| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FMR LLC | 19% | $60,695,434 | 3,848,791 | FMR LLC | 29 Aug 2025 | |||
| Presidio Management Group XII, L.L.C. | 13% | $34,995,739 | 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% | $24,070,359 | 1,885,136 | LSV Associates II, LLC | 30 Sep 2025 | |||
| cultivate(MD) Holdings, LLC | 6.7% | $17,408,496 | 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, 34 institutional investors reported holding 2,328,925 shares of SHOULDER INNOVATIONS, INC. - Common Stock, par value $0.001 per share (SI). This represents 11% 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 11% 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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| FEDERATED HERMES, INC. | 0.43% | 87,726 | -56% | 0% | $1,254,482 |
| STATE STREET CORP | 0.29% | 58,422 | +51% | 0% | $835,435 |
| CM Management, LLC | 0.12% | 25,000 | 0.3% | $357,500 | |
| GSA CAPITAL PARTNERS LLP | 0.11% | 22,750 | 0.03% | $325,000 | |
| JANE STREET GROUP, LLC | 0.08% | 16,367 | 0% | $234,048 | |
| 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 |
| CITIGROUP INC | 0.03% | 5,583 | +3479% | 0% | $79,837 |
| WELLS FARGO & COMPANY/MN | 0.03% | 5,250 | +66% | 0% | $75,075 |
| DEUTSCHE BANK AG\ | 0.02% | 4,133 | -47% | 0% | $59,102 |
| RHUMBLINE ADVISERS | 0.02% | 3,131 | -27% | 0% | $44,770 |
| JPMORGAN CHASE & CO | 0.01% | 1,916 | -0.1% | 0% | $27,399 |
| NEW YORK STATE COMMON RETIREMENT FUND | 0.01% | 1,800 | 0% | 0% | $25,740 |
| UBS Group AG | 0.01% | 1,566 | -91% | 0% | $22,393 |
| BNP PARIBAS FINANCIAL MARKETS | 0.01% | 1,048 | 0% | 0% | $14,986 |