 13F SIMPSON MANUFACTURING COM 829073105 338,514 0 0.00 14,587 -1.51 2.0120
2017-02-15 2016-12-31 13F SIMPSON MANUFACTURING COM 829073105 338,514 -8,795 -2.53 14,810 -2.97 2.1644
2016-11-14 2016-09-30 13F SIMPSON MANUFACTURING COM 829073105 347,309 -25,211 -6.77 15,264 2.51 2.3852
2016-08-15 2016-06-30 13F SIMPSON MANUFACTURING COM 829073105 372,520 15,051 4.21 14,890 9.12 2.3728
2016-05-16 2016-03-31 13F SIMPSON MANUFACTURING COM 829073105 357,469 357,469 13,645 2.0925
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.