Boxer Capital's 11.6% passive stake signals institutional interest in Surrozen, but as a 13G filer, they are not seeking control. Monitor for any future conversion to 13D (activist intent) or additional accumulation.
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Executive Summary
Boxer Capital Management, LLC filed an amended Schedule 13G disclosing a 11.6% passive stake in Surrozen, Inc. as of September 30, 2026, representing 1,360,683 shares. This is a new filing from Boxer Capital (not previously disclosed in the cross-filing context), indicating a significant new institutional position in the micro-cap biotech.
Key Financial Metrics
Key Facts
- Boxer Capital Management, LLC and related entities beneficially own 1,360,683 shares of Surrozen common stock as of September 30, 2026.
- The stake represents 11.6% of shares outstanding based on 11,753,558 shares outstanding as of August 4, 2026.
- Boxer Capital certifies the shares were acquired and held in the ordinary course of business, not for control purposes (passive investor).
- This is a new filing by Boxer Capital — no prior Boxer Capital 13G appears in the cross-filing context.
Financial Impact
11.6% stake valued at approximately $1.36 million based on share count; no transaction price disclosed.
Risk Factors
- Boxer Capital could sell shares without notice, reducing the overhang.
- Surrozen is a micro-cap biotech with limited liquidity — large positions may be difficult to exit.
- The 11.6% stake is based on an August 2026 share count; actual dilution or buybacks may have changed the percentage.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0001213900-26-107661 |
| Document: 0001213900-26-107661-index.html | 0001213900-26-107661 |
| Document: 0001213900-26-107661.txt | 0001213900-26-107661 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | SC 13D/A | $25.48 | awaiting T+5 | — | $25.48 (−0.00%) |
Oct 20, 2026 6d ago | 8-K | $25.32 | awaiting T+5 | — | $25.48 (+0.63%) |
Oct 20, 2026 6d ago | Press Release | $25.32 | awaiting T+5 | — | $25.48 (+0.63%) |
Oct 7, 2026 19d ago | SC 13G/A | $27.97 $25.07 | ▼ −10.37% | ▼ −10.09% | $25.48 (−8.90%) |
Oct 2, 2026 24d ago | 8-K | $29.32 $29.69 | ▲ +1.26% | ▲ +0.10% | $25.48 (−13.10%) |
Oct 2, 2026 24d ago | Press Release | $29.32 $29.69 | ▲ +1.26% | ▲ +0.10% | $25.48 (−13.10%) |
Oct 1, 2026 25d ago | SC 13G | $29.32 $29.69 | ▲ +1.26% | ▲ +0.10% | $25.48 (−13.10%) |
Aug 7, 2026 11w ago | 25-NSE | $25.09 $23.78 | ▼ −5.22% | ▼ −5.17% | $25.48 (+1.55%) |
May 4, 2026 25w ago | Insider Cluster | $32.07 $29.28 | ▼ −8.70% | ▼ −11.64% | $25.48 (−20.55%) |
Mar 23, 2026 31w ago | S-3 | $25.00 $29.13 | ▼ −16.52% | ▼ −16.94% | $25.48 (−1.92%) |
US Market Status
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