Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Stoneridge Inc (SRI)

114 + 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
↓ -6
Streak
1Q ▼
Buyers last Q
43%

Smart Money Signals — SRI

Based on 115 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SRI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 88% of 3.0Y peak

88% of all-time peak
115 funds currently hold this stock — 88% 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 — 12% fewer funds vs a year ago

fund count last 6Q
15 fewer hedge funds hold SRI compared to a year ago (-12% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 43% buying

50 buying67 selling
Last quarter: 67 funds reduced or exited vs 50 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.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 30 → 15 → 22 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 15% medium ■ 25% new
69 out of 115 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 +0%, value -19%

Value
-18%
Shares
+0%
Last quarter: funds added +0% more shares while total portfolio value only changed -19%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~18 new funds/quarter

20 → 30 → 15 → 22 → 18 new funds/Q
New funds entering each quarter: 30 → 15 → 22 → 18. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 26% newcomers

■ 68% veterans ■ 6% 1-2yr ■ 26% new
Entry-cohort mix of 115 holders: 78 (68%) are 2+ year veterans, 7 entered 1–2 years ago, and 30 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
29 of 115 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 2026 Q1, 50 hedge funds were net buyers of SRI (18 opened a new position, 32 added to an existing one), while 67 reduced or exited (43 trimmed, 24 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. 33% of total institutional value in SRI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 115.

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 Q2 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 June 30, 2026 · 50d ago
SRI
-3.6%
XLY
+0.3%

SRI outperformed XLY by -3.9% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 5d ago
SRI
-1.8%
XLY
-0.5%

Since the filing became public, SRI outperformed XLY by -1.3% .

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.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: SRI
114 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 114 115 -0.87%
13F Shares 23M 24M -2.77%
Total Value $162M $110M 47.03%
New Positions 23 18 +5
Increased Positions 37 32 +5
Closed Positions 24 24 -
Reduced Positions 37 43 -6
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 --
Trailing P/E --
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 Q2)

114 + 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 SRI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 22nw, LP 17.25% 2,466,975 $18.1M
2 Ewing Morris & Co. Investment Partners Ltd. 4.27% 1,352,980 $8.2M
3 EVR Research LP 2.53% 700,000 $5.1M
4 AYAL Capital Advisors Ltd 1.99% 1,004,860 $7.4M
5 nVerses Capital, LLC 0.25% 22,470 $164K
6 ArrowMark Colorado Holdings LLC 0.20% 661,462 $4.8M
7 Olympiad Research LP 0.18% 11,956 $88K
8 EntryPoint Capital, LLC 0.18% 16,117 $257K
9 Globeflex Capital L P 0.15% 163,443 $1.2M
10 WealthTrust Axiom LLC 0.12% 73,910 $541K
11 Shay Capital LLC 0.11% 230,000 $1.7M
12 Advisory Advocates, LLC 0.08% 13,500 $99K
13 Teton Advisors, LLC 0.08% 20,000 $146K
14 Channel Wealth LLC 0.08% 50,450 $369K
15 Aster Capital Management (DIFC) Ltd 0.05% 32,526 $229K
16 Royce & Associates LP 0.05% 836,293 $6.1M
17 Dynamic Technology Lab Private Ltd 0.04% 25,528 $187K
18 Bridgeway Capital Management, LLC 0.03% 252,463 $1.8M
19 Laurel Oak Wealth Management, LLC 0.02% 22,500 $165K
20 Encompass More Asset Management 0.02% 21,009 $154K
21 Villere St Denis J & Co LLC 0.02% 20,000 $146K
22 Prelude Capital Management, LLC 0.01% 27,769 $203K
23 Gamco Investors, INC. Et Al 0.01% 200,000 $1.5M
24 Federated Hermes, INC. 0.01% 1,214,355 $8.9M
25 Jacobs Levy Equity Management, Inc 0.01% 318,518 $2.3M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SRI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SRI?

More sellers than buyers — 43% buying: Last quarter: 67 funds reduced or exited vs 50 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 — 33% AUM from major funds: 29 of 115 holders rank in the top 100 by AUM, accounting for 33% 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?

60% of holders stayed for 2+ years: 69 out of 115 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 Q2 hedge fund 13F filings?

As of today, SRI has moved -1.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.5% for the XLY sector ETF — an outperformance of -1.3%. Since the quarter end (June 30, 2026), SRI has gained -3.6% vs +0.3% 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.

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