Position in CVSA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,431,866
+$646,068 QoQ
Shares Held
19,508
+25.9% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#107
of 373 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CVSA Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026Creative Planning holds $47,980,414 across 10 Education & Training Services names. CVSA ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COUR |
Coursera, Inc.
|
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.
This page
|
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 |
All Filings in CVSA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,431,866 | 19,508 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||