Position in LOPE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,014,514
+$398,314 QoQ
Shares Held
11,848
+21.9% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LOPE Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026ZACKS INVESTMENT MANAGEMENT holds $3,426,177 across 3 Education & Training Services names. LOPE ranks #1 (58.8% of the industry book) .
All Filings in LOPE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,014,514 | 11,848 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,616,200 | 9,718 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,113,538 | 9,628 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||