GLOBEFLEX CAPITAL L P SRI STONERIDGE INC COM

Ownership history in GLOBEFLEX CAPITAL L P  ·  32 quarters on record

AI Ownership Summary

GLOBEFLEX CAPITAL L P reported STONERIDGE INC COM (SRI) in 32 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.27% in 2025 Q3. The latest visible filing shows SRI at 0.15% 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 SRI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GLOBEFLEX CAPITAL L P's position in STONERIDGE INC COM, 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
2026 Q1

SRI was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2025 Q3

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

Time in book
Holding Window
2025 Q2 to 2026 Q1

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.

How GLOBEFLEX CAPITAL L P held SRI — position size vs. price
% of Fund (quarterly)    SRI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 208,849 -9,172 -4.2% 0.15% $1.0M 2026-05-13 $6.98
2025 Q4 REDUCED 6.3% -16.6% 218,021 -14,583 -6.3% 0.19% $1.3M 2026-02-11 $9.04
2025 Q3 ADDED 232,604 +145,192 +166.1% 0.27% $1.8M 2025-11-12 $6.06
2025 Q2 ADDED 87,412 +48,929 +127.1% 0.05% $615K 2025-08-14 $8.11
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About GLOBEFLEX CAPITAL L P and SRI

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

How long has GLOBEFLEX CAPITAL L P reported owning SRI?

GLOBEFLEX CAPITAL L P reported SRI across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported SRI position in GLOBEFLEX CAPITAL L P's portfolio?

The largest reported portfolio weight for SRI was 0.27% in 2025 Q3.

What is the latest reported SRI position on this page?

The most recent filing on this page is 2026 Q1, when GLOBEFLEX CAPITAL L P reported 208,849 shares, equal to 0.15% of portfolio, with an estimated market value of $1.0M.

What does the chart on this SRI ownership page compare?

The chart compares GLOBEFLEX CAPITAL L P's quarterly SRI 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.

How well did GLOBEFLEX CAPITAL L P time their SRI position?

Based on 13F filing dates vs. subsequent SRI price moves, GLOBEFLEX CAPITAL L P correctly timed 14 out of 26 reported position changes (54%). The annualised alpha on SRI relative to SPY over the holding period was -25.5%.

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