Vault-13

SURROZEN INC SRZN

COM NEW · Common Stock · CUSIP 86889P208

58 institutional holders +4 vs Q4 2025
9,514,3759.5m shares reported held*
82.8% of all shares outstanding*
$275.3mreported value*
12 new 19 added 13 reduced 10 sold out net bought ≈ $68.5m (+2.4m shares)

* 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: 11.5m as of 2026-03-19, 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 ≈ $28.94.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q4 23: 17Q1 24: 16Q2 24: 21Q3 24: 23Q4 24: 24Q1 25: 30Q2 25: 31Q3 25: 35Q4 25: 54Q1 26: 5858Q4 23Q2 24Q4 24Q2 25Q4 25Q1 26
Numbers
QuarterHolders
Q4 202317
Q1 202416
Q2 202421
Q3 202423
Q4 202424
Q1 202530
Q2 202531
Q3 202535
Q4 202554
Q1 202658

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q2 24: 12 bought or addedQ2 24: 6 cut or sold outQ3 24: 8 bought or addedQ3 24: 7 cut or sold outQ3 24Q4 24: 8 bought or addedQ4 24: 9 cut or sold outQ1 25: 17 bought or addedQ1 25: 3 cut or sold outQ1 25Q2 25: 12 bought or addedQ2 25: 5 cut or sold outQ3 25: 15 bought or addedQ3 25: 7 cut or sold outQ3 25Q4 25: 39 bought or addedQ4 25: 9 cut or sold outQ1 26: 31 bought or addedQ1 26: 23 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024126
Q3 202487
Q4 202489
Q1 2025173
Q2 2025125
Q3 2025157
Q4 2025399
Q1 20263123

Biggest buyers

TCG Crossover Management, LLC New +1,473,101+1.5m
Kalehua Capital Management LLC Added +385,178+385.2k
Boxer Capital Management, LLC Added +350,168+350.2k
Vestal Point Capital, LP New +338,611+338.6k
PERCEPTIVE ADVISORS LLC New +229,393+229.4k
Ikarian Capital, LLC Added +107,319+107.3k
STEMPOINT CAPITAL LP Added +101,854+101.9k
AMERIPRISE FINANCIAL INC Added +94,023+94.0k
TWO SIGMA INVESTMENTS, LP New +39,482+39.5k
BOOTHBAY FUND MANAGEMENT, LLC Added +28,992+29.0k

Biggest sellers

Nantahala Capital Management, LLC Sold out -229,527-229.5k
REGENTS OF THE UNIVERSITY OF CALIFORNIA Reduced -133,207-133.2k
Empery Asset Management, LP Sold out -103,974-104.0k
Stonepine Capital Management, LLC Reduced -80,626-80.6k
Schonfeld Strategic Advisors LLC Sold out -74,645-74.6k
BRAIDWELL LP Reduced -73,900-73.9k
Walleye Capital LLC Sold out -41,041-41.0k
Eversept Partners, LP Reduced -36,662-36.7k
BANK OF AMERICA CORP /DE/ Sold out -29,608-29.6k
FRED ALGER MANAGEMENT, LLC Reduced -27,863-27.9k

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.

HolderStakeChangeShares Last filed
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% -7.8 pts 3.8m≈ $72.1m 2026-10-22
Boxer Capital Management, LLC 13G · institution +2.7 pts · filed 2026-10-07 11.6% +2.7 pts 1.4m≈ $35.3m 2026-10-07
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% new 6.4m≈ $38.9m 2026-02-12
TCG Crossover GP II, LLC 13G · passive investor -2.8 pts · filed 2026-07-24 9.9% -2.8 pts 1.1m≈ $29.8m 2026-07-24
Venrock Healthcare Capital Partners III, L.P. 13G · passive investor no change · filed 2026-05-15 9.9% no change 1.2m≈ $31.3m 2026-05-15
AI Biotechnology LLC 13G · passive investor new · filed 2025-03-31 9.9% new 844.6k≈ $21.9m 2025-03-31
RA CAPITAL MANAGEMENT, L.P. 13G · passive investor -0.7 pts · filed 2026-02-17 9.2% -0.7 pts 871.7k≈ $22.6m 2026-02-17
INTEGRATED CORE STRATEGIES (US) LLC 13G · passive investor +1.9 pts · filed 2026-02-05 8.5% +1.9 pts 726.2k≈ $18.8m 2026-02-05
5AM Partners VII, LLC 13G · passive investor -1.7 pts · filed 2026-08-11 7.8% -1.7 pts 968.8k≈ $25.1m 2026-08-11
Commodore Capital LP 13G · passive investor new · filed 2026-10-01 7.5% new 885.0k≈ $23.0m 2026-10-01
Point72 Asset Management, L.P. 13G · passive investor new · filed 2026-04-23 5.4% new 616.0k≈ $16.0m 2026-04-23
STEMPOINT CAPITAL LP 13G · institution +0.5 pts · filed 2026-08-14 5.0% +0.5 pts 602.8k≈ $15.6m 2026-08-14

