SRI US Equity

STONERIDGE INC

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Consumer Discretionary · Motor Vehicle Parts & Accessories · CIK 1043337 · FYE 1231

$7.38

-0.07 (-0.94%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding SRI · 2026-Q1 methodology → sources →

113 holders

% of shares outstanding held

83.1%

Shares held (13F)

23,455,862

Reporting holders

113

Top holders

largest 100 of 113 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	22NW, LP	2,466,9752.5M	$12M	8.74%	ADD 13%
2	DIMENSIONAL FUND ADVISORS LP	1,217,9741.2M	$6M	4.31%	TRIM -3%
3	FEDERATED HERMES, INC.	1,185,6001.2M	$6M	4.20%	ADD 7%
4	BlackRock, Inc.	1,169,6051.2M	$6M	4.14%	TRIM -7%
5	VANGUARD CAPITAL MANAGEMENT LLC	1,144,9811.1M	$6M	4.06%	NEW†
6	Ewing Morris & Co. Investment Partners Ltd.	1,365,0541.4M	$5M	4.83%	ADD 2%
7	AYAL Capital Advisors Ltd	1,089,0001.1M	$5M	3.86%	—
8	ArrowMark Colorado Holdings LLC	938,827938,827	$5M	3.33%	ADD 7%
9	AMERICAN CENTURY COMPANIES INC	858,465858,465	$4M	3.04%	ADD 11%
10	EVR Research LP	770,000770,000	$4M	2.73%	NEW†
11	ROYCE & ASSOCIATES LP	736,285736,285	$4M	2.61%	ADD 24%
12	ACADIAN ASSET MANAGEMENT LLC	718,857718,857	$3M	2.55%	ADD 7%
13	D. E. Shaw & Co., Inc.	667,553667,553	$3M	2.36%	TRIM -14%
14	Russell Investments Group, Ltd.	577,110577,110	$3M	2.04%	—
15	MARSHALL WACE, LLP	536,065536,065	$3M	1.90%	ADD 34%
16	MILLENNIUM MANAGEMENT LLC	402,304402,304	$2M	1.42%	TRIM -44%
17	TWO SIGMA INVESTMENTS, LP	388,044388,044	$2M	1.37%	ADD 15%
18	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	373,594373,594	$2M	1.32%	TRIM -22%
19	SUSQUEHANNA INTERNATIONAL GROUP, LLP	365,010365,010	$2M	1.29%	ADD 32%
20	GEODE CAPITAL MANAGEMENT, LLC	337,424337,424	$2M	1.20%	ADD 6%
21	Man Group plc	297,733297,733	$1M	1.05%	ADD 51%
22	Assenagon Asset Management S.A.	289,125289,125	$1M	1.02%	ADD 13%
23	RENAISSANCE TECHNOLOGIES LLC	284,900284,900	$1M	1.01%	TRIM -12%
24	JACOBS LEVY EQUITY MANAGEMENT, INC	263,679263,679	$1M	0.93%	ADD 3%
25	UBS Group AG	257,395257,395	$1M	0.91%	ADD 44%
26	MORGAN STANLEY	241,475241,475	$1M	0.86%	TRIM -36%
27	Qube Research & Technologies Ltd	236,997236,997	$1M	0.84%	TRIM -28%
28	GOLDMAN SACHS GROUP INC	232,437232,437	$1M	0.82%	TRIM -6%
29	VANGUARD PORTFOLIO MANAGEMENT LLC	211,630211,630	$1M	0.75%	NEW
30	GLOBEFLEX CAPITAL L P	208,849208,849	$1M	0.74%	TRIM -4%
31	BRIDGEWAY CAPITAL MANAGEMENT, LLC	202,412202,412	$977,650	0.72%	ADD 43%
32	GAMCO INVESTORS, INC. ET AL	200,000200,000	$966,000	0.71%	—
33	DISCIPLINED GROWTH INVESTORS INC /MN	197,087197,087	$951,930	0.70%	TRIM -3%
34	KENNEDY CAPITAL MANAGEMENT LLC	179,592179,592	$867,429	0.64%	TRIM -26%
35	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	177,373177,373	$856,712	0.63%	ADD 17%
36	VANGUARD FIDUCIARY TRUST CO	165,710165,710	$800,379	0.59%	NEW
37	STATE STREET CORP	134,334134,334	$648,833	0.48%	—
38	BARCLAYS PLC	128,295128,295	$619,664	0.45%	ADD 41%
39	TUDOR INVESTMENT CORP ET AL	128,092128,092	$618,684	0.45%	TRIM -24%
40	Shay Capital LLC	126,400126,400	$610,512	0.45%	NEW
41	Point72 Asset Management, L.P.	104,989104,989	$507,097	0.37%	TRIM -41%
42	HSBC HOLDINGS PLC	100,391100,391	$487,900	0.36%	TRIM -56%
43	PANAGORA ASSET MANAGEMENT INC	92,63892,638	$447,442	0.33%	ADD 19%
44	683 Capital Management, LLC	90,00090,000	$434,700	0.32%	TRIM -12%
45	RBF Capital, LLC	80,00080,000	$386,400	0.28%	TRIM -50%
46	Boston Partners	77,70277,702	$375,300	0.28%	TRIM -5%
