Stocks › SGRY
Surgery Partners, Inc.
SGRY·Nasdaq·
United States·USD
United States·USD$15.75
-0.15 (-0.94%)
Close · Oct 23, 2026 · Close Prices from Tiingo.com
SGRY
Surgery Partners, Inc. · Nasdaq
Nasdaq 100S&P 500
Filings
Default90D1Y5YALL
SGRYS&P 500 (rebased)
Congress BuyCongress SellInsider BuyInsider SellForm 1448-K ResultsLobbying
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Daily closes, adjusted for splits and dividends · Close Prices from Tiingo.comHover a marker, every one is a filing · move across the line for the crosshair
Congressional Trades
Recent trades of SGRY by members of U.S. Congress · 0 on record
No congressional trades in SGRY on record.
Whale Activity
Position changes in SGRY reported for 2026-06-30 by 8 tracked institutional filers
- Increased3
- New1
- Held0
- Decreased1
- Closed1
- No prior filing2
| Filer | Shares | Value | Change |
|---|---|---|---|
| BlackRock, Inc. | 6.2M | $104.9M | increased |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.7M | $62.8M | increased |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.5M | $59.0M | increased |
| Hein Park Capital Management LP | 1.1M | $18.0M | — |
| CITADEL ADVISORS LLC | 291.3K | $4.9M | decreased |
| RENAISSANCE TECHNOLOGIES LLC | 130.1K | $2.2M | new |
| One68 Global Capital, LLC | 27.0K | $454K | — |
| Millennium Management LLC | 0 | $0 | closed |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
Net shares bought (+) or sold (−) on the open market by SGRY insiders, by quarter · Form 4
Recent Insider Transactions
500 transactions on record · newest first
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| DeLuca TeresaDirector | Purchase Amended | +11.3K | $14.33 | $161K | Aug 18, 2026 | Form 4 ↗ |
| DeLuca TeresaDirector | Purchase | +10.0K | $14.35 | $144K | Aug 18, 2026 | Form 4 ↗ |
| HENDRIX BLAIR EDirector | Grant / award | +34.4K | $14.55 | $500K | Jun 18, 2026 | Form 4 ↗ |
| HENDRIX BLAIR EDirector · 10% owner | Grant / award | +11.7K | $13.71 | $160K | Jun 5, 2026 | Form 4 ↗ |
| Deane John ADirector | Grant / award | +11.7K | $13.71 | $160K | Jun 5, 2026 | Form 4 ↗ |
| Forese Laura LDirector | Grant / award | +11.7K | $13.71 | $160K | Jun 5, 2026 | Form 4 ↗ |
| ADLERZ CLIFFORD GDirector | Grant / award | +11.7K | $13.71 | $160K | Jun 5, 2026 | Form 4 ↗ |
| Dean Lloyd HDirector | Grant / award | +11.7K | $13.71 | $160K | Jun 5, 2026 | Form 4 ↗ |
| DeLuca TeresaDirector | Grant / award | +11.7K | $13.71 | $160K | Jun 5, 2026 | Form 4 ↗ |
| TURNER BRENTDirector | Grant / award | +11.7K | $13.71 | $160K | Jun 5, 2026 | Form 4 ↗ |
| Doherty David TChief Financial Officer | Sale | −8,867 | $12.50 | $111K | Mar 16, 2026 | Form 4 ↗ |
| Evans Jason EricChief Executive Officer | Sale | −20.4K | $12.47 | $254K | Mar 16, 2026 | Form 4 ↗ |
| Burkhalter DanielleChief Human Resources Officer | Sale | −3,469 | $12.83 | $45K | Mar 13, 2026 | Form 4 ↗ |
| Brittenham MarissaChief Strategy Officer | Sale | −3,657 | $12.54 | $46K | Mar 13, 2026 | Form 4 ↗ |
| Baldock JenniferChief Admin & Dev Officer | Sale | −5,798 | $13.17 | $76K | Mar 12, 2026 | Form 4 ↗ |
| Evans Jason EricChief Executive Officer | Sale | −11.5K | $13.79 | $158K | Mar 6, 2026 | Form 4 ↗ |
| Doherty David TChief Financial Officer | Sale | −14.6K | $13.84 | $202K | Mar 6, 2026 | Form 4 ↗ |
| Baldock JenniferChief Admin & Dev Officer | Sale | −10.1K | $13.70 | $138K | Mar 6, 2026 | Form 4 ↗ |
| Burkhalter DanielleChief Human Resources Officer | Sale | −7,736 | $13.60 | $105K | Mar 6, 2026 | Form 4 ↗ |
| Webb William TrentonAmerican Group President | Sale | −272 | $13.93 | $4K | Mar 6, 2026 | Form 4 ↗ |
Fund Holders
Mutual funds and ETFs holding SGRY · SEC Form N-PORT
