STOCKNO.DE
Institutional ownership intelligence

SI Institutional Ownership

SHOULDER INNOVATIONS, INC.

Latest stored close $18.71 as of Oct 7, 2026 View live quote ↗

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STOCKNODE Outlook

Neutral

46/100 1 tracked · 1 comparable
Latest filing Aug 6, 2026
Positive breadth 0 positive · 1 negative
Recent close $18.71
Research confidence Limited
Institutional Research 37/100 · 0 accumulating · 1 reducing / exited
Ownership history

Reported ownership % history

Latest filing Aug 6, 2026

See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.

Locked preview
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Accumulating0
Newly reported0
Reducing / exited 1
52-week position —
Institutional Intelligence

Why STOCKNODE says Neutral

What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.

6 evidence layers available
STOCKNODE Outlook
Neutral 46/100
Confidence:Limited
Why this signal
  • 0 tracked institutions accumulating versus 1 reducing/exited.
  • Latest comparable Form 13F activity is net positive across tracked managers.
STOCKNODE Outlook is a quantitative research signal based on reported public data, not personalized investment advice.
Institutional
48/100
Insiders
24/100
Fundamentals
57/100
Events
50/100

Cross-institution positioning

Aug 6, 2026

Reduction leaning. 1 reducing across 1 comparable institution.

Source: Schedule 13 research

Quarterly 13F activity

Jun 30, 2026

2 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.

Source: Form 13F quarter-end holdings

Insider filing activity

Oct 5, 2026

Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 14 sales by 3 reporting owners. Amendments are shown in the filing evidence but excluded from rolling activity totals.

Source: SEC Forms 3/4/5

Material company events

Oct 8, 2026

4 non-amendment material events in the last 90 days; 1 capital-related filing/event; Latest classified evidence: Regulation FD disclosure. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.

Source: SEC 8-K / securities filing metadata

SEC fundamentals

Aug 6, 2026

Revenue +56.0% YoY; Net income +47.1% YoY. Periods are compared only when the SEC facts are aligned and comparable.

Source: SEC Company Facts

Price context

Sep 15, 2026

Recent close is 51% through its reported 52-week range; +20.1% over one year.

Source: Stored historical price series
Latest filing decision brief Investor / Pro

Research the latest Schedule 13G amendment from Fidelity / FMR.

Filed Aug 6, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.

Premium research values are withheld until unlocked.

Supporting institutional evidence

Institutional Evidence

The research summary above gives the current read. This section shows the dated holder-level evidence behind it.

Latest reported position changes

Investor / Pro detail

See each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.

Newest filing Aug 6, 2026
Fidelity / FMR Filed Aug 6, 2026
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Reported direction breadth by as-of date

Locked preview

Comparable holder direction grouped by SEC position as-of date — never presented as trade dates.

Unlock actual accumulation vs. reduction breadth across reported position dates. View plans

Institution comparison

Investor / Pro detail

Compare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.

Fidelity / FMR Filed Aug 6, 2026
Unlock the evidence behind the score

Know who changed position, by how much, and when the SEC learned about it.

Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.

✓ Actual share and ownership changes ✓ Position as-of date vs. SEC filed date ✓ Deterministic direction basis ✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5

Insider activity

Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.

