Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

STONERIDGE INC (SRI)

120 + Investors. Track Smart Money conviction in SRI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
49%

Smart Money Signals — SRI

Based on 121 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SRI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
121 funds currently hold this stock — 93% of the 3.0-year high of 130 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
6 fewer hedge funds hold SRI compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 49% buying

58 buying60 selling
Last quarter: 60 funds reduced or exited vs 58 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new SRI position: 20 → 30 → 15 → 22. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 19% medium ■ 18% new
76 out of 121 hedge funds have held SRI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -1%, value -25%

Value
-24%
Shares
-1%
Last quarter: funds added -1% more shares while total portfolio value only changed -25%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

29 → 20 → 30 → 15 → 22 new funds/Q
New funds entering each quarter: 20 → 30 → 15 → 22. SRI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 74% of holders stayed 2+ years

■ 74% veterans ■ 6% 1-2yr ■ 20% new
Of 121 current holders: 90 (74%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
31 of 121 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SRI

In 2025 Q4, 58 hedge funds were net buyers of SRI (22 opened a new position, 36 added to an existing one), while 60 reduced or exited (43 trimmed, 17 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 35% of total institutional value in SRI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 121.

Hedge Fund Ownership: SRI

How many hedge funds hold SRI — quarterly history vs. share price
Quarterly hedge fund ownership of SRI vs. share price

Market Analysis: SRI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SRI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy STONERIDGE INC (SRI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SRI has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 49d ago
SRI
+41.6%
XLY
+6.7%

SRI outperformed XLY by +34.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 4d ago
SRI
-12.1%
XLY
-0.4%

Since the filing became public, SRI outperformed XLY by -11.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 1 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: SRI
2026 Q1 Stats Unlock in 1 days 120 + Investors

Track Smart Money conviction in SRI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 120 115 4.35%
13F Shares 24M 24M -0.95%
Total Value $135M $180M -24.66%
New Positions 22 14 +8
Increased Positions 36 34 +2
Closed Positions 17 27 -10
Reduced Positions 42 45 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SRI

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

120 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SRI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of SRI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 22NW, LP 8.17% 2,466,975 $11.9M
2 Ewing Morris & Co. Investment Partners Ltd. 2.47% 1,365,054 $5.5M
3 EVR Research LP 1.49% 770,000 $3.7M
4 AYAL Capital Advisors Ltd 1.43% 1,089,000 $5.3M
5 GLOBEFLEX CAPITAL L P 0.15% 208,849 $1.0M
6 ArrowMark Colorado Holdings LLC 0.12% 938,827 $4.5M
7 Teton Advisors, LLC 0.07% 20,000 $97K
8 Advisory Advocates, LLC 0.06% 11,100 $64K
9 WealthTrust Axiom LLC 0.06% 48,813 $236K
10 CHANNEL WEALTH LLC 0.06% 48,650 $235K
11 Shay Capital LLC 0.05% 126,400 $611K
12 ROYCE & ASSOCIATES LP 0.04% 736,285 $3.6M
13 683 Capital Management, LLC 0.02% 90,000 $435K
14 GSA CAPITAL PARTNERS LLP 0.02% 68,200 —
15 RBF Capital, LLC 0.02% 80,000 $386K
16 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.02% 202,412 $978K
17 DISCIPLINED GROWTH INVESTORS INC /MN 0.02% 197,087 $952K
18 KENNEDY CAPITAL MANAGEMENT LLC 0.02% 179,592 $867K
19 LAUREL OAK WEALTH MANAGEMENT, LLC 0.02% 22,500 $109K
20 Encompass More Asset Management 0.02% 21,009 $101K
21 VILLERE ST DENIS J & CO LLC 0.02% 30,000 $145K
22 Catalyst Funds Management Pty Ltd 0.01% 16,936 $82K
23 GAMCO INVESTORS, INC. ET AL 0.01% 200,000 $966K
24 FEDERATED HERMES, INC. 0.01% 1,185,600 $5.7M
25 MIRABELLA FINANCIAL SERVICES LLP 0.01% 18,220 $88K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — STONERIDGE INC (SRI)

What does the Smart Money Trend signal show for SRI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SRI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SRI?

More sellers than buyers — 49% buying: Last quarter: 60 funds reduced or exited vs 58 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SRI holders?

Strong quality — 35% AUM from major funds: 31 of 121 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SRI?

63% of holders stayed for 2+ years: 76 out of 121 hedge funds have held SRI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy STONERIDGE INC (SRI) following the 2026 Q1 hedge fund 13F filings?

As of today, SRI has moved -12.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.4% for the XLY sector ETF — an outperformance of -11.7%. Since the quarter end (March 31, 2026), SRI has gained +41.6% vs +6.7% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.