SI Institutional Ownership
Shoulder Innovations, Inc.
1W: +3.6%
1M: +8.1%
3M: -18.2%
YTD: +35.0%
1Y: +57.7%
$19.34
-0.04 (-0.21%)
Pre-Market: $21.43 (+2.09, +10.78%)
Weekly Expected Move ±5.7%
$17
$19
$20
$21
$22
Credit Risk of going bust: lower than 59% of companies Debt: 3.6% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.09 (down 99.5%), Shoulder Innovations, Inc. would be worth roughly what it owes.
Total debt $14.8M against a stock market value of $402.6M.
Distance to default 6.05 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $7.4M (short-term plus half of long-term), stock volatility 64.8%; Altman Z'' 6.02. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.09 (down 99.5%), Shoulder Innovations, Inc. would be worth roughly what it owes.
Total debt $14.8M against a stock market value of $402.6M.
Distance to default 6.05 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $7.4M (short-term plus half of long-term), stock volatility 64.8%; Altman Z'' 6.02. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — SI
84
Institutional Holders
+19 vs prior quarter
0.0%
Ownership
+0.00pp
$170M
Total Invested
27
New Positions
30
Increased
20
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (89 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 3,673,960 | $71M | -110,592 | -2.9% | 4Q | SEC ↗ |
| 2 | BlackRock, Inc. | 638,420 | $12M | +82,368 | +14.8% | 4Q | SEC ↗ |
| 3 | SECTORAL ASSET MANAGEMENT INC | 430,407 | $8M | — | +0.0% | 4Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 392,181 | $8M | -21,299 | -5.2% | 2Q | SEC ↗ |
| 5 | KCM Capital Inc | 300,000 | $6M | +265,000 | +757.1% | 2Q | SEC ↗ |
| 6 | TimesSquare Capital Management, LLC | 298,219 | $6M | -24,545 | -7.6% | 4Q | SEC ↗ |
| 7 | Roubaix Capital, LLC | 255,288 | $5M | -1,833 | -0.7% | 3Q | SEC ↗ |
| 8 | Driehaus Capital Management LLC NEW | 253,760 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 9 | Parkman Healthcare Partners LLC NEW | 226,212 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 199,529 | $4M | +15,850 | +8.6% | 4Q | SEC ↗ |
| 11 | CM Management, LLC | 145,000 | $3M | +45,000 | +45.0% | 3Q | SEC ↗ |
| 12 | JPMORGAN CHASE & CO | 124,437 | $2M | -6,274 | -4.8% | 4Q | SEC ↗ |
| 13 | MORGAN STANLEY | 117,265 | $2M | -40,313 | -25.6% | 4Q | SEC ↗ |
| 14 | STATE STREET CORP | 114,859 | $2M | +21,614 | +23.2% | 4Q | SEC ↗ |
| 15 | HighTower Advisors, LLC NEW | 102,640 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 16 | JANE STREET GROUP, LLC NEW | 86,307 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Walleye Capital LLC | 86,155 | $2M | +972 | +1.1% | 4Q | SEC ↗ |
| 18 | Schonfeld Strategic Advisors LLC NEW | 77,737 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 19 | NORTHERN TRUST CORP | 71,291 | $1M | +7,224 | +11.3% | 4Q | SEC ↗ |
| 20 | VANGUARD PORTFOLIO MANAGEMENT LLC | 70,335 | $1M | +9,338 | +15.3% | 2Q | SEC ↗ |
