Stoneridge Gains New 5% Holder as Royce & Associates Files 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.