Soleus Capital Amends Organogenesis Holdings Stake

TL;DR

**Soleus Capital updated its Organogenesis stake, watch for market reaction.**

AI Summary

Soleus Capital Master Fund, L.P. filed an amended Schedule 13G/A on February 2, 2024, indicating a change in their beneficial ownership of Organogenesis Holdings Inc. Class A Common Stock as of December 31, 2023. This filing, Amendment No. 2, updates their previous disclosures. This matters to investors because it signals a potential shift in a significant institutional investor's position, which could influence market sentiment or future stock performance for Organogenesis Holdings Inc. (NASDAQ: ORGO).

Why It Matters

Changes in institutional ownership can signal a shift in confidence in a company's future prospects, potentially impacting stock price and investor perception.

Risk Assessment

Risk Level: low — This filing is a routine update on institutional ownership and does not inherently present a high risk to investors.

Analyst Insight

Investors should monitor future filings from Soleus Capital Master Fund, L.P. to understand their evolving position in Organogenesis Holdings Inc. and consider this alongside other fundamental analysis.

Key Numbers

• 68621F102 — CUSIP Number (identifies Organogenesis Holdings Inc. Class A Common Stock)
• December 31, 2023 — Date of Event (the date as of which the ownership change occurred)
• February 2, 2024 — Filing Date (the date the SC 13G/A was filed with the SEC)
• Amendment No. 2 — Filing Type (indicates this is an update to a previous filing)

Key Players & Entities

• Soleus Capital Master Fund, L.P. (company) — the reporting person filing the SC 13G/A
• Organogenesis Holdings Inc. (company) — the subject company whose Class A Common Stock is being reported
• Guy Levy (person) — a group member associated with Soleus Capital
• Soleus Capital Group, LLC (company) — a group member associated with Soleus Capital
• Soleus Capital, LLC (company) — a group member associated with Soleus Capital

Forward-Looking Statements

• Soleus Capital Master Fund, L.P. will continue to adjust its stake in Organogenesis Holdings Inc. based on market conditions. (Soleus Capital Master Fund, L.P.) — medium confidence, target: Q2 2024

FAQ

Filing Documents

• ea192415-13ga2soleus_organ.htm (SC 13G/A) — 97KB
• 0001213900-24-009380.txt ( ) — 99KB

If this statement is filed pursuant to §§240.13d-1(b)

Item 3. If this statement is filed pursuant to §§240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a: (a) Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o). (b) Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c). (c) Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c). (d) Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C 80a-8). (e) An investment adviser in accordance with §240.13d-1(b)(1)(ii)(E); (f) An employee benefit plan or endowment fund in accordance with §240.13d-1(b)(1)(ii)(F); (g) A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G); (h) A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); (i) A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3); (j) A non-U.S. institution in accordance with §240.13d-1(b)(1)(ii)(J). (k) Group, in accordance with §240.13d-1(b)(1)(ii)(K). If filing as a non-U.S. institution in accordance with §240.13d-1(b)(1)(ii)(J), please specify the type of institution:

Ownership

Item 4. Ownership. Reference is made to Items 5 – 11 on the preceding pages of this Schedule 13G. Soleus Capital Master Fund, L.P. (“Master Fund”) holds, as of the close of business on December 31, 2023, an aggregate of 8,963,000 shares of the Class A common stock of the Issuer. As the general partner of Master Fund, Soleus Capital, LLC may be deemed to have shared power to vote or to direct the vote and to dispose or to direct the disposition of the shares held by Master Fund. As the sole managing member of Soleus Capital, Soleus Capital Group, LLC may be deemed to have shared power to vote or to direct the vote and to dispose or to direct the disposition of the shares held by Master Fund. As the sole managing member of Soleus Capital Group, LLC, Mr. Guy Levy may be deemed to have shared power to vote or direct the vote and to dispose or to direct the disposition of the Shares held by Master Fund. Neither the filing of this Schedule 13G nor any of its contents shall be deemed to constitute an admission that Mr. Levy, Soleus Capital, LLC or Soleus Capital Group, LLC is the beneficial owner of the shares of the common stock of the Issuer referred to herein for purposes of Section 13(d) of the Securities Exchange Act of 1934, as amended, or for any other purpose, and such beneficial ownership is expressly disclaimed, except to the extent of their respective pecuniary interests therein.

Ownership of Five Percent or Less of a Class

Item 5. Ownership of Five Percent or Less of a Class Not applicable. 7

Ownership of More than Five Percent on Behalf of Another

Item 6. Ownership of More than Five Percent on Behalf of Another Person. Not applicable.

Identification and Classification of the Subsidiary Which

Item 7. Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company Not applicable.

Identification and Classification of Members of the Group

Item 8. Identification and Classification of Members of the Group Not applicable.

Notice of Dissolution of Group

Item 9. Notice of Dissolution of Group Not applicable.

Certification

Item 10. Certification By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose, or with the effect, of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect. 8 SIGNATURE After reasonable inquiry and to the best of my knowledge and belief, the undersigned certify that the information set forth in this statement is true, complete and correct. Date : February 2, 2024 Soleus Capital Master Fund, L.P. By: Soleus Capital, LLC, its General Partner By: Soleus Capital Group, LLC, its Managing Manager By: /s/ Guy Levy Name: Guy Levy Title: Managing Member Date : February 2, 2024 Soleus Capital, LLC By: Soleus Capital Group, LLC, its Managing Manager By: /s/ Guy Levy Name: Guy Levy Title: Managing Member Date : February 2, 2024 Soleus Capital Group, LLC By: /s/ Guy Levy Name: Guy Levy Title: Managing Member Date : February 2, 2024 /s/ Guy Levy Name: Guy Levy Footnotes: Attention: Intentional misstatements or omissions of fact constitute Federal criminal violations (See 18 U.S.C. 1001) 9

View Full Filing

View this SC 13G/A filing on SEC EDGAR