Latest filing Oct 6, 2026
30-day purchases00 reporting owner(s)
30-day sales11 reporting owner(s)
90-day purchase breadth0
90-day sale breadth3Multi-insider
View recent insider filing evidence
DateReporting ownerCodeSecuritySharesPriceOwnershipFiled
Oct 5, 2026 BUCKMAN PAUL AGrant, award, or other acquisition Common Stock 1.3K $19.60 Direct Oct 6, 2026
Oct 5, 2026 Tansey Casey M AGrant, award, or other acquisition Common Stock 733 $19.60 Direct Oct 6, 2026
Oct 5, 2026 Hykes Andrew AGrant, award, or other acquisition Common Stock 669 $19.60 Direct Oct 6, 2026
Oct 5, 2026 Sidow Kevin K. AGrant, award, or other acquisition Common Stock 892 $19.60 Direct Oct 6, 2026
Sep 14, 2026 Ball Robert Joseph MExercise or conversion of derivative · derivative Stock Option 89.2K $0.00 Direct Sep 14, 2026
Sep 14, 2026 Ball Robert Joseph SOpen-market or private sale Common Stock 10.2K $18.45 Direct Sep 14, 2026
Sep 14, 2026 Ball Robert Joseph MExercise or conversion of derivative Common Stock 89.2K $2.10 Direct Sep 14, 2026
Aug 26, 2026 Gilde Healthcare Holding B.V. SOpen-market or private sale Common Stock 1.2K $22.60 Indirect Aug 28, 2026
Aug 24, 2026 Gilde Healthcare Holding B.V. SOpen-market or private sale Common Stock 681 $22.62 Indirect Aug 24, 2026
Aug 21, 2026 Gilde Healthcare Holding B.V. SOpen-market or private sale Common Stock 20.5K $22.61 Indirect Aug 24, 2026
Aug 20, 2026 Gilde Healthcare Holding B.V. SOpen-market or private sale Common Stock 3.9K $22.60 Indirect Aug 24, 2026
Aug 18, 2026 Ahearn Matthew Fraser SOpen-market or private sale Common Stock 1.6K $21.38 Direct Aug 18, 2026
Aug 18, 2026 Ahearn Matthew Fraser SOpen-market or private sale Common Stock 12.6K $20.94 Direct Aug 18, 2026
Aug 17, 2026 Ahearn Matthew Fraser SOpen-market or private sale Common Stock 8.3K $20.10 Direct Aug 18, 2026
Aug 14, 2026 Ahearn Matthew Fraser GGift Common Stock 2.5K $0.00 Direct Aug 18, 2026
Aug 6, 2026 Gilde Healthcare Holding B.V. SOpen-market or private sale Common Stock 2.1K $22.60 Indirect Aug 7, 2026
Aug 5, 2026 Gilde Healthcare Holding B.V. SOpen-market or private sale Common Stock 7.3K $22.64 Indirect Aug 7, 2026
Aug 4, 2026 Gilde Healthcare Holding B.V. SOpen-market or private sale Common Stock 99.8K $22.77 Indirect Aug 5, 2026
Aug 3, 2026 Gilde Healthcare Holding B.V. SOpen-market or private sale Common Stock 10.8K $22.71 Indirect Aug 5, 2026
Jul 31, 2026 Gilde Healthcare Holding B.V. SOpen-market or private sale Common Stock 20.0K $22.73 Indirect Aug 3, 2026
SEC company-event context

Material company events

Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.

Latest filing Oct 8, 2026
30-day material events1
90-day capital-related1
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
FiledForm8-K item(s)ClassificationCapital contextSEC
Oct 8, 2026 8-K 7.01, 9.01 Regulation FD disclosure; Financial statements / exhibits — Filing
Aug 10, 2026 8-K 7.01, 9.01 Regulation FD disclosure; Financial statements / exhibits — Filing
Aug 7, 2026 S-3 — Shelf securities registration Capital-related Filing
Aug 6, 2026 8-K 2.02, 9.01 Results of operations / financial condition; Financial statements / exhibits — Filing
Jun 29, 2026 8-K 1.01, 1.02, 2.03, 7.01, 9.01 Material definitive agreement; Termination of material agreement; New direct financial obligation; Regulation FD disclosure; Financial statements / exhibits Debt Filing
Jun 26, 2026 8-K 5.07 Shareholder vote results — Filing
May 13, 2026 8-K 2.02, 9.01 Results of operations / financial condition; Financial statements / exhibits — Filing
Apr 27, 2026 8-K 7.01, 9.01 Regulation FD disclosure; Financial statements / exhibits — Filing
Apr 14, 2026 8-K 1.01 Material definitive agreement — Filing
Mar 10, 2026 S-8 — Employee-plan securities registration Equity Filing
Mar 10, 2026 8-K 2.02, 5.02, 9.01 Results of operations / financial condition; Director or executive change; Financial statements / exhibits — Filing
Mar 2, 2026 8-K 5.02, 7.01, 9.01 Director or executive change; Regulation FD disclosure; Financial statements / exhibits — Filing
SEC-reported company fundamentals

Fundamentals

Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.

Latest filing used Aug 6, 2026
Revenue $17.2M Q2 2026 +56.0% YoY 10-Q filed Aug 6, 2026
Operating income $-10.0M Q2 2026 -71.2% YoY 10-Q filed Aug 6, 2026
Operating margin -58.4% Q2 2026 -5.2 pts YoY 10-Q filed Aug 6, 2026
Net income $-10.2M Q2 2026 +47.1% YoY 10-Q filed Aug 6, 2026
Diluted EPS $-0.49 Q2 2026 +99.7% YoY 10-Q filed Aug 6, 2026
Operating cash flow $-19.8M YTD through Jun 30, 2026 -75.2% YoY 10-Q filed Aug 6, 2026
Free cash flow $-24.6M YTD through Jun 30, 2026 -81.4% YoY 10-Q filed Aug 6, 2026
Cash & equivalents $24.5M As of Jun 30, 2026 -9.6% YoY 10-Q filed Aug 6, 2026
Assets $152.0M As of Jun 30, 2026 +95.3% YoY 10-Q filed Aug 6, 2026
Liabilities $27.7M As of Jun 30, 2026 -5.6% YoY 10-Q filed Aug 6, 2026
Stockholders’ equity $124.3M As of Jun 30, 2026 +259.0% YoY 10-Q filed Aug 6, 2026
Shares outstanding 20.8M As of Jul 30, 2026 +2.3% YoY 10-Q filed Aug 6, 2026
View recent revenue trend

