Investar Holding Corporation
US ˙ NasdaqGM ˙ US46134L1052

SecurityISTR / Investar Holding Corporation
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership437,405 shares
Latest Disclosed Value $ 11,927,814
Dimensional Fund Advisors Lp reports 6.54% increase in ownership of ISTR / Investar Holding Corporation

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 437,405 shares of Investar Holding Corporation (US:ISTR) valued at $11,928,034 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 410,563 shares of Investar Holding Corporation. This represents a change in shares of 6.54% during the quarter. The current value of the position is $12,697,867 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F INVESTAR HOLDING COM 46134L105 437,405 26,842 6.54 11,928 8.72 0.0005
2026-02-12 2025-12-31 13F INVESTAR HLDG COM 46134L105 410,563 18,836 4.81 10,970 20.67 0.0023
2025-11-12 2025-09-30 13F INVESTAR HLDG COM 46134L105 391,727 8,856 2.31 9,092 22.90 0.0020
2025-08-12 2025-06-30 13F INVESTAR HLDG COM 46134L105 382,871 13,580 3.68 7,398 13.75 0.0017
2025-05-13 2025-03-31 13F INVESTAR HLDG COM 46134L105 369,291 27,907 8.17 6,503 -13.26 0.0016
2025-02-13 2024-12-31 13F INVESTAR HLDG COM 46134L105 341,384 23,895 7.53 7,497 21.72 0.0018
2024-11-07 2024-09-30 13F INVESTAR HLDG COM 46134L105 317,489 66,254 26.37 6,159 59.19 0.0015
2024-08-09 2024-06-30 13F INVESTAR HLDG COM 46134L105 251,235 31,589 14.38 3,869 7.68 0.0010
2024-05-10 2024-03-31 13F INVESTAR HLDG COM 46134L105 219,646 29,217 15.34 3,593 26.56 0.0010
2024-02-07 2023-12-31 13F INVESTAR HLDG COM 46134L105 190,429 9,153 5.05 2,839 47.94 0.0008
2023-11-09 2023-09-30 13F INVESTAR HLDG COM 46134L105 181,276 -29,863 -14.14 1,920 -24.92 0.0006
2023-08-09 2023-06-30 13F INVESTAR HLDG COM 46134L105 211,139 -43,143 -16.97 2,557 -28.00 0.0008
2023-05-12 2023-03-31 13F INVESTAR HLDG COM 46134L105 254,282 -964 -0.38 3,550 70,900.00 0.0012
2023-02-09 2022-12-31 13F INVESTAR HLDG COM 46134L105 255,246 3,529 1.40 5 -99.90 0.0016
2022-11-10 2022-09-30 13F INVESTAR HLDG COM 46134L105 251,717 17,508 7.48 5,009 -2.34 0.0019
2022-08-12 2022-06-30 13F INVESTAR HLDG COM 46134L105 234,209 16,921 7.79 5,129 23.65 0.0018
2022-05-13 2022-03-31 13F INVESTAR HLDG COM 46134L105 217,288 2,301 1.07 4,148 4.80 0.0013
2022-02-09 2021-12-31 13F INVESTAR HLDG COM 46134L105 214,987 -309 -0.14 3,958 -16.52 0.0012
2021-11-12 2021-09-30 13F INVESTAR HLDG COM 46134L105 215,296 23,930 12.50 4,741 8.24 0.0015
2021-08-12 2021-06-30 13F INVESTAR HLDG COM 46134L105 191,366 31,568 19.75 4,380 33.37 0.0014
2021-05-14 2021-03-31 13F INVESTAR HLDG COM 46134L105 159,798 4,306 2.77 3,284 27.68 0.0011
2021-03-08 2020-12-31 13F/A-2 INVESTAR HLDG COM 46134L105 155,492 174 0.11 2,572 29.18 0.0009
2021-02-11 2020-12-31 13F INVESTAR HLDG COM 46134L105 155,492 174 2,572 928.8697
2020-11-12 2020-09-30 13F INVESTAR HLDG COM 46134L105 155,318 0 0.00 1,991 -11.59 0.0008
2020-08-13 2020-06-30 13F INVESTAR HLDG COM 46134L105 155,318 637 0.41 2,252 14.03 0.0010
2020-05-14 2020-03-31 13F INVESTAR HLDG COM 46134L105 154,681 7,873 5.36 1,975 -43.94 0.0010
2020-02-14 2019-12-31 13F INVESTAR HLDG COM 46134L105 146,808 3,144 2.19 3,523 3.04 0.0013
2019-11-12 2019-09-30 13F INVESTAR HLDG COM 46134L105 143,664 1,416 1.00 3,419 0.80 0.0013
2019-08-13 2019-06-30 13F INVESTAR HLDG COM 46134L105 142,248 14,716 11.54 3,392 17.09 0.0013
2019-08-12 2019-03-31 13F/A-2 INVESTAR HLDG COM 46134L105 127,532 28,622 28.94 2,897 18.10 0.0012
2019-05-10 2019-03-31 13F INVESTAR HLDG COM 46134L105 127,532 28,622 2,897
2019-02-26 2018-12-31 13F/A-1 INVESTAR HLDG COM 46134L105 98,910 12,620 14.63 2,453 5.87 0.0011
2019-02-13 2018-12-31 13F INVESTAR HLDG COM 46134L105 98,910 12,620 2,453
2018-11-13 2018-09-30 13F INVESTAR HLDG COM 46134L105 86,290 15,770 22.36 2,317 18.82 0.0009
2018-08-10 2018-06-30 13F INVESTAR HLDG COM 46134L105 70,520 19,753 38.91 1,950 48.63 0.0008
2018-05-11 2018-03-31 13F INVESTAR HLDG COM 46134L105 50,767 23,480 86.05 1,312 99.39 0.0005
2018-02-12 2017-12-31 13F INVESTAR HLDG COM 46134L105 27,287 0 0.00 658 0.00 0.0003
2017-11-13 2017-09-30 13F INVESTAR HLDG COM 46134L105 27,287 12,960 90.46 658 100.61 0.0003
2017-08-11 2017-06-30 13F INVESTAR HLDG COM 46134L105 14,327 14,327 328 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.