Caption Management’s Surmodics SRDX Stock Holding History

Caption Management’s Portfolio SRDX Stock Details SRDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-54,700	Closed	-$1.63M	–	2039
2025 Q3	$1.63M	Buy	54,700 +50,000	+1,064%	+$1.67M	0.01%	922
2025 Q2	$140K	Buy	+4,700	New	+$135K	﹤0.01%	1295

Other funds holding SRDX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Caption Management's SRDX Position: Q3 2025 in Review

Caption Management sold out of Surmodics (SRDX) in Q3 2025, closing a stake of 800 shares — an estimated $26.7K sold.

Caption Management first reported a position in SRDX in Q2 2019 and held it in 2 quarters. The position peaked at $3.85M in Q2 2019. 146 funds tracked by Wall St. Rank hold SRDX as of Q3 2025.

Caption Management reported no remaining Surmodics position as of Q3 2025 after selling out during the quarter.
Caption Management sold 800 Surmodics shares in Q3 2025, an estimated $26.7K.
Caption Management first reported a position in Surmodics in Q2 2019 and held it in 2 quarters.
Caption Management's Surmodics position peaked at $3.85M in Q2 2019.
146 funds tracked by Wall St. Rank held Surmodics as of Q3 2025.

Based on Caption Management's 13F filing for Q3 2025, filed 14 Nov 2025.