Position in CVSA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,096,257
+$155,923 QoQ
Shares Held
9,512
+4.7% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 99.60050462573591.ToString("F0")%
Shared 0.ToString("F0")%
None 0.3994953742640875.ToString("F0")%
Common Shares in CVSA Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $13,495,113 across 8 Education & Training Services names. CVSA ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOPE |
Grand Canyon Education, Inc.
|
28,026 | $4,765,260 | |
| 2 | LRN |
Stride, Inc.
|
30,401 | $2,680,455 | |
| 3 | PRDO |
PERDOCEO EDUCATION Corp
|
69,488 | $2,585,648 | |
| 4 | UTI |
Universal Technical Institute Inc
|
48,493 | $1,750,596 | |
| 5 | CVSA |
Covista Inc.
This page
|
9,512 | $1,096,257 | |
| 6 | STRA |
Strategic Education, Inc.
|
3,374 | $279,905 | |
| 7 | LINC |
Lincoln Educational Services Corp
|
5,590 | $227,401 | |
| 8 | UDMY |
Udemy, Inc.
|
23,721 | $109,591 |
All Filings in CVSA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,096,257 | 9,512 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $940,334 | 9,088 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,409,201 | 9,124 | Shares | Defined | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||