47	Connor, Clark & Lunn Investment Management Ltd.	73,72373,723	$356,082	0.26%	TRIM -34%
48	NORTHERN TRUST CORP	71,44171,441	$345,060	0.25%	—
49	BANK OF AMERICA CORP /DE/	68,89668,896	$332,768	0.24%	ADD 113%
50	GSA CAPITAL PARTNERS LLP	68,20068,200	$329,000	0.24%	TRIM -76%
51	Engineers Gate Manager LP	64,29564,295	$310,545	0.23%	ADD 25%
52	Empowered Funds, LLC	61,88061,880	$298,880	0.22%	ADD 174%
53	CITADEL ADVISORS LLC	60,79460,794	$293,635	0.22%	TRIM -67%
54	GABELLI FUNDS LLC	59,00059,000	$284,970	0.21%	—
55	Hudson Bay Capital Management LP	50,20150,201	$242,471	0.18%	ADD 17%
56	Trexquant Investment LP	49,31849,318	$238,206	0.17%	TRIM -68%
57	WealthTrust Axiom LLC	48,81348,813	$235,766	0.17%	ADD 219%
58	CHANNEL WEALTH LLC	48,65048,650	$234,980	0.17%	ADD 53%
59	PRICE T ROWE ASSOCIATES INC /MD/	46,42946,429	$225,000	0.16%	—
60	AMERIPRISE FINANCIAL INC	42,15542,155	$203,609	0.15%	TRIM -17%
61	Schonfeld Strategic Advisors LLC	41,21541,215	$199,068	0.15%	NEW
62	XTX Topco Ltd	35,58435,584	$171,871	0.13%	TRIM -73%
63	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	32,62032,620	$157,555	0.12%	—
64	Quantinno Capital Management LP	31,84131,841	$153,792	0.11%	—
65	SEI INVESTMENTS CO	31,09031,090	$150,160	0.11%	ADD 46%
66	VILLERE ST DENIS J & CO LLC	30,00030,000	$144,900	0.11%	ADD 100%
67	BROWN ADVISORY INC	26,38826,388	$127,454	0.09%	—
68	Susquehanna Portfolio Strategies, LLC	26,08026,080	$125,966	0.09%	TRIM -20%
69	ALGERT GLOBAL LLC	25,88025,880	$125,000	0.09%	—
70	LAUREL OAK WEALTH MANAGEMENT, LLC	22,50022,500	$108,675	0.08%	NEW
71	OMERS ADMINISTRATION Corp	22,40022,400	$108,192	0.08%	TRIM -38%
72	CITIGROUP INC	21,90321,903	$105,791	0.08%	TRIM -44%
73	Encompass More Asset Management	21,00921,009	$101,473	0.07%	—
74	Teton Advisors, LLC	20,00020,000	$96,600	0.07%	TRIM -5%
75	Sequoia Financial Advisors, LLC	18,60318,603	$89,853	0.07%	NEW
76	JANE STREET GROUP, LLC	18,51118,511	$89,409	0.07%	TRIM -84%
77	HRT FINANCIAL LP	18,48018,480	$89,000	0.07%	NEW
78	MIRABELLA FINANCIAL SERVICES LLP	18,22018,220	$88,003	0.06%	NEW
79	PNC FINANCIAL SERVICES GROUP, INC.	18,18318,183	$87,825	0.06%	TRIM -5%
80	Jain Global LLC	17,09717,097	$82,579	0.06%	ADD 29%
81	Catalyst Funds Management Pty Ltd	16,93616,936	$81,801	0.06%	NEW
82	CANADA PENSION PLAN INVESTMENT BOARD	16,40016,400	$79,212	0.06%	ADD 156%
83	AQR CAPITAL MANAGEMENT LLC	15,79815,798	$76,304	0.06%	TRIM -39%
84	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	14,50014,500	$70,035	0.05%	—
85	Advisory Advocates, LLC	13,50013,500	$65,205	0.05%	ADD 22%
86	Brevan Howard Capital Management LP	13,13813,138	$63,457	0.05%	NEW
87	BNP PARIBAS FINANCIAL MARKETS	10,42210,422	$50,338	0.04%	TRIM -91%
88	Vanguard Global Advisers, LLC	10,08710,087	$48,720	0.04%	NEW
89	RHUMBLINE ADVISERS	3,9253,925	$18,957	0.01%	—
90	FMR LLC	3,0193,019	$14,584	0.01%	—
91	Versant Capital Management, Inc	2,7312,731	$13,191	0.01%	—
92	CWM, LLC	2,1782,178	$10,520	0.01%	TRIM -23%
93	ROYAL BANK OF CANADA	716716	$3,000	0.00%	TRIM -82%
94	Blue Trust, Inc.	474474	$2,289	0.00%	—
95	NISA INVESTMENT ADVISORS, LLC	451451	$2,178	0.00%	—
96	EverSource Wealth Advisors, LLC	406406	$1,961	0.00%	TRIM -2%
97	Physician Wealth Advisors, Inc.	265265	$1,280	0.00%	—
98	GAMMA Investing LLC	257257	$1,241	0.00%	TRIM -11%
99	Farther Finance Advisors, LLC	240240	$1,183	0.00%	TRIM -19%
100	Arax Advisory Partners	206206	$1,121	0.00%	TRIM -62%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

