SURF — SURFACE ONCOLOGY INC
SURF (SURFACE ONCOLOGY INC) is tracked on HoldingsHub across five years of quarterly 13F filings. 30 funds have reported positions historically, with the sum of their latest reported stakes valued at $7.98M. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2023 — 16 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 2.31M | $2.01M | 0.00% | Hold |
| ARK Invest history | 1.41M | $1.23M | 0.01% | Reduce |
| Geode Capital Management history | 667.42K | $580.39K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 232.81K | $202.46K | 0.00% | Reduce |
| BNY Mellon history | 132.39K | $115.13K | 0.00% | Hold |
| Northern Trust Corp history | 86.82K | $75.50K | 0.00% | Hold |
| Franklin Resources history | 57.36K | $49.88K | 0.00% | Hold |
| Charles Schwab Investment Management history | 44.72K | $38.89K | 0.00% | New |
| Two Sigma Investments history | 38.32K | $33.32K | 0.00% | Reduce |
| Bank of America Corp history | 38.32K | $33.30K | 0.00% | Reduce |
| Citigroup Inc history | 37.66K | $32.75K | 0.00% | Reduce |
| Morgan Stanley history | 35.37K | $30.75K | 0.00% | Reduce |
| UBS Group AG history | 6.88K | $5.98K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 1.41K | $1.22K | 0.00% | Hold |
| Wells Fargo & Co history | 880 | $765 | 0.00% | Add |
| Renaissance Technologies history | 567.40K | $493 | 0.00% | Reduce |
Q1 2023 — 19 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| ARK Invest history | 5.50M | $3.84M | 0.03% | Reduce |
| Vanguard Group history | 2.31M | $1.61M | 0.00% | Hold |
| Citigroup Inc history | 1.05M | $731.05K | 0.00% | Hold |
| Goldman Sachs Group history | 633.57K | $442.74K | 0.00% | Reduce |
| Geode Capital Management history | 394.31K | $275.55K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 243.13K | $169.90K | 0.00% | Add |
| BNY Mellon history | 132.39K | $92.52K | 0.00% | Hold |
| Citadel Advisors history | 122.45K | $85.57K | 0.00% | Reduce |
| Northern Trust Corp history | 86.82K | $60.67K | 0.00% | Add |
| Franklin Resources history | 57.36K | $40.08K | 0.00% | Hold |
| Two Sigma Investments history | 47.41K | $33.13K | 0.00% | Add |
| Morgan Stanley history | 44.59K | $31.16K | 0.00% | Reduce |
| Bank of America Corp history | 39.42K | $27.51K | 0.00% | Add |
| Prudential Financial history | 39.00K | $27.25K | 0.00% | Add |
| UBS Group AG history | 15.80K | $11.05K | 0.00% | Add |
| JPMorgan Chase & Co history | 1.41K | $1.00K | 0.00% | Hold |
| Wells Fargo & Co history | 864 | $603 | 0.00% | Add |
| Renaissance Technologies history | 635.00K | $444 | 0.00% | Reduce |
| Millennium Management history | 419.50K | $293 | 0.00% | Add |
Q4 2022 — 20 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| ARK Invest history | 5.57M | $4.57M | 0.04% | Reduce |
| Vanguard Group history | 2.31M | $1.89M | 0.00% | Hold |
| Goldman Sachs Group history | 1.08M | $889.26K | 0.00% | Reduce |
| Citigroup Inc history | 1.05M | $857.85K | 0.00% | Hold |
| Citadel Advisors history | 672.61K | $551.54K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 233.19K | $191.22K | 0.00% | Reduce |
| BNY Mellon history | 132.39K | $108.56K | 0.00% | Reduce |
| Marshall Wace history | 110.93K | $90.96K | 0.00% | Reduce |
| Northern Trust Corp history | 59.91K | $49.12K | 0.00% | Hold |
| Franklin Resources history | 57.36K | $47.03K | 0.00% | Hold |
| Morgan Stanley history | 47.78K | $39.18K | 0.00% | Reduce |
| Two Sigma Investments history | 26.16K | $21.45K | 0.00% | Reduce |
