Position in LOPE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$875,144
-$324,450 QoQ
Shares Held
5,147
-28.6% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 7.5383718671070525.ToString("F0")%
Shared 0.ToString("F0")%
None 92.46162813289295.ToString("F0")%
Common Shares in LOPE Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026CWM, LLC holds $6,251,665 across 20 Education & Training Services names. LOPE ranks #5 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAUR |
Laureate Education, Inc.
|
34,820 | $1,213,128 | |
| 2 | STRA |
Strategic Education, Inc.
|
11,693 | $970,051 | |
| 3 | CVSA |
Covista Inc.
|
8,076 | $930,759 | |
| 4 | COUR |
Coursera, Inc.
|
159,005 | $925,409 | |
| 5 | LOPE |
Grand Canyon Education, Inc.
This page
|
5,147 | $875,144 | |
| 6 | APEI |
American Public Education Inc
|
6,908 | $392,927 | |
| 7 | UDMY |
Udemy, Inc.
|
85,008 | $392,736 | |
| 8 | PRDO |
PERDOCEO EDUCATION Corp
|
4,173 | $155,277 |
All Filings in LOPE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $875,144 | 5,147 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,199,594 | 7,213 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $692,146 | 3,153 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $591,759 | 3,131 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $532,036 | 3,075 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $474,364 | 2,896 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $810,672 | 5,715 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $574,610 | 4,107 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $390,650 | 2,868 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $151,053 | 1,144 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $43,596 | 373 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $19,403 | 188 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $172,786 | 1,517 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $16,271 | 154 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $10,034 | 122 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $6,593 | 70 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $6,409 | 66 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $5,485 | 64 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $16,284 | 181 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $19,385 | 181 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $16,852 | 181 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $14,469 | 181 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $16,385 | 181 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $13,808 | 181 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||