Position in CVSA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,916,309
+$132,412 QoQ
Shares Held
33,981
-7.1% QoQ
Ownership
0.100%
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 61.67858509166887.ToString("F0")%
Shared 0.ToString("F0")%
None 38.32141490833113.ToString("F0")%
Common Shares in CVSA Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026RAYMOND JAMES FINANCIAL INC holds $51,314,842 across 10 Education & Training Services names. CVSA ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTI |
Universal Technical Institute Inc
|
457,680 | $16,522,246 | |
| 2 | LRN |
Stride, Inc.
|
180,510 | $15,915,565 | |
| 3 | LOPE |
Grand Canyon Education, Inc.
|
52,679 | $8,957,009 | |
| 4 | CVSA |
Covista Inc.
This page
|
33,981 | $3,916,309 | |
| 5 | APEI |
American Public Education Inc
|
40,105 | $2,281,172 | |
| 6 | PRDO |
PERDOCEO EDUCATION Corp
|
56,417 | $2,099,275 | |
| 7 | LAUR |
Laureate Education, Inc.
|
21,855 | $761,428 | |
| 8 | FC |
Franklin Covey Co
|
22,598 | $356,822 |
All Filings in CVSA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,916,309 | 33,981 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $3,783,897 | 36,570 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $11,355,781 | 73,524 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $9,297,330 | 73,075 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,677,403 | 56,413 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,367,823 | 26,063 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||