Stoneridge, Inc.
US ˙ NYSE ˙ US86183P1021

SecuritySRI / Stoneridge, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,344,135 shares
Ownership 4.80%
Dimensional Fund Advisors Lp ownership in SRI / Stoneridge, Inc.

2025-10-09 - Dimensional Fund Advisors Lp has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 1,344,135 shares of Stoneridge, Inc. (US:SRI). This represents 4.8 percent ownership of the company. In their previous filing dated 2024-02-09 , Dimensional Fund Advisors Lp had reported owning 1,531,421 shares, indicating a decrease of -12.23 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2025-10-09 2025-10-09 13G/A 1,531,421 1,344,135 -12.23 4.80 -14.29
2024-02-09 2024-02-09 13G/A 1,429,458 1,531,421 7.13 5.60 7.69
2023-02-10 2023-02-10 13G 1,340,522 1,429,458 6.63 5.20 6.12
2022-02-08 2022-02-08 13G/A 1,646,765 1,340,522 -18.60 4.90 -19.67
2021-02-12 2021-02-12 13G/A 1,848,511 1,646,765 -10.91 6.10 -9.63
2020-02-12 2020-02-12 13G/A 1,932,443 1,848,511 -4.34 6.75 -0.44
2019-02-08 2019-02-08 13G/A 1,930,387 1,932,443 0.11 6.78 -1.02
2018-02-09 2018-02-09 13G/A 1,542,745 1,930,387 25.13 6.85 23.65
2017-02-09 2017-02-09 13G 1,405,842 1,542,745 9.74 5.54 9.92
2016-02-09 2016-02-09 13G 1,405,842 5.04
2013-02-11 2013-02-11 13G/A 825,244 2.96
2012-02-14 2012-02-14 13G/A 824,069 3.22

