STANDEX INTL CORP SXI
COM · Common Stock · CUSIP 854231107 · ISIN US8542311076
American multinational manufacturer
- SectorIndustrials
- IndustryRefrigeration & Service Industry Machinery
- HeadquartersSalem, NH
- Websitestandex.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($14.8m this quarter). Holder counts are more reliable. Shares outstanding: 11.9m as of 2023-11-01, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $145.71. Options: 4 managers hold calls ($1.3m notional), 3 hold puts ($335.1k).
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 185 |
| Q4 2022 | 195 |
| Q1 2023 | 193 |
| Q2 2023 | 210 |
| Q3 2023 | 222 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 89 | 89 |
| Q1 2023 | 79 | 94 |
| Q2 2023 | 86 | 113 |
| Q3 2023 | 98 | 101 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $81.2k | $665.4k | 8.19 |
| Q1 2023 | $49.0k | $538.7k | 11.00 |
| Q2 2023 | $141.5k | $84.9k | 0.60 |
| Q3 2023 | $1.3m | $335.1k | 0.26 |
Biggest buyers
| NEUBERGER BERMAN GROUP LLC | Added | +253.3k |
| Handelsbanken Fonder AB | Added | +25.0k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +21.8k |
| GOLDMAN SACHS GROUP INC | Added | +19.9k |
| Qube Research & Technologies Ltd | Added | +19.7k |
| Trexquant Investment LP | New | +11.6k |
| MORGAN STANLEY | Added | +10.9k |
| Informed Momentum Co LLC | Added | +10.6k |
| Knights of Columbus Asset Advisors LLC | Added | +9.7k |
| Nicholas Investment Partners, LP | Added | +8.8k |
Biggest sellers
| ROYCE & ASSOCIATES LP | Reduced | -48.2k |
| BlackRock Inc. | Reduced | -40.6k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Reduced | -29.7k |
| WELLINGTON MANAGEMENT GROUP LLP | Sold out | -25.3k |
| Handelsinvest Investeringsforvaltning | Sold out | -20.0k |
| NORGES BANK | Reduced | -15.7k |
| Nuveen Asset Management, LLC | Reduced | -14.5k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -12.8k |
| VANGUARD GROUP INC | Reduced | -11.9k |
| Leeward Investments, LLC - MA | Reduced | -10.0k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $932.4k6.4k shares |
| PEAK6 Investments LLC | New | $349.7k2.4k shares |
| SIMPLEX TRADING, LLC | New | $14.0k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| PEAK6 Investments LLC | New | $276.8k1.9k shares |
| CITADEL ADVISORS LLC | Reduced | $58.3k400 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-07-18 | 14.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.2% |
| WASATCH ADVISORS LP 13G · institution -1.3 pts · filed 2026-10-09 | 5.7% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.2% |
Fell to 5% or below in the last year: Neuberger Berman Group LLC (4.7%, 2026-06-04), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), Champlain Investment Partners, LLC (4.0%, 2026-02-12)
Insider purchases and sales in Q3 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2021 | 0 | — | 7 | $2.7m | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 1 | $110.2k | — |
| Q3 2022 | 0 | — | 1 | $154.4k | — |
| Q4 2022 | 0 | — | 3 | $386.4k | — |
| Q1 2023 | 0 | — | 3 | $1.5m | — |
| Q2 2023 | 0 | — | 4 | $3.7m | $3.3m |
| Q3 2023 | 0 | — | 3 | $983.6k | $676.5k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-09-07 | Sarcevic Ademir Vice President/CFO/Treasurer | Sold plan | $463.5k3.1k shares |
| 2023-08-29 | Edwards Barbara Joanne Director | Sold | $151.1k970 shares |
| 2023-08-24 | Sarcevic Ademir Vice President/CFO/Treasurer | Sold plan | $213.0k1.4k shares |
| 2023-08-08 | Valashinas Sean C VP/Chief Accounting Officer | Sold | $156.0k1.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.01% of their portfolio | 1.8m $257.7m | Reduced -40.6k |
| VANGUARD GROUP INC 0.01% of their portfolio | 1.4m $205.0m | Reduced -11.9k |
| NEUBERGER BERMAN GROUP LLC 0.10% of their portfolio | 740.1k $107.8m | Added +253.3k |
| Champlain Investment Partners, LLC 0.54% of their portfolio | 571.8k $83.3m | Reduced -508 |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 552.8k $80.5m | Reduced -12.8k |
