SURROZEN INC SRZN
COM NEW · Common Stock · CUSIP 86889P208
- SectorHealth care
- IndustryBiological Products, (No Diagnostic Substances)
- HeadquartersSouth San Francisco, CA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 11.8m as of 2026-08-04, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $25.60.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2023 | 17 |
| Q1 2024 | 16 |
| Q2 2024 | 21 |
| Q3 2024 | 23 |
| Q4 2024 | 24 |
| Q1 2025 | 30 |
| Q2 2025 | 31 |
| Q3 2025 | 35 |
| Q4 2025 | 54 |
| Q1 2026 | 58 |
| Q2 2026 | 69 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 8 | 7 |
| Q4 2024 | 8 | 9 |
| Q1 2025 | 17 | 3 |
| Q2 2025 | 12 | 5 |
| Q3 2025 | 15 | 7 |
| Q4 2025 | 39 | 9 |
| Q1 2026 | 31 | 23 |
| Q2 2026 | 45 | 28 |
Biggest buyers
| Point72 Asset Management, L.P. | New | +664.3k |
| BlackRock, Inc. | Added | +367.0k |
| Boxer Capital Management, LLC | Added | +339.4k |
| PERCEPTIVE ADVISORS LLC | Added | +274.6k |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +223.5k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +135.8k |
| STATE STREET CORP | Added | +105.4k |
| GOLDMAN SACHS GROUP INC | Added | +87.7k |
| NORTHERN TRUST CORP | Added | +51.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | New | +51.0k |
Biggest sellers
| Woodline Partners LP | Sold out | -227.8k |
| Ikarian Capital, LLC | Sold out | -173.1k |
| AMERIPRISE FINANCIAL INC | Sold out | -159.7k |
| SILVERARC CAPITAL MANAGEMENT, LLC | Sold out | -144.3k |
| STEMPOINT CAPITAL LP | Reduced | -118.8k |
| 5AM Venture Management, LLC | Reduced | -116.2k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -48.1k |
| FRED ALGER MANAGEMENT, LLC | Reduced | -47.7k |
| BOOTHBAY FUND MANAGEMENT, LLC | Sold out | -47.3k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -36.8k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
COLUMN GROUP III GP, LP
13D · may seek influence
-7.8 pts · filed 2026-10-22
Stated purposeThe information set forth in Item 4 of the Original Schedule 13D is incorporated herein by reference. Full filing |
21.5% |
| Boxer Capital Management, LLC 13G · institution +2.7 pts · filed 2026-10-07 | 11.6% |
Column Group IV GP, LP
13D · may seek influence
new · filed 2026-02-12
Stated purposeThe information set forth in Item 3 of this Statement is incorporated herein by reference. The Reporting Persons hold the securities of the Issuer for general investment purposes. The Reporting Persons may, from time to time, depending on prevailing market, economic and other conditions, acquire additional shares of Common Stock or other securities of the Issuer, dispose of any such securities, or engage in discussions with the Issuer concerning such acquisitions or dispositions or further investments in the Issuer. The Reporting Persons intend to review their investment in the Issuer on a continuing basis and, depending upon the price and availability of shares of Common Stock or other securities of the Issuer, subsequent developments affecting the Issuer, the Issuer's business and prospe… Full filing |
11.6% |
| TCG Crossover GP II, LLC 13G · passive investor -2.8 pts · filed 2026-07-24 | 9.9% |
| Venrock Healthcare Capital Partners III, L.P. 13G · passive investor no change · filed 2026-05-15 | 9.9% |
| AI Biotechnology LLC 13G · passive investor new · filed 2025-03-31 | 9.9% |
| RA CAPITAL MANAGEMENT, L.P. 13G · passive investor -0.7 pts · filed 2026-02-17 | 9.2% |
| INTEGRATED CORE STRATEGIES (US) LLC 13G · passive investor +1.9 pts · filed 2026-02-05 | 8.5% |
| 5AM Partners VII, LLC 13G · passive investor -1.7 pts · filed 2026-08-11 | 7.8% |
| Commodore Capital LP 13G · passive investor new · filed 2026-10-01 | 7.5% |
| Point72 Asset Management, L.P. 13G · passive investor new · filed 2026-04-23 | 5.4% |
| STEMPOINT CAPITAL LP 13G · institution +0.5 pts · filed 2026-08-14 | 5.0% |
Fell to 5% or below in the last year: BRAIDWELL LP (3.9%, 2026-08-14), Nantahala Capital Management, LLC (2.1%, 2026-05-15), Stonepine Capital Management, LLC (3.6%, 2026-02-13)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 2 | $35.2k | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 1 | $4.7m | 0 | — | — |
| Q1 2026 | 1 | $1.3m | 2 | $53.3k | — |
| Q2 2026 | 0 | — | 3 | $271.4k | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-07-22 | Yu Chen-Ming +4 10% owner · See footnote | Sold | $6.9m325.0k shares |
| 2026-05-04 | Parker Craig C Chief Executive Officer, director | Sold | $150.8k4.5k shares |
| 2026-05-04 | Williams Charles O Chief Operating Officer | Sold | $67.9k2.0k shares |
| 2026-05-04 | Li Yang Exec. Vice President, Research | Sold | $52.8k1.6k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| TCG Crossover Management, LLC 0.92% of their portfolio | 1.5m $38.2m | Unchanged |
| Boxer Capital Management, LLC 2.03% of their portfolio | 1.1m $27.0m | Added +339.4k |
| Kalehua Capital Management LLC 6.38% of their portfolio | 770.4k $20.0m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 683.1k $17.7m | Reduced -48.1k |
