Vault-13

SURROZEN INC SRZN

COM NEW · Common Stock · CUSIP 86889P208

69 institutional holders +11 vs Q1 2026
10,733,88210.7m shares reported held*
91.3% of all shares outstanding*
$274.8mreported value*
27 new 18 added 12 reduced 16 sold out net bought ≈ $31.5m (+1.2m 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: 11.8m 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

0255075Q4 23: 17Q1 24: 16Q2 24: 21Q3 24: 23Q4 24: 24Q1 25: 30Q2 25: 31Q3 25: 35Q4 25: 54Q1 26: 58Q2 26: 6969Q4 23Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 202317
Q1 202416
Q2 202421
Q3 202423
Q4 202424
Q1 202530
Q2 202531
Q3 202535
Q4 202554
Q1 202658
Q2 202669

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 24: 8 bought or addedQ3 24: 7 cut or sold outQ4 24: 8 bought or addedQ4 24: 9 cut or sold outQ4 24Q1 25: 17 bought or addedQ1 25: 3 cut or sold outQ2 25: 12 bought or addedQ2 25: 5 cut or sold outQ2 25Q3 25: 15 bought or addedQ3 25: 7 cut or sold outQ4 25: 39 bought or addedQ4 25: 9 cut or sold outQ4 25Q1 26: 31 bought or addedQ1 26: 23 cut or sold outQ2 26: 45 bought or addedQ2 26: 28 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202487
Q4 202489
Q1 2025173
Q2 2025125
Q3 2025157
Q4 2025399
Q1 20263123
Q2 20264528

Biggest buyers

Point72 Asset Management, L.P. New +664,272+664.3k
BlackRock, Inc. Added +367,013+367.0k
Boxer Capital Management, LLC Added +339,365+339.4k
PERCEPTIVE ADVISORS LLC Added +274,592+274.6k
VANGUARD CAPITAL MANAGEMENT LLC Added +223,458+223.5k
GEODE CAPITAL MANAGEMENT, LLC Added +135,803+135.8k
STATE STREET CORP Added +105,358+105.4k
GOLDMAN SACHS GROUP INC Added +87,680+87.7k
NORTHERN TRUST CORP Added +51,344+51.3k
VANGUARD PORTFOLIO MANAGEMENT LLC New +51,026+51.0k

Biggest sellers

Woodline Partners LP Sold out -227,848-227.8k
Ikarian Capital, LLC Sold out -173,107-173.1k
AMERIPRISE FINANCIAL INC Sold out -159,711-159.7k
SILVERARC CAPITAL MANAGEMENT, LLC Sold out -144,255-144.3k
STEMPOINT CAPITAL LP Reduced -118,822-118.8k
5AM Venture Management, LLC Reduced -116,250-116.2k
MILLENNIUM MANAGEMENT LLC Reduced -48,059-48.1k
FRED ALGER MANAGEMENT, LLC Reduced -47,693-47.7k
BOOTHBAY FUND MANAGEMENT, LLC Sold out -47,299-47.3k
RENAISSANCE TECHNOLOGIES LLC Reduced -36,752-36.8k

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.

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 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)

