SCHEDULE: Soleus Capital Boosts Organogenesis Holdings Stake to 7.9%

Soleus Capital Master Fund and its affiliates reported a beneficial ownership of 7.9% in Organogenesis Holdings Inc., holding 9,985,951 shares as of December 31, 2025.

Summary

• Soleus Capital Master Fund, L.P., along with its affiliated entities (Soleus Capital, LLC, Soleus Capital Group, LLC, Soleus Capital Management, L.P., Soleus GP, LLC) and Guy Levy, collectively reported beneficial ownership of 9,985,951 shares of Organogenesis Inc. common stock.
• This represents 7.9% of Organogenesis Holdings Inc.'s outstanding common stock.
• The percentage is calculated based on 126,912,142 shares outstanding as of October 30, 2025, as reported in Organogenesis Holdings Inc.'s Quarterly Report on Form 10-Q.
• The reporting persons share both voting and dispositive power over all 9,985,951 shares.
• The shares were not acquired for the purpose of changing or influencing control of the issuer, consistent with a passive investment strategy.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive signal, as the disclosure of a substantial 7.9% stake by a reputable investment fund like Soleus Capital suggests a vote of confidence in Organogenesis Holdings Inc.'s long-term potential, without indicating any immediate activist intentions.

Positives

• A significant institutional investor, Soleus Capital, maintains a substantial stake, potentially signaling confidence in Organogenesis Holdings Inc.'s long-term prospects.
• The filing indicates a passive investment, suggesting the investor is not seeking to disrupt current management or strategy.

Future Outlook

NA

Management Comments

• Each of SCG, Soleus Capital, SCM, Soleus GP, LLC and Mr. Levy disclaims beneficial ownership of these shares held by Master Fund other than for the purpose of determining their obligations under Section 13(d) of the Exchange Act, as amended (the "Exchange Act"), and the filing of this report shall not be deemed an admission that any of the foregoing persons is the beneficial owner of such shares for any other purpose.
• 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 of 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, other than activities solely in connection with a nomination under §§ 240.14a-11.

Industry Context

StockSavvy.ai notes that a significant passive stake by an institutional investor like Soleus Capital in a healthcare company such as Organogenesis Holdings Inc. can be viewed positively, as it suggests a belief in the company's long-term value proposition within the competitive medical technology and regenerative medicine sectors. Such filings often precede or follow periods of strategic development or market adjustments, indicating an investor's conviction in the company's trajectory relative to its peers.

Stakeholder Impact

• Shareholders: The disclosure of a significant institutional investor holding a passive stake may instill confidence and potentially stabilize the stock price.
• Management: The passive nature of the investment suggests no immediate pressure for strategic changes, allowing management to continue executing its current plans.

Key Dates

Recommendation

The filing indicates a significant, passive institutional investment in Organogenesis Holdings Inc. by Soleus Capital. While this signals confidence from a major investor, the filing itself does not provide new operational or financial data to warrant a 'buy' or 'sell' recommendation. It primarily confirms a substantial existing stake, suggesting investors should 'hold' their positions while monitoring future company performance and any further disclosures from this or other significant shareholders.

Keywords

Organogenesis Holdings Inc., Soleus Capital, beneficial ownership, Schedule 13G, institutional investment, common stock, equity stake, healthcare, biotechnology