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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 STONERIDGE COM 86183P102 1,217,974 -42,636 -3.38 5,883 -19.41 0.0003
2026-02-12 2025-12-31 13F STONERIDGE COM 86183P102 1,260,610 -83,525 -6.21 7,299 -28.73 0.0015
2025-11-12 2025-09-30 13F STONERIDGE COM 86183P102 1,344,135 -52,641 -3.77 10,242 4.17 0.0022
2025-08-12 2025-06-30 13F STONERIDGE COM 86183P102 1,396,776 -41,029 -2.85 9,833 48.99 0.0023
2025-05-13 2025-03-31 13F STONERIDGE COM 86183P102 1,437,805 -49,492 -3.33 6,599 -29.23 0.0016
2025-02-13 2024-12-31 13F STONERIDGE COM 86183P102 1,487,297 -76,106 -4.87 9,325 -46.70 0.0022
2024-11-07 2024-09-30 13F STONERIDGE COM 86183P102 1,563,403 44,253 2.91 17,495 -27.84 0.0042
2024-08-09 2024-06-30 13F STONERIDGE COM 86183P102 1,519,150 -32,054 -2.07 24,245 -15.24 0.0063
2024-05-10 2024-03-31 13F STONERIDGE COM 86183P102 1,551,204 19,783 1.29 28,604 -4.56 0.0077
2024-02-07 2023-12-31 13F STONERIDGE COM 86183P102 1,531,421 61,849 4.21 29,970 1.61 0.0088
2023-11-09 2023-09-30 13F STONERIDGE COM 86183P102 1,469,572 15,107 1.04 29,494 7.58 0.0097
2023-08-09 2023-06-30 13F STONERIDGE COM 86183P102 1,454,465 -4,326 -0.30 27,417 0.51 0.0087
2023-05-12 2023-03-31 13F STONERIDGE COM 86183P102 1,458,791 29,333 2.05 27,279 90,826.67 0.0092
2023-02-09 2022-12-31 13F STONERIDGE COM 86183P102 1,429,458 10,389 0.73 31 -99.88 0.0091
2022-11-10 2022-09-30 13F STONERIDGE COM 86183P102 1,419,069 22,247 1.59 24,054 0.41 0.0092
2022-08-12 2022-06-30 13F STONERIDGE COM 86183P102 1,396,822 58,549 4.37 23,955 -13.78 0.0086
2022-05-13 2022-03-31 13F STONERIDGE COM 86183P102 1,338,273 -2,239 -0.17 27,782 4.99 0.0086
2022-02-09 2021-12-31 13F STONERIDGE COM 86183P102 1,340,512 -61,732 -4.40 26,462 -7.45 0.0080
2021-11-12 2021-09-30 13F STONERIDGE COM 86183P102 1,402,244 -20,825 -1.46 28,592 -31.89 0.0092
2021-08-12 2021-06-30 13F STONERIDGE COM 86183P102 1,423,069 -97,001 -6.38 41,981 -13.18 0.0133
2021-05-14 2021-03-31 13F STONERIDGE COM 86183P102 1,520,070 -126,695 -7.69 48,355 -2.87 0.0160
2021-03-08 2020-12-31 13F/A-2 STONERIDGE COM 86183P102 1,646,765 -117,663 -6.67 49,782 53.59 0.0180
2021-02-11 2020-12-31 13F STONERIDGE COM 86183P102 1,646,765 -117,663 49,782 17,978.6123
2020-11-12 2020-09-30 13F STONERIDGE COM 86183P102 1,764,428 -40,356 -2.24 32,412 -13.07 0.0137
2020-08-13 2020-06-30 13F STONERIDGE COM 86183P102 1,804,784 -6,762 -0.37 37,287 22.89 0.0164
2020-05-14 2020-03-31 13F STONERIDGE COM 86183P102 1,811,546 -36,965 -2.00 30,343 -44.02 0.0158
2020-02-14 2019-12-31 13F STONERIDGE COM 86183P102 1,848,511 -55,645 -2.92 54,199 -8.09 0.0198
2019-11-12 2019-09-30 13F STONERIDGE COM 86183P102 1,904,156 -22,293 -1.16 58,972 -2.98 0.0229
2019-08-13 2019-06-30 13F STONERIDGE COM 86183P102 1,926,449 -4,129 -0.21 60,781 9.09 0.0236
2019-08-12 2019-03-31 13F/A-2 STONERIDGE COM 86183P102 1,930,578 -1,865 -0.10 55,716 16.97 0.0222
2019-05-10 2019-03-31 13F STONERIDGE COM 86183P102 1,930,578 -1,865 55,716
2019-02-26 2018-12-31 13F/A-1 STONERIDGE COM 86183P102 1,932,443 2,456 0.13 47,634 -16.96 0.0216
2019-02-13 2018-12-31 13F STONERIDGE COM 86183P102 1,932,443 2,456 47,634
2018-11-13 2018-09-30 13F STONERIDGE COM 86183P102 1,929,987 -36,951 -1.88 57,360 -17.01 0.0218
2018-08-10 2018-06-30 13F STONERIDGE COM 86183P102 1,966,938 18,458 0.95 69,119 28.53 0.0276
2018-05-11 2018-03-31 13F STONERIDGE COM 86183P102 1,948,480 18,093 0.94 53,778 21.87 0.0224
2018-02-12 2017-12-31 13F STONERIDGE COM 86183P102 1,930,387 96,610 5.27 44,129 21.48 0.0183
2017-11-13 2017-09-30 13F STONERIDGE COM 86183P102 1,833,777 77,601 4.42 36,327 34.23 0.0159
2017-08-11 2017-06-30 13F STONERIDGE COM 86183P102 1,756,176 207,761 13.42 27,063 -3.65 0.0125
2017-05-12 2017-03-31 13F STONERIDGE COM 86183P102 1,548,415 5,670 0.37 28,088 2.92 0.0134
2017-02-09 2016-12-31 13F STONERIDGE COM 86183P102 1,542,745 -16,514 -1.06 27,291 -4.88 0.0136
2016-11-10 2016-09-30 13F STONERIDGE COM 86183P102 1,559,259 107,966 7.44 28,690 32.32 0.0155
2016-08-09 2016-06-30 13F STONERIDGE COM 86183P102 1,451,293 6,435 0.45 21,682 3.07 0.0125
2016-05-13 2016-03-31 13F STONERIDGE COM 86183P102 1,444,858 39,016 2.78 21,037 1.11 0.0126
2016-02-10 2015-12-31 13F STONERIDGE COM 86183P102 1,405,842 19,094 1.38 20,806 21.59 0.0130
2015-11-13 2015-09-30 13F STONERIDGE COM 86183P102 1,386,748 -32,858 -2.31 17,112 2.94 0.0112
2015-08-14 2015-06-30 13F STONERIDGE COM 86183P102 1,419,606 26,036 1.87 16,624 5.66 0.0102
2015-05-14 2015-03-31 13F STONERIDGE COM 86183P102 1,393,570 43,766 3.24 15,733 -9.36 0.0099
2015-02-06 2014-12-31 13F STONERIDGE COM 86183P102 1,349,804 40,509 3.09 17,358 17.63 0.0114
2014-11-13 2014-09-30 13F STONERIDGE COM 86183P102 1,309,295 38,775 3.05 14,756 8.34 0.0105
2014-08-08 2014-06-30 13F STONERIDGE COM 86183P102 1,270,520 50,329 4.12 13,620 -0.61 0.0095
2014-05-14 2014-03-31 13F STONERIDGE COM 86183P102 1,220,191 23,958 2.00 13,703 -10.16 0.0102
2014-02-12 2013-12-31 13F STONERIDGE COM 86183P102 1,196,233 70,437 6.26 15,252 25.32 0.0119
2013-11-13 2013-09-30 13F STONERIDGE COM 86183P102 1,125,796 138,534 14.03 12,170 5.91 0.0105
2013-08-15 2013-06-30 13F STONERIDGE COM 86183P102 987,262 987,262 11,491 0.0108
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.