Position in LOPE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,572,786
+$1,954,236 QoQ
Shares Held
26,894
+70.8% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0.8180263255744776.ToString("F0")%
Shared 0.ToString("F0")%
None 99.18197367442552.ToString("F0")%
Common Shares in LOPE Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026Creative Planning holds $48,060,811 across 11 Education & Training Services names. LOPE ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COUR |
Coursera, Inc.
|
4,302,970 | $25,043,285 | |
| 2 | STRA |
Strategic Education, Inc.
|
60,054 | $4,982,079 | |
| 3 | LRN |
Stride, Inc.
|
54,285 | $4,786,308 | |
| 4 | LOPE |
Grand Canyon Education, Inc.
This page
|
26,894 | $4,572,786 | |
| 5 | LAUR |
Laureate Education, Inc.
|
108,666 | $3,785,923 | |
| 6 | CVSA |
Covista Inc.
|
15,495 | $1,785,798 | |
| 7 | LINC |
Lincoln Educational Services Corp
|
24,027 | $977,418 | |
| 8 | UDMY |
Udemy, Inc.
|
189,365 | $874,866 |
All Filings in LOPE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,572,786 | 26,894 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,618,550 | 15,745 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,165,783 | 9,866 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,134,945 | 6,005 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $963,721 | 5,570 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $896,968 | 5,476 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $669,957 | 4,723 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $