| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FMR LLC | 19% | $50,611,602 | 3,848,791 | FMR LLC | 29 Aug 2025 | |||
| Presidio Management Group XII, L.L.C. | 13% | $34,396,877 | 2,740,787 | Casey M. Tansey | 30 Sep 2025 | |||
| Gilde Healthcare Holding B.V. | 12% | 2,380,482 | Gilde Healthcare Holding B.V. | 01 Aug 2025 | ||||
| LSV Associates II, LLC | 9.3% | $23,658,457 | 1,885,136 | LSV Associates II, LLC | 30 Sep 2025 | |||
| cultivate(MD) Holdings, LLC | 6.7% | $17,110,595 | 1,363,394 | cultivate(MD) Holdings, LLC | 30 Sep 2025 | |||
| Arboretum Ventures VI, L.P. | 5.8% | 1,163,891 | Arboretum Ventures VI, L.P. | 01 Aug 2025 |
As of 31 Dec 2025, 49 institutional investors reported holding 6,629,819 shares of SHOULDER INNOVATIONS, INC. - Common Stock, par value $0.001 per share (SI). This represents 33% of the company’s total 20,270,280 outstanding shares.
The largest institutional shareholders of SHOULDER INNOVATIONS, INC. - Common Stock, par value $0.001 per share (SI) together control 33% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| FMR LLC | 19% | 3,848,795 | 0% | 0% | $55,037,769 |
| SECTORAL ASSET MANAGEMENT INC | 2.4% | 492,435 | +14% | 5.6% | $7,041,821 |
| BlackRock, Inc. | 1.5% | 311,353 | +12% | 0% | $4,452,348 |
| TimesSquare Capital Management, LLC | 1.4% | 289,850 | -24% | 0.06% | $4,144,855 |
| Alyeska Investment Group, L.P. | 1.1% | 232,984 | -48% | 0.01% | $3,331,671 |
| Sio Capital Management, LLC | 1.1% | 227,971 | -35% | 0.54% | $3,259,985 |
| VANGUARD GROUP INC | 1.1% | 220,430 | +51% | 0% | $3,152,150 |
| Roubaix Capital, LLC | 0.78% | 158,816 | 0.97% | $2,271,069 | |
| MORGAN STANLEY | 0.74% | 150,794 | +31% | 0% | $2,156,354 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.54% | 110,303 | +17% | 0% | $1,577,939 |
| Walleye Capital LLC | 0.46% | 93,434 | +30% | 0.01% | $1,336,106 |
| MILLENNIUM MANAGEMENT LLC | 0.45% | 92,003 | 0% | $1,315,643 | |
| FEDERATED HERMES, INC. | 0.43% | 87,726 | -56% | 0% | $1,254,482 |
| STATE STREET CORP | 0.29% | 58,422 | +51% | 0% | $835,435 |
| READYSTATE ASSET MANAGEMENT LP | 0.19% | 39,431 | -3.2% | 0.02% | $563,863 |
| NORTHERN TRUST CORP | 0.18% | 35,693 | -6.4% | 0% | $510,410 |
| CM Management, LLC | 0.12% | 25,000 | 0.3% | $357,500 | |
| GSA CAPITAL PARTNERS LLP | 0.11% | 22,750 | 0.03% | $325,000 | |
| CITADEL ADVISORS LLC | 0.09% | 18,780 | -62% | 0% | $268,554 |
| BANK OF AMERICA CORP /DE/ | 0.09% | 18,778 | -27% | 0% | $268,526 |
| JANE STREET GROUP, LLC | 0.08% | 16,367 | 0% | $234,048 | |
| Board of Trustees of The Leland Stanford Junior University | 0.07% | 13,521 | 0% | 0.04% | $193,350 |
| RENAISSANCE TECHNOLOGIES LLC | 0.06% | 12,300 | 0% | $175,890 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.06% | 11,779 | 0% | 0% | $168,440 |
| BARCLAYS PLC | 0.04% | 7,457 | +11% | 0% | $106,635 |