BARCLAYS PLC

Position in EDU — New Oriental Education & Technology Group Inc.

CIK 312069 LONDON, X0

Back to EDU Full portfolio

Position in EDU

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,861,788

+$632,238 QoQ

Shares Held

40,553

+86.8% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#53

of 169 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in EDU Over Time

Shares Held

Position Value (USD)

Derivatives in EDU

reported options exposure · as of Sep 30, 2021

CallValue

CallShares

PutValue

$71,750

PutShares

3,500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Education & Training Services

Consumer Defensive · as of Jun 30, 2026

BARCLAYS PLC holds $62,303,422 across 22 Education & Training Services names. EDU ranks #9 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STRA	Strategic Education, Inc.	175,748	$13,465,811
2	LRN	Stride, Inc.	154,229	$13,300,708
3	TAL	TAL Education Group	1,342,712	$12,849,752
4	MH	McGraw Hill, Inc.	502,081	$4,754,706
5	COUR	Coursera, Inc.	776,690	$4,380,531
6	CVSA	Covista Inc.	24,010	$2,993,086
7	LOPE	Grand Canyon Education, Inc.	16,792	$2,403,103
8	LAUR	Laureate Education, Inc.	64,651	$2,348,123

All Filings in EDU

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38 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,861,788	40,553	+86.8%	Shares	Defined	2026-08-14
2026-03-31	$1,229,550	21,712	-93.5%	Shares	Defined	2026-05-15
2025-12-31	$18,512,532	336,408	-22.0%	Shares	Sole	2026-02-13
2025-09-30	$22,903,101	431,564	+104.1%	Shares	Sole	2026-03-31
2025-06-30	$11,406,918	211,435	+44.3%	Shares	Sole	2026-02-27
2025-03-31	$7,007,224	146,564	+53.1%	Shares	Sole	2026-03-17
2024-12-31	$6,143,052	95,716	+8438.4%	Shares	Sole	2026-03-19
2024-09-30	$85,016	1,121	-99.0%	Shares	Sole	2026-03-31
2024-06-30	$8,813,027	113,380	+12197.2%	Shares	Sole	2026-03-23
2024-03-31	$80,048	922	-99.6%	Shares	Sole	2026-03-24
2023-12-31	$15,475,783	211,187	+54.9%	Shares	Sole	2026-03-24
2023-09-30	$7,984,580	136,372	-1.7%	Shares	Sole	2026-03-26
2023-06-30	$5,478,880	138,741	-72.1%	Shares	Sole	2026-03-27
2023-03-31	$19,165,848	496,396	-11.5%	Shares	Sole	2026-03-30
2022-12-31	$19,530,363	560,895	+40.1%	Shares	Sole	2026-03-30
2022-09-30	$9,595,790	400,325	+7.3%	Shares	Sole	2022-11-03
2022-06-30	$7,596,661	373,117	-93.7%	Shares	Sole	2022-08-12
2022-03-31	$676,500	5,882,618	+55.5%	Shares	Sole	2022-05-16
2021-12-31	$794,527	3,783,472	+30.9%	Shares	Sole	2022-02-14
2021-09-30	$592,470	2,890,104	-40.6%	Shares	Sole	2021-11-09
2021-09-30	$71,750	350,000	0.0%	Put	Sole	2021-11-09
2021-06-30	$3,986,088	4,867,019	+124.7%	Shares	Sole	2021-08-13
2021-06-30	$286,650	350,000	-9.1%	Put	Sole	2021-08-13
2021-03-31	$3,032,005	2,165,719	+1143.7%	Shares	Sole	2021-05-13
2021-03-31	$539,000	385,000	+571.9%	Put	Sole	2021-05-13
2021-03-31	$14,000	10,000	-49.5%	Call	Sole	2021-05-13
2020-12-31	$1,064,691	57,300	-42.2%	Put	Sole	2021-02-11
2020-12-31	$3,235,488	174,129	+11.6%	Shares	Sole	2021-02-11
2020-12-31	$367,903	19,800	+195.5%	Call	Sole	2021-02-11
2020-09-30	$2,333,663	156,098	+32.7%	Shares	Sole	2020-11-12
2020-09-30	$1,483,040	99,200	-24.6%	Put	Sole	2020-11-12
2020-09-30	$100,165	6,700	-87.5%	Call	Sole	2020-11-12
2020-06-30	$1,531,399	117,592	-37.1%	Shares	Sole	2020-08-12
2020-06-30	$695,428	53,400	-28.3%	Call	Sole	2020-08-12
2020-06-30	$1,712,524	131,500	+2.7%	Put	Sole	2020-08-12
2020-03-31	$2,023,816	186,975	—	Shares	Sole	2020-05-13
2020-03-31	$806,388	74,500	—	Call	Sole	2020-05-13
2020-03-31	$1,386,554	128,100	—	Put	Sole	2020-05-13
No filing history on record for this holder in this stock.