| Copeland Capital Management, LLC 1.72% of their portfolio | 550.0k $80.1m | Added +4.9k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.61% of their portfolio | 548.5k $79.9m | Reduced -3.4k |
| STATE STREET CORP 0.00% of their portfolio | 467.3k $68.1m | Added +984 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.15% of their portfolio | 265.2k $38.6m | Reduced -3.7k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 251.8k $36.7m | Added +4.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 238.0k $34.7m | Added +8.0k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 177.7k $25.9m | Added +19.9k |
| Handelsbanken Fonder AB 0.12% of their portfolio | 147.7k $21.5m | Added +25.0k |
| MORGAN STANLEY 0.00% of their portfolio | 146.5k $21.3m | Added +10.9k |
| Allspring Global Investments Holdings, LLC 0.04% of their portfolio | 142.1k $20.7m | Reduced -5.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 140.0k $20.4m | Reduced -3.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 135.5k $19.7m | Reduced -3.1k |
| Leeward Investments, LLC - MA 0.98% of their portfolio | 131.4k $19.1m | Reduced -10.0k |
| Invesco Ltd. 0.00% of their portfolio | 92.0k $13.4m | Reduced -4.6k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 91.7k $13.4m | Reduced -29.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 88.9k $12.9m | Added +5.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 88.0k $12.8m | Reduced -4.4k |
| NORGES BANK 0.00% of their portfolio | 85.7k $12.5m | Reduced -15.7k |
| GAMCO INVESTORS, INC. ET AL 0.14% of their portfolio | 82.0k $11.9m | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 80.3k $11.7m | Added +21.8k |
| Thrivent Financial for Lutherans 0.02% of their portfolio | 71.0k $10.3m | Reduced -5.9k |
| Wilmington Savings Fund Society, FSB 0.43% of their portfolio | 67.3k $9.8m | Reduced -1.1k |
| CRAWFORD INVESTMENT COUNSEL INC 0.21% of their portfolio | 66.7k $9.7m | Reduced -4.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 65.9k $9.6m | Reduced -3.5k |
| ProShare Advisors LLC 0.02% of their portfolio | 53.5k $7.8m | Reduced -5.1k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 51.8k $7.6m | Added +3.6k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 50.9k $7.4m | Reduced -1.3k |
| GABELLI FUNDS LLC 0.06% of their portfolio | 50.0k $7.3m | Unchanged |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 48.2k $7.0m | Reduced -14.5k |
| Nicholas Investment Partners, LP 0.46% of their portfolio | 42.6k $6.2m | Added +8.8k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 36.1k $5.3m | Reduced -2.7k |
| SEGALL BRYANT & HAMILL, LLC 0.06% of their portfolio | 34.3k $5.0m | Reduced -2.6k |
| Legal & General Group Plc 0.00% of their portfolio | 33.5k $4.9m | Reduced -991 |
| Cove Street Capital, LLC 1.56% of their portfolio | 30.2k $4.6m | Reduced -339 |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 27.1k $3.9m | Added +19.7k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 26.7k $3.9m | Reduced -3.3k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 26.3k $3.8m | Reduced -755 |
| Swiss National Bank 0.00% of their portfolio | 26.2k $3.8m | Added +200 |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 25.7k $3.7m | Reduced -1.1k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 25.5k $3.7m | Reduced -2.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 24.5k $3.6m | Added +1.4k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 23.7k $3.5m | Added +4.1k |
| Knights of Columbus Asset Advisors LLC 0.28% of their portfolio | 21.4k $3.1m | Added +9.7k |
| Informed Momentum Co LLC 0.55% of their portfolio | 19.6k $2.9m | Added +10.6k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 18.8k $2.7m | Added +555 |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 17.7k $2.6m | Reduced -3.8k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 16.0k $2.3m | Reduced -1.6k |
