SRI STONERIDGE INC COM

Ownership history in ROYCE & ASSOCIATES LP  ·  43 quarters on record

AI Ownership Summary

ROYCE & ASSOCIATES LP reported STONERIDGE INC COM (SRI) in 43 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.21% in 2023 Q3. The latest visible filing shows SRI at 0.03% 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 ROYCE & ASSOCIATES LP'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
2025 Q4

SRI was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 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.

How ROYCE & ASSOCIATES LP held SRI — position size vs. price
% of Fund (quarterly)    SRI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 591,741 -443,956 -42.9% 0.03% $3.4M 2026-02-14 (Est.) $8.82
2025 Q3 REDUCED 1,035,697 -362,900 -25.9% 0.08% $7.9M 2025-11-12 $6.06
2025 Q2 ADDED 1,398,597 +153,630 +12.3% 0.10% $9.8M 2025-08-11 $7.54
2025 Q1 REDUCED 1,244,967 -36,656 -2.9% 0.06% $5.7M 2025-05-06 $4.39
2024 Q4 REDUCED 1,281,623 -75,420 -5.6% 0.07% $8.0M 2025-02-10 $4.45
2024 Q3 ADDED 1,357,043 +148,461 +12.3% 0.14% $15.2M 2024-11-06 $7.74
2024 Q2 ADDED 1,208,582 +86,663 +7.7% 0.18% $19.3M 2024-08-13 $13.82
2024 Q1 ADDED 1,121,919 +50,016 +4.7% 0.18% $20.7M 2024-05-13 $16.04
2023 Q4 ADDED 1,071,903 +38,300 +3.7% 0.19% $21.0M 2024-02-12 $19.23
2023 Q3 ADDED 1,033,603 +13,754 +1.3% 0.21% $20.7M 2023-11-09 $15.82
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ROYCE & ASSOCIATES LP and SRI

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

How long has ROYCE & ASSOCIATES LP reported owning SRI?

ROYCE & ASSOCIATES LP reported SRI across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported SRI position in ROYCE & ASSOCIATES LP's portfolio?

The largest reported portfolio weight for SRI was 0.21% in 2023 Q3.

What is the latest reported SRI position on this page?

The most recent filing on this page is 2025 Q4, when ROYCE & ASSOCIATES LP reported 591,741 shares, equal to 0.03% of portfolio, with an estimated market value of $3.4M.

What does the chart on this SRI ownership page compare?

The chart compares ROYCE & ASSOCIATES LP'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.

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