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Palo Alto Investors’s STAAR Surgical STAA Stock Holding History

Palo Alto Investors’s Portfolio STAA Stock Details STAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-791,879
Closed -$13.3M – 46
2025
Q2 		$13.3M Buy
791,879
+266,862
+51% +$4.7M 2.83% 11
2025
Q1 		$9.26M Buy
525,017
+24,242
+5% +$486K 1.76% 15
2024
Q4 		$12.2M Sell
500,775
-590,833
-54% -$16.9M 1.88% 14
2024
Q3 		$40.6M Sell
1,091,608
-290,011
-21% -$10.8M 5.27% 6
2024
Q2 		$65.8M Buy
1,381,619
+2,029
+0.1% +$88.9K 7.62% 6
2024
Q1 		$52.8M Buy
1,379,590
+2,640
+0.2% +$85.8K 5.96% 6
2023
Q4 		$43M Buy
1,376,950
+2,128
+0.2% +$76.5K 3.87% 9
2023
Q3 		$55.2M Hold
1,374,822
– – 5.23% 8
2023
Q2 		$72.3M Buy
1,374,822
+27,500
+2% +$1.67M 5.84% 8
2023
Q1 		$86.2M Buy
1,347,322
+107,245
+9% +$7M 7.14% 7
2022
Q4 		$60.2M Buy
1,240,077
+143,195
+13% +$8.98M 5.13% 8
2022
Q3 		$77.4M Sell
1,096,882
-9,685
-0.9% -$829K 6.12% 9
2022
Q2 		$78.5M Sell
1,106,567
-30,401
-3% -$1.96M 6.84% 6
2022
Q1 		$90.9M Sell
1,136,968
-3,543
-0.3% -$264K 7.02% 6
2021
Q4 		$104M Hold
1,140,511
– – 6.65% 6
2021
Q3 		$147M Sell
1,140,511
-127,300
-10% -$17.8M 8.85% 4
2021
Q2 		$193M Sell
1,267,811
-546,100
-30% -$71.9M 10.65% 1
2021
Q1 		$191M Sell
1,813,911
-1,035,437
-36% -$104M 10.89% 2
2020
Q4 		$226M Buy
2,849,348
+57,655
+2% +$4.22M 11.83% 1
2020
Q3 		$158M Sell
2,791,693
-29,461
-1% -$1.59M 8.67% 3
2020
Q2 		$174M Sell
2,821,154
-457,369
-14% -$18.7M 10.42% 2
2020
Q1 		$106M Sell
3,278,523
-500,415
-13% -$16.9M 8.86% 2
2019
Q4 		$133M Sell
3,778,938
-111,755
-3% -$3.69M 7.32% 4
2019
Q3 		$100M Sell
3,890,693
-346,358
-8% -$10.5M 6.68% 5
2019
Q2 		$124M Buy
4,237,051
+18,149
+0.4% +$524K 6.05% 6
2019
Q1 		$144M Buy
4,218,902
+70,914
+2% +$2.51M 6.02% 6
2018
Q4 		$132M Buy
4,147,988
+626,423
+18% +$24.4M 7.05% 4
2018
Q3 		$169M Hold
3,521,565
– – 6.83% 4
2018
Q2 		$109M Buy
3,521,565
+6,180
+0.2% +$145K 4.36% 9
2018
Q1 		$52M Buy
3,515,385
+18,633
+0.5% +$291K 2.22% 15
2017
Q4 		$54.2M Sell
3,496,752
-10,300
-0.3% -$153K 2.33% 13
2017
Q3 		$43.7M Sell
3,507,052
-22,018
-0.6% -$246K 1.84% 15
2017
Q2 		$38.1M Buy
3,529,070
+55,900
+2% +$547K 1.78% 16
2017
Q1 		$34M Buy
3,473,170
+86,925
+3% +$867K 1.61% 18
2016
Q4 		$36.7M Buy
3,386,245
+141,635
+4% +$1.44M 2.1% 14
2016
Q3 		$30.5M Buy
3,244,610
+37,400
+1% +$300K 1.77% 18
2016
Q2 		$17.7M Buy
3,207,210
+565,335
+21% +$3.65M 1.33% 21
2016
Q1 		$19.5M Sell
2,641,875
-24,847
-0.9% -$168K 1.52% 19
2015
Q4 		$19M Buy
2,666,722
+23,800
+0.9% +$193K 1.06% 21
2015
Q3 		$20.5M Hold
2,642,922
– – 0.99% 21
2015
Q2 		$25.5M Hold
2,642,922
– – 1.14% 20
2015
Q1 		$19.6M Buy
2,642,922
+13,300
+0.5% +$97.3K 0.97% 25
2014
Q4 		$24M Buy
2,629,622
+30,069
+1% +$291K 1.41% 18
2014
Q3 		$27.6M Hold
2,599,553
– – 2.06% 15
2014
Q2 		$43.7M Buy
2,599,553
+5,900
+0.2% +$97.1K 3.25% 9
2014
Q1 		$48.8M Sell
2,593,653
-620,600
-19% -$10M 4.03% 10
2013
Q4 		$52M Buy
3,214,253
+2,935
+0.1% +$39.3K 4.85% 9
2013
Q3 		$43.5M Hold
3,211,318
– – 4.56% 8
2013
Q2 		$32.6M Buy
+3,211,318
New +$26M 3.85% 11

Other funds holding STAA

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Palo Alto Investors's STAA Position: Q3 2025 in Review

Palo Alto Investors sold out of STAAR Surgical (STAA) in Q3 2025, closing a stake of 791,879 shares — an estimated $13.3M sold.

Palo Alto Investors first reported a position in STAA in Q2 2013 and held it in 49 quarters. The position peaked at $226M in Q4 2020. 196 funds tracked by Wall St. Rank hold STAA as of Q3 2025.

  • Palo Alto Investors reported no remaining STAAR Surgical position as of Q3 2025 after selling out during the quarter.
  • Palo Alto Investors sold 791,879 STAAR Surgical shares in Q3 2025, an estimated $13.3M.
  • Palo Alto Investors first reported a position in STAAR Surgical in Q2 2013 and held it in 49 quarters.
  • Palo Alto Investors's STAAR Surgical position peaked at $226M in Q4 2020.
  • 196 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2025.

Based on Palo Alto Investors's 13F filing for Q3 2025, filed 14 Nov 2025.