SI · Shoulder Innovations, Inc. · Shareholders & Ownership

$20.54 +0.17 (+0.83%) At close · Nov 6 Play latest call Q3 2026 earnings call transcript

Russell 2000 member Rebalance outlook locked

Market Cap

$417.21M

20.92M

Volume · Nov 6 228.76K Avg daily vol (3M) 119.2K

Every disclosed holder of SI in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns SI

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	75	8,522,732	40.73%	Yes
Insiders (Forms 3, 4, 5)	14	12,148,367	58.06%	Yes
13D/G-only blocks	3	4,672,487	22.33%	Yes
Remaining	—	4,420,999	-21.13%	Negative
Registered funds (N-PORT, not summed)	92	5,028,336	24.03%	No

Shares outstanding: 20,922,587, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of SI

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,673,960	17.56%	-110,592	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,673,960	17.56%	-174,831	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	Select Medical Technology and Devices Portfolio Fund S000007473 · Registered fund · Aug 31, 2026 Fidelity Select Portfolios, not summed	947,763	4.53%	0	Aug 31, 2026	Fidelity Select Portfolios, not summed
1.3	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	777,617	3.72%	0	Jul 31, 2026	Fidelity Securities Fund, not summed
1.4	Select Health Care Portfolio Fund S000007466 · Registered fund · Aug 31, 2026 Fidelity Select Portfolios, not summed	545,286	2.61%	0	Aug 31, 2026	Fidelity Select Portfolios, not summed
1.5	Fidelity Balanced Fund Fund S000007151 · Registered fund · Aug 31, 2026 Fidelity Puritan Trust, not summed	463,289	2.21%	-42,283	Aug 31, 2026	Fidelity Puritan Trust, not summed
2	Tansey Casey M Insider CIK 1474322 · Oct 5, 2026 Director, 10% Owner, issuer-wide	2,746,564	13.13%	+733	Oct 5, 2026	Director, 10% Owner, issuer-wide
3	Casey M Tansey 13G CIK 1734820 · Unknown · Sep 30, 2025 Rule 13d-1(d), exempt investor	2,740,787	13.10%	—	Sep 30, 2025	Rule 13d-1(d), exempt investor
4	Pardo Geoffrey B Insider CIK 1753143 · Aug 1, 2025 Director, issuer-wide	2,388,148	11.41%	—	Aug 1, 2025	Director, issuer-wide
5	Gilde Healthcare Holding B.V. Insider CIK 1420106 · Aug 26, 2026 10% Owner, issuer-wide	2,185,914	10.45%	-1,196	Aug 26, 2026	10% Owner, issuer-wide
5.1	Gilde Healthcare Holding B.V. 13D CIK 1420106 · Unknown · Aug 5, 2026 Item 4 purpose: not restated by this amendment, the earlier 13D's purpose stands not summed	2,212,207	10.57%	-168,275	Aug 5, 2026	not summed
6	Carusi Michael A Insider CIK 1306506 · Aug 1, 2025 Director, issuer-wide	1,892,802	9.05%	—	Aug 1, 2025	Director, issuer-wide
7	LSV Associates II, LLC 13G CIK 1818388 · Unknown · Sep 30, 2025 Rule 13d-1(d), exempt investor, not summed	1,885,136	9.01%	—	Sep 30, 2025	Rule 13d-1(d), exempt investor, not summed
7.1	LSV Associates II, LLC Insider CIK 1818388 · Aug 1, 2025 Insider, issuer-wide	1,885,136	9.01%	—	Aug 1, 2025	Insider, issuer-wide
8	Arboretum Ventures VI, L.P. 13G CIK 1917642 · Unknown · Aug 1, 2025 Rule 13d-1(c), passive investor	1,163,891	5.56%	—	Aug 1, 2025	Rule 13d-1(c), passive investor
9	cultivate(MD) Holdings, LLC 13G CIK 2079508 · Unknown · Mar 31, 2026 Rule 13d-1(d), exempt investor	767,809	3.67%	-595,585	Mar 31, 2026	Rule 13d-1(d), exempt investor
10	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	638,420	3.05%	+82,368	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	264,648	1.26%	+40,214	Jun 30, 2026	iShares Trust, not summed
10.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	87,838	0.42%	+60,822	Jun 30, 2026	iShares Trust, not summed
10.3	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	35,296	0.17%	+9,110	Jun 30, 2026	iShares Trust, not summed
10.4	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	19,655	0.09%	+11,558	Jun 30, 2026	Quantitative Master Series LLC, not summed
10.5	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	7,038	0.03%	-48,613	Jun 30, 2026	iShares Trust, not summed
11	SECTORAL ASSET MANAGEMENT INC 13F CIK 1274413 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	430,407	2.06%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
12	Ball Robert Joseph Insider CIK 2070664 · Oct 30, 2026 Director, CEO & Executive Chairman, issuer-wide	417,942	2.00%	+37,118	Oct 30, 2026	Director, CEO & Executive Chairman, issuer-wide
13	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	392,181	1.87%	-21,299	Jun 30, 2026	carried, not yet filed for the newest quarter
14	TimesSquare Capital Management, LLC 13F CIK 1313816 · Registered investment adviser · Sep 30, 2026	350,734	1.68%	+52,515	Sep 30, 2026
15	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	322,231	1.54%	-24,300	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	KCM Capital Inc 13F CIK 2026745 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	300,000	1.43%	+265,000	Jun 30, 2026	carried, not yet filed for the newest quarter
17	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	279,142	1.33%	+79,613	Sep 30, 2026
18	Roubaix Capital, LLC 13F CIK 1769700 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	255,288	1.22%	-1,833	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Driehaus Capital Management LLC 13F CIK 938206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	253,760	1.21%	+253,760	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Driehaus Micro Cap Growth Fund Fund S000042829 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	39,934	0.19%	—	Jun 30, 2026	Driehaus Mutual Funds, not summed
