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5%+ stakes · Schedule 13D and 13G

Shoulder Innovations, Inc.: 5%+ holders

Who has reported owning 5% or more of Shoulder Innovations, Inc., from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

At 5% or more5
Filings9
Latest filing2026-08-07

Shoulder Innovations, Inc. has 9 Schedule 13D or 13G filings on record since 2025-08-05. 5 holders' latest filing reports 5% or more of common stock, $0.001 par value per share. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Fmr LLC17.7%3,673,960SCHEDULE 13G/A, 2026-08-062026-06-30
Casey M. Tansey13.3%2,740,787SCHEDULE 13G, 2025-11-142025-09-30
Gilde Healthcare Holding B.V.10.7%2,212,207SCHEDULE 13D/A, 2026-08-072026-08-05
LSV Associates II, LLC9.3%1,885,136SCHEDULE 13G, 2025-11-142025-09-30
Arboretum Ventures VI, L.P.5.8%1,163,891SCHEDULE 13G, 2025-08-082025-08-01
Ball Robert Joseph3.6%767,809SCHEDULE 13G/A, 2026-05-072026-03-31

Timeline

FiledHolderPercentFiling
2025-08-05Gilde Healthcare Holding B.V.11.8%SCHEDULE 13D
2025-08-08Arboretum Ventures VI, L.P.5.8%SCHEDULE 13G
2025-09-08Fmr LLC19%SCHEDULE 13G
2025-11-12cultivate(MD) Holdings, LLC6.7%SCHEDULE 13G
2025-11-14Casey M. Tansey13.3%SCHEDULE 13G
2025-11-14LSV Associates II, LLC9.3%SCHEDULE 13G
2026-05-07Ball Robert Joseph3.6%SCHEDULE 13G/A
2026-08-06Fmr LLC17.7%SCHEDULE 13G/A
2026-08-07Gilde Healthcare Holding B.V.10.7%SCHEDULE 13D/A

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/shoulder-innovations
Last updated 2026-09-27
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Shoulder Innovations, Inc. 5%+ holders: 5 at 5% or more, largest Fmr LLC 17.7%. MentionFox, 2026-09-27. https://mentionfox.com/stakes/shoulder-innovations