SHOULDER INNOVATIONS INC (SI)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
Institutions report 8,330,806 shares against 20,818,957 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FMR LLC | $74.5M | 3,673,960 | 0.00% | 4q | -2.9%-$2.2M |
| BlackRock, Inc. | $12.9M | 638,420 | 0.00% | 4q | +14.8%+$1.7M |
| SECTORAL ASSET MANAGEMENT INC | $8.7M | 430,407 | 6.09% | 4q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $8.0M | 392,181 | 0.00% | 2q | -5.2%-$431.9K |
| KCM Capital Inc | $6.1M | 300,000 | 0.98% | 2q | +757.1%+$5.4M |
| TimesSquare Capital Management, LLC | $6.0M | 298,219 | 0.09% | 4q | -7.6%-$497.8K |
| Roubaix Capital, LLC | $5.2M | 255,288 | 1.86% | 3q | -0.7%-$37.2K |
| Driehaus Capital Management LLC | $5.1M | 253,760 | 0.03% | new | NEW |
| Parkman Healthcare Partners LLC | $4.6M | 226,212 | 0.47% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $4.0M | 199,529 | 0.00% | 4q | +8.6%+$321.5K |
| CM Management, LLC | $2.9M | 145,000 | 1.87% | 3q | +45.0%+$912.6K |
| JPMORGAN CHASE & CO | $2.6M | 124,437 | 0.00% | 4q | -4.8%-$132.3K |
| MORGAN STANLEY | $2.4M | 117,265 | 0.00% | 4q | -25.6%-$817.5K |
| STATE STREET CORP | $2.3M | 114,859 | 0.00% | 4q | +23.2%+$438.3K |
| HighTower Advisors, LLC | $2.1M | 102,640 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $1.8M | 86,307 | 0.00% | new | NEW |
| Walleye Capital LLC | $1.7M | 86,155 | 0.01% | 4q | +1.1%+$19.7K |
| Schonfeld Strategic Advisors LLC | $1.6M | 77,737 | 0.01% | new | NEW |
| NORTHERN TRUST CORP | $1.4M | 71,291 | 0.00% | 4q | +11.3%+$146.5K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.4M | 70,335 | 0.00% | 2q | +15.3%+$189.4K |
| Informed Momentum Co LLC | $1.2M | 57,998 | 0.10% | new | NEW |
| KING LUTHER CAPITAL MANAGEMENT CORP | $1.1M | 52,350 | 0.00% | new | NEW |
| Squarepoint Ops LLC | $895.5K | 44,159 | 0.00% | new | NEW |
| READYSTATE ASSET MANAGEMENT LP | $799.7K | 39,431 | 0.03% | 4q | HELD |
| MARSHALL WACE, LLP | $784.2K | 38,667 | 0.00% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $767.1K | 37,826 | 0.00% | 2q | +0.5%+$4.1K |
| Nuveen, LLC | $753.2K | 37,142 | 0.00% | 2q | +205.0%+$506.3K |
| CITADEL ADVISORS LLC | $746.2K | 36,795 | 0.00% | 4q | +172.1%+$471.9K |
| SEI INVESTMENTS CO | $696.6K | 34,350 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $688.1K | 33,929 | 0.00% | 4q | +25.7%+$140.9K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $518.8K | 25,582 | 0.00% | 4q | +11.5%+$53.3K |
| Bank of New York Mellon Corp | $479.2K | 23,628 | 0.00% | 2q | +36.1%+$127.0K |
| Point72 Asset Management, L.P. | $464.8K | 22,920 | 0.00% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $401.0K | 19,775 | 0.00% | new | NEW |
| ARMSTRONG ADVISORY GROUP, INC | $350.6K | 17,290 | 0.02% | new | NEW |
| ROYAL BANK OF CANADA | $322.0K | 15,901 | 0.00% | 4q | -70.5%-$769.1K |
| Blue Trust, Inc. | $318.8K | 15,719 | 0.00% | 2q | HELD |
| Jump Financial, LLC | $274.2K | 13,520 | 0.00% | new | NEW |
| UBS Group AG | $227.4K | 11,212 | 0.00% | 4q | +122.5%+$125.2K |
| RHUMBLINE ADVISERS | $223.3K | 11,013 | 0.00% | 4q | +132.1%+$127.1K |
| BNP PARIBAS FINANCIAL MARKETS | $207.3K | 10,224 | 0.00% | 4q | +354.8%+$161.8K |
| DEUTSCHE BANK AG\ | $195.7K | 9,650 | 0.00% | 4q | +3.4%+$6.5K |
| WELLS FARGO & COMPANY/MN | $179.5K | 8,849 | 0.00% | 4q | +130.9%+$101.7K |
