SRDX SURMODICS INC

Ownership history in Caption Management, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Caption Management, LLC reported a position in SURMODICS INC (SRDX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.19% (2019 Q2)
Avg. % of fund
0.05%
First filed
2019 Q2
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 54,700 -25,300 -31.6% 0.01% $1.6M
2025 Q3 ADDED 80,000 +79,200 +9900.0% 0.02% $2.4M
2025 Q2 REDUCED 800 -3,900 -83.0% 0.00% $24K
2025 Q2 REDUCED 4,700 -84,388 -94.7% 0.00% $140K
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% of Fund (quarterly)

Other funds also holding SRDX

As of 2025 Q4 — sorted by position size

IFP Advisors, Inc 3Y 7Y 0.0%
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