Skip to main content

Surmodics Inc

SRDXDelisted Nov 19, 2025
Industry
Surgical & Medical Instruments & Apparatus
SEC CIK
0000924717

Surmodics Inc was delisted on Nov 19, 2025; its insiders filed their last Form 4 on Nov 19, 2025; 146 institutions reported holding it in 13F filings for Q3 2025, worth $345.2M in total; no superinvestor held it.

13F holders, Q1 2025

Institutional positions in Surmodics Inc as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
135
−2 vs. Q4 2024
Shares held
11.9M
+9.61K (+0.1%) vs. Q4 2024
Total value
$362.4M
−$107.1M (−22.8%) vs. Q4 2024
New holders
21
41 more added
Sold out
23
46 more reduced

2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SRDX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2025: 135 institutions
Q1 2021: 138 institutionsQ2 2021: 147 institutionsQ3 2021: 152 institutionsQ4 2021: 148 institutionsQ1 2022: 135 institutionsQ2 2022: 129 institutionsQ3 2022: 124 institutionsQ4 2022: 122 institutionsQ1 2023: 119 institutionsQ2 2023: 105 institutionsQ3 2023: 104 institutionsQ4 2023: 117 institutionsQ1 2024: 112 institutionsQ2 2024: 124 institutionsQ3 2024: 127 institutionsQ4 2024: 139 institutionsQ1 2025: 135 institutionsQ2 2025: 136 institutionsQ3 2025: 146 institutionsQ4 2025: 1 institutionQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ1 2025: $362.4M
Q1 2021: $690.1MQ2 2021: $677.0MQ3 2021: $697.0MQ4 2021: $606.7MQ1 2022: $577.8MQ2 2022: $476.7MQ3 2022: $391.2MQ4 2022: $438.6MQ1 2023: $286.0MQ2 2023: $385.0MQ3 2023: $394.6MQ4 2023: $475.0MQ1 2024: $373.3MQ2 2024: $557.2MQ3 2024: $461.5MQ4 2024: $474.3MQ1 2025: $362.4MQ2 2025: $362.1MQ3 2025: $345.2MQ4 2025: $83Q1 2026: $0Q2 2026: $0
Institutions holding SRDX and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20251$83
Q3 2025146$345.2M
Q2 2025136$362.1M
Q1 2025135$362.4M
Q4 2024139$474.3M
Q3 2024127$461.5M
Q2 2024124$557.2M
Q1 2024112$373.3M
Q4 2023117$475.0M
Q3 2023104$394.6M
Q2 2023105$385.0M
Q1 2023119$286.0M
Q4 2022122$438.6M
Q3 2022124$391.2M
Q2 2022129$476.7M
Q1 2022135$577.8M
Q4 2021148$606.7M
Q3 2021152$697.0M
Q2 2021147$677.0M
Q1 2021138$690.1M

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Surmodics Inc; share changes are against Q4 2024.

Institutions holding SRDX in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Simplex Trading, LLC2,300$70.0K0.00%+653+39.6%Added
Longfellow Investment Management Co LLC1,836$56.1K0.01%00.0%Unchanged
Ameritas Investment Partners, Inc.1,426$43.5K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado1,197$37.0K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC1,105$33.7K0.00%+12+1.1%Added
California State Teachers Retirement System999$30.5K0.00%−50,000−98.0%Reduced
FMR LLC997$30.4K0.00%−1,034−50.9%Reduced
GWM Advisors LLC994$30.3K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA856$26.1K0.00%−815−48.8%Reduced
Manchester Capital Management LLC775$23.7K0.00%00.0%Unchanged
US Bancorp754$23.0K0.00%−4−0.5%Reduced
Advisor Group Holdings, Inc.564$17.2K0.00%00.0%Unchanged
Amalgamated Bank465$14.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)444$13.6K0.00%−416−48.4%Reduced
CWM, LLC351$11.0K0.00%−149−29.8%Reduced
Signaturefd, LLC222$6.78K0.00%+31+16.2%Added
Coldstream Capital Management Inc183$5.59K0.00%+183New
Russell Investments Group, Ltd.153$4.67K0.00%−31,465−99.5%Reduced
Lazard Asset Management LLC145$4.00K0.00%−356−71.1%Reduced
Farther Finance Advisors, LLC102$3.15K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC100$3.05K0.00%00.0%Unchanged
Sterling Capital Management LLC94$2.87K0.00%−74−44.0%Reduced
Quadrant Capital Group LLC61$1.86K0.00%+61New
Smartleaf Asset Management LLC54$1.66K0.00%−28−34.1%Reduced
Prestige Wealth Management Group LLC53$1.62K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.53$1.62K0.00%+53New
Parallel Advisors, LLC39$1.19K0.00%−173−81.6%Reduced
Whittier Trust Co35$1.07K0.00%00.0%Unchanged
Private Wealth Asset Management, LLC24$7330.00%+24New
Rothschild Investment LLC15$4580.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd10$3050.00%+10New
Comerica Bank8$2440.00%+8New
Versant Capital Management, Inc6$1830.00%00.0%Unchanged
Skopos Labs, Inc.2$620.00%−108−98.2%Reduced
Bessemer Group Inc4$00.00%+4New
Trigran Investments, Inc.0$00.00%−368,215−100.0%Sold out
Beryl Capital Management LLC0$00.00%−237,584−100.0%Sold out
Bardin Hill Management Partners LP0$00.00%−187,869−100.0%Sold out
Eisler Capital Management Ltd.0$00.00%−136,360−100.0%Sold out
Phocas Financial Corp.0$00.00%−103,994−100.0%Sold out
ClearAlpha Technologies LP0$00.00%−60,152−100.0%Sold out
Commonwealth of Pennsylvania Public School Empls Retrmt Sys0$00.00%−30,000−100.0%Sold out
One68 Global Capital, LLC0$00.00%−27,457−100.0%Sold out
Diametric Capital, LP0$00.00%−20,437−100.0%Sold out
AQR Capital Management LLC0$00.00%−16,647−100.0%Sold out
New York Life Investment Management LLC0$00.00%−15,784−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−8,413−100.0%Sold out
Polymer Capital Management (US) LLC0$00.00%−6,429−100.0%Sold out
Price T Rowe Associates Inc0$00.00%−5,469−100.0%Sold out
Manufacturers Life Insurance Company, The0$00.00%−5,068−100.0%Sold out
R Squared Ltd0$00.00%−1,380−100.0%Sold out
Modus Advisors, LLC0$00.00%−1,000−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−542−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−10−100.0%Sold out
Farmers & Merchants Investments Inc0$00.00%−9−100.0%Sold out
EverSource Wealth Advisors, LLC0$00.00%−5−100.0%Sold out
GAMMA Investing LLC0$00.00%−5−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−3−100.0%Sold out
Cigogne Management SA––––Not filed
Nuveen Asset Management, LLC––––Not filed