SOI

SOI

SOI

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2023 Q3 Sep 30, 2023 Signia Capital Management 3.8% 15.3% ALEX, CHS, HLX, NGVC, SOI, TBBK, TRC, TTI, UTI, YTRA buyouts, Microcap, private equity, small caps, value CHS
2026 Q2 Jul 30, 2026 AMG GW&K Small Cap Core Fund 18.2% 18.2% AORT, DCO, DSGX, GMED, HLI, INTA, LOPE, PATK, PWP, SF, SHAK, SOI, STRL, SUPN, TNDM, USPH healthcare, industrials, Quality, semiconductors, small caps, technology, value
2025 Q1 Mar 31, 2025 Signia Capital Management -10.3% - ARHS, EQX, GLDD, HLX, HMST, INVX, METC, OPRT, PGNY, SOI, TRC Corrections, energy, financials, Microcap, Quality, small caps, value METC
OPRT
2025 Q3 Oct 15, 2025 Royce Investment Partners Small Cap 12.9% 9.9% AIR, AMSC, ATRO, CECO, CRK, FTI, GLOB, KD, KN, KTOS, LAUR, LFMD, MOD, OPRX, PRIM, PSQH, REZI, SOI, SWSS, UCTT defense, industrials, infrastructure, Outperformance, semiconductors, small caps, technology, value

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
No pitches found.

BSD Shareholders of SOI

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
No investor data available.

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