STAAR Surgical Company
US ˙ NasdaqGM ˙ US8523123052

SecuritySTAA / STAAR Surgical Company
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership820,782 shares
Latest Disclosed Value $ 15,347,685
Dimensional Fund Advisors Lp reports 39.07% increase in ownership of STAA / STAAR Surgical Company

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 820,782 shares of STAAR Surgical Company (US:STAA) valued at $15,348,623 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 590,200 shares of STAAR Surgical Company. This represents a change in shares of 39.07% during the quarter. The current value of the position is $24,615,252 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F STAAR SURGICAL COM PAR $0.01 852312305 820,782 230,582 39.07 15,348 12.62 0.0032
2026-02-12 2025-12-31 13F STAAR SURGICAL COM PAR $0.01 852312305 590,200 -972 -0.16 13,628 -14.21 0.0029
2025-11-12 2025-09-30 13F STAAR SURGICAL COM PAR $0.01 852312305 591,172 -194,414 -24.75 15,885 20.50 0.0034
2025-08-12 2025-06-30 13F STAAR SURGICAL COM PAR $0.01 852312305 785,586 -94,100 -10.70 13,183 -15.00 0.0031
2025-05-13 2025-03-31 13F STAAR SURGICAL COM PAR $0.01 852312305 879,686 26,316 3.08 15,509 -25.18 0.0039
2025-02-13 2024-12-31 13F STAAR SURGICAL COM PAR $0.01 852312305 853,370 171,046 25.07 20,728 -18.23 0.0050
2024-11-07 2024-09-30 13F STAAR SURGICAL COM PAR $0.01 852312305 682,324 222,669 48.44 25,348 15.83 0.0061
2024-08-09 2024-06-30 13F STAAR SURGICAL COM PAR $0.01 852312305 459,655 94,422 25.85 21,884 56.52 0.0057
2024-05-10 2024-03-31 13F STAAR SURGICAL COM PAR $0.01 852312305 365,233 -3,468 -0.94 13,981 21.50 0.0038
2024-02-07 2023-12-31 13F STAAR SURGICAL COM PAR $0.01 852312305 368,701 -28,152 -7.09 11,508 -27.83 0.0034
2023-11-09 2023-09-30 13F STAAR SURGICAL COM PAR $0.01 852312305 396,853 -79,849 -16.75 15,946 -36.37 0.0052
2023-08-09 2023-06-30 13F STAAR SURGICAL COM PAR $0.01 852312305 476,702 105,245 28.33 25,060 5.50 0.0080
2023-05-12 2023-03-31 13F STAAR SURGICAL COM PAR $0.01 852312305 371,457 44,454 13.59 23,754 158,253.33 0.0080
2023-02-09 2022-12-31 13F STAAR SURGICAL COM PAR $0.01 852312305 327,003 -32,215 -8.97 16 -99.94 0.0047
2022-11-10 2022-09-30 13F STAAR SURGICAL COM PAR $0.01 852312305 359,218 -58,271 -13.96 25,343 -14.42 0.0097
2022-08-12 2022-06-30 13F STAAR SURGICAL COM PAR $0.01 852312305 417,489 13,079 3.23 29,613 -8.37 0.0106
2022-05-13 2022-03-31 13F STAAR SURGICAL COM 852312305 404,410 -4,345 -1.06 32,318 -13.41 0.0100
2022-02-09 2021-12-31 13F STAAR SURGICAL COM 852312305 408,755 932 0.23 37,321 -28.80 0.0113
2021-11-12 2021-09-30 13F STAAR SURGICAL COM 852312305 407,823 97,397 31.38 52,416 10.72 0.0169
2021-08-12 2021-06-30 13F STAAR SURGICAL COM 852312305 310,426 56,774 22.38 47,340 77.08 0.0150
2021-05-14 2021-03-31 13F STAAR SURGICAL COM 852312305 253,652 2,899 1.16 26,733 34.57 0.0088
2021-03-08 2020-12-31 13F/A-2 STAAR SURGICAL COM 852312305 250,753 -41,473 -14.19 19,865 20.19 0.0072
2021-02-11 2020-12-31 13F STAAR SURGICAL COM 852312305 250,753 -41,473 19,865 7,174.1821
2020-11-12 2020-09-30 13F STAAR SURGICAL COM 852312305 292,226 -6,612 -2.21 16,528 -10.13 0.0070
2020-08-13 2020-06-30 13F STAAR SURGICAL COM 852312305 298,838 47,261 18.79 18,390 126.56 0.0081
2020-05-14 2020-03-31 13F STAAR SURGICAL COM 852312305 251,577 92,593 58.24 8,117 45.15 0.0042
2020-02-14 2019-12-31 13F STAAR SURGICAL COM 852312305 158,984 -22,769 -12.53 5,592 19.33 0.0020
2019-11-12 2019-09-30 13F STAAR SURGICAL COM 852312305 181,753 -708 -0.39 4,686 -12.59 0.0018
2019-08-13 2019-06-30 13F STAAR SURGICAL COM 852312305 182,461 33,689 22.64 5,361 5.37 0.0021
2019-08-12 2019-03-31 13F/A-2 STAAR SURGICAL COM 852312305 148,772 -3,008 -1.98 5,088 5.06 0.0020
2019-05-10 2019-03-31 13F STAAR SURGICAL COM 852312305 148,772 -3,008 5,088
2019-02-26 2018-12-31 13F/A-1 STAAR SURGICAL COM 852312305 151,780 93,940 162.41 4,843 74.46 0.0022
2019-02-13 2018-12-31 13F STAAR SURGICAL COM 852312305 151,780 93,940 4,843
2018-11-13 2018-09-30 13F STAAR SURGICAL COM 852312305 57,840 57,840 2,776 0.0011
2015-05-14 2015-03-31 13F STAAR SURGICAL COM 852312305 0 -99,330 -100.00 0 -100.00
2015-02-06 2014-12-31 13F STAAR SURGICAL COM 852312305 99,330 -123,380 -55.40 905 -61.77 0.0006
2014-11-13 2014-09-30 13F STAAR SURGICAL COM 852312305 222,710 -108,727 -32.80 2,367 -57.49 0.0017
2014-08-08 2014-06-30 13F STAAR SURGICAL COM 852312305 331,437 -26,533 -7.41 5,568 -17.27 0.0039
2014-05-14 2014-03-31 13F STAAR SURGICAL COM 852312305 357,970 -8,546 -2.33 6,730 13.41 0.0050
2014-02-12 2013-12-31 13F STAAR SURGICAL COM 852312305 366,516 0 0.00 5,934 19.56 0.0046
2013-11-13 2013-09-30 13F STAAR SURGICAL COM 852312305 366,516 -6,893 -1.85 4,963 30.95 0.0043
2013-08-15 2013-06-30 13F STAAR SURGICAL COM 852312305 373,409 373,409 3,790 0.0036
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.