SRDX β€” SurModics, Inc. COM

Ownership history in ROYCE & ASSOCIATES LP  Β·  69 quarters on record

AI Ownership Summary

ROYCE & ASSOCIATES LP reported SurModics, Inc. COM (SRDX) in 69 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.14% in 2023 Q4. The latest visible filing shows SRDX at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SRDX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ROYCE & ASSOCIATES LP's position in SurModics, Inc. COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SRDX was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ROYCE & ASSOCIATES LP held SRDX β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 42,721 +416 +1.0% 0.01% $1.3M 2025-11-12 β€”
2025 Q2 UNCHANGED 42,305 β€” 0% 0.01% $1.3M 2025-08-11 β€”
2025 Q1 UNCHANGED 42,305 β€” 0% 0.01% $1.3M 2025-05-06 β€”
2024 Q4 REDUCED 42,305 -23,900 -36.1% 0.02% $1.7M 2025-02-10 β€”
2024 Q3 UNCHANGED 66,205 β€” 0% 0.02% $2.6M 2024-11-06 β€”
2024 Q2 REDUCED 66,205 -354,207 -84.3% 0.03% $2.8M 2024-08-13 β€”
2024 Q1 UNCHANGED 420,412 β€” 0% 0.11% $12.3M 2024-05-13 β€”
2023 Q4 ADDED 420,412 +131,807 +45.7% 0.14% $15.3M 2024-02-12 β€”
2023 Q3 UNCHANGED 288,605 β€” 0% 0.09% $9.3M 2023-11-09 β€”
60 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SRDX

As of 2025 Q4 β€” sorted by position size

IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About ROYCE & ASSOCIATES LP and SRDX

These are the practical questions this page is built to answer before you even open the full history table.

How long has ROYCE & ASSOCIATES LP reported owning SRDX?

ROYCE & ASSOCIATES LP reported SRDX across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported SRDX position in ROYCE & ASSOCIATES LP's portfolio?

The largest reported portfolio weight for SRDX was 0.14% in 2023 Q4.

What is the latest reported SRDX position on this page?

The most recent filing on this page is 2025 Q3, when ROYCE & ASSOCIATES LP reported 42,721 shares, equal to 0.01% of portfolio, with an estimated market value of $1.3M.

What does the chart on this SRDX ownership page compare?

The chart compares ROYCE & ASSOCIATES LP's quarterly SRDX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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