Position in CVSA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,785,798
+$962,902 QoQ
Shares Held
15,495
+94.8% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.755082284607938.ToString("F0")%
Shared 0.ToString("F0")%
None 99.24491771539206.ToString("F0")%
Common Shares in CVSA Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026Creative Planning holds $48,060,811 across 11 Education & Training Services names. CVSA ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COUR |
Coursera, Inc.
|
4,302,970 | $25,043,285 | |
| 2 | STRA |
Strategic Education, Inc.
|
60,054 | $4,982,079 | |
| 3 | LRN |
Stride, Inc.
|
54,285 | $4,786,308 | |
| 4 | LOPE |
Grand Canyon Education, Inc.
|
26,894 | $4,572,786 | |
| 5 | LAUR |
Laureate Education, Inc.
|
108,666 | $3,785,923 | |
| 6 | CVSA |
Covista Inc.
This page
|
15,495 | $1,785,798 | |
| 7 | LINC |
Lincoln Educational Services Corp
|
24,027 | $977,418 | |
| 8 | UDMY |
Udemy, Inc.
|
189,365 | $874,866 |
All Filings in CVSA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,785,798 | 15,495 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $822,896 | 7,953 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,131,100 | 13,798 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,260,975 | 9,911 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $681,836 | 6,775 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $322,335 | 3,548 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||