22NW, LP

343K

1.6M

1.9M

2.1M

2.2M

2.5M

$12M

DIMENSIONAL FUND ADVISORS LP

1.5M

1.4M

1.3M

1.2M

$6M

FEDERATED HERMES, INC.

706K

1.1M

1.2M

$6M

BlackRock, Inc.

2.1M

2.2M

1.4M

1.2M

1.3M

1.2M

$6M

VANGUARD CAPITAL MANAGEMENT LLC

—

1.1M

$6M

Ewing Morris & Co. Investment Partners Ltd.

1.2M

1.3M

1.4M

$5M

AYAL Capital Advisors Ltd

923K

1.1M

$5M

ArrowMark Colorado Holdings LLC

879K

832K

1.1M

1.0M

880K

939K

$5M

AMERICAN CENTURY COMPANIES INC

320K

353K

402K

625K

774K

858K

$4M

EVR Research LP

200K

—

770K

$4M

ROYCE & ASSOCIATES LP

1.3M

1.2M

1.4M

1.0M

592K

736K

$4M

ACADIAN ASSET MANAGEMENT LLC

438K

594K

752K

681K

669K

719K

$3M

D. E. Shaw & Co., Inc.

700K

945K

934K

637K

778K

668K

$3M

Russell Investments Group, Ltd.

