YOUSIF CAPITAL MANAGEMENT, LLC STAA — STAAR Surgical Company

Ownership history in YOUSIF CAPITAL MANAGEMENT, LLC  ·  18 quarters on record

AI Ownership Summary

YOUSIF CAPITAL MANAGEMENT, LLC reported STAAR Surgical Company (STAA) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows STAA 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 STAA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was YOUSIF CAPITAL MANAGEMENT, LLC's position in STAAR Surgical Company, 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

STAA 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 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.

STAA stock page YOUSIF CAPITAL MANAGEMENT, LLC fund profile YOUSIF CAPITAL MANAGEMENT, LLC full holdings
How YOUSIF CAPITAL MANAGEMENT, LLC held STAA — position size vs. price
% of Fund (quarterly)    STAA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 13,340 -510 -3.7% 0.00% $249K 2026-04-24 $25.67
2025 Q4 REDUCED 11.0% -19.0% ✅ 13,850 -1,719 -11.0% 0.00% $290K 2026-01-21 $20.61
2025 Q3 REDUCED 17.2% -13.0% ✅ 15,569 -3,245 -17.2% 0.00% $418K 2025-10-14 $27.10
2025 Q2 REDUCED — — — 18,814 -49 -0.3% 0.00% $316K 2025-07-25 $19.20
2025 Q1 REDUCED — — — 18,863 -122 -0.6% 0.00% $333K 2025-04-14 $17.27
2024 Q4 REDUCED — — — 18,985 -420 -2.2% 0.01% $461K 2025-01-27 $24.59
2024 Q3 REDUCED — — — 19,405 -540 -2.7% 0.01% $721K 2024-10-30 $29.49
2024 Q2 REDUCED 9.8% -22.0% ✅ 19,945 -2,176 -9.8% 0.01% $950K 2024-07-31 $41.25
2024 Q1 REDUCED 9.3% +23.9% ❌ 22,121 -2,270 -9.3% 0.01% $847K 2024-04-26 $46.96
2023 Q4 ADDED — — — 24,391 +195 +0.8% 0.01% $761K 2024-02-01 $28.70
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding STAA

As of 2026 Q1 — sorted by position size

Defender Capital, LLC. 3Y 4.28% Cannon Global Investment Management, LLC 3Y 0.8% Greenfield Seitz Capital Management, LLC 0.43% Bayforest Capital Ltd 0.07% Linden Thomas Advisory Services, LLC 3Y 0.07% Marex Group plc 0.04% Abacus Wealth Partners, LLC 0.02% Louisiana State Employees Retirement System 3Y 7Y 0.01% State of Alaska, Department of Revenue 3Y 7Y 0.0% STRS OHIO 3Y 7Y 0.0%

FAQ About YOUSIF CAPITAL MANAGEMENT, LLC and STAA

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

How long has YOUSIF CAPITAL MANAGEMENT, LLC reported owning STAA?

YOUSIF CAPITAL MANAGEMENT, LLC reported STAA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported STAA position in YOUSIF CAPITAL MANAGEMENT, LLC's portfolio?

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

What is the latest reported STAA position on this page?

The most recent filing on this page is 2026 Q1, when YOUSIF CAPITAL MANAGEMENT, LLC reported 13,340 shares, equal to 0.00% of portfolio, with an estimated market value of $249K.

What does the chart on this STAA ownership page compare?

The chart compares YOUSIF CAPITAL MANAGEMENT, LLC's quarterly STAA 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 YOUSIF CAPITAL MANAGEMENT, LLC time their STAA position?

Based on 13F filing dates vs. subsequent STAA price moves, YOUSIF CAPITAL MANAGEMENT, LLC correctly timed 8 out of 17 reported position changes (47%). The annualised alpha on STAA relative to SPY over the holding period was -21.8%.

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