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All holdings

Surgery Partners

SGRY

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
1
In their latest 13F (Q3 2026)
See who
Value held
$14.5m
Combined value at quarter end
Last quarter
1 bought
0 sold or trimmed
Price at Q2 ’26 end
$16.80

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+30.5%Q2 ’23
-35.0%Q3 ’23
+9.4%Q4 ’23
-6.8%Q1 ’24
-20.2%Q2 ’24
+35.5%Q3 ’24
-34.3%Q4 ’24
Q2 ’23: +30.5%; Q3 ’23: -35.0%; Q4 ’23: +9.4%; Q1 ’24: -6.8%; Q2 ’24: -20.2%; Q3 ’24: +35.5%; Q4 ’24: -34.3%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

1Q4 ’23
1Q1 ’24
1Q2 ’24
1Q3 ’24
1Q4 ’24
0Q1 ’25
0Q2 ’25
0Q3 ’25
0Q4 ’25
0Q1 ’26
1Q2 ’26
0Q3 ’26
Q4 ’23: 1; Q1 ’24: 1; Q2 ’24: 1; Q3 ’24: 1; Q4 ’24: 1; Q1 ’25: 0; Q2 ’25: 0; Q3 ’25: 0; Q4 ’25: 0; Q1 ’26: 0; Q2 ’26: 1; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Surgery Partners.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Surgery Partners
Oaktree Capital Management0.2%$14.5m$14.5mNew1 qtr

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of Surgery Partners
Bought or soldFiling
18 Aug 2026Deluca TeresaDirector▲ Bought10,000$14.35$144kForm 4

About the company

Sector
Health care · Services-General Medical & Surgical Hospitals, Nec
Incorporated in
Delaware
Financial year ends
31 December
Shares outstanding
131m at 3 Aug 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$285m2013
$403m2014
$960m2015
$1.1bn2016
2018
2019
2020
2021
2022
2023
2024
2025
2013: $285m; 2014: $403m; 2015: $960m; 2016: $1.1bn; 2018: not held; 2019: not held; 2020: not held; 2021: not held; 2022: not held; 2023: not held; 2024: not held; 2025: not held
Surgery Partners revenue and net income by year
YearRevenueNet income
2025–−$77.9m
2024–−$168m
2023–−$11.9m
2022–−$54.6m
2021–−$70.9m
2020–−$116m
2019–−$74.8m
2018–−$206m
2016$1.1bn$9.5m
2015$960m$1.4m
2014$403m−$65.9m
2013$285m−$9.1m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.