SHOULDER INNOVATIONS

$SI
13F holders
49
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 10 of 49 · Source: 13F-HR
01
Atlantic Edge Private Wealth Management, LLC
02
Fairhaven Wealth Management, LLC
03
Baker Bros. Advisors LP
04
Sio Capital Management, LLC
05
TB Capital Gestao de Recursos Ltda.
06
Palo Alto Investors LP
07
Confluence Investment Management LLC
08
Nuance Investments, LLC
09
Gimbal Financial
10
Evergreen Capital Management LLC

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 49 13F holders · Pro →

Smart Money · top-200 alpha cohort

2 holders · Q1 2026

Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

4 transactions · 2 filers
12 Dec 2025
Points Jeffrey S.
▲ BOUGHT
1,005
$14.98
P
11 Dec 2025
Points Jeffrey S.
▲ BOUGHT
995
$14.65
P
12 Dec 2025
Ball Robert Joseph
▲ BOUGHT
3,900
$14.89
P
11 Dec 2025
Ball Robert Joseph
▲ BOUGHT
3,300
$14.83
P

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $SI in the recent window.

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $SI lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $SI — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 06:35 UTC.