Surface Oncology Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

Insider Trading Volume

Insider Buying: QSOA insiders have only sold shares in the past 3 months.


Ownership Breakdown

What is the ownership structure of QSOA?
Owner TypeNumber of SharesOwnership Percentage
Private Companies6,7260.0111%
Individual Insiders521,3040.857%
Public Companies3,948,4826.49%
Hedge Funds8,073,24213.3%
Institutions16,222,88426.7%
General Public32,051,83652.7%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 4.8%.


Top Shareholders

Top 25 shareholders own 45.23% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
8.04%
Armistice Capital, LLC
4,890,000€4.9m0%0.12%
6.49%
Novartis AG
3,948,482€3.9m0%no data
5.23%
ADAR1 Capital Management, LLC
3,183,242€3.2m0%95.96%
4.84%
Accomplice Management LLC
2,945,453€2.9m0%0.53%
3.8%
The Vanguard Group, Inc.
2,309,286€2.3m0%no data
2.62%
Lilly Ventures Management Company, LLC
1,593,997€1.6m0%64.01%
2.32%
ARK Investment Management LLC
1,412,077€1.4m-74.3%0.01%
1.81%
Dafna Capital Management, LLC
1,100,000€1.1m0%0.35%
1.43%
Acadian Asset Management LLC
868,620€868.7k-17.4%no data
1.29%
Yakira Capital Management, Inc.
785,879€786.0k0%0.27%
1.1%
Geode Capital Management, LLC
667,418€667.5k69.3%no data
1.09%
Laurion Capital Management LP
665,400€665.5k0%0.03%
0.93%
Renaissance Technologies LLC
567,400€567.5k-10.7%no data
0.86%
BlackRock, Inc.
520,886€521.0k-24.6%no data
0.62%
Stifel Asset Management Corp.
376,750€376.8k-2.81%no data
0.58%
Macquarie Investment Management Business Trust
350,000€350.0k0%no data
0.44%
Black Maple Capital Management LP
266,736€266.8k0%0.32%
0.28%
State Street Global Advisors, Inc.
171,566€171.6k0%no data
0.26%
Knights of Columbus Asset Advisors LLC
157,769€157.8k0%0.01%
0.22%
Impresa Management LLC
135,774€135.8k0%0.03%
0.22%
Bridgeway Capital Management, LLC
132,500€132.5k-36.1%no data
0.22%
BNY Mellon Asset Management
132,393€132.4k0%no data
0.21%
J. Goater
129,222€129.2k0%no data
0.17%
Jessica Fees
101,915€101.9k15.1%no data
0.16%
FMR LLC
97,029€97.0k-9.62%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2023/09/08 03:40
End of Day Share Price 2023/09/07 00:00
Earnings2023/06/30
Annual Earnings2022/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Surface Oncology, Inc. is covered by 6 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Michael UlzBaird
Justin ZelinBTIG
Joshua SchimmerEvercore ISI