Monitor for any future conversion to Schedule 13D or additional stake increases, which would signal a shift from passive to activist intent. For now, the filing is a routine passive disclosure with no immediate catalyst.
Price Chart
Executive Summary
Commodore Capital LP disclosed a new 7.5% passive stake in Surrozen, Inc. via Schedule 13G, holding 885,000 shares as of September 24, 2026. This is a new filer for Surrozen, joining other passive holders (Braidwell LP, TCG Crossover GP II, LLC) that have previously filed 13G amendments. The filing signals institutional interest but no activist intent, consistent with a routine passive position.
Key Financial Metrics
Key Facts
- Commodore Capital LP disclosed beneficial ownership of 885,000 shares of Surrozen common stock.
- The stake represents 7.5% of shares outstanding, based on 11,753,558 shares outstanding as of August 4, 2026.
- The filing is a new Schedule 13G (not an amendment), indicating a new 5%+ position.
- The filer certifies the securities were not acquired with the purpose of changing or influencing control of the issuer.
- Other recent 13G filers include Braidwell LP and TCG Crossover GP II, LLC, suggesting multiple passive institutional holders.
Financial Impact
7.5% stake valued at approximately $885,000 based on share count; no transaction price disclosed.
Risk Factors
- No material risk identified from this passive filing; the 13G certification precludes activist intent.
- Concentration of ownership among several passive funds could lead to coordinated selling if sentiment turns negative.
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0001831942-26-000044 |
| Document: 0001831942-26-000044-index-headers.html | 0001831942-26-000044 |
| Document: 0001831942-26-000044-index.html | 0001831942-26-000044 |
| Document: 0001831942-26-000044.txt | 0001831942-26-000044 |
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 19d ago | SC 13G/A | $27.97 $25.07 | ▼ −10.37% | ▼ −10.09% | $27.28 (−2.47%) |
Oct 2, 2026 25d ago | 8-K | $29.32 $29.69 | ▲ +1.26% | ▲ +0.10% | $27.28 (−6.96%) |
Oct 2, 2026 25d 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 31w ago | S-3 | $25.00 $29.13 | ▼ −16.52% | ▼ −16.94% | $27.28 (−9.12%) |
US Market Status
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