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 in Q1 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)

BuyingSelling
404Q2 24: 3 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 2 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 1 buyingQ4 25: 0 sellingQ1 26: 1 buyingQ1 26: 2 sellingQ1 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20243$3.0m0——
Q3 20240—0——
Q4 20240—0——
Q1 20250—2$35.2k—
Q2 20250—0——
Q3 20250—0——
Q4 20251$4.7m0——
Q1 20261$1.3m2$53.3k—
DateInsiderTradeSharesPrice ValueTheir holding
2026-03-24 TCG Crossover GP II, LLC +3 10% owner · See footnote Bought 106,658 $24.69 $2.6m106.7k shares +17%
2026-03-23 TCG Crossover GP II, LLC +3 10% owner · See footnote Bought 15,223 $24.90 $379.1k15.2k shares +2%
2026-03-16 TCG Crossover GP II, LLC +3 10% owner · See footnote Bought 1,190 $24.99 $29.7k1.2k shares +<1%
2026-03-13 TCG Crossover GP II, LLC +3 10% owner · See footnote Bought 35,433 $24.88 $881.6k35.4k shares +6%
2026-03-12 TCG Crossover GP II, LLC +3 10% owner · See footnote Bought 12,374 $24.99 $309.2k12.4k shares +2%
2026-02-12 TCG Crossover GP II, LLC +3 10% owner · See footnote Bought 1,093 $23.86 $26.1k1.1k shares +<1%
2026-02-11 TCG Crossover GP II, LLC +3 10% owner · See footnote Bought 17,763 $23.58 $418.9k17.8k shares +3%
2026-02-03 TCG Crossover GP II, LLC +3 10% owner · See footnote Bought 4,355 $21.94 $95.5k4.4k shares +1%
2026-02-02 TCG Crossover GP II, LLC +3 10% owner · See footnote Bought 731 $21.38 $15.6k731 shares +<1%
2026-01-30 TCG Crossover GP II, LLC +3 10% owner · See footnote Bought 4,271 $21.39 $91.4k4.3k shares +1%
2026-01-20 Kutzkey Tim Director · By The Column Group III-A, LP Bought 9,568 $19.60 $187.5k9.6k shares +1%
2026-01-20 Svennilson Peter +6 10% owner · By The Column Group III-A, LP Bought 9,568 $19.60 $187.5k9.6k shares +1%
2026-01-20 Kutzkey Tim Director · By The Column Group III, LP Bought 8,484 $19.60 $166.3k8.5k shares +1%
2026-01-20 Svennilson Peter +6 10% owner · By The Column Group III, LP Bought 8,484 $19.60 $166.3k8.5k shares +1%
2026-01-16 Kutzkey Tim Director · By The Column Group III-A, LP Bought 1,358 $20.00 $27.2k1.4k shares +<1%
2026-01-16 Svennilson Peter +6 10% owner · By The Column Group III-A, LP Bought 1,358 $20.00 $27.2k1.4k shares +<1%
2026-01-16 Svennilson Peter +6 10% owner · By The Column Group III, LP Bought 1,204 $20.00 $24.1k1.2k shares +<1%
2026-01-16 Kutzkey Tim Director · By The Column Group III, LP Bought 1,204 $20.00 $24.1k1.2k shares +<1%
2026-01-15 Svennilson Peter +6 10% owner · By The Column Group III-A, LP Bought 6,303 $19.89 $125.4k6.3k shares +1%
2026-01-15 Kutzkey Tim Director · By The Column Group III-A, LP Bought 6,303 $19.89 $125.4k6.3k shares +1%
2026-01-15 Kutzkey Tim Director · By The Column Group III, LP Bought 5,590 $19.89 $111.2k5.6k shares +1%
2026-01-15 Svennilson Peter +6 10% owner · By The Column Group III, LP Bought 5,590 $19.89 $111.2k5.6k shares +1%
2026-01-14 Kutzkey Tim Director · By The Column Group III-A, LP Bought 2,927 $19.99 $58.5k2.9k shares +<1%
2026-01-14 Svennilson Peter +6 10% owner · By The Column Group III-A, LP Bought 2,927 $19.99 $58.5k2.9k shares +<1%
2026-01-14 Kutzkey Tim Director · By The Column Group III, LP Bought 2,596 $19.99 $51.9k2.6k shares +<1%
2026-01-14 Svennilson Peter +6 10% owner · By The Column Group III, LP Bought 2,596 $19.99 $51.9k2.6k shares +<1%
2026-01-13 Svennilson Peter +6 10% owner · By The Column Group III-A, LP Bought 6,609 $19.80 $130.9k6.6k shares +1%
2026-01-13 Kutzkey Tim Director · By The Column Group III-A, LP Bought 6,609 $19.80 $130.9k6.6k shares +1%
2026-01-13 Svennilson Peter +6 10% owner · By The Column Group III, LP Bought 5,861 $19.80 $116.0k5.9k shares +1%
2026-01-13 Kutzkey Tim Director · By The Column Group III, LP Bought 5,861 $19.80 $116.0k5.9k shares +1%

