Creative Planning

Position in COUR — Coursera, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in COUR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$24,092,516

-$950,769 QoQ

Shares Held

4,271,723

-0.7% QoQ

Ownership

1.62%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#14

of 247 holders

Holding Since

Jun 2022

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Creative Planning holds $47,980,414 across 10 Education & Training Services names. COUR ranks #1 (50.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COUR	Coursera, Inc. This page	4,271,723	$24,092,516
2	LRN	Stride, Inc.	61,723	$5,322,990
3	LAUR	Laureate Education, Inc.	145,643	$5,289,753
4	STRA	Strategic Education, Inc.	59,114	$4,529,314
5	LOPE	Grand Canyon Education, Inc.	22,444	$3,211,960
6	CVSA	Covista Inc.	19,508	$2,431,866
7	LINC	Lincoln Educational Services Corp	28,761	$1,435,173
8	UTI	Universal Technical Institute Inc	19,085	$816,265

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,092,516	4,271,723	-0.7%	Shares	Defined	2026-08-13
2026-03-31	$25,043,285	4,302,970	+2.5%	Shares	Sole	2026-05-12
2025-12-31	$30,885,077	4,196,342	+8379.9%	Shares	Sole	2026-02-17
2025-09-30	$579,481	49,486	+91.5%	Shares	Sole	2025-11-14
2025-06-30	$226,323	25,836	-25.5%	Shares	Sole	2025-08-08
2025-03-31	$230,948	34,677	-42.1%	Shares	Sole	2025-05-15
2024-12-31	$508,945	59,876	-26.2%	Shares	Defined	2025-02-14
2024-09-30	$643,869	81,092	+174.6%	Shares	Defined	2024-10-11
2024-06-30	$211,419	29,528	+48.2%	Shares	Defined	2024-08-15
2022-06-30	$282,479	19,921	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.