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Stoneridge Gains New 5% Holder as Royce & Associates Files 13G

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Royce & Associates LP, an SEC-registered investment adviser, has filed a Schedule 13G disclosing beneficial ownership of 1,398,597 shares of Stoneridge, Inc. (SRI) common stock as of 30 Jun 2025. The stake equals 5.02 % of the outstanding shares, crossing the 5 % reporting threshold that triggers passive ownership disclosure under Rule 13d-1(b).

The firm reports sole voting and dispositive power over the entire position and no shared authority. Royce certifies the shares were acquired in the ordinary course of business, with no intent to influence or change control of the issuer. The filing is signed by Vice President Daniel A. O’Byrne on 22 Jul 2025.

  • Reporting person: Royce & Associates LP, New York
  • Form type: Schedule 13G (passive institutional investor)
  • Date of event: 30 Jun 2025
  • Ownership details: 1.40 MM shares; 5.02 % of class; sole voting/dispositive power

No financial results, transactions or governance changes are disclosed; the filing strictly reports Royce’s passive minority ownership.

Positive

  • Royce & Associates LP now holds a reportable 5.02 % stake in Stoneridge, adding a respected institutional investor to the shareholder base.

Negative

  • None.

Insights

TL;DR: Passive 5.0 % stake by Royce signals modest institutional confidence but no control intent—impact limited.

Royce & Associates is a well-known small-cap value manager. Its 5.02 % holding elevates SRI’s institutional ownership profile and may improve liquidity perception. Because the filing is a 13G—not 13D—Royce affirms a passive stance, limiting prospects for activist influence or strategic change. The position size (≈1.4 MM shares) is material for disclosure but modest relative to typical activist thresholds (>10 %). Overall, the stake can be viewed as a vote of confidence in valuation yet carries minimal immediate operational implications. Market reaction is likely muted unless further accumulation or a switch to 13D occurs.






Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G



ROYCE & ASSOCIATES LP
Signature:Daniel A. O'Byrne
Name/Title:Vice President
Date:07/22/2025
Exhibit Information

The securities reported herein are beneficially owned by one or more registered investment companies or other managed accounts that are investment management clients of Royce & Associates, LP ("RALP"), an indirect majority owned subsidiary of Franklin Resources, Inc.("FRI"). When an investment management contract (including a sub advisory agreement) delegates to RALP investment discretion or voting power over the securities held in the investment advisory accounts that are subject to that agreement, FRI treats RALP as having sole investment discretion or voting authority, as the case may be, unless the agreement specifies otherwise. Accordingly, RALP reports on Schedule 13G that it has sole investment discretion and voting authority over the securities covered by any such investment managementagreement, unless otherwise noted in this Item 4. As a result, for purposes of Rule 13d 3 under the Act, RALP may be deemed to be the beneficial owner of the securities reported in this Schedule 13G. Beneficial ownership by investment management subsidiaries and other affiliates of FRI is being reported in conformity with the guidelines articulated by the SEC staff in Release No. 3439538 (January 12, 1998) relating to organizations, such as FRI, where related entities exercise voting and investment powers over the securities being reported independently from eachother. The voting and investment powers held by RALP are exercised independently from FRI(RALP's parent holding company) and from all other investment management subsidiaries of FRI (FRI, its affiliates and investment management subsidiaries other than RALP are, collectively, "FRI affiliates"). Furthermore, internal policies and procedures of RALP and FRI affiliates establish informational barriers that prevent the flow between RALP and the FRI affiliates of information that relates to the voting and investment powers over the securities owned by their respective investment management clients. Consequently, RALP and the FRI affiliates report the securities over which they hold investment and voting power separately from each other for purposes of Section 13 of the Act. Charles B. Johnson and Rupert H. Johnson, Jr. (the "Principal Shareholders") may each own in excess of 10% of the outstanding common stock of FRI and are the principal stockholders of FRI (see FRI's Proxy Statement-Stock Ownership of Certain Beneficial Owners). However, because RALP exercises voting and investment powers on behalf of its investment management clients independently of FRI affiliates, beneficial ownership of the securities reported by RALP is not attributed to the Principal Shareholders. RALP disclaims any pecuniary interest in any of the securities reported in this Schedule 13G. In addition, the filing of this Schedule 13G on behalf of RALP should not be construed as an admission that it is, and it disclaims that it is, the beneficial owner, as defined in Rule 13d 3, of any of such securities. Furthermore, RALP believes that it is not a "group" with FRI affiliates, the Principal Shareholders, or their respective affiliates within the meaning of Rule 13d 5 under the Act and that none of them is otherwise required to attribute to any other the beneficial ownership of the securities held by such person or by any persons or entities for whom or for which RALP or the FRI affiliates provide investment management services.

FAQ

How many Stoneridge (SRI) shares does Royce & Associates LP own?

Royce reports ownership of 1,398,597 common shares.

What percentage of Stoneridge’s outstanding stock is held by Royce?

The stake represents 5.02 % of the outstanding common shares.

Is Royce & Associates acting as an activist in Stoneridge?

No. The filing is a Schedule 13G, indicating a passive investment with no intent to influence control.

Does Royce share voting or dispositive power with other entities?

Royce reports sole voting and dispositive power; no shared authority is disclosed.

What triggered this Schedule 13G filing?

Crossing the 5 % ownership threshold on 30 Jun 2025 required Royce to file under Rule 13d-1(b).

When was the filing signed and by whom?

Vice President Daniel A. O’Byrne signed the report on 22 Jul 2025.
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