Ardsley Advisory Partners’s Surgery Partners SGRY Stock Holding History

Ardsley Advisory Partners’s Portfolio SGRY Stock Details SGRY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-300,000	Closed	-$6.67M	–	192
2025 Q2	$6.67M	Buy	300,000 +50,000	+20%	+$1.11M	0.88%	41
2025 Q1	$5.94M	Sell	250,000 -20,200	-7%	-$478K	1.14%	29
2024 Q4	$5.72M	Buy	270,200 +15,200	+6%	+$399K	0.91%	45
2024 Q3	$8.22M	Buy	255,000 +65,000	+34%	+$1.92M	1.35%	27
2024 Q2	$4.52M	Buy	190,000 +5,000	+3%	+$128K	0.66%	52
2024 Q1	$5.52M	Buy	185,000 +5,000	+3%	+$156K	0.79%	41
2023 Q4	$5.76M	Buy	180,000 +30,000	+20%	+$871K	0.89%	32
2023 Q3	$4.39M	Sell	150,000 -10,000	-6%	-$360K	0.98%	39
2023 Q2	$7.2M	Sell	160,000 -10,000	-6%	-$382K	1.22%	26
2023 Q1	$5.86M	Sell	170,000 -205,000	-55%	-$6.66M	1.29%	29
2022 Q4	$10.4M	Sell	375,000 -130,000	-26%	-$3.44M	2.16%	14
2022 Q3	$11.8M	Buy	505,000 +155,000	+44%	+$4.95M	2.65%	11
2022 Q2	$10.1M	Buy	350,000 +70,000	+25%	+$3.06M	1.67%	15
2022 Q1	$15.4M	Sell	280,000 -60,000	-18%	-$2.97M	2.57%	7
2021 Q4	$18.2M	Buy	340,000 +40,000	+13%	+$1.86M	3.46%	6
2021 Q3	$12.7M	Sell	300,000 -21,500	-7%	-$1.1M	1.94%	12
2021 Q2	$21.4M	Sell	321,500 -80,500	-20%	-$4.37M	2.52%	12
2021 Q1	$17.8M	Sell	402,000 -15,000	-4%	-$557K	2.16%	15
2020 Q4	$12.1M	Buy	417,000 +110,935	+36%	+$2.76M	1.99%	16
2020 Q3	$6.7M	Buy	+306,065	New	+$5.44M	1.29%	24

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KSCM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ardsley Advisory Partners's SGRY Position: Q3 2025 in Review

Ardsley Advisory Partners sold out of Surgery Partners (SGRY) in Q3 2025, closing a stake of 300,000 shares — an estimated $6.67M sold.

Ardsley Advisory Partners first reported a position in SGRY in Q3 2020 and held it in 20 quarters. The position peaked at $21.4M in Q2 2021. 199 funds tracked by Wall St. Rank hold SGRY as of Q3 2025.

Ardsley Advisory Partners reported no remaining Surgery Partners position as of Q3 2025 after selling out during the quarter.
Ardsley Advisory Partners sold 300,000 Surgery Partners shares in Q3 2025, an estimated $6.67M.
Ardsley Advisory Partners first reported a position in Surgery Partners in Q3 2020 and held it in 20 quarters.
Ardsley Advisory Partners's Surgery Partners position peaked at $21.4M in Q2 2021.
199 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2025.

Based on Ardsley Advisory Partners's 13F filing for Q3 2025, filed 14 Nov 2025.