Headlands Technologies’s Surgery Partners SGRY Stock Holding History

Headlands Technologies’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	–	Sell	-28,978	Closed	-$448K	–	942
2025 Q4	$448K	Sell	28,978 -11,145	-28%	-$205K	0.04%	426
2025 Q3	$868K	Buy	40,123 +23,567	+142%	+$526K	0.07%	262
2025 Q2	$368K	Buy	16,556 +8,353	+102%	+$186K	0.04%	372
2025 Q1	$195K	Sell	8,203 -12,814	-61%	-$303K	0.02%	462
2024 Q4	$445K	Buy	21,017 +15,443	+277%	+$405K	0.04%	364
2024 Q3	$180K	Buy	5,574 +4,835	+654%	+$143K	0.02%	549
2024 Q2	$17.6K	Sell	739 -164	-18%	-$4.21K	﹤0.01%	915
2024 Q1	$26.9K	Sell	903 -3,628	-80%	-$114K	0.01%	854
2023 Q4	$145K	Buy	+4,531	New	+$131K	0.04%	325

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return

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

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

KSCM

King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Headlands Technologies's SGRY Position: Q1 2026 in Review

Headlands Technologies sold out of Surgery Partners (SGRY) in Q1 2026, closing a stake of 28,978 shares — an estimated $448K sold.

Headlands Technologies first reported a position in SGRY in Q4 2023 and held it in 9 quarters. The position peaked at $868K in Q3 2025. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

Headlands Technologies reported no remaining Surgery Partners position as of Q1 2026 after selling out during the quarter.
Headlands Technologies sold 28,978 Surgery Partners shares in Q1 2026, an estimated $448K.
Headlands Technologies first reported a position in Surgery Partners in Q4 2023 and held it in 9 quarters.
Headlands Technologies's Surgery Partners position peaked at $868K in Q3 2025.
182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

Based on Headlands Technologies's 13F filing for Q1 2026, filed 13 May 2026.