STONERIDGE INVESTMENT PARTNERS LLC
All 13F Filings
- Location
- Radnor, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 152,472
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 146 | 152,472 | 13F-HR | STONERIDGE INVESTMENT PARTNERS LLC |
| Q1 2026 | 5/6/2026 | 128 | 138,271 | 13F-HR | STONERIDGE INVESTMENT PARTNERS LLC |
| Q4 2025 | 2/5/2026 | 126 | 143,685 | 13F-HR | STONERIDGE INVESTMENT PARTNERS LLC |
| Q3 2025 | 10/31/2025 | 122 | 145,808 | 13F-HR | STONERIDGE INVESTMENT PARTNERS LLC |
| Q2 2025 | 8/11/2025 | 125 | 132,811 | 13F-HR | STONERIDGE INVESTMENT PARTNERS LLC |
| Q2 2014 | 7/16/2014 | 227 | 667,628 | 13F-HR | STONERIDGE INVESTMENT PARTNERS LLC |
| Q1 2014 | 4/15/2014 | 204 | 518,182 | 13F-HR | STONERIDGE INVESTMENT PARTNERS LLC |
| Q4 2013 | 1/14/2014 | 204 | 521,063 | 13F-HR | STONERIDGE INVESTMENT PARTNERS LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 152.5 K | 100.0% | 14.2 K | 0 | 14.2 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
152,472
Holdings
146
QoQ value change ($000)
14,201
(10.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.