Stoneridge

SRI • NYSE

Stoneridge is a auto - parts company in the consumer cyclical sector on NYSE, led by Troy O. Cooprider, with a market cap of $167.0M. As of Q3 2025, 84% of shares are held by 113 institutional investors, with 22NW, LP as the largest holder at 7.52%.

Chief Executive OfficerTroy O. Cooprider

Market Cap$167.0M

Auto - Parts

Consumer Cyclical

Employees4.9K

Websitestoneridge.com

Country

United States of America

Overview

Overview of institutional ownership in SRI as of Q3 2025 with a market cap of $213.4M

All Institutions

Institutions: 113
Value Held: $179.9M
Shares Held: 23.8M
Avg Position: $1.6M
Median Position: $398.7K

Hedge Funds

Hedge Funds: 24
Value Held: $56.1M
Shares Held: 7.4M
Avg Position: $2.3M
Median Position: $1.2M

Ownership Breakdown

Institutional (non-HF)

58.02%

$123.8M

Hedge Funds

26.29%

$56.1M

Retail & Other

15.68%

$33.5M

Based on market cap of $213.4M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in SRI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
2 22NW, LP Hedge Fund•Long/Short	James Paul Stoner CFO	$16.0M 8.38% of portfolio	7.52% 2.1M shares	Q4 2024 Held for 11 months	$191.5M
VANGUARD GROUP INC Institution	Salim Ramji CEO	$11.5M 0.00% of portfolio	5.41% 1.5M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$10.2M 0.00% of portfolio	4.80% 1.3M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
B BlackRock, Inc. Institution	-	$9.2M 0.00% of portfolio	4.30% 1.2M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	Dan Michael Berkovitz Chairman	$9.1M 0.01% of portfolio	4.26% 1.2M shares	Q4 2022 Held for 2y 11m	$121.98B
E Ewing Morris & Co. Investment Partners Ltd. Institution	-	$8.5M 4.93% of portfolio	4.77% 1.3M shares	Q4 2021 Held for 3y 11m	$171.6M
A AYAL Capital Advisors Ltd Institution	-	$8.1M 4.69% of portfolio	3.81% 1.1M shares	Q4 2023 Held for 1y 11m	$173.4M
FEDERATED INVESTORS INC /PA/ Long Only Manager	Gregory Philip Dulski Chairman	$8.1M 0.01% of portfolio	3.80% 1.1M shares	Q4 2024 Held for 11 months	$56.6B
R ROYCE & ASSOCIATES LLC Institution	-	$7.9M 0.08% of portfolio	3.70% 1.0M shares	Q3 2015 Held for 10y 2m	$10.0B
A Arrowpoint Asset Management, LLC Hedge Fund•Multi-Strategy	David John Corkins Managing Partner	$7.9M 0.15% of portfolio	3.69% 1.0M shares	Q4 2021 Held for 3y 11m	$5.4B

Net Capital Flow

Institutional buying and selling activity for SRI in Q3 2025

Traded: −$13.1M
Buyers: 47
Sellers: 73
Total Bought: +$17.3M
Total Sold: −$30.4M
Avg Position: $1.3M

Biggest Buyers

Institution	Net Bought	Current Position
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	+$2.9M +383.8K shares	$3.9M 518.1K shares
A AMERICAN CENTURY COMPANIES INC Institution	+$1.7M +222.5K shares	$4.8M 624.6K shares
2 22NW, LP Hedge Fund•Long/Short	+$1.2M +162.1K shares	$16.0M 2.1M shares
GLOBEFLEX CAPITAL L P Long Only Manager	+$1.1M +145.2K shares	$1.8M 232.6K shares
A AYAL Capital Advisors Ltd Institution	+$1.1M +143.2K shares	$8.1M 1.1M shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$1.1M +141.2K shares	$1.5M 196.7K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$1.0M +137.0K shares	$3.4M 441.0K shares
Q Qube Research & Technologies Ltd Institution	+$786.7K +103.2K shares	$2.1M 278.7K shares
Marshall Wace LLP Institution	+$720.2K +94.5K shares	$3.0M 388.5K shares
E Ewing Morris & Co. Investment Partners Ltd. Institution	+$709.0K +111.9K shares	$8.5M 1.3M shares

Biggest Sellers

Institution	Net Sold	Current Position
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$4.2M −551.7K shares	$1.1M 140.3K shares
R ROYCE & ASSOCIATES LLC Institution	−$2.8M −362.9K shares	$7.9M 1.0M shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$2.4M −347.7K shares	Sold Off 0 shares
D D. E. Shaw & Co., Inc. Institution	−$2.3M −297.4K shares	$4.9M 636.9K shares
JPMORGAN CHASE & CO Institution	−$2.1M −281.7K shares	$2.5M 332.8K shares
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	−$1.8M −237.8K shares	$349.3K 45.8K shares
B BlackRock, Inc. Institution	−$1.5M −191.5K shares	$9.2M 1.2M shares
GOLDMAN SACHS GROUP INC Institution	−$1.2M −158.5K shares	$1.4M 190.2K shares
MACKENZIE FINANCIAL CORP Long Only Manager	−$927.0K −131.7K shares	Sold Off 0 shares
BANK OF AMERICA CORP /DE/ Institution	−$866.5K −113.7K shares	$941.1K 123.5K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SRI in Q3 2025

