Position in DAO
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$540,000
+$390,041 QoQ
Shares Held
54,934
+269.3% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DAO Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026UBS Group AG holds $280,653,322 across 39 Education & Training Services names. DAO ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EDU |
New Oriental Education & Technology Group Inc.
|
1,207,451 | $68,377,949 | |
| 2 | LRN |
Stride, Inc.
|
596,187 | $52,565,805 | |
| 3 | LAUR |
Laureate Education, Inc.
|
1,232,810 | $42,951,098 | |
| 4 | TAL |
TAL Education Group
|
1,789,753 | $20,349,490 | |
| 5 | CVSA |
Covista Inc.
|
145,074 | $16,719,778 | |
| 6 | COUR |
Coursera, Inc.
|
2,420,100 | $14,084,981 | |
| 7 | APEI |
American Public Education Inc
|
234,623 | $13,345,356 | |
| 8 | UDMY |
Udemy, Inc.
|
2,267,813 | $10,477,295 |
All Filings in DAO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $540,000 | 54,934 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $149,959 | 14,877 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $71,001 | 7,143 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $94,134 | 10,946 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $32,510 | 4,261 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $28,053 | 3,791 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,124 | 994 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $11,429 | 2,916 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,337 | 1,079 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $137 | 35 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $18,101 | 4,503 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $53 | 11 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $8 | 1 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5 | 1 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3 | 1 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,722 | 350 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $8,661 | 1,220 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $51,566 | 4,132 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $15,354 | 1,270 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $323 | 14 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,145,884 | 48,106 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $27,405 | 1,033 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $106,409 | 4,118 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,906,687 | 50,845 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||