Position in GOTU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$447,278
+$49,338 QoQ
Shares Held
269,445
+32.7% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 51 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GOTU Over Time
Shares Held
Position Value (USD)
Derivatives in GOTU
reported options exposure · as of Jun 30, 2022CallValue
$264,600
CallShares
135,000
PutValue
$0
PutShares
0
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, 2026UBS Group AG holds $247,040,077 across 39 Education & Training Services names. GOTU ranks #19 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EDU |
New Oriental Education & Technology Group Inc.
|
1,702,544 | $78,163,793 | |
| 2 | LRN |
Stride, Inc.
|
530,833 | $45,779,037 | |
| 3 | LAUR |
Laureate Education, Inc.
|
1,248,098 | $45,330,918 | |
| 4 | COUR |
Coursera, Inc.
|
2,555,792 | $14,414,665 | |
| 5 | UTI |
Universal Technical Institute Inc
|
280,365 | $11,991,209 | |
| 6 | LOPE |
Grand Canyon Education, Inc.
|
78,116 | $11,179,178 | |
| 7 | CVSA |
Covista Inc.
|
68,440 | $8,531,728 | |
| 8 | TAL |
TAL Education Group
|
874,053 | $8,364,686 |
All Filings in GOTU
Export CSV
39 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,278 | 269,445 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $397,940 | 203,032 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $968,419 | 417,423 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $3,421,978 | 1,049,687 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $9,684,629 | 2,682,723 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $11,244,905 | 3,459,971 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $9,780,712 | 4,466,079 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $724,525 | 184,828 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $575,794 | 117,509 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $748,107 | 114,215 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,653 | 733 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $207,852 | 75,309 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $222,728 | 77,069 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $483,041 | 114,465 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,703 | 2,417 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $23,217 | 19,189 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $264,600 | 135,000 | Call | Defined | 2022-08-10 | |
| 2022-06-30 | $111,714 | 56,998 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $232,200 | 135,000 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $25,735 | 14,963 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $135,430 | 69,810 | Shares | Defined | 2022-02-14 | |
| 2021-12-31 | $141,232 | 72,800 | Put | Defined | 2022-02-14 | |
| 2021-12-31 | $97,000 | 50,000 | Call | Defined | 2022-02-14 | |
| 2021-09-30 | $704,005 | 229,318 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $153,500 | 50,000 | Call | Defined | 2021-11-15 | |
| 2021-09-30 | $223,496 | 72,800 | Put | Defined | 2021-11-15 | |
| 2021-06-30 | $1,459,276 | 98,800 | Put | Defined | 2021-08-13 | |
| 2021-06-30 | $3,007,008 | 203,589 | Shares | Defined | 2021-08-13 | |
| 2021-06-30 | $738,500 | 50,000 | Call | Defined | 2021-08-13 | |
| 2021-03-31 | $26,324,760 | 777,000 | Put | Defined | 2021-05-12 | |
| 2021-03-31 | $263,215,176 | 7,769,043 | Shares | Defined | 2021-05-12 | |
| 2021-03-31 | $677,600 | 20,000 | Call | Defined | 2021-05-12 | |
| 2020-12-31 | $586,766,761 | 11,347,259 | Shares | Defined | 2021-02-11 | |
| 2020-12-31 | $38,503,266 | 744,600 | Put | Defined | 2021-02-11 | |
| 2020-09-30 | $774,284,681 | 8,592,661 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | $165,883,499 | 1,840,900 | Put | Defined | 2020-11-12 | |
| 2020-06-30 | $253,210,170 | 4,220,873 | Shares | Defined | 2020-07-31 | |
| 2020-06-30 | $8,650,558 | 144,200 | Put | Defined | 2020-07-31 | |
| 2020-03-31 | $129,744,866 | 3,062,910 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||