New Positions: 6
New Value: $609.3K
Exited Positions: 27
Exited Value: $7.2M

New Positions

Institution	Position Value
Susquehanna Portfolio Strategies, LLC Private Equity	$435.8K 57.2K shares
P Petrus Trust Company, LTA Institution	$166.7K 21.9K shares
Point72 Europe LLP Digital Asset Manager	$5.4K 714.0 shares
Fortitude Family Office, LLC Family Office	$792.0 104.0 shares
North Star Investment Management Corp. RIA/Wealth	$457.0 60.0 shares
O Optiver Holding B.V. Institution	$91.0 12.0 shares

Exited Positions

Institution	Previous Position
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$2.4M 347.7K shares
MACKENZIE FINANCIAL CORP Long Only Manager	$927.0K 131.7K shares
MAI Wealth Advisors RIA/Wealth	$475.1K 67.5K shares
Jain Global LLC Hedge Fund•Multi-Strategy	$401.0K 57.0K shares
B Brevan Howard Capital Management LP Institution	$365.3K 51.9K shares
Y Y-Intercept Ltd Institution	$315.0K 44.8K shares
IEQ CAPITAL, LLC RIA/Wealth	$287.8K 40.9K shares
Aster Capital Management Ltd RIA/Wealth	$229.0K 32.5K shares
H HB Wealth Management, LLC Institution	$196.6K 27.9K shares
S SEI INVESTMENTS CO Institution	$191.9K 27.3K shares

Options Activity

Institutions with the largest Call and Put options positions in SRI as of Q3 2025

Call Positions: 1
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with SRI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
2 22NW, LP Hedge Fund•Long/Short	James Paul Stoner CFO	8.38% $16.0M	7.52% 2.1M shares	Q4 2024 Held for 11 months	$191.5M
E Ewing Morris & Co. Investment Partners Ltd. Institution	-	4.93% $8.5M	4.77% 1.3M shares	Q4 2021 Held for 3y 11m	$171.6M
A AYAL Capital Advisors Ltd Institution	-	4.69% $8.1M	3.81% 1.1M shares	Q4 2023 Held for 1y 11m	$173.4M
GLOBEFLEX CAPITAL L P Long Only Manager	Marina Loretta Marrelli CEO	0.27% $1.8M	0.83% 232.6K shares	Q2 2025 Held for 5 months	$644.8M
GSA CAPITAL PARTNERS LLP Hedge Fund•Quant	David Khabie-Zeitoune CEO	0.20% $2.3M	1.06% 298.2K shares	Q4 2023 Held for 1y 11m	$1.1B
P PharVision Advisers, LLC Hedge Fund•Long/Short	Blagovest Dimitrov Baychev CEO	0.17% $303.2K	0.14% 39.8K shares	Q4 2024 Held for 11 months	$176.9M
A Arrowpoint Asset Management, LLC Hedge Fund•Multi-Strategy	David John Corkins Managing Partner	0.15% $7.9M	3.69% 1.0M shares	Q4 2021 Held for 3y 11m	$5.4B
O OXFORD ASSET MANAGEMENT Institution	Henry Stuart Gibson President	0.08% $222.9K	0.10% 29.3K shares	Q3 2025 Held for 2 months	$272.4M
R ROYCE & ASSOCIATES LLC Institution	-	0.08% $7.9M	3.70% 1.0M shares	Q3 2015 Held for 10y 2m	$10.0B
X XTX Topco Ltd Institution	-	0.06% $1.1M	0.50% 141.1K shares	Q2 2024 Held for 1y 5m	$1.9B

Hedge Fund Spotlight

Discover hedge funds investing in SRI

ARROWSTREET CAPITAL LIMITED PARTNERSHIP

Hedge Fund • Quant

Portfolio ManagerAnthony Ryan

Portfolio Value: $158.92B
Positions: 1,827
Last Reported: Q3 2025

Sector Allocation

Position in Stoneridge

Market Value: $3.9M
Shares Held: 518.1K
Portfolio Weight: 0.00%
Owned Since: 2024-Q4

Top Holding	Sector	Market Value	Weight
1 Apple AAPL	Consumer Electronics Technology	$7.2B	4.51%
2 Microsoft MSFT	Software - Infrastructure Technology	$6.5B	4.11%
3 Nvidia NVDA	Semiconductors Technology	$4.8B	3.02%