Stoneridge, Inc.· SRI

🇺🇸 US · MicroBroad USNYSE

Consumer CyclicalAuto - PartsWebsite

Price: $7.54
Day: +1.21%
Mkt Cap: $212.89M
52W Range: $4.60 – $9.71
Volume: 63.3K
Beta: 1.89

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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Stoneridge, Inc.

SRI|Consumer Cyclical|Auto - Parts

Current price: $8

Smart Money

Dimension 5 of 5

Insider Activity, Q2 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow$7.0K

Net share flow+1.0K

Purchases2 ($75.0K)

Sales1 ($68.0K)

Top Notable Transactions

Insider

Type

Value

Date

BEAVER THOMAS A

Sale

$943.6K

May 16

DeGaynor Jonathan B

Sale

$743.6K

May 15

BEAVER THOMAS A

Sale

$708.8K

Nov 9

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership84.4%

13F share flow-21.2%

Investors holding114

+63 adding-70 reducing

New 15Inc 48Red 44Closed 26

Top Institutional Holders

Institution

Value

Change

22NW, LP

$11.9M

+12.4%

DIMENSIONAL FUND ADVISORS LP

$5.9M

-3.5%

FEDERATED HERMES, INC.

$5.7M

+6.7%

BLACKROCK, INC.

$5.6M

-6.9%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting90

Total shares held8.4M

Share flow-0.2%

8 buying7 selling

Buying 8Unchanged 75Selling 7

Top Fund Holders

Fund

Weight

Change

MFS SERIES TRUST I

746.1K

3.35%

MFS SERIES TRUST XIII

423.9K

0.25%

Federated Hermes ETF Trust

136.4K

9.27%

+50.8K

iSHARES TRUST

68.7K

0.00%

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

SRI Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.0/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+14

Institutional Flow

50% weight

-16

Fund Flow

10% weight

Overall Smart Money sentiment of 3.0/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for SRI

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Insiders bought and sold in Q2 2026

Modest: 2 purchases totaling $75.0K (10.0K shares)

1 sale totaling $68.0K (9.0K shares)

Limited history to compare against

Buying is rare, only seen in 1 of 7 quarters

Net insider flow has deteriorated over recent quarters

Notable Recent Transactions, SRI

Top 8 highest-value recent insider trades

BEAVER THOMAS A

President

Sell

30,000 shares at $31.45

May 16, 2018$943.58K

DeGaynor Jonathan B

CEO

Sell

25,000 shares at $29.74

May 15, 2018$743.56K

BEAVER THOMAS A

President

Sell

32,952 shares at $21.51

Nov 9, 2017$708.80K

BEAVER THOMAS A

President

Sell

21,093 shares at $26.49

May 30, 2019$558.75K

Sloan Michael D

President

Sell

30,000 shares at $16.30

Aug 14, 2017$489.00K

Moore Anthony L

President

Sell

15,022 shares at $28.76

May 10, 2019$432.00K

BEAVER THOMAS A

President

Sell

16,827 shares at $21.51

Nov 10, 2017$361.95K

DeGaynor Jonathan B

CEO

Sell

10,000 shares at $30.38

Dec 15, 2020$303.83K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for SRI

Total dollar value invested by institutions each quarter

Neutral

Mixed institutional activity in Q1 2026

84.4% institutional ownership

Balanced activity: 63 adding vs 70 reducing

13F shares decreased by 1.0%, a modest change

Momentum weakening from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+10 growing-108 shrinkingNet: -98

100

New (5)

Increased (5)

Reduced (8)

Closed (100)

Top Institutional Holders, SRI

Largest 8 institutional positions by ownership percentage as of Q2 2026

ASSENAGON ASSET MANAGEMENT S.A.

58.4K

$427.3K

Ownership

0.21%

-79.8%

CHANNEL WEALTH LLC

50.5K

$369.3K

Ownership

0.18%

+3.7%

BOSTON PARTNERS

50.3K

$368.1K

Ownership

0.18%

-35.3%

NVERSES CAPITAL, LLC

22.5K

$164.5K

Ownership

0.08%

+100.0%

ENCOMPASS MORE ASSET MANAGEMENT

21.0K

$153.8K

Ownership

0.08%

No change

SEQUOIA FINANCIAL ADVISORS, LLC

18.2K

$133.5K

Ownership

0.07%

-1.9%

CITIGROUP INC

13.0K

$94.9K

Ownership

0.05%

-40.8%

OLYMPIAD RESEARCH LP

12.0K

$87.5K

Ownership

0.04%

+100.0%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 90 ETFs and mutual funds reporting

8 buying7 sellingNet: +1

Buying (8)

Unchanged (75)

Selling (7)

Neutral

Mixed fund activity in Q2 2026

90 ETFs and mutual funds reporting

8 buying vs 7 selling (balanced)

Top Fund Holders, SRI

Largest 8 ETF and mutual fund positions by shares held as of latest filing

MFS SERIES TRUST I

746.1K

Weight

3.35%

No change

MFS SERIES TRUST XIII

423.9K

Weight

0.25%

No change

Federated Hermes ETF Trust

136.4K

Weight

9.27%

Increased

iSHARES TRUST

68.7K

Weight

0.00%

No change

BLACKROCK FUNDS

52.3K

Weight

0.00%

No change

T. Rowe Price Index Trust, Inc.

46.4K

Weight

0.17%

No change

T. Rowe Price Spectrum Funds II, Inc.

34.3K

Weight

0.22%

No change

Voya EQUITY TRUST

32.7K

Weight

0.30%

No change

Stoneridge, Inc.· SRI

Holdings Analysis

Insider Trading Activity

1.3Transaction History36Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings46Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History36Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings46Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights