$SI

$19.34 -$0.04 (0.21%) Close

$SI Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 20.8M shares outstanding

Who owns SI?

By type of holder

Institutions 39.8% Insiders 60.2% Everyone else 0.0%

Concentration Top 10 holders own 85.3%

Tansey Casey M 26.1% · FMR LLC 17.7%

Institutional ownership

39.8%

+3.1 pts vs last qtr

Institutional holders

+13 vs last qtr

Net shares bought

+652.0K

by institutions in Q2 2026

New / sold out

23 / 10

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

KCM Capital Inc +265.0K
Driehaus Capital Management LLC NEW +253.8K

Biggest sellers in Q2 2026

Alyeska Investment Group, L.P. SOLD OUT −233.0K
Sio Capital Management, LLC SOLD OUT −210.6K

Who is planning to sell?

Notices of proposed sale, last 12 months

$5.88M

4 notices from 3 people

Shares covered

252.7K

1.21% of the company

Arranged in advance

14%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Gilde Healthcare Holding B.V.; Cooperatieve Gilde Healthcare V U.A. 10% stockholder $4.85M
Matthew Ahearn Director 10b5-1 $842K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2024–FY2025

+13340.5%

+13340.49% a year

Each share's claim on the business

−99.3%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $1.75M

over 2 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years0% Under 1 year100%

Quarterly turnover

16.1%

of institutional shares changed hands

Top 10 managers, median time held

3 quarters

Super Investors

Investment managers reporting SI on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
F FMR LLC	3.7M	17.65%	−110.6K (−2.9%)	Q3 '25	0.0%
Shares held by quarter Peak holding3.8M (Q3'25) Change over 8 quarters+3.7M Share of the company17.650% FMR LLC's full portfolio →
B BlackRock, Inc.	638.4K	3.07%	+82.4K (+14.8%)	Q3 '25	0.0%
Shares held by quarter Peak holding638.4K (Q2'26) Change over 8 quarters+638.4K Share of the company3.070% BlackRock, Inc.'s full portfolio →

FMR LLC

3.7M

% of company

17.65%

Change vs last qtr

−110.6K (−2.9%)

Held since

Q3 '25

BlackRock, Inc.

638.4K

% of company

3.07%

Change vs last qtr

+82.4K (+14.8%)

Held since

Q3 '25

28 more super investors behind a free account

See every manager holding Shoulder Innovations, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SI on Form N-PORT; together they hold 23.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
SM Select Medical Technology and Devices Portfolio Fidelity Select Portfolios	$19.9M	947.8K	4.55%	0.59%	August 31, 2026
FS Fidelity Small Cap Growth Fund Fidelity Securities Fund	$17.7M	777.6K	3.74%	0.20%	July 31, 2026

Select Medical Technology and Devices Portfolio

Fidelity Select Portfolios

Position value

$19.9M

% of company

4.55%

% of the fund

0.59%

As of

August 31, 2026

Fidelity Small Cap Growth Fund

Fidelity Securities Fund

Position value

$17.7M

% of company

3.74%

% of the fund

0.20%

As of

July 31, 2026

23 more funds behind a free account

See every fund holding Shoulder Innovations, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
TC Tansey Casey M Insider	5.4M	26.13%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company26.130% Tansey Casey M's insider activity →
PG Pardo Geoffrey B Insider	2.4M	11.47%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company11.470% Pardo Geoffrey B's insider activity →

Tansey Casey M

Insider

5.4M

% of company

26.13%

Change vs last qtr

—

Held since

—

Pardo Geoffrey B

Insider

2.4M

% of company

11.47%

Change vs last qtr

—

Held since

—

11 more holders behind a free account

See every insider and 5%+ holder of Shoulder Innovations, Inc..

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