260K

388K

420K

384K

576K

577K

$3M

MARSHALL WACE, LLP

74K

103K

294K

388K

401K

536K

$3M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	113	23,455,862	83.1%	$112M
2025-Q4

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding SRI · 2026-Q1 methodology → sources →

113 holders

% of shares outstanding held

83.1%

Shares held (13F)

23,455,862

Reporting holders

113

Top holders

largest 100 of 113 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	22NW, LP	2,466,9752.5M	$12M	8.74%	ADD 13%
2	DIMENSIONAL FUND ADVISORS LP	1,217,9741.2M	$6M	4.31%	TRIM -3%
3	FEDERATED HERMES, INC.	1,185,6001.2M	$6M	4.20%	ADD 7%
4	BlackRock, Inc.	1,169,6051.2M	$6M	4.14%	TRIM -7%
5	VANGUARD CAPITAL MANAGEMENT LLC	1,144,9811.1M	$6M	4.06%	NEW†
6	Ewing Morris & Co. Investment Partners Ltd.	1,365,0541.4M	$5M	4.83%	ADD 2%
7	AYAL Capital Advisors Ltd	1,089,0001.1M	$5M	3.86%	—
8	ArrowMark Colorado Holdings LLC	938,827938,827	$5M	3.33%	ADD 7%
9	AMERICAN CENTURY COMPANIES INC	858,465858,465	$4M	3.04%	ADD 11%
10	EVR Research LP	770,000770,000	$4M	2.73%	NEW†
11	ROYCE & ASSOCIATES LP	736,285736,285	$4M	2.61%	ADD 24%
12	ACADIAN ASSET MANAGEMENT LLC	718,857718,857	$3M	2.55%	ADD 7%
13	D. E. Shaw & Co., Inc.	667,553667,553	$3M	2.36%	TRIM -14%
14	Russell Investments Group, Ltd.	577,110577,110	$3M	2.04%	—
15	MARSHALL WACE, LLP	536,065536,065	$3M	1.90%	ADD 34%
16	MILLENNIUM MANAGEMENT LLC	402,304402,304	$2M	1.42%	TRIM -44%
17	TWO SIGMA INVESTMENTS, LP	388,044388,044	$2M	1.37%	ADD 15%
18	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	373,594373,594	$2M	1.32%	TRIM -22%
19	SUSQUEHANNA INTERNATIONAL GROUP, LLP	365,010365,010	$2M	1.29%	ADD 32%
20	GEODE CAPITAL MANAGEMENT, LLC	337,424337,424	$2M	1.20%	ADD 6%
21	Man Group plc	297,733297,733	$1M	1.05%	ADD 51%
22	Assenagon Asset Management S.A.	289,125289,125	$1M	1.02%	ADD 13%
23	RENAISSANCE TECHNOLOGIES LLC	284,900284,900	$1M	1.01%	TRIM -12%
24	JACOBS LEVY EQUITY MANAGEMENT, INC	263,679263,679	$1M	0.93%	ADD 3%
25	UBS Group AG	257,395257,395	$1M	0.91%	ADD 44%
26	MORGAN STANLEY	241,475241,475	$1M	0.86%	TRIM -36%
27	Qube Research & Technologies Ltd	236,997236,997	$1M	0.84%	TRIM -28%
28	GOLDMAN SACHS GROUP INC	232,437232,437	$1M	0.82%	TRIM -6%
29	VANGUARD PORTFOLIO MANAGEMENT LLC	211,630211,630	$1M	0.75%	NEW
30	GLOBEFLEX CAPITAL L P	208,849208,849	$1M	0.74%	TRIM -4%
31	BRIDGEWAY CAPITAL MANAGEMENT, LLC	202,412202,412	$977,650	0.72%	ADD 43%
32	GAMCO INVESTORS, INC. ET AL	200,000200,000	$966,000	0.71%	—
33	DISCIPLINED GROWTH INVESTORS INC /MN	197,087197,087	$951,930	0.70%	TRIM -3%
34	KENNEDY CAPITAL MANAGEMENT LLC	179,592179,592	$867,429	0.64%	TRIM -26%
35	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	177,373177,373	$856,712	0.63%	ADD 17%
36	VANGUARD FIDUCIARY TRUST CO	165,710165,710	$800,379	0.59%	NEW
37	STATE STREET CORP	134,334134,334	$648,833	0.48%	—
38	BARCLAYS PLC	128,295128,295	$619,664	0.45%	ADD 41%
39	TUDOR INVESTMENT CORP ET AL	128,092128,092	$618,684	0.45%	TRIM -24%
40	Shay Capital LLC	126,400126,400	$610,512	0.45%	NEW
41	Point72 Asset Management, L.P.	104,989104,989	$507,097	0.37%	TRIM -41%
42	HSBC HOLDINGS PLC	100,391100,391	$487,900	0.36%	TRIM -56%
43	PANAGORA ASSET MANAGEMENT INC	92,63892,638	$447,442	0.33%	ADD 19%
44	683 Capital Management, LLC	90,00090,000	$434,700	0.32%	TRIM -12%
45	RBF Capital, LLC	80,00080,000	$386,400	0.28%	TRIM -50%
46	Boston Partners	77,70277,702	$375,300	0.28%	TRIM -5%