The latest 30 of 36 trades.

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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 TCG Crossover Management, LLC 1.23% of their portfolio PALO ALTO, CA 1,473,1011.5m $42.9m $42.9m 1.23% New
2 Kalehua Capital Management LLC 8.63% of their portfolio DALLAS, TX 770,356770.4k $22.4m $22.4m 8.63% Added +385.2k +385,178
3 Boxer Capital Management, LLC 2.93% of their portfolio San Diego, CA 766,318766.3k $22.3m $22.3m 2.93% Added +350.2k +350,168
4 MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 731,138731.1k $21.3m $21.3m 0.02% Added +9.9k +9,872
5 STEMPOINT CAPITAL LP 1.86% of their portfolio NEW YORK, NY 721,620721.6k $19.2m $19.2m 1.86% Added +101.9k +101,854
6 Venrock Adviser, LLC 0.69% of their portfolio NEW YORK, NY 632,931632.9k $18.4m $18.4m 0.69% Unchanged
7 Spruce Street Capital LP 3.03% of their portfolio NEW YORK, NY 432,040432.0k $12.6m $12.6m 3.03% Unchanged
8 BRAIDWELL LP 0.38% of their portfolio STAMFORD, CT 396,100396.1k $11.5m $11.5m 0.38% Reduced -73.9k -73,900
9 5AM Venture Management, LLC 3.13% of their portfolio SAN FRANCISCO, CA 387,500387.5k $11.3m $11.3m 3.13% Unchanged
10 Vestal Point Capital, LP 0.28% of their portfolio NEW YORK, NY 338,611338.6k $9.9m $9.9m 0.28% New
11 Vivo Capital, LLC 0.63% of their portfolio Palo Alto, CA 260,000260.0k $7.6m $7.6m 0.63% Unchanged
12 PERCEPTIVE ADVISORS LLC 0.13% of their portfolio NEW YORK, NY 229,393229.4k $6.7m $6.7m 0.13% New
13 Woodline Partners LP 0.03% of their portfolio San Francisco, CA 227,848227.8k $6.6m $6.6m 0.03% Reduced -2.7k -2,724
14 Balyasny Asset Management L.P. 0.01% of their portfolio Chicago, IL 203,888203.9k $5.9m $5.9m 0.01% Added +13.4k +13,399
15 Ikarian Capital, LLC 0.72% of their portfolio DALLAS, TX 173,107173.1k $5.0m $5.0m 0.72% Added +107.3k +107,319
16 ACUTA CAPITAL PARTNERS, LLC 3.58% of their portfolio REDWOOD CITY, CA 172,847172.8k $5.0m $5.0m 3.58% Reduced -5.6k -5,568
17 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 169,092169.1k $4.9m $4.9m 0.00% First filing
18 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 159,711159.7k $4.7m $4.7m 0.00% Added +94.0k +94,023
19 SILVERARC CAPITAL MANAGEMENT, LLC 0.50% of their portfolio BOSTON, MA 144,255144.3k $4.2m $4.2m 0.50% Reduced -13.1k -13,068
20 REGENTS OF THE UNIVERSITY OF CALIFORNIA 0.13% of their portfolio OAKLAND, CA 133,207133.2k $3.9m $3.9m 0.13% Reduced -133.2k -133,207
21 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.00% of their portfolio Boston, MA 88,65388.7k $2.6m $2.6m 0.00% Unchanged
22 Euclidean Capital LLC 0.65% of their portfolio NEW YORK, NY 87,69687.7k $2.6m $2.6m 0.65% Unchanged
23 FRED ALGER MANAGEMENT, LLC 0.01% of their portfolio NEW YORK, NY 71,69771.7k $2.1m $2.1m 0.01% Reduced -27.9k -27,863
24 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 65,84965.8k $1.9m $1.9m 0.00% Reduced -1.1k -1,146
25 Eversept Partners, LP 0.11% of their portfolio NEW YORK, NY 58,62458.6k $1.7m $1.7m 0.11% Reduced -36.7k -36,662
26 ArrowMark Colorado Holdings LLC 0.04% of their portfolio Denver, CO 55,12355.1k $1.6m $1.6m 0.04% Unchanged
27 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 49,12649.1k $1.4m $1.4m 0.00% Added +26.5k +26,500
