Surgalign Holdings Ownership

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

Recent Insider Transactions

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 SRGA.Q?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	208,333	2.27%
Institutions	625,018	6.81%
Individual Insiders	1,081,626	11.8%
General Public	7,268,470	79.1%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 36.1%.

Top Shareholders

Top 25 shareholders own 20.06% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
3.77%	Pawel Lewicki	346,551	US$6.2k	0%	no data
3.66%	Krzysztof Siemionow	335,874	US$6.0k	0%	no data
2.27%	Roboticine, Inc	208,333	US$3.8k	0%	no data
1.3%	Terry Rich	119,559	US$2.2k	18.1%	no data
1.05%	Hudson River Trading LLC, Asset Management Arm	96,529	US$1.7k	0%	no data
1%	Raymond James Financial Services Advisors, Inc.	91,685	US$1.7k	685%	no data
0.84%	Cerity Partners LLC	77,388	US$1.4k	0%	no data
0.54%	UBS Asset Management AG	49,909	US$898.4	2,570%	no data
0.53%	Point72 Asset Management, L.P.	48,756	US$877.6	0%	no data
0.47%	David Lyle	43,070	US$775.3	49%	no data
0.44%	Virtu Financial LLC, Asset Management Arm	40,655	US$731.8	187%	no data
0.38%	Koss-Olinger Consulting, LLC	35,284	US$635.1	36.4%	no data
0.38%	Jane Street Group, LLC, Asset Management Arm	35,081	US$631.5	145%	no data
0.36%	Morgan Stanley, Investment Banking and Brokerage Investments	33,226	US$598.1	314%	no data
0.34%	Nicholas Valeriani	30,809	US$554.6	0%	no data
0.32%	Thomas McEachin	29,610	US$533.0	0%	no data
0.31%	Mark Stolper	28,867	US$519.6	0%	no data
0.31%	Paul Thomas	28,610	US$515.0	0%	no data
0.3%	Two Sigma Securities, LLC, Asset Management Arm	27,856	US$501.4	0%	no data
0.3%	William Durall	27,855	US$501.4	0.93%	no data
0.29%	Marc MacKey	26,557	US$478.0	69.5%	no data
0.28%	Citadel Advisors LLC	25,840	US$465.1	-25.4%	no data
0.24%	Dimensional Fund Advisors LP	21,802	US$392.4	0%	no data
0.18%	Silvercrest Asset Management Group LLC	16,666	US$300.0	0%	no data
0.18%	Christopher Thunander	16,123	US$290.2	89.1%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2023/10/04 17:30
End of Day Share Price	2023/10/02 00:00
Earnings	2023/03/31
Annual Earnings	2022/12/31

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.

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

Surgalign Holdings, Inc. is covered by 14 analysts. 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
Raymond Myers	Benchmark Company
Michael Gorman	BTIG
William Plovanic	Canaccord Genuity