Position in CVSA
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$15,443
+$5,924 QoQ
Shares Held
134
+45.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CVSA Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026Root Financial Partners, LLC holds $101,647 across 15 Education & Training Services names. CVSA ranks #3 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAUR |
Laureate Education, Inc.
|
861 | $29,997 | |
| 2 | LOPE |
Grand Canyon Education, Inc.
|
129 | $21,933 | |
| 3 | CVSA |
Covista Inc.
This page
|
134 | $15,443 | |
| 4 | STRA |
Strategic Education, Inc.
|
176 | $14,600 | |
| 5 | COUR |
Coursera, Inc.
|
1,025 | $5,965 | |
| 6 | LRN |
Stride, Inc.
|
67 | $5,907 | |
| 7 | PRDO |
PERDOCEO EDUCATION Corp
|
65 | $2,418 | |
| 8 | UDMY |
Udemy, Inc.
|
327 | $1,510 |
All Filings in CVSA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,443 | 134 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $9,519 | 92 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $19,924 | 129 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||