| MetLife Investment Management, LLC | $124.3K | 6,130 | 0.00% | 2q | -1.5%-$1.9K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $118.6K | 5,847 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $107.5K | 4,716 | 0.00% | 2q | HELD |
| China Universal Asset Management Co., Ltd. | $101.4K | 5,000 | 0.01% | 2q | +38.9%+$28.4K |
| CITIGROUP INC | $98.6K | 4,860 | 0.00% | 4q | +824.0%+$87.9K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $98.2K | 4,842 | 0.00% | 4q | -0.5% |
| Russell Investments Group, Ltd. | $65.8K | 3,243 | 0.00% | 4q | +694.9%+$57.5K |
| Vanguard Global Advisers, LLC | $56.1K | 2,766 | 0.00% | 2q | HELD |
| Police & Firemen's Retirement System of New Jersey | $51.5K | 2,540 | 0.00% | 2q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $36.5K | 1,800 | 0.00% | 4q | HELD |
| BARCLAYS PLC | $35.9K | 1,770 | 0.00% | 4q | -19.0%-$8.4K |
| COMPASS FINANCIAL MANAGEMENT LLC | $29.9K | 1,472 | 0.00% | new | FIRST |
| Legal & General Group Plc | $22.5K | 1,111 | 0.00% | 4q | +26.2%+$4.7K |
| Ameritas Investment Partners, Inc. | $19.3K | 954 | 0.00% | 4q | +138.5%+$11.2K |
| Tower Research Capital LLC (TRC) | $18.1K | 892 | 0.00% | 4q | +11.4%+$1.8K |
| Arax Advisory Partners | $7.4K | 365 | 0.00% | 2q | +5983.3%+$7.3K |
| Sterling Capital Management LLC | $4.1K | 202 | 0.00% | 4q | +29.5% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.9K | 145 | 0.00% | 3q | -74.7%-$8.7K |
| EverSource Wealth Advisors, LLC | $1.4K | 71 | 0.00% | 3q | +3450.0%+$1.4K |
| Allworth Financial LP | $1.0K | 51 | 0.00% | new | NEW |
| IFP Advisors, Inc | $588 | 29 | 0.00% | new | NEW |
| Essential Partners LLC | $568 | 28 | 0.00% | 3q | +1300.0% |
| True Wealth Design, LLC | $203 | 10 | 0.00% | 3q | +900.0% |
| Farther Finance Advisors, LLC | $203 | 10 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $162 | 8 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $122 | 6 | 0.00% | new | NEW |
| SJS Investment Consulting Inc. | $61 | 3 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $41 | 2 | 0.00% | new | NEW |
| Clearstead Advisors, LLC | $21 | 1 | 0.00% | new | NEW |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-18 | Ahearn Matthew Fraser | Chief Operating Officer | Sold | 14,186 | $297.7K ×2 |
| 2026-06-12 | Ahearn Matthew Fraser | Chief Operating Officer | Sold | 15,856 | $296.2K |
| 2026-09-14 | Ball Robert Joseph | CEO & Executive Chairman | Sold | 10,175 | $187.7K |
| 2026-08-17 | Ahearn Matthew Fraser | Chief Operating Officer | Sold | 8,314 | $167.1K |
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-04 | Gilde Healthcare Holding B.V. | 10% owner | Sold | 99,812 | $2.3M |
| 2026-07-30 | Gilde Healthcare Holding B.V. | 10% owner | Sold | 28,245 | $659.8K |
| 2026-08-21 | Gilde Healthcare Holding B.V. | 10% owner | Sold | 20,516 | $463.9K |
| 2026-07-31 | Gilde Healthcare Holding B.V. | 10% owner | Sold | 20,034 | $455.4K |
| 2026-08-03 | Gilde Healthcare Holding B.V. | 10% owner | Sold | 10,751 | $244.2K |
| 2026-08-05 | Gilde Healthcare Holding B.V. | 10% owner | Sold | 7,338 | $166.1K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 12 | $751.3K | 39,791 | 2 | 3 | 1 | 0.0% |
| Q2 2026 | 72 | $169.1M | 8,330,806 | 23 | 30 | 11 | 0.0% |
| Q1 2026 | 58 | $110.8M | 7,626,438 | 12 | 24 | 9 | 0.0% |
| Q4 2025 | 50 | $94.8M | 6,629,858 | 13 | 12 | 16 | 0.0% |
| Q3 2025 | 42 | $91.9M | 7,318,952 | 42 | 0 | 0 | 0.0% |