| Point72 Asset Management, L.P. 0.03% of their portfolio | 664.3k $17.2m | New |
| Venrock Adviser, LLC 0.50% of their portfolio | 632.9k $16.4m | Unchanged |
| STEMPOINT CAPITAL LP 2.39% of their portfolio | 602.8k $13.8m | Reduced -118.8k |
| PERCEPTIVE ADVISORS LLC 0.20% of their portfolio | 504.0k $13.1m | Added +274.6k |
| Spruce Street Capital LP 2.20% of their portfolio | 432.0k $11.2m | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 394.9k $10.2m | Added +367.0k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 392.6k $10.2m | Added +223.5k |
| BRAIDWELL LP 0.38% of their portfolio | 390.8k $10.1m | Reduced -5.3k |
| Vestal Point Capital, LP 0.18% of their portfolio | 304.7k $7.9m | Reduced -33.9k |
| 5AM Venture Management, LLC 2.44% of their portfolio | 271.2k $7.0m | Reduced -116.2k |
| Vivo Capital, LLC 0.62% of their portfolio | 260.0k $6.7m | Unchanged |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 205.0k $5.3m | Added +1.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 201.7k $5.2m | Added +135.8k |
| ACUTA CAPITAL PARTNERS, LLC 3.14% of their portfolio | 173.4k $4.5m | Added +548 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA 0.08% of their portfolio | 133.2k $3.5m | Unchanged |
| STATE STREET CORP 0.00% of their portfolio | 133.1k $3.5m | Added +105.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 113.5k $2.9m | Added +87.7k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.00% of their portfolio | 88.7k $2.3m | Unchanged |
| Euclidean Capital LLC 0.52% of their portfolio | 87.7k $2.3m | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 71.1k $1.8m | Added +31.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 63.6k $1.7m | Added +51.3k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 59.6k $1.5m | Added +24.2k |
| ArrowMark Colorado Holdings LLC 0.06% of their portfolio | 55.1k $1.4m | Unchanged |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 51.0k $1.3m | New |
| Eversept Partners, LP 0.07% of their portfolio | 47.8k $1.2m | Reduced -10.8k |
| Ellsworth Advisors, LLC 0.14% of their portfolio | 39.3k $856.0k | New |
| Walleye Capital LLC 0.00% of their portfolio | 38.8k $1.0m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 31.3k $812.1k | New |
| UBS Group AG 0.00% of their portfolio | 29.2k $758.5k | Added +8.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 27.7k $721.0k | Added +6.0k |
| FRED ALGER MANAGEMENT, LLC 0.00% of their portfolio | 24.0k $622.9k | Reduced -47.7k |
| XTX Topco Ltd 0.01% of their portfolio | 16.8k $436.7k | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 16.3k $422.9k | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 15.4k $399.1k | New |
| LMR Partners LLP 0.00% of their portfolio | 13.6k $351.8k | Reduced -10.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 12.4k $321.1k | Reduced -36.8k |
| Alyeska Investment Group, L.P. 0.00% of their portfolio | 10.2k $264.4k | Unchanged |
| Fisher Asset Management, LLC 0.00% of their portfolio | 9.8k $255.3k | New |
| Nuveen, LLC 0.00% of their portfolio | 9.8k $253.8k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 8.1k $211.0k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 8.0k $208.4k | Added +704 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 7.3k $189.5k | New |
| MORGAN STANLEY 0.00% of their portfolio | 7.2k $185.6k | Reduced -15.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 6.7k $173.8k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 4.7k $121.9k | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 4.1k $106.4k | New |
| China Universal Asset Management Co., Ltd. 0.01% of their portfolio | 3.6k $94.7k | Added +1.1k |
| CITIGROUP INC 0.00% of their portfolio | 3.5k $89.7k | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 3.4k $87.7k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 3.0k $78.3k | Added +1.9k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 2.6k $66.7k | Unchanged |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 2.2k $56.2k | New |
| BARCLAYS PLC 0.00% of their portfolio | 1.8k $45.9k | Reduced -121 |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 1.5k $39.0k | Unchanged |
| STRS OHIO 0.00% of their portfolio | 1.4k $36.3k | New |
| Legal & General Group Plc 0.00% of their portfolio | 715 $18.6k | New |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 666 $17.3k | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 587 $15.2k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 428 $11.1k | Added +427 |
| FMR LLC 0.00% of their portfolio | 348 $9.0k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 311 $8.0k | Reduced -314 |
| State of Wyoming 0.00% of their portfolio | 212 $5.5k | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 101 $2.6k | New |
| Sterling Capital Management LLC 0.00% of their portfolio | 26 $675 | New |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 1 $26 | New |