OCUL OCULAR THERAPEUTIX INC

Ownership history in SUMMER ROAD LLC  ·  36 quarters on record

AI Ownership Summary

SUMMER ROAD LLC reported OCULAR THERAPEUTIX INC (OCUL) in 36 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 100.0% in 2023 Q3. The latest visible filing shows OCUL at 97.92% 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 OCUL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SUMMER ROAD LLC's position in OCULAR THERAPEUTIX 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 Q4

OCUL was reported at 97.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
100.0% in 2023 Q3

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 Q4

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 SUMMER ROAD LLC held OCUL — position size vs. price
% of Fund (quarterly)    OCUL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 11,108,555 -1,471,102 -11.7% 97.92% $134.9M 2026-02-14 (Est.) $8.88
2025 Q3 REDUCED 12,579,657 -1,307,811 -9.4% 98.57% $147.1M 2025-11-07 $10.85
2025 Q2 ADDED 13,887,468 +9,450 +0.1% 98.23% $128.9M 2025-08-14 $12.65
2025 Q1 ADDED 13,878,018 +8,550 +0.1% 98.23% $101.7M 2025-05-13 $7.00
2024 Q4 REDUCED 13,869,468 -528,725 -3.7% 98.61% $118.4M 2025-02-11 $7.44
2024 Q3 REDUCED 14,398,193 -487,440 -3.3% 98.66% $125.3M 2024-11-14 $9.92
2024 Q2 ADDED 14,885,633 +525,000 +3.7% 98.54% $101.8M 2024-08-14 $7.99
2024 Q1 ADDED 14,360,633 +6,700,083 +87.5% 100.00% $130.7M 2024-05-15 $6.29
2023 Q4 ADDED 7,660,550 +1,538,461 +25.1% 100.00% $34.2M 2024-02-14 $6.46
2023 Q3 UNCHANGED 6,122,089 0% 100.00% $19.2M 2023-11-14 $2.20
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SUMMER ROAD LLC and OCUL

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

How long has SUMMER ROAD LLC reported owning OCUL?

SUMMER ROAD LLC reported OCUL across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported OCUL position in SUMMER ROAD LLC's portfolio?

The largest reported portfolio weight for OCUL was 100.00% in 2023 Q3.

What is the latest reported OCUL position on this page?

The most recent filing on this page is 2025 Q4, when SUMMER ROAD LLC reported 11,108,555 shares, equal to 97.92% of portfolio, with an estimated market value of $134.9M.

What does the chart on this OCUL ownership page compare?

The chart compares SUMMER ROAD LLC's quarterly OCUL 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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