Renaissance Technologies’s Surgery Partners SGRY Stock Holding History

Renaissance 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
2025 Q4	–	Sell	-262,000	Closed	-$5.67M	–	3703
2025 Q3	$5.67M	Buy	+262,000	New	+$5.84M	0.01%	1414
2021 Q2	–	Sell	-91,242	Closed	-$4.04M	–	3741
2021 Q1	$4.04M	Sell	91,242 -101,300	-53%	-$3.76M	0.01%	1790
2020 Q4	$5.59M	Buy	192,542 +80,900	+72%	+$2.01M	0.01%	1512
2020 Q3	$2.44M	Buy	+111,642	New	+$1.98M	﹤0.01%	2012
2020 Q2	–	Sell	-192,068	Closed	-$1.25M	–	3732
2020 Q1	$1.25M	Buy	+192,068	New	+$2.74M	﹤0.01%	2317
2019 Q3	–	Sell	-36,600	Closed	-$298K	–	3669
2019 Q2	$298K	Buy	+36,600	New	+$365K	﹤0.01%	3177
2019 Q1	–	Sell	-30,600	Closed	-$300K	–	3674
2018 Q4	$300K	Sell	30,600 -201,800	-87%	-$2.71M	﹤0.01%	3025
2018 Q3	$3.83M	Buy	+232,400	New	+$3.71M	﹤0.01%	1960

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

KSCM

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

PCM

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Renaissance Technologies's SGRY Position: Q4 2025 in Review

Renaissance Technologies sold out of Surgery Partners (SGRY) in Q4 2025, closing a stake of 262,000 shares — an estimated $5.67M sold.

Renaissance Technologies first reported a position in SGRY in Q3 2018 and held it in 8 quarters. The position peaked at $5.67M in Q3 2025. 180 funds tracked by Wall St. Rank hold SGRY as of Q4 2025.

Renaissance Technologies reported no remaining Surgery Partners position as of Q4 2025 after selling out during the quarter.
Renaissance Technologies sold 262,000 Surgery Partners shares in Q4 2025, an estimated $5.67M.
Renaissance Technologies first reported a position in Surgery Partners in Q3 2018 and held it in 8 quarters.
Renaissance Technologies's Surgery Partners position peaked at $5.67M in Q3 2025.
180 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.