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	Role	Shares	Max Price
26 Nov 24	SellUS$276,453	Timothy Arens	Individual		7,009	US$39.44

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of SRDX?
Owner Type	Number of Shares	Ownership Percentage
State or Government	0	0%
Individual Insiders	585,594	4.09%
Hedge Funds	988,904	6.9%
General Public	1,610,392	11.2%
Institutions	11,141,110	77.8%

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

Top Shareholders

Top 25 shareholders own 70.17% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
8.16%	BlackRock, Inc.	1,169,670	US$46.5m	-0.1%	no data
7.26%	AllianceBernstein L.P.	1,040,430	US$41.4m	258%	0.01%
6.9%	Beryl Capital Management LLC	988,904	US$39.3m	-35.9%	8.36%
5.61%	The Vanguard Group, Inc.	803,508	US$31.9m	-0.04%	no data
4.93%	Morgan Stanley, Investment Banking and Brokerage Investments	705,883	US$28.1m	-33.9%	no data
4.45%	Soleus Capital Management, L.P.	637,698	US$25.3m	-18.4%	2.0%
3.79%	Trigran Investments, Inc.	543,342	US$21.6m	-47.9%	2.57%
3.31%	GAMCO Investors, Inc.	474,107	US$18.8m	12.8%	0.08%
2.82%	Qube Research & Technologies Ltd	403,673	US$16.0m	296%	0.03%
2.65%	Dimensional Fund Advisors LP	380,344	US$15.1m	0%	no data
2.61%	State Street Global Advisors, Inc.	374,068	US$14.9m	19.2%	no data
2.27%	Geode Capital Management, LLC	324,560	US$12.9m	0.16%	no data
1.93%	Disciplined Growth Investors, Inc.	276,876	US$11.0m	-52.3%	0.21%
1.73%	HSBC Global Asset Management (UK) Limited	247,535	US$9.8m	0%	no data
1.49%	Gardner Lewis Asset Management LP	212,934	US$8.5m	4.93%	2.61%
1.4%	Goldman Sachs Group, Investment Banking and Securities Investments	199,908	US$7.9m	32.7%	no data
1.34%	Gary Maharaj	192,056	US$7.6m	-5.2%	no data
1.19%	ODDO BHF Asset Management SAS	170,000	US$6.8m	0%	0.1%
1.02%	AQR Capital Management, LLC	146,591	US$5.8m	2.41%	0.01%
0.95%	Eisler Capital (Uk) Ltd	136,360	US$5.4m	0%	1.37%
0.93%	Capula Management Ltd	132,536	US$5.3m	-19.7%	0.06%
0.9%	Northern Trust Global Investments	129,337	US$5.1m	2.21%	no data
0.85%	Prelude Capital Management, LLC	121,564	US$4.8m	16.9%	0.38%
0.85%	Gabelli & Company Investment Advisers, Inc.	121,437	US$4.8m	68.4%	1.14%
0.84%	Millennium Management LLC	119,835	US$4.8m	55.6%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 08:43
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
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 here.

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 .

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.