SRDX β€” SURMODICS INC

Ownership history in Smartleaf Asset Management LLC  Β·  6 quarters on record

AI Ownership Summary

Smartleaf Asset Management LLC reported SURMODICS INC (SRDX) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. The latest visible filing shows SRDX at 0.00% 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.

What this SRDX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Smartleaf Asset Management LLC's position in SURMODICS INC, 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 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 Smartleaf Asset Management LLC held SRDX β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 97 +38 +64.4% 0.00% $3K 2025-11-05 β€”
2025 Q2 ADDED 59 +5 +9.3% 0.00% $2K 2025-08-14 β€”
2025 Q1 REDUCED 54 -28 -34.1% 0.00% $2K 2025-05-14 β€”
2024 Q4 ADDED 82 +32 +64.0% 0.00% $3K 2025-02-05 β€”
2024 Q3 REDUCED 50 -3 -5.7% 0.00% $2K 2024-11-13 β€”
2024 Q2 INITIATED 53 β€” β€” 0.00% $2K 2024-08-13 β€”

🏒 Other funds also holding SRDX

As of 2025 Q4 β€” sorted by position size

IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About Smartleaf Asset Management LLC and SRDX

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

How long has Smartleaf Asset Management LLC reported owning SRDX?

Smartleaf Asset Management LLC reported SRDX across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported SRDX position in Smartleaf Asset Management LLC's portfolio?

The largest reported portfolio weight for SRDX was 0.00% in 2024 Q2.

What is the latest reported SRDX position on this page?

The most recent filing on this page is 2025 Q3, when Smartleaf Asset Management LLC reported 97 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this SRDX ownership page compare?

The chart compares Smartleaf Asset Management LLC'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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