47	Connor, Clark & Lunn Investment Management Ltd.	73,72373,723	$356,082	0.26%	TRIM -34%
48	NORTHERN TRUST CORP	71,44171,441	$345,060	0.25%	—
49	BANK OF AMERICA CORP /DE/	68,89668,896	$332,768	0.24%	ADD 113%
50	GSA CAPITAL PARTNERS LLP	68,20068,200	$329,000	0.24%	TRIM -76%
51	Engineers Gate Manager LP	64,29564,295	$310,545	0.23%	ADD 25%
52	Empowered Funds, LLC	61,88061,880	$298,880	0.22%	ADD 174%
53	CITADEL ADVISORS LLC	60,79460,794	$293,635	0.22%	TRIM -67%
54	GABELLI FUNDS LLC	59,00059,000	$284,970	0.21%	—
55	Hudson Bay Capital Management LP	50,20150,201	$242,471	0.18%	ADD 17%
56	Trexquant Investment LP	49,31849,318	$238,206	0.17%	TRIM -68%
57	WealthTrust Axiom LLC	48,81348,813	$235,766	0.17%	ADD 219%
58	CHANNEL WEALTH LLC	48,65048,650	$234,980	0.17%	ADD 53%
59	PRICE T ROWE ASSOCIATES INC /MD/	46,42946,429	$225,000	0.16%	—
60	AMERIPRISE FINANCIAL INC	42,15542,155	$203,609	0.15%	TRIM -17%
61	Schonfeld Strategic Advisors LLC	41,21541,215	$199,068	0.15%	NEW
62	XTX Topco Ltd	35,58435,584	$171,871	0.13%	TRIM -73%
63	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	32,62032,620	$157,555	0.12%	—
64	Quantinno Capital Management LP	31,84131,841	$153,792	0.11%	—
65	SEI INVESTMENTS CO	31,09031,090	$150,160	0.11%	ADD 46%
66	VILLERE ST DENIS J & CO LLC	30,00030,000	$144,900	0.11%	ADD 100%
67	BROWN ADVISORY INC	26,38826,388	$127,454	0.09%	—
68	Susquehanna Portfolio Strategies, LLC	26,08026,080	$125,966	0.09%	TRIM -20%
69	ALGERT GLOBAL LLC	25,88025,880	$125,000	0.09%	—
70	LAUREL OAK WEALTH MANAGEMENT, LLC	22,50022,500	$108,675	0.08%	NEW
71	OMERS ADMINISTRATION Corp	22,40022,400	$108,192	0.08%	TRIM -38%
72	CITIGROUP INC	21,90321,903	$105,791	0.08%	TRIM -44%
73	Encompass More Asset Management	21,00921,009	$101,473	0.07%	—
74	Teton Advisors, LLC	20,00020,000	$96,600	0.07%	TRIM -5%
75	Sequoia Financial Advisors, LLC	18,60318,603	$89,853	0.07%	NEW
76	JANE STREET GROUP, LLC	18,51118,511	$89,409	0.07%	TRIM -84%
77	HRT FINANCIAL LP	18,48018,480	$89,000	0.07%	NEW
78	MIRABELLA FINANCIAL SERVICES LLP	18,22018,220	$88,003	0.06%	NEW
79	PNC FINANCIAL SERVICES GROUP, INC.	18,18318,183	$87,825	0.06%	TRIM -5%
80	Jain Global LLC	17,09717,097	$82,579	0.06%	ADD 29%
81	Catalyst Funds Management Pty Ltd	16,93616,936	$81,801	0.06%	NEW
82	CANADA PENSION PLAN INVESTMENT BOARD	16,40016,400	$79,212	0.06%	ADD 156%
83	AQR CAPITAL MANAGEMENT LLC	15,79815,798	$76,304	0.06%	TRIM -39%
84	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	14,50014,500	$70,035	0.05%	—
85	Advisory Advocates, LLC	13,50013,500	$65,205	0.05%	ADD 22%
86	Brevan Howard Capital Management LP	13,13813,138	$63,457	0.05%	NEW
87	BNP PARIBAS FINANCIAL MARKETS	10,42210,422	$50,338	0.04%	TRIM -91%
88	Vanguard Global Advisers, LLC	10,08710,087	$48,720	0.04%	NEW
89	RHUMBLINE ADVISERS	3,9253,925	$18,957	0.01%	—
90	FMR LLC	3,0193,019	$14,584	0.01%	—
91	Versant Capital Management, Inc	2,7312,731	$13,191	0.01%	—
92	CWM, LLC	2,1782,178	$10,520	0.01%	TRIM -23%
93	ROYAL BANK OF CANADA	716716	$3,000	0.00%	TRIM -82%
94	Blue Trust, Inc.	474474	$2,289	0.00%	—
95	NISA INVESTMENT ADVISORS, LLC	451451	$2,178	0.00%	—
96	EverSource Wealth Advisors, LLC	406406	$1,961	0.00%	TRIM -2%
97	Physician Wealth Advisors, Inc.	265265	$1,280	0.00%	—
98	GAMMA Investing LLC	257257	$1,241	0.00%	TRIM -11%
99	Farther Finance Advisors, LLC	240240	$1,183	0.00%	TRIM -19%
100	Arax Advisory Partners	206206	$1,121	0.00%	TRIM -62%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