28 BOOTHBAY FUND MANAGEMENT, LLC 0.03% of their portfolio NEW YORK, NY 47,29947.3k $1.4m $1.4m 0.03% Added +29.0k +28,992
29 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 39,48239.5k $1.2m $1.2m 0.00% New
30 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 35,46935.5k $1.0m $1.0m 0.00% Added +20.7k +20,729
31 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 35,39035.4k $1.0m $1.0m 0.00% First filing
32 Stonepine Capital Management, LLC 0.85% of their portfolio Bend, OR 33,00533.0k $961.4k $961.4k 0.85% Reduced -80.6k -80,626
33 683 Capital Management, LLC 0.09% of their portfolio NEW YORK, NY 33,00033.0k $961.3k $961.3k 0.09% Reduced -9.0k -8,999
34 BlackRock, Inc. 0.00% of their portfolio New York, NY 27,85127.9k $811.3k $811.3k 0.00% Added +1.7k +1,733
35 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 27,72627.7k $807.7k $807.7k 0.00% Added +3.4k +3,400
36 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 25,85125.9k $753.0k $753.0k 0.00% Added +28 +28
37 LMR Partners LLP 0.01% of their portfolio LONDON, X0 23,55723.6k $686.2k $686.2k 0.01% Unchanged
38 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 22,44622.4k $653.9k $653.9k 0.00% Reduced -14.5k -14,515
39 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 21,71521.7k $633.0k $633.0k 0.00% Unchanged
40 UBS Group AG 0.00% of their portfolio ZURICH, V8 21,24721.2k $618.9k $618.9k 0.00% Added +21.2k +21,188
41 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 18,93018.9k $551.4k $551.4k 0.00% Added +8.0k +7,991
42 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 14,51614.5k $422.9k $422.9k 0.00% New
43 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 12,26512.3k $357.3k $357.3k 0.00% Reduced -1.3k -1,265
44 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 12,15512.2k $354.0k $354.0k 0.00% New
45 ADAR1 Capital Management, LLC 0.02% of their portfolio AUSTIN, TX 12,00012.0k $349.6k $349.6k 0.02% New
46 Alyeska Investment Group, L.P. 0.00% of their portfolio CHICAGO, IL 10,18810.2k $296.8k $296.8k 0.00% Unchanged
47 Hudson Bay Capital Management LP 0.00% of their portfolio STAMFORD, CT 8,6538.7k $252.1k $252.1k 0.00% New
48 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 7,3257.3k $213.4k $213.4k 0.00% Added +4.8k +4,805
49 Persistent Asset Partners Ltd 0.08% of their portfolio HONG KONG, K3 7,1437.1k $208.1k $208.1k 0.08% Added +2.8k +2,784
50 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 7,0917.1k $206.6k $206.6k 0.00% Reduced -20.5k -20,531
51 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 2,5702.6k $74.9k $74.9k 0.00% First filing
52 China Universal Asset Management Co., Ltd. 0.01% of their portfolio SHANGHAI, F4 2,5002.5k $72.8k $72.8k 0.01% Added +1.0k +1,000
53 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 1,8881.9k $55.0k $55.0k 0.00% New
54 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 1,5081.5k $43.0k $43.0k 0.00% Unchanged
55 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,1191.1k $30.7k $30.7k 0.00% New
56 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 625625 $18.0k $18.0k 0.00% Added +560 +560
57 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 2929 $845 $845 0.00% New
58 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 11 $29 $29 0.00% New