Bridgeway Capital Management’s Surgery Partners SGRY Stock Holding History

Bridgeway Capital Management’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
2026 Q1	$1.19M	Sell	100,192 -50,000	-33%	-$718K	0.02%	671
2025 Q4	$2.32M	Buy	+150,192	New	+$2.76M	0.05%	492
2022 Q2	–	Sell	-46,100	Closed	-$2.54M	–	1380
2022 Q1	$2.54M	Sell	46,100 -79,041	-63%	-$3.91M	0.05%	516
2021 Q4	$6.68M	Sell	125,141 -8,100	-6%	-$376K	0.12%	271
2021 Q3	$5.64M	Sell	133,241 -110,300	-45%	-$5.63M	0.11%	283
2021 Q2	$16.2M	Sell	243,541 -35,500	-13%	-$1.93M	0.29%	91
2021 Q1	$12.3M	Sell	279,041 -4,000	-1%	-$149K	0.23%	120
2020 Q4	$8.21M	Hold	283,041	–	–	0.17%	159
2020 Q3	$6.2M	Sell	283,041 -3,500	-1%	-$62.2K	0.14%	172
2020 Q2	$3.31M	Buy	286,541 +134,300	+88%	+$1.47M	0.07%	273
2020 Q1	$994K	Sell	152,241 -95,000	-38%	-$1.35M	0.02%	560
2019 Q4	$3.87M	Hold	247,241	–	–	0.05%	316
2019 Q3	$1.83M	Hold	247,241	–	–	0.03%	546
2019 Q2	$2.01M	Sell	247,241 -50,000	-17%	-$499K	0.03%	525
2019 Q1	$3.35M	Buy	297,241 +39,500	+15%	+$497K	0.04%	346
2018 Q4	$2.52M	Buy	257,741 +41,241	+19%	+$554K	0.03%	409
2018 Q3	$3.57M	Hold	216,500	–	–	0.03%	416
2018 Q2	$3.23M	Buy	+216,500	New	+$3.63M	0.03%	454
2017 Q4	–	Sell	-50,000	Closed	-$518K	–	1442
2017 Q3	$518K	Hold	50,000	–	–	0.01%	1082
2017 Q2	$1.14M	Buy	+50,000	New	+$1.03M	0.01%	772

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

KSCM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bridgeway Capital Management's SGRY Position: Q1 2026 in Review

Bridgeway Capital Management reduced its Surgery Partners (SGRY) stake by 33% in Q1 2026, selling an estimated $718K and leaving 100,192 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #671.

Bridgeway Capital Management first reported a position in SGRY in Q2 2017 and has held it in 20 quarters since. The position peaked at $16.2M in Q2 2021. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

Bridgeway Capital Management held 100,192 shares of Surgery Partners worth $1.19M as of Q1 2026.
Bridgeway Capital Management sold 50,000 Surgery Partners shares in Q1 2026, an estimated $718K.
Surgery Partners made up 0.02% of Bridgeway Capital Management's portfolio in Q1 2026, its #671 holding.
Bridgeway Capital Management first reported a position in Surgery Partners in Q2 2017 and has held it in 20 quarters since.
Bridgeway Capital Management's Surgery Partners position peaked at $16.2M in Q2 2021.
182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

Based on Bridgeway Capital Management's 13F filing for Q1 2026, filed 15 May 2026.