22NW, LP

343K

1.6M

1.9M

2.1M

2.2M

2.5M

$12M

DIMENSIONAL FUND ADVISORS LP

1.5M

1.4M

1.3M

1.2M

$6M

FEDERATED HERMES, INC.

706K

1.1M

1.2M

$6M

BlackRock, Inc.

2.1M

2.2M

1.4M

1.2M

1.3M

1.2M

$6M

VANGUARD CAPITAL MANAGEMENT LLC

—

1.1M

$6M

Ewing Morris & Co. Investment Partners Ltd.

1.2M

1.3M

1.4M

$5M

AYAL Capital Advisors Ltd

923K

1.1M

$5M

ArrowMark Colorado Holdings LLC

879K

832K

1.1M

1.0M

880K

939K

$5M

AMERICAN CENTURY COMPANIES INC

320K

353K

402K

625K

774K

858K

$4M

EVR Research LP

200K

—

770K

$4M

ROYCE & ASSOCIATES LP

1.3M

1.2M

1.4M

1.0M

592K

736K

$4M

ACADIAN ASSET MANAGEMENT LLC

438K

594K

752K

681K

669K

719K

$3M

D. E. Shaw & Co., Inc.

700K

945K

934K

637K

778K

668K

$3M

Russell Investments Group, Ltd.

260K

388K

420K

384K

576K

577K

$3M

MARSHALL WACE, LLP

74K

103K

294K

388K

401K

536K

$3M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	113	23,455,862	83.1%	$112M
2025-Q4

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SRI US Equity☆

Institutional ownership· 13F filers holding SRI · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding SRI · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

SRI US Equity