BuyingSelling
404Q4 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 26Q2 26: 0 buyingQ2 26: 3 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—2$35.2k—
Q2 20250—0——
Q3 20250—0——
Q4 20251$4.7m0——
Q1 20261$1.3m2$53.3k—
Q2 20260—3$271.4k—
Q3 20260—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-07-22 Yu Chen-Ming +4 10% owner · See footnote Sold 325,000 $21.25 $6.9m325.0k shares -36%
2026-05-04 Parker Craig C Chief Executive Officer, director Sold 4,524 $33.33 $150.8k4.5k shares -22%
2026-05-04 Williams Charles O Chief Operating Officer Sold 2,036 $33.33 $67.9k2.0k shares -11%
2026-05-04 Li Yang Exec. Vice President, Research Sold 1,584 $33.33 $52.8k1.6k shares -8%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 TCG Crossover Management, LLC 0.92% of their portfolio PALO ALTO, CA 1,473,1011.5m $38.2m $38.2m 0.92% Unchanged
2 Boxer Capital Management, LLC 2.03% of their portfolio San Diego, CA 1,105,6831.1m $27.0m $27.0m 2.03% Added +339.4k +339,365
3 Kalehua Capital Management LLC 6.38% of their portfolio DALLAS, TX 770,356770.4k $20.0m $20.0m 6.38% Unchanged
4 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 683,079683.1k $17.7m $17.7m 0.01% Reduced -48.1k -48,059
5 Point72 Asset Management, L.P. 0.03% of their portfolio STAMFORD, CT 664,272664.3k $17.2m $17.2m 0.03% New
6 Venrock Adviser, LLC 0.50% of their portfolio NEW YORK, NY 632,931632.9k $16.4m $16.4m 0.50% Unchanged
7 STEMPOINT CAPITAL LP 2.39% of their portfolio NEW YORK, NY 602,798602.8k $13.8m $13.8m 2.39% Reduced -118.8k -118,822
8 PERCEPTIVE ADVISORS LLC 0.20% of their portfolio NEW YORK, NY 503,985504.0k $13.1m $13.1m 0.20% Added +274.6k +274,592
9 Spruce Street Capital LP 2.20% of their portfolio NEW YORK, NY 432,040432.0k $11.2m $11.2m 2.20% Unchanged
10 BlackRock, Inc. 0.00% of their portfolio New York, NY 394,864394.9k $10.2m $10.2m 0.00% Added +367.0k +367,013
11 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 392,550392.6k $10.2m $10.2m 0.00% Added +223.5k +223,458
12 BRAIDWELL LP 0.38% of their portfolio STAMFORD, CT 390,753390.8k $10.1m $10.1m 0.38% Reduced -5.3k -5,347
13 Vestal Point Capital, LP 0.18% of their portfolio NEW YORK, NY 304,669304.7k $7.9m $7.9m 0.18% Reduced -33.9k -33,942
14 5AM Venture Management, LLC 2.44% of their portfolio SAN FRANCISCO, CA 271,250271.2k $7.0m $7.0m 2.44% Reduced -116.2k -116,250
15 Vivo Capital, LLC 0.62% of their portfolio Palo Alto, CA 260,000260.0k $6.7m $6.7m 0.62% Unchanged
16 Balyasny Asset Management L.P. 0.01% of their portfolio Chicago, IL 205,032205.0k $5.3m $5.3m 0.01% Added +1.1k +1,144
17 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 201,652201.7k $5.2m $5.2m 0.00% Added +135.8k +135,803
18 ACUTA CAPITAL PARTNERS, LLC 3.14% of their portfolio REDWOOD CITY, CA 173,395173.4k $4.5m $4.5m 3.14% Added +548 +548
19 REGENTS OF THE UNIVERSITY OF CALIFORNIA 0.08% of their portfolio OAKLAND, CA 133,207133.2k $3.5m $3.5m 0.08% Unchanged
20 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 133,084133.1k $3.5m $3.5m 0.00% Added +105.4k +105,358
21 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 113,531113.5k $2.9m $2.9m 0.00% Added +87.7k +87,680
22 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.00% of their portfolio Boston, MA 88,65388.7k $2.3m $2.3m 0.00% Unchanged
23 Euclidean Capital LLC 0.52% of their portfolio NEW YORK, NY 87,69687.7k $2.3m $2.3m 0.52% Unchanged
24 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 71,11971.1k $1.8m $1.8m 0.00% Added +31.6k +31,637
25 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 63,60963.6k $1.7m $1.7m 0.00% Added +51.3k +51,344
26 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 59,57559.6k $1.5m $1.5m 0.00% Added +24.2k +24,185
27 ArrowMark Colorado Holdings LLC 0.06% of their portfolio Denver, CO 55,12355.1k $1.4m $1.4m 0.06% Unchanged
28 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 51,02651.0k $1.3m $1.3m 0.00% New