| WHITE PINE CAPITAL LLC 0.91% of their portfolio | 15.6k $2.3m | Reduced -482 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 14.8k $2.2m | Reduced -1.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 14.7k $2.1m | Added +650 |
| Public Sector Pension Investment Board 0.02% of their portfolio | 14.6k $2.1m | Reduced -6.5k |
| Teton Advisors, Inc. 0.63% of their portfolio | 14.0k $2.0m | Unchanged |
| Relative Value Partners Group, LLC 0.13% of their portfolio | 13.8k $2.0m | Unchanged |
| MARTINGALE ASSET MANAGEMENT L P 0.04% of their portfolio | 13.2k $1.9m | Unchanged |
| ADVISORY RESEARCH INC 0.27% of their portfolio | 13.2k $1.9m | Reduced -1.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 13.1k $1.9m | Reduced -1.3k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 12.8k $1.9m | Added +6.8k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 12.4k $1.8m | Added +478 |
| Sowell Financial Services LLC 0.11% of their portfolio | 12.3k $1.8m | Reduced -41 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 12.3k $1.8m | Added +3.6k |
| BROWN ADVISORY INC 0.00% of their portfolio | 12.0k $1.7m | Unchanged |
| Trexquant Investment LP 0.04% of their portfolio | 11.6k $1.7m | New |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 11.6k $1.7m | Reduced -638 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 11.6k $1.7m | Added +957 |
| Pflug Koory, LLC 0.88% of their portfolio | 10.4k $1.5m | Reduced -3.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 10.3k $1.5m | Added +2.5k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 10.3k $1.5m | Reduced -5 |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 10.1k $1.5m | Added +2.4k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.01% of their portfolio | 10.1k $1.5m | Reduced -417 |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 10.0k $1.5m | Reduced -9.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 10.0k $1.5m | Added +4.6k |
| BESSEMER GROUP INC 0.00% of their portfolio | 9.7k $1.4m | Added +2.3k |
| Skandinaviska Enskilda Banken AB (publ) 0.01% of their portfolio | 9.7k $1.4m | Added +2.3k |
| Advisors Asset Management, Inc. 0.03% of their portfolio | 9.3k $1.4m | Added +544 |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 8.6k $1.3m | Reduced -2.4k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 8.6k $1.2m | Added +2.3k |
| PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio | 8.5k $1.2m | Reduced -4.9k |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 8.0k $1.2m | Unchanged |
| ASSETMARK, INC 0.00% of their portfolio | 8.0k $1.2m | New |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.01% of their portfolio | 7.9k $1.2m | Reduced -5.5k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 7.9k $1.1m | Added +3.1k |
| COMERICA BANK 0.01% of their portfolio | 7.5k $1.1m | New |
| State of Alaska, Department of Revenue 0.01% of their portfolio | 7.4k $1.1m | Reduced -455 |
| Illinois Municipal Retirement Fund 0.02% of their portfolio | 7.0k $1.0m | New |
| Baird Financial Group, Inc. 0.00% of their portfolio | 6.7k $973.1k | Added +5.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 6.6k $955.7k | Added +1.0k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 6.5k $948.2k | Added +625 |
| AMERICAN INTERNATIONAL GROUP, INC. 0.01% of their portfolio | 6.5k $943.8k | Added +134 |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 6.3k $924.5k | Added +4.8k |
| HM PAYSON & CO 0.02% of their portfolio | 6.3k $924.3k | Unchanged |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 6.3k $914.4k | Added +171 |
| MetLife Investment Management, LLC 0.01% of their portfolio | 6.3k $914.4k | Unchanged |
| ROYCE & ASSOCIATES LP 0.01% of their portfolio | 6.2k $902.8k | Reduced -48.2k |
| Louisiana State Employees Retirement System 0.02% of their portfolio | 6.0k $874.1k | Reduced -200 |
| MADISON WEALTH MANAGEMENT 0.18% of their portfolio | 5.9k $859.6k | New |