Position in APEI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$959,188
-$3,407,603 QoQ
Shares Held
17,862
-76.7% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#91
of 208 holders
Holding Since
Sep 2022
11 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in APEI Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026MARSHALL WACE, LLP holds $45,224,171 across 14 Education & Training Services names. APEI ranks #9 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EDU |
New Oriental Education & Technology Group Inc.
|
208,026 | $9,550,471 | |
| 2 | LINC |
Lincoln Educational Services Corp
|
176,926 | $8,828,606 | |
| 3 | CVSA |
Covista Inc.
|
48,188 | $6,007,115 | |
| 4 | LOPE |
Grand Canyon Education, Inc.
|
35,864 | $5,132,496 | |
| 5 | LRN |
Stride, Inc.
|
48,760 | $4,205,061 | |
| 6 | FC |
Franklin Covey Co
|
137,460 | $3,371,893 | |
| 7 | LAUR |
Laureate Education, Inc.
|
90,737 | $3,295,566 | |
| 8 | STRA |
Strategic Education, Inc.
|
32,695 | $2,505,090 |
All Filings in APEI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $959,188 | 17,862 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $4,366,791 | 76,772 | Shares | Other | 2026-05-15 | |
| 2024-09-30 | $308,216 | 20,896 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $814,903 | 46,354 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,916,091 | 134,936 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $694,886 | 72,009 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $485,305 | 97,451 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $911,108 | 192,217 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $478,445 | 88,274 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $2,329,532 | 189,547 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $2,088,380 | 228,488 | Shares | Other | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||