KCM
SRI icon

Kennedy Capital Management’s Stoneridge SRI Stock Holding History

Kennedy Capital Management’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$867K Sell
179,592
-62,900
-26% -$431K 0.02% 496
2025
Q4 		$1.4M Buy
242,492
+92
+0% +$579 0.03% 454
2025
Q3 		$1.85M Buy
242,400
+27,045
+13% +$214K 0.04% 459
2025
Q2 		$1.52M Sell
215,355
-30,340
-12% -$149K 0.04% 474
2025
Q1 		$1.13M Sell
245,695
-256,448
-51% -$1.3M 0.03% 495
2024
Q4 		$3.15M Buy
502,143
+19,691
+4% +$151K 0.07% 420
2024
Q3 		$5.4M Sell
482,452
-25,420
-5% -$363K 0.12% 298
2024
Q2 		$8.11M Buy
507,872
+195,205
+62% +$3.13M 0.17% 204
2024
Q1 		$5.77M Sell
312,667
-11,904
-4% -$211K 0.12% 285
2023
Q4 		$6.35M Buy
324,571
+81,489
+34% +$1.41M 0.14% 259
2023
Q3 		$4.88M Buy
243,082
+8,869
+4% +$180K 0.12% 289
2023
Q2 		$4.41M Buy
234,213
+99,757
+74% +$1.75M 0.1% 319
2023
Q1 		$2.51M Sell
134,456
-73,492
-35% -$1.58M 0.07% 372
2022
Q4 		$4.48M Sell
207,948
-240,708
-54% -$5.15M 0.13% 293
2022
Q3 		$7.61M Sell
448,656
-1,000
-0.2% -$18.8K 0.22% 152
2022
Q2 		$7.71M Buy
449,656
+50,227
+13% +$954K 0.22% 163
2022
Q1 		$8.29M Buy
399,429
+150,764
+61% +$2.77M 0.2% 185
2021
Q4 		$4.91M Buy
+248,665
New +$5.26M 0.1% 353
2020
Q1 		– Sell
-122,805
Closed -$3.6M – 723
2019
Q4 		$3.6M Buy
+122,805
New +$3.78M 0.09% 425
2018
Q4 		– Sell
-197,675
Closed -$5.88M – 734
2018
Q3 		$5.88M Sell
197,675
-3,189
-2% -$101K 0.11% 350
2018
Q2 		$7.06M Sell
200,864
-42,965
-18% -$1.31M 0.13% 284
2018
Q1 		$6.73M Sell
243,829
-1,754
-0.7% -$42.8K 0.13% 280
2017
Q4 		$5.61M Sell
245,583
-2,648
-1% -$59.2K 0.1% 385
2017
Q3 		$4.92M Buy
248,231
+70,972
+40% +$1.17M 0.09% 424
2017
Q2 		$2.73M Buy
+177,259
New +$2.97M 0.05% 538
2015
Q2 		– Sell
-10,015
Closed -$113K – 746
2015
Q1 		$113K Hold
10,015
– – ﹤0.01% 715
2014
Q4 		$129K Sell
10,015
-163,441
-94% -$1.91M ﹤0.01% 735
2014
Q3 		$1.96M Buy
173,456
+50,525
+41% +$589K 0.04% 565
2014
Q2 		$1.32M Buy
122,931
+784
+0.6% +$8.22K 0.02% 626
2014
Q1 		$1.37M Buy
+122,147
New +$1.37M 0.03% 603
2013
Q3 		– Sell
-456,225
Closed -$5.31M – 770
2013
Q2 		$5.31M Buy
+456,225
New +$4.22M 0.11% 347

Other funds holding SRI

2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $369M AUM 39.67% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return

Kennedy Capital Management's SRI Position: Q1 2026 in Review

Kennedy Capital Management reduced its Stoneridge (SRI) stake by 26% in Q1 2026, selling an estimated $431K and leaving 179,592 shares worth $867K. The position accounts for 0.02% of the portfolio, ranked #496.

Kennedy Capital Management first reported a position in SRI in Q2 2013 and has held it in 31 quarters since. The position peaked at $8.29M in Q1 2022. 114 funds tracked by Wall St. Rank hold SRI as of Q1 2026.

  • Kennedy Capital Management held 179,592 shares of Stoneridge worth $867K as of Q1 2026.
  • Kennedy Capital Management sold 62,900 Stoneridge shares in Q1 2026, an estimated $431K.
  • Stoneridge made up 0.02% of Kennedy Capital Management's portfolio in Q1 2026, its #496 holding.
  • Kennedy Capital Management first reported a position in Stoneridge in Q2 2013 and has held it in 31 quarters since.
  • Kennedy Capital Management's Stoneridge position peaked at $8.29M in Q1 2022.
  • 114 funds tracked by Wall St. Rank held Stoneridge as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.