GROW — U S GLOBAL INVS INC CL A

Ownership history in BRIDGEWAY CAPITAL MANAGEMENT, LLC  ·  30 quarters on record

AI Ownership Summary

BRIDGEWAY CAPITAL MANAGEMENT, LLC reported U S GLOBAL INVS INC CL A (GROW) in 30 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows GROW at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GROW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BRIDGEWAY CAPITAL MANAGEMENT, LLC's position in U S GLOBAL INVS INC CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GROW was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GROW stock page BRIDGEWAY CAPITAL MANAGEMENT, LLC fund profile BRIDGEWAY CAPITAL MANAGEMENT, LLC full holdings
How BRIDGEWAY CAPITAL MANAGEMENT, LLC held GROW — position size vs. price
% of Fund (quarterly)    GROW price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 53,929 -26,500 -32.9% 0.00% $130K 2026-02-14 (Est.) $3.24
2025 Q3 REDUCED 80,429 -1,727 -2.1% 0.00% $221K 2025-11-14 $2.30
2025 Q2 REDUCED 82,156 -995 -1.2% 0.01% $212K 2025-08-14 $2.47
2025 Q1 ADDED 83,151 +63 +0.1% 0.00% $188K 2025-05-15 $2.12
2024 Q4 REDUCED 83,088 -22,785 -21.5% 0.00% $203K 2025-02-14 $2.33
2024 Q3 ADDED 105,873 +2,680 +2.6% 0.01% $273K 2024-11-14 $2.27
2024 Q2 ADDED 103,193 +3,600 +3.6% 0.01% $269K 2024-08-14 $2.43
2024 Q1 ADDED 99,593 +3,500 +3.6% 0.01% $277K 2024-05-15 $2.46
2023 Q4 ADDED 96,093 +3,840 +4.2% 0.01% $271K 2024-02-14 $2.40
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GROW

As of 2025 Q4 — sorted by position size

Kanen Wealth Management LLC 3Y 2.56% PERRITT CAPITAL MANAGEMENT INC 3Y 7Y 2.11% Gator Capital Management, LLC 3Y 7Y 0.41% Sandia Investment Management LP 3Y 0.26% SMH CAPITAL ADVISORS INC 3Y 7Y 0.2% CWA Asset Management Group, LLC 3Y 7Y 0.04% Samalin Investment Counsel, LLC 3Y 0.01% Founders Capital Management 3Y 7Y 0.01% Proficio Capital Partners LLC 3Y 7Y 0.01% North Star Investment Management Corp. 3Y 7Y 0.0%

FAQ About BRIDGEWAY CAPITAL MANAGEMENT, LLC and GROW

These are the practical questions this page is built to answer before you even open the full history table.

How long has BRIDGEWAY CAPITAL MANAGEMENT, LLC reported owning GROW?

BRIDGEWAY CAPITAL MANAGEMENT, LLC reported GROW across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported GROW position in BRIDGEWAY CAPITAL MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for GROW was 0.01% in 2024 Q2.

What is the latest reported GROW position on this page?

The most recent filing on this page is 2025 Q4, when BRIDGEWAY CAPITAL MANAGEMENT, LLC reported 53,929 shares, equal to 0.00% of portfolio, with an estimated market value of $130K.

What does the chart on this GROW ownership page compare?

The chart compares BRIDGEWAY CAPITAL MANAGEMENT, LLC's quarterly GROW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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