29 Eversept Partners, LP 0.07% of their portfolio NEW YORK, NY 47,77747.8k $1.2m $1.2m 0.07% Reduced -10.8k -10,847
30 Ellsworth Advisors, LLC 0.14% of their portfolio HUDSON, OH 39,28339.3k $856.0k $856.0k 0.14% New
31 Walleye Capital LLC 0.00% of their portfolio NEW YORK, NY 38,83238.8k $1.0m $1.0m 0.00% New
32 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 31,29531.3k $812.1k $812.1k 0.00% New
33 UBS Group AG 0.00% of their portfolio ZURICH, V8 29,22929.2k $758.5k $758.5k 0.00% Added +8.0k +7,982
34 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 27,74127.7k $721.0k $721.0k 0.00% Added +6.0k +6,026
35 FRED ALGER MANAGEMENT, LLC 0.00% of their portfolio NEW YORK, NY 24,00424.0k $622.9k $622.9k 0.00% Reduced -47.7k -47,693
36 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 16,82816.8k $436.7k $436.7k 0.01% New
37 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 16,29716.3k $422.9k $422.9k 0.00% New
38 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 15,37915.4k $399.1k $399.1k 0.00% New
39 LMR Partners LLP 0.00% of their portfolio LONDON, X0 13,55713.6k $351.8k $351.8k 0.00% Reduced -10.0k -10,000
40 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 12,37412.4k $321.1k $321.1k 0.00% Reduced -36.8k -36,752
41 Alyeska Investment Group, L.P. 0.00% of their portfolio CHICAGO, IL 10,18810.2k $264.4k $264.4k 0.00% Unchanged
42 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 9,8409.8k $255.3k $255.3k 0.00% New
43 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 9,7809.8k $253.8k $253.8k 0.00% New
44 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 8,1308.1k $211.0k $211.0k 0.00% New
45 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 8,0298.0k $208.4k $208.4k 0.00% Added +704 +704
46 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 7,3027.3k $189.5k $189.5k 0.00% New
47 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 7,1517.2k $185.6k $185.6k 0.00% Reduced -15.3k -15,295
48 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 6,6986.7k $173.8k $173.8k 0.00% New
49 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 4,6994.7k $121.9k $121.9k 0.00% New
50 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 4,1004.1k $106.4k $106.4k 0.00% New
51 China Universal Asset Management Co., Ltd. 0.01% of their portfolio SHANGHAI, F4 3,6503.6k $94.7k $94.7k 0.01% Added +1.1k +1,150
52 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 3,4553.5k $89.7k $89.7k 0.00% New
53 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 3,3813.4k $87.7k $87.7k 0.00% New
54 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,0443.0k $78.3k $78.3k 0.00% Added +1.9k +1,925
55 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 2,5702.6k $66.7k $66.7k 0.00% Unchanged
56 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 2,1662.2k $56.2k $56.2k 0.00% New
57 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 1,7671.8k $45.9k $45.9k 0.00% Reduced -121 -121
58 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 1,5081.5k $39.0k $39.0k 0.00% Unchanged
59 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 1,4001.4k $36.3k $36.3k 0.00% New
60 Legal & General Group Plc 0.00% of their portfolio London, X0 715715 $18.6k $18.6k 0.00% New
61 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 666666 $17.3k $17.3k 0.00% New
62 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 587587 $15.2k $15.2k 0.00% New
63 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 428428 $11.1k $11.1k 0.00% Added +427 +427
64 FMR LLC 0.00% of their portfolio BOSTON, MA 348348 $9.0k $9.0k 0.00% New
65 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 311311 $8.0k $8.0k 0.00% Reduced -314 -314
66 State of Wyoming 0.00% of their portfolio CHEYENNE, WY 212212 $5.5k $5.5k 0.00% New
67 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 101101 $2.6k $2.6k 0.00% New
68 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 2626 $675 $675 0.00% New
69 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 11 $26 $26 0.00% New