20	Ahearn Matthew Fraser Insider CIK 2070582 · Aug 18, 2026 Director, Chief Operating Officer, issuer-wide	244,176	1.17%	-25,000	Aug 18, 2026	Director, Chief Operating Officer, issuer-wide
21	Parkman Healthcare Partners LLC 13F CIK 1777015 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	226,212	1.08%	+226,212	Jun 30, 2026	carried, not yet filed for the newest quarter
22	CM Management, LLC 13F CIK 1841857 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	145,000	0.69%	+45,000	Jun 30, 2026	carried, not yet filed for the newest quarter
23	Blue David Lawrence Insider CIK 2071751 · Dec 31, 2025 See Remarks, issuer-wide	139,372	0.67%	+1,041	Dec 31, 2025	See Remarks, issuer-wide
24	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	124,437	0.59%	-6,274	Jun 30, 2026	carried, not yet filed for the newest quarter
25	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	117,265	0.56%	-40,313	Jun 30, 2026	carried, not yet filed for the newest quarter
26	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	114,859	0.55%	+21,614	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	3,600	0.02%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
26.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	305	0.00%	+141	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
27	HighTower Advisors, LLC 13F CIK 1462245 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	102,640	0.49%	+102,640	Jun 30, 2026	carried, not yet filed for the newest quarter
28	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	86,307	0.41%	+86,307	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Walleye Capital LLC 13F CIK 1758720 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	86,155	0.41%	+972	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Schonfeld Strategic Advisors LLC 13F CIK 1665241 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	77,737	0.37%	+77,737	Jun 30, 2026	carried, not yet filed for the newest quarter
31	JPMorgan Small Cap Value Fund Fund S000003899 · Registered fund · Jun 30, 2026 JPMorgan Trust II, not summed	76,733	0.37%	+1,384	Jun 30, 2026	JPMorgan Trust II, not summed
32	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Sep 30, 2026	73,025	0.35%	+69,782	Sep 30, 2026
33	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	71,291	0.34%	+7,224	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,469	0.03%	-157	Jun 30, 2026	Northern Funds, not summed
34	Points Jeffrey S. Insider CIK 1731414 · Mar 13, 2026 Chief Financial Officer, issuer-wide	70,835	0.34%	+15,264	Mar 13, 2026	Chief Financial Officer, issuer-wide
35	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	70,335	0.34%	+9,338	Jun 30, 2026	carried, not yet filed for the newest quarter
36	AST Small-Cap Equity Portfolio Fund S000001978 · Registered fund · Jun 30, 2026 Advanced Series Trust, not summed	66,815	0.32%	-6,400	Jun 30, 2026	Advanced Series Trust, not summed
37	BUCKMAN PAUL Insider CIK 1215243 · Oct 5, 2026 Director, issuer-wide	65,025	0.31%	+1,275	Oct 5, 2026	Director, issuer-wide
38	Osborne Jonathan E. Insider CIK 2147045 · Aug 6, 2026 Chief Commercial Officer, issuer-wide	60,355	0.29%	—	Aug 6, 2026	Chief Commercial Officer, issuer-wide
39	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · Aug 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	60,079	0.29%	+6,853	Aug 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
40	Informed Momentum Co LLC 13F CIK 1510989 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	57,998	0.28%	+57,998	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	56,418	0.27%	-208	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
42	Squarepoint Ops LLC 13F CIK 1642575 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	44,159	0.21%	+44,159	Jun 30, 2026	carried, not yet filed for the newest quarter
43	CenterBook Partners LP 13F CIK 1872738 · Registered investment adviser · Sep 30, 2026	41,471	0.20%	+41,471	Sep 30, 2026
44	READYSTATE ASSET MANAGEMENT LP 13F CIK 1900923 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	39,431	0.19%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
45	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	38,667	0.18%	+38,667	Jun 30, 2026	carried, not yet filed for the newest quarter
46	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	37,826	0.18%	+204	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	37,142	0.18%	+24,965	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	17,830	0.09%	—	Jun 30, 2026	College Retirement Equities Fund, not summed
47.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	13,992	0.07%	+1,815	Jul 31, 2026	TIAA-CREF Funds, not summed
48	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	36,795	0.18%	+23,271	Jun 30, 2026	carried, not yet filed for the newest quarter
49	SEI INVESTMENTS CO 13F CIK 350894 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	34,350	0.16%	+34,350	Jun 30, 2026	carried, not yet filed for the newest quarter
50	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	33,929	0.16%	+6,946	Jun 30, 2026	carried, not yet filed for the newest quarter

13 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 153 holders

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Key facts CIK 1699350 CUSIP 82537J108 13F (30d) 27 filings 27 filers Visit website Investor relations