| Bank of America Corp history | 24.45K | $20.05K | 0.00% | Reduce |
| Prudential Financial history | 11.20K | $9.18K | 0.00% | New |
| UBS Group AG history | 8.31K | $6.82K | 0.00% | Reduce |
| Wells Fargo & Co history | 759 | $622 | 0.00% | Add |
| Renaissance Technologies history | 714.15K | $586 | 0.00% | Reduce |
| Millennium Management history | 415.27K | $341 | 0.00% | Add |
| Geode Capital Management history | 386.31K | $316 | 0.00% | Add |
| JPMorgan Chase & Co history | 1.41K | $1 | 0.00% | Reduce |
Q3 2022 — 21 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| ARK Invest history | 6.04M | $6.28M | 0.04% | Add |
| Vanguard Group history | 2.31M | $2.40M | 0.00% | Add |
| Citadel Advisors history | 1.44M | $1.50M | 0.00% | Reduce |
| Goldman Sachs Group history | 1.27M | $1.32M | 0.00% | Add |
| Citigroup Inc history | 1.05M | $1.09M | 0.00% | Hold |
| Renaissance Technologies history | 985.34K | $1.02M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 373.65K | $388.00K | 0.00% | Hold |
| Millennium Management history | 373.51K | $388.00K | 0.00% | Reduce |
| Geode Capital Management history | 372.61K | $387.00K | 0.00% | Add |
| Marshall Wace history | 206.95K | $216.00K | 0.00% | Add |
| BNY Mellon history | 180.75K | $187.00K | 0.00% | Reduce |
| Two Sigma Investments history | 154.79K | $161.00K | 0.00% | Reduce |
| Morgan Stanley history | 77.88K | $81.00K | 0.00% | Reduce |
| Bank of America Corp history | 63.83K | $66.00K | 0.00% | Add |
| UBS Group AG history | 62.13K | $65.00K | 0.00% | Reduce |
| Northern Trust Corp history | 59.91K | $62.00K | 0.00% | Add |
| Franklin Resources history | 57.36K | $60.00K | 0.00% | Add |
| Charles Schwab Investment Management history | 12.17K | $13.00K | 0.00% | Hold |
| Balyasny Asset Management history | 10.63K | $11.00K | 0.00% | New |
| JPMorgan Chase & Co history | 3.76K | $4.00K | 0.00% | Add |
| Wells Fargo & Co history | 735 | $0 | — | Add |
Q2 2022 — 21 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| ARK Invest history | 5.56M | $10.28M | 0.06% | Add |
| Vanguard Group history | 1.80M | $2.95M | 0.00% | Add |
| Citadel Advisors history | 1.47M | $2.41M | 0.00% | Reduce |
| Goldman Sachs Group history | 1.07M | $1.75M | 0.00% | Add |
| Citigroup Inc history | 1.05M | $1.72M | 0.00% | Add |
| Renaissance Technologies history | 823.69K | $1.35M | 0.00% | Add |
| Millennium Management history | 700.79K | $1.15M | 0.00% | New |
| Fidelity Management & Research (FMR) history | 375.23K | $616.00K | 0.00% | Reduce |
| Geode Capital Management history | 350.41K | $574.00K | 0.00% | Reduce |
| BNY Mellon history | 183.08K | $301.00K | 0.00% | Reduce |
| UBS Group AG history | 180.68K | $297.00K | 0.00% | Add |
| Two Sigma Investments history | 179.22K | $294.00K | 0.00% | New |
| Marshall Wace history | 114.18K | $188.00K | 0.00% | New |
| Morgan Stanley history | 93.92K | $153.00K | 0.00% | Reduce |
| Franklin Resources history | 56.65K | $93.00K | 0.00% | New |
| Northern Trust Corp history | 55.16K | $90.00K | 0.00% | Reduce |
| AQR Capital Management history | 49.61K | $81.00K | 0.00% | Reduce |
| Bank of America Corp history | 40.02K | $65.00K | 0.00% | Add |
| Charles Schwab Investment Management history | 12.17K | $20.00K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 1.33K | $2.00K | 0.00% | Reduce |
| Wells Fargo & Co history | 674 | $1.00K | 0.00% | Reduce |
Q1 2022 — 23 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| ARK Invest history | 5.34M | $15.71M | 0.07% | Hold |
| Vanguard Group history | 1.52M | $4.47M | 0.00% | Add |