| 21 | Informed Momentum Co LLC NEW | 57,998 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 22 | Squarepoint Ops LLC NEW | 44,159 | $854K | — | +0.0% | 1Q | SEC ↗ |
| 23 | READYSTATE ASSET MANAGEMENT LP | 39,431 | $763K | — | +0.0% | 4Q | SEC ↗ |
| 24 | MARSHALL WACE, LLP NEW | 38,667 | $748K | — | +0.0% | 1Q | SEC ↗ |
| 25 | VANGUARD FIDUCIARY TRUST CO | 37,826 | $732K | +204 | +0.5% | 2Q | SEC ↗ |
| 26 | Nuveen, LLC | 37,142 | $718K | +24,965 | +205.0% | 2Q | SEC ↗ |
| 27 | CITADEL ADVISORS LLC | 36,795 | $712K | +23,271 | +172.1% | 4Q | SEC ↗ |
| 28 | SEI INVESTMENTS CO NEW | 34,350 | $664K | — | +0.0% | 1Q | SEC ↗ |
| 29 | BANK OF AMERICA CORP /DE | 33,929 | $656K | +6,946 | +25.7% | 4Q | SEC ↗ |
| 30 | Sixth Street Partners Management Compa NEW | 25,582 | $495K | — | +0.0% | 1Q | SEC ↗ |
| 31 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 25,582 | $495K | +2,630 | +11.5% | 4Q | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 23,628 | $457K | +6,262 | +36.1% | 2Q | SEC ↗ |
| 33 | Point72 Asset Management, L.P. NEW | 22,920 | $443K | — | +0.0% | 1Q | SEC ↗ |
| 34 | AQR CAPITAL MANAGEMENT LLC NEW | 19,775 | $382K | — | +0.0% | 1Q | SEC ↗ |
| 35 | ARMSTRONG ADVISORY GROUP, INC NEW | 17,290 | $334K | — | +0.0% | 1Q | SEC ↗ |
| 36 | ROYAL BANK OF CANADA | 15,901 | $308K | -37,959 | -70.5% | 4Q | SEC ↗ |
| 37 | Blue Trust, Inc. | 15,719 | $304K | — | +0.0% | 2Q | SEC ↗ |
| 38 | Jump Financial, LLC NEW | 13,520 | $261K | — | +0.0% | 1Q | SEC ↗ |
| 39 | UBS Group AG | 11,212 | $217K | +6,174 | +122.5% | 4Q | SEC ↗ |
| 40 | RHUMBLINE ADVISERS | 11,013 | $213K | +6,269 | +132.1% | 4Q | SEC ↗ |
| 41 | BNP PARIBAS FINANCIAL MARKETS | 10,224 | $198K | +7,976 | +354.8% | 4Q | SEC ↗ |
| 42 | DEUTSCHE BANK AG | 9,650 | $187K | +319 | +3.4% | 4Q | SEC ↗ |
| 43 | WELLS FARGO & COMPANY/MN | 8,849 | $171K | +5,017 | +130.9% | 4Q | SEC ↗ |
| 44 | MetLife Investment Management, LLC | 6,130 | $119K | -94 | -1.5% | 2Q | SEC ↗ |
| 45 | LOS ANGELES CAPITAL MANAGEMENT LLC NEW | 5,847 | $113K | — | +0.0% | 1Q | SEC ↗ |
| 46 | China Universal Asset Management Co., | 5,000 | $97K | +1,400 | +38.9% | 2Q | SEC ↗ |
| 47 | CITIGROUP INC | 4,860 | $94K | +4,334 | +824.0% | 4Q | SEC ↗ |
| 48 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 4,842 | $94K | -26 | -0.5% | 4Q | SEC ↗ |
| 49 | JONES FINANCIAL COMPANIES LLLP | 4,716 | $91K | — | +0.0% | 2Q | SEC ↗ |
| 50 | Russell Investments Group, Ltd. | 3,243 | $63K | +2,835 | +694.9% | 4Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Driehaus Capital Management LLC | 253,760 | $5M |
| Parkman Healthcare Partners LLC | 226,212 | $4M |
| HighTower Advisors, LLC | 102,640 | $2M |
| JANE STREET GROUP, LLC | 86,307 | $2M |
| Schonfeld Strategic Advisors LLC | 77,737 | $2M |
| Informed Momentum Co LLC | 57,998 | $1M |
| Squarepoint Ops LLC | 44,159 | $854K |
| MARSHALL WACE, LLP | 38,667 | $748K |
| SEI INVESTMENTS CO | 34,350 | $664K |
| Sixth Street Partners Management Co | 25,582 | $495K |
| Point72 Asset Management, L.P. | 22,920 | $443K |
