ENVESTNET ASSET MANAGEMENT INC
Position in EDU — New Oriental Education & Technology Group Inc.
CIK 1407543
Berwyn, PA
Position in EDU
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,492,030
+$1,162,787 QoQ
Shares Held
26,347
+413.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EDU Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $76,369,265 across 10 Education & Training Services names. EDU ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOPE |
Grand Canyon Education, Inc.
|
158,215 | $26,901,296 | |
| 2 | STRA |
Strategic Education, Inc.
|
163,600 | $13,572,256 | |
| 3 | PRDO |
PERDOCEO EDUCATION Corp
|
289,425 | $10,769,504 | |
| 4 | LRN |
Stride, Inc.
|
120,738 | $10,645,469 | |
| 5 | UTI |
Universal Technical Institute Inc
|
189,251 | $6,831,961 | |
| 6 | CVSA |
Covista Inc.
|
39,514 | $4,553,988 | |
| 7 | EDU |
New Oriental Education & Technology Group Inc.
This page
|
26,347 | $1,492,030 | |
| 8 | AFYA |
Afya Ltd
|
51,324 | $763,187 |
All Filings in EDU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,492,030 | 26,347 | Shares | Sole | 2026-05-04 | |
| 2024-12-31 | $329,243 | 5,130 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $857,067 | 11,301 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,209,552 | 28,426 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,611,198 | 30,076 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,026,464 | 41,300 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,218,283 | 37,887 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,176,051 | 29,781 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $11,687,748 | 302,713 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $254,534 | 7,310 | Shares | Sole | 2023-02-07 | |
| 2022-06-30 | $228,988 | 11,247 | Shares | Sole | 2022-08-03 | |
| No filing history on record for this holder in this stock. | ||||||