ENVESTNET ASSET MANAGEMENT INC
Position in EDU — New Oriental Education & Technology Group Inc.
CIK 1407543
Berwyn, PA
Position in EDU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,195,266
-$296,764 QoQ
Shares Held
26,035
-1.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#63
of 169 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EDU Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $69,871,710 across 11 Education & Training Services names. EDU ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOPE |
Grand Canyon Education, Inc.
|
150,174 | $21,491,401 | |
| 2 | UTI |
Universal Technical Institute Inc
|
260,856 | $11,156,811 | |
| 3 | STRA |
Strategic Education, Inc.
|
135,993 | $10,419,783 | |
| 4 | LRN |
Stride, Inc.
|
116,097 | $10,012,205 | |
| 5 | PRDO |
PERDOCEO EDUCATION Corp
|
261,803 | $8,377,696 | |
| 6 | CVSA |
Covista Inc.
|
43,978 | $5,482,297 | |
| 7 | EDU |
New Oriental Education & Technology Group Inc.
This page
|
26,035 | $1,195,266 | |
| 8 | AFYA |
Afya Ltd
|
40,564 | $601,969 |
All Filings in EDU
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,195,266 | 26,035 | Shares | Sole | 2026-08-03 | |
| 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 | $845,462 | 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 | |
| 2021-12-31 | $16,558 | 78,852 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $7,076 | 34,518 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $452,134 | 552,057 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $763,236 | 545,169 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $450,087 | 24,223 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $385,919 | 25,814 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $347,102 | 26,653 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $269,788 | 24,925 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||