Surmodics Ownership

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

Recent Insider Transactions

NasdaqGS:SRDX Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
12 Mar 25	BuyUS$0	Gabelli & Company Investment Advisers, Inc.	Company	49,450	US$37.15
12 Mar 25	BuyUS$0	GAMCO Investors, Inc.	Company	40,566	US$37.15
10 Mar 25	SellUS$33,967	Gabelli Foundation Inc, Endowment Arm	Company	1,100	US$34.06
20 Feb 25	SellUS$105,692	GAMCO Investors, Inc.	Company	3,000	US$35.64
26 Nov 24	SellUS$276,453	Timothy Arens	Individual	7,009	US$39.44

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SRDX?
Owner Type	Number of Shares	Ownership Percentage
General Public	215,925	1.51%
Individual Insiders	523,271	3.66%
Hedge Funds	739,060	5.17%
Institutions	12,817,742	89.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 74.26% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
8.07%	BlackRock, Inc.	1,154,327	US$32.3m	-1.31%	no data
7.27%	Barclays PLC Private Banking & Investment Banking Investment	1,039,058	US$29.1m	1,070%	0.02%
7.07%	AllianceBernstein L.P.	1,011,262	US$28.3m	-2.8%	0.01%
5.62%	The Vanguard Group, Inc.	803,296	US$22.5m	-0.03%	no data
5.17%	Soleus Capital Management, L.P.	739,060	US$20.7m	87.6%	1.53%
4.39%	Morgan Stanley, Investment Banking and Brokerage Investments	627,239	US$17.6m	-11.1%	no data
3.58%	GAMCO Investors, Inc.	511,675	US$14.3m	5.74%	0.07%
3.18%	Qube Research & Technologies Ltd	454,021	US$12.7m	12.5%	0.03%
2.66%	Dimensional Fund Advisors LP	380,344	US$10.7m	0%	no data
2.61%	State Street Global Advisors, Inc.	373,521	US$10.5m	-0.15%	no data
2.58%	Trigran Investments, Inc.	368,215	US$10.3m	-32.2%	1.72%
2.25%	Geode Capital Management, LLC	321,921	US$9.0m	-0.81%	no data
2.1%	Hudson Bay Capital Management LP	300,000	US$8.4m	0%	0.07%
1.84%	Gardner Lewis Asset Management LP	262,878	US$7.4m	23.5%	2.99%
1.78%	HSBC Global Asset Management (UK) Limited	254,698	US$7.1m	2.89%	no data
1.74%	Goldman Sachs Group, Investment Banking and Securities Investments	248,354	US$7.0m	0%	no data
1.66%	Beryl Capital Management LLC	237,584	US$6.7m	-76%	2.58%
1.61%	Disciplined Growth Investors, Inc.	229,584	US$6.4m	-17.1%	0.16%
1.56%	AQR Capital Management, LLC	222,452	US$6.2m	51.8%	0.01%
1.42%	ODDO BHF Asset Management SAS	203,187	US$5.7m	19.5%	0.09%
1.36%	Gabelli & Company Investment Advisers, Inc.	194,637	US$5.5m	50.6%	1.42%
1.34%	Gary Maharaj	192,056	US$5.4m	-5.2%	no data
1.31%	Bardin Hill Investment Partners LP	187,869	US$5.3m	-5,380%	2.02%
1.13%	Squarepoint OPS LLC	162,066	US$4.5m	155%	0.01%
0.95%	Eisler Capital (MT) Ltd	136,360	US$3.8m	0%	0.21%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/01 06:22
End of Day Share Price	2025/05/01 00:00
Earnings	2025/03/31
Annual Earnings	2024/09/30

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.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

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 Github.

Analyst Sources

Surmodics, Inc. is covered by 12 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.

Analyst	Institution
null null	Argus Research Company
Daniel Owczarski	Avondale Partners
Michael Petusky	Barrington Research Associates, Inc.