| AQR CAPITAL MANAGEMENT LLC | 19,775 | $382K |
| ARMSTRONG ADVISORY GROUP, INC | 17,290 | $334K |
| Jump Financial, LLC | 13,520 | $261K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 5,847 | $113K |
| Integrated Wealth Concepts LLC | 1,704 | $33K |
| COMPASS FINANCIAL MANAGEMENT LLC | 1,472 | $28K |
| MERCER GLOBAL ADVISORS INC /ADV | 807 | $16K |
| Allworth Financial LP | 51 | $1K |
| IFP Advisors, Inc | 29 | $1K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Alyeska Investment Group, L.P. | 232,984 | $5M |
| Sio Capital Management, LLC | 210,641 | $4M |
| MILLENNIUM MANAGEMENT LLC | 193,942 | $4M |
| FEDERATED HERMES, INC. | 87,726 | $2M |
| GSA CAPITAL PARTNERS LLP | 22,750 | $440K |
| GOLDMAN SACHS GROUP INC | 14,016 | $271K |
| Board of Trustees of The Leland Sta | 13,521 | $261K |
| RENAISSANCE TECHNOLOGIES LLC | 12,300 | $238K |
| OSAIC HOLDINGS, INC. | 1,475 | $29K |
| Steward Partners Investment Advisor | 1,000 | $19K |
| AMALGAMATED BANK | 150 | $3K |
| NATIONAL BANK OF CANADA /FI | 27 | $1K |
| Root Financial Partners, LLC | 7 | $0K |
| MAI Capital Management | 4 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| KCM Capital Inc | +265,000 | +757.1% | 300,000 |
| BlackRock, Inc. | +82,368 | +14.8% | 638,420 |
| CM Management, LLC | +45,000 | +45.0% | 145,000 |
| Nuveen, LLC | +24,965 | +205.0% | 37,142 |
| CITADEL ADVISORS LLC | +23,271 | +172.1% | 36,795 |
| STATE STREET CORP | +21,614 | +23.2% | 114,859 |
| GEODE CAPITAL MANAGEMENT, LLC | +15,850 | +8.6% | 199,529 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +9,338 | +15.3% | 70,335 |
| BNP PARIBAS FINANCIAL MARKETS | +7,976 | +354.8% | 10,224 |
| NORTHERN TRUST CORP | +7,224 | +11.3% | 71,291 |
| BANK OF AMERICA CORP /DE | +6,946 | +25.7% | 33,929 |
| RHUMBLINE ADVISERS | +6,269 | +132.1% | 11,013 |
| Bank of New York Mellon Corp | +6,262 | +36.1% | 23,628 |
| UBS Group AG | +6,174 | +122.5% | 11,212 |
| WELLS FARGO & COMPANY/MN | +5,017 | +130.9% | 8,849 |
| CITIGROUP INC | +4,334 | +824.0% | 4,860 |
| Russell Investments Group, Ltd. | +2,835 | +694.9% | 3,243 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +2,630 | +11.5% | 25,582 |
| China Universal Asset Management Co | +1,400 | +38.9% | 5,000 |
| Walleye Capital LLC | +972 | +1.1% | 86,155 |
Biggest Decreases (11)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | -110,592 | -2.9% | 3,673,960 |
| MORGAN STANLEY | -40,313 | -25.6% | 117,265 |
| ROYAL BANK OF CANADA | -37,959 | -70.5% | 15,901 |
| TimesSquare Capital Management, LLC | -24,545 | -7.6% | 298,219 |
| VANGUARD CAPITAL MANAGEMENT LLC | -21,299 | -5.2% | 392,181 |
| JPMORGAN CHASE & CO | -6,274 | -4.8% | 124,437 |
| Roubaix Capital, LLC | -1,833 | -0.7% | 255,288 |
| CALIFORNIA STATE TEACHERS RETIREMEN | -429 | -74.7% | 145 |
| BARCLAYS PLC | -415 | -19.0% | 1,770 |
| MetLife Investment Management, LLC | -94 | -1.5% | 6,130 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | -26 | -0.5% | 4,842 |