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Investment Adviser Wasatch Discloses 7.2% Ownership in Standex (SXI)

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

Rhea-AI Filing Summary

Wasatch Advisors LP reports beneficial ownership of 866,830 shares of Standex International (SXI), representing 7.2% of the outstanding common stock. Wasatch discloses sole dispositive power over all 866,830 shares and sole voting power over 625,398 shares, with no shared voting or dispositive power reported.

The filing includes a certification that the securities are held in the ordinary course of business and were not acquired to change or influence control. The report classifies Wasatch as an investment adviser, making this a public notice that a registered adviser holds a material, passive stake in the company.

Positive

  • Wasatch Advisors reports beneficial ownership of 866,830 shares, representing a 7.2% stake in Standex, a material passive holding.
  • Wasatch has sole dispositive power over all 866,830 shares, providing clear record of who controls disposition of the position.

Negative

  • None.

Insights

TL;DR: Wasatch holds a material 7.2% stake with sole disposition power but limited voting concentration; impact appears neutral.

Wasatch Advisors' reported 866,830-share position equals 7.2% of Standex, large enough to be material to investors' ownership tables but not a majority position. The firm retains sole dispositive power over the entire holding and sole voting power over 625,398 shares, implying it can direct sales of the full position while voting less than the full amount it can dispose of. The certification that the stake is held in the ordinary course and not to influence control suggests passive intent, so this filing signals increased ownership visibility rather than an active governance campaign.

TL;DR: Ownership exceeds the 5% reporting threshold but the filer disclaims intent to influence control, indicating no immediate governance action.

The Schedule 13G shows a single institutional investor with a >5% holding and explicit statements that the position is not meant to alter control. That classification (investment adviser) and the Item 10 certification reduce the likelihood of imminent activist engagement. From a governance perspective, management and other shareholders should note the size and clear dispositive authority, but the filing itself contains no directive or proposal to change company control or strategy.






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



WASATCH ADVISORS LP
Signature:Mike Yeates
Name/Title:CEO
Date:08/13/2025

FAQ

How many shares of Standex (SXI) does Wasatch Advisors own?

Wasatch Advisors reports beneficial ownership of 866,830 shares of Standex common stock.

What percentage of Standex does Wasatch Advisors' holding represent?

The reported position represents 7.2% of Standex's outstanding common stock.

Does Wasatch Advisors have voting and dispositive power over its SXI shares?

Wasatch reports sole voting power for 625,398 shares and sole dispositive power for all 866,830 shares; shared powers are reported as zero.

Is Wasatch Advisors classified as an investment adviser in the filing?

Yes. The report classifies Wasatch Advisors as an investment adviser and the filing type is a Schedule 13G.

Does the filing indicate Wasatch intends to influence control of Standex?

No. The certification in the filing states the securities are held in the ordinary course of business and were not acquired to change or influence control of the issuer.
Standex Intl

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