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| Janus Henderson Contrarian Fund Janus Investment Fund | 13.3M | $222.7M | 4.06% | Jun 30, 2026 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2.5M | $41.7M | 0.00% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 2.1M | $35.2M | 0.38% | Jun 30, 2026 |
| iShares Russell 2000 ETF iShares Trust | 2.1M | $35.0M | 0.04% | Jun 30, 2026 |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1.8M | $30.2M | 0.02% | Jun 30, 2026 |
| ClearBridge Select Fund Legg Mason Partners Investment Trust | 1.6M | $24.6M | 0.77% | Jul 31, 2026 |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1.4M | $21.5M | 0.11% | Jul 31, 2026 |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1.1M | $19.2M | 0.03% | Jun 30, 2026 |
| ClearBridge Small Cap Growth Fund Legg Mason Partners Investment Trust | 1.2M | $19.0M | 1.00% | Jul 31, 2026 |
| T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. | 1.1M | $19.0M | 0.38% | Jun 30, 2026 |
Mutual funds and ETFs whose N-PORT filings list SGRY's shares (CUSIP 86881A100), each fund at its latest report since Mar 26, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
Schedule 13D / 13G beneficial-ownership filings
- BCPE Seminole Holdings IV, L.P.SCHEDULE 13D/A · activist (13D) · 1.4M shares1.0%
Oct 26, 2026 · ↗ - BCPE Seminole Holdings III, L.P.SCHEDULE 13D/A · activist (13D) · 7.8M shares6.0%
Oct 26, 2026 · ↗ - BCPE Seminole Holdings II Intermediate, LPSCHEDULE 13D/A · activist (13D) · 30.1M shares23.0%
Oct 26, 2026 · ↗ - BCPE Seminole Holdings LPSCHEDULE 13D/A · activist (13D) · 10.7M shares8.2%
Oct 26, 2026 · ↗ - ROBBINS LARRYSCHEDULE 13G · passive (13G) · 7.0M shares5.4%
Oct 13, 2026 · ↗ - GLENVIEW CAPITAL MANAGEMENT, LLCSCHEDULE 13G · passive (13G) · 7.0M shares5.4%
Oct 13, 2026 · ↗ - Brian J. HigginsSCHEDULE 13G · passive (13G) · 6.1M shares4.6%
Aug 14, 2026 · ↗ - King Street Capital Management GP, L.L.C.SCHEDULE 13G · passive (13G) · 6.1M shares4.6%
Aug 14, 2026 · ↗ - King Street Capital Management, L.P.SCHEDULE 13G · passive (13G) · 6.1M shares4.6%
Aug 14, 2026 · ↗ - Matthew HalbowerSCHEDULE 13G/A · passive (13G) · 12.7M shares9.7%
May 15, 2026 · ↗
Corporate Lobbying
Estimated quarterly lobbying spending reported under the LDA, filings naming surgery partners as client
- ARMORY HILL ADVOCATES (FORMERLY KNOWN AS RAWLSON POLICY GROUP)SURGERY PARTNERS · 2026 Q3—
Filing ↗ - ARMORY HILL ADVOCATES (FORMERLY KNOWN AS RAWLSON POLICY GROUP)SURGERY PARTNERS · 2026 Q2—
Filing ↗ - ARMORY HILL ADVOCATES (FORMERLY KNOWN AS RAWLSON POLICY GROUP)SURGERY PARTNERS · 2026 Q1—
Filing ↗ - ARMORY HILL ADVOCATES (FORMERLY KNOWN AS RAWLSON POLICY GROUP)SURGERY PARTNERS · 2025 Q4—
Filing ↗ - ARMORY HILL ADVOCATES (FORMERLY KNOWN AS RAWLSON POLICY GROUP)SURGERY PARTNERS · 2025 Q3—
Filing ↗
Government Contracts
Federal awards to Surgery Partners, Inc. · USAspending
No federal contract awards found for Surgery Partners, Inc..
U.S. Patents
Recent USPTO applications naming Surgery Partners, Inc.
No USPTO patent applications found for Surgery Partners, Inc..
Annual Financials
From SGRY's 10-K filings · XBRL
No annual XBRL figures on record for SGRY. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
Every split and reverse split in the price history
No stock splits in SGRY's price history.
Material Events (8-K)
Corporate events filed with the SEC
- 8-K · Items 2.01, 9.01Acquisition or dispositionSep 17, 2026
EDGAR ↗ - 8-K · Items 2.02, 9.01Results of operationsAug 10, 2026
EDGAR ↗ - 8-K · Items 1.01, 7.01, 9.01Material agreement · Reg FD disclosureJul 24, 2026
EDGAR ↗ - 8-K · Items 5.07Shareholder voteJun 5, 2026
EDGAR ↗ - 8-K · Items 2.02, 9.01Results of operationsMay 5, 2026
EDGAR ↗
About Surgery Partners, Inc.
From SEC EDGAR company records
Industry (SIC 8062)Services-General Medical & Surgical Hospitals, NEC
SectorHealthcare
HeadquartersBRENTWOOD, TN
IncorporatedDE
SEC CIK0001638833 ↗