| Citadel Advisors history | 1.50M | $4.41M | 0.00% | Reduce |
| Goldman Sachs Group history | 854.60K | $2.51M | 0.00% | Add |
| Morgan Stanley history | 798.15K | $2.35M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 797.42K | $2.34M | 0.00% | Add |
| Geode Capital Management history | 601.78K | $1.77M | 0.00% | Reduce |
| Renaissance Technologies history | 598.63K | $1.76M | 0.00% | New |
| Prudential Financial history | 490.13K | $1.44M | 0.00% | Add |
| AQR Capital Management history | 449.91K | $1.32M | 0.00% | Add |
| Northern Trust Corp history | 297.10K | $873.00K | 0.00% | Reduce |
| BNY Mellon history | 280.21K | $824.00K | 0.00% | Add |
| Wells Fargo & Co history | 130.72K | $384.00K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 94.40K | $278.00K | 0.00% | Add |
| UBS Group AG history | 80.44K | $236.00K | 0.00% | Reduce |
| Principal Global Investors history | 44.10K | $130.00K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 22.08K | $65.00K | 0.00% | Add |
| Deutsche Bank AG history | 18.85K | $55.00K | 0.00% | Reduce |
| Bank of America Corp history | 17.36K | $51.00K | 0.00% | Reduce |
| Invesco Ltd history | 10.74K | $31.00K | 0.00% | Add |
| Manulife Financial history | 10.42K | $31.00K | 0.00% | Reduce |
| Legal & General Investment Management America history | 5.41K | $16.00K | 0.00% | Hold |
| Citigroup Inc history | 2.52K | $7.00K | 0.00% | Reduce |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 | Q2 2021 | Q1 2021 |
|---|---|---|---|---|---|---|---|---|---|---|
| Vanguard Group | 2.31M | 2.31M | 2.31M | 2.31M | 1.80M | 1.52M | 1.46M | 1.21M | 1.20M | 1.08M |
| ARK Invest | 1.41M | 5.50M | 5.57M | 6.04M | 5.56M | 5.34M | 5.33M | 4.62M | — | — |
| Geode Capital Management | 667.42K | 394.31K | 386.31K | 372.61K | 350.41K | 601.78K | 682.85K | 609.26K | — | — |
| Fidelity Management & Research (FMR) | 232.81K | 243.13K | 233.19K | 373.65K | 375.23K | 797.42K | 704.16K | 1.02M | — | — |
| BNY Mellon | 132.39K | 132.39K | 132.39K | 180.75K | 183.08K | 280.21K | 277.84K | 226.54K | — | — |
| Northern Trust Corp | 86.82K | 86.82K | 59.91K | 59.91K | 55.16K | 297.10K | 311.14K | 292.77K | — | — |
| Franklin Resources | 57.36K | 57.36K | 57.36K | 57.36K | 56.65K | — | — | — | — | — |
| Charles Schwab Investment Management | 44.72K | — | — | 12.17K | 12.17K | 94.40K | 87.95K | 87.95K | — | — |
| Two Sigma Investments | 38.32K | 47.41K | 26.16K | 154.79K | 179.22K | — | — | — | — | — |
| Bank of America Corp | 38.32K | 39.42K | 24.45K | 63.83K | 40.02K | 17.36K | 99.00K | 27.70K | — | — |
| Citigroup Inc | 37.66K | 1.05M | 1.05M | 1.05M | 1.05M | 2.52K | 10.55K | 6.48K | — | — |
| Morgan Stanley | 35.37K | 44.59K | 47.78K | 77.88K | 93.92K | 798.15K | 817.99K | 696.84K | — | — |
| UBS Group AG | 6.88K | 15.80K | 8.31K | 62.13K | 180.68K | 80.44K | 83.79K | 17.61K | — | — |
| JPMorgan Chase & Co | 1.41K | 1.41K | 1.41K | 3.76K | 1.33K | 22.08K | 17.47K | 16.87K | — | — |
| Wells Fargo & Co | 880 | 864 | 759 | 735 | 674 | 130.72K | 137.37K | 353.06K | — | — |
| Renaissance Technologies | 567.40K | 635.00K | 714.15K | 985.34K | 823.69K | 598.63K | — | — | — | — |
| Citadel Advisors | — | 122.45K | 672.61K | 1.44M | 1.47M | 1.50M | 1.57M | 1.60M | — | — |
| Goldman Sachs Group | — | 633.57K | 1.08M | 1.27M | 1.07M | 854.60K | 713.62K | 1.20M | — | — |
| Deutsche Bank AG | — | — | — | — | — | 18.85K | 21.13K | 234.64K | — | — |
| AQR Capital Management | — | — | — | — | 49.61K | 449.91K | 310.81K | 140.21K | — | — |