Position in LOPE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$67,671
+$3,476 QoQ
Shares Held
398
+3.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LOPE Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026MAI Capital Management holds $201,037 across 16 Education & Training Services names. LOPE ranks #1 (33.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOPE |
Grand Canyon Education, Inc.
This page
|
398 | $67,671 | |
| 2 | CVSA |
Covista Inc.
|
469 | $54,052 | |
| 3 | LRN |
Stride, Inc.
|
281 | $24,775 | |
| 4 | STRA |
Strategic Education, Inc.
|
248 | $20,574 | |
| 5 | CHGG |
Chegg, Inc
|
16,713 | $12,367 | |
| 6 | COUR |
Coursera, Inc.
|
1,322 | $7,694 | |
| 7 | TAL |
TAL Education Group
|
290 | $3,297 | |
| 8 | PRDO |
PERDOCEO EDUCATION Corp
|
86 | $3,200 |
All Filings in LOPE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,671 | 398 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $64,195 | 386 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $79,466 | 362 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $68,418 | 362 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $67,996 | 393 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $64,373 | 393 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||