Quarterly

PeriodRevenueYoY
Ended Jun 30, 2026 $17.2M +56.0%
Ended Mar 31, 2026 $16.7M +64.9%
Ended Sep 30, 2025 $11.8M +57.7%
Ended Jun 30, 2025 $11.0M +33.3%

Annual

PeriodRevenueYoY
Ended Dec 31, 2025 $47.3M +49.6%
Ended Dec 31, 2024 $31.6M —
Current market context

Price performance

Dated price context from the historical market series already collected for this security.

As of Sep 15, 2026
Recent stored close $17.95 View live quote ↗
52-week low $10.92 Nov 11, 2025
52-week high $24.59 Jul 29, 2026
Below 52-week high 27.0%
1W return -10.2%
1M return -13.4%
3M return -0.9%
6M return +21.1%
YTD return +25.5%
1Y return +20.1%
30-day volatility 57.8%
90-day volatility 72.2%
1Y max drawdown -29.9%

Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.

Institutional activity

Quarter-over-quarter Form 13F activity

Headline counts reflect the latest comparable report quarter only; older quarter-over-quarter changes remain in the evidence history. This is not transaction-level trade data. Amendments are excluded from v1 change classification and remain visible in the holdings table below.

New0
Increased2
Reduced0
Exited0
Unchanged0
View recent 13F activity evidence

Showing the 5 most recent activity comparisons first.

Manager Quarter Activity Shares Prior Change
BlackRock Jun 30, 2026 vs Mar 31, 2026 Increased 638.4K 556.1K +82.4K +14.8%
State Street Jun 30, 2026 vs Mar 31, 2026 Increased 114.9K 93.2K +21.6K +23.2%
BlackRock Mar 31, 2026 vs Dec 31, 2025 Increased 556.1K 311.4K +244.7K +78.6%
Fidelity / FMR Mar 31, 2026 vs Dec 31, 2025 Reduced 3.8M 3.8M -64.2K -1.7%
Geode Capital Management Mar 31, 2026 vs Dec 31, 2025 Increased 183.7K 110.3K +73.4K +66.5%
Quarterly institutional holdings

Form 13F holdings

Quarter-end holdings reported by tracked institutional managers. Amendments remain separate and these rows do not represent individual trades.

Latest report quarter Jun 30, 2026
Holding records 25
Manager entities 8
Report quarters 4
Amendment rows 3
View recent Form 13F holding evidence

Showing the 5 most recent holding records first.

Manager Quarter Shares Reported value Filed Form
State Street Jun 30, 2026 114.9K $2,329,341.00 Aug 7, 2026 13F-HR
BlackRock Jun 30, 2026 638.4K $12,947,157.00 Aug 7, 2026 13F-HR
Fidelity / FMR Mar 31, 2026 3.8M $54,989,541.00 May 15, 2026 13F-HR
State Street Mar 31, 2026 93.2K $1,354,850.00 May 15, 2026 13F-HR
Geode Capital Management Mar 31, 2026 183.7K $2,669,503.00 May 15, 2026 13F-HR

Form 13F reports quarter-end holdings and reported value; they do not establish exact purchase or sale dates.

How to read Schedule 13 ownership changes

Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.

Form 13F rows are quarter-end holding context only and do not establish an exact entry date.

For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.

Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.

Beneficial ownership filing history

Showing 3 of 3 filing(s)
View beneficial ownership filing evidence
Holder Observed / filed Reported change Shares Ownership Observation Filing Latest
Fidelity / FMR CIK0000315066 Jun 30, 2026 observed Aug 6, 2026 filed · 37d Schedule 13G amendment Reported reduction 3.7M -174.8K 17.70% -1.30 pts $20.28 $22.43 $18.71
Fidelity / FMR CIK0000315066 Sep 30, 2025 quarter end Nov 13, 2025 filed Form 13F quarter-end evidence Earlier Form 13F quarter-end holding Quarter-end holding evidence; no ownership percentage or signal. 3.8M $18.71
Fidelity / FMR CIK0000315066 Aug 29, 2025 observed Sep 8, 2025 filed · 10d Initial Schedule 13G Initial Schedule 13G 3.8M 19.00% $14.82 $15.90 $18.71
Explore more institutional activity

Related research

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