O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Position in EDU — New Oriental Education & Technology Group Inc.
CIK 1423442
Stamford, CT
Position in EDU
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$357,391
+$47,242 QoQ
Shares Held
6,311
+12.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
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, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $11,561,911 across 9 Education & Training Services names. EDU ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAUR |
Laureate Education, Inc.
|
152,172 | $5,301,672 | |
| 2 | CVSA |
Covista Inc.
|
23,004 | $2,651,211 | |
| 3 | PRDO |
PERDOCEO EDUCATION Corp
|
27,272 | $1,014,791 | |
| 4 | APEI |
American Public Education Inc
|
10,940 | $622,267 | |
| 5 | LOPE |
Grand Canyon Education, Inc.
|
3,563 | $605,816 | |
| 6 | LINC |
Lincoln Educational Services Corp
|
13,109 | $533,274 | |
| 7 | EDU |
New Oriental Education & Technology Group Inc.
This page
|
6,311 | $357,391 | |
| 8 | LRN |
Stride, Inc.
|
2,850 | $251,284 |
All Filings in EDU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $357,391 | 6,311 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $310,149 | 5,636 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $300,376 | 5,660 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $311,183 | 5,768 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $333,044 | 6,966 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,140,992 | 17,778 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,737,797 | 22,914 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,014,062 | 25,911 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,423,319 | 27,912 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,756,375 | 23,968 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,154,371 | 19,716 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||