Monitor for any future 13D amendments that signal a change in the Column Group's intentions, such as board representation demands or strategic review requests. The private placement proceeds (~$95.1M gross) provide near-term cash runway, reducing immediate financing risk.
Price Chart
Executive Summary
The Column Group entities filed Amendment No. 7 to their Schedule 13D on Surrozen, Inc., reporting a reduction in aggregate beneficial ownership from prior levels due to dilution from the company's October 20, 2026 private placement. The filing is a routine update reflecting the issuance of 6,043,321 new shares, which diluted the group's stake to 16.6% (from a higher prior percentage). No change in purpose or new activist demands were disclosed.
Key Financial Metrics
Key Facts
- The Column Group entities collectively beneficially own 3,824,612 shares (16.6% of 17,807,990 shares outstanding) as of October 20, 2026.
- On October 20, 2026, TCG III LP, TCG III-A LP, and TCG Opportunity III LP purchased units in the private placement at $11.60 per unit, totaling ~$18.0 million.
- The filing is a routine amendment to update ownership percentages due to dilution from the private placement; no new activist demands or changes in purpose.
- Tim Kutzkey, a member of Surrozen's board, is a managing partner of the reporting entities.
Financial Impact
The Column Group invested approximately $18.0 million in the private placement at $11.60 per unit, but their percentage stake dropped from a higher prior level due to the 6,043,321 new shares issued.
Risk Factors
- Further dilution from outstanding warrants (1,697,177 shares not exercisable within 60 days due to beneficial ownership limitations) could reduce the Column Group's stake further if exercised.
- No stated activist demands — the group appears passive, reducing near-term catalyst potential.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13D/A Filing (Primary) | 0001193125-26-429027 |
| Document: 0001193125-26-429027-index.html | 0001193125-26-429027 |
| Document: 0001193125-26-429027.txt | 0001193125-26-429027 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | SC 13D/A | $25.48 | awaiting T+5 | — | $27.28 (+7.06%) |
Oct 20, 2026 6d ago | 8-K | $25.32 | awaiting T+5 | — | $27.28 (+7.74%) |
Oct 20, 2026 6d ago | Press Release | $25.32 | awaiting T+5 | — | $27.28 (+7.74%) |
Oct 7, 2026 18d ago | SC 13G/A | $27.97 $25.07 | ▼ −10.37% | ▼ −10.09% | $27.28 (−2.47%) |
Oct 2, 2026 24d ago | 8-K | $29.32 $29.69 | ▲ +1.26% | ▲ +0.10% | $27.28 (−6.96%) |
Oct 2, 2026 24d ago | Press Release | $29.32 $29.69 | ▲ +1.26% | ▲ +0.10% | $27.28 (−6.96%) |
Oct 1, 2026 25d ago | SC 13G | $29.32 $29.69 | ▲ +1.26% | ▲ +0.10% | $27.28 (−6.96%) |
Aug 7, 2026 11w ago | 25-NSE | $25.09 $23.78 | ▼ −5.22% | ▼ −5.17% | $27.28 (+8.73%) |
May 4, 2026 25w ago | Insider Cluster | $32.07 $29.28 | ▼ −8.70% | ▼ −11.64% | $27.28 (−14.94%) |
Mar 23, 2026 30w ago | S-3 | $25.00 $29.13 | ▼ −16.52% | ▼ −16.94% | $27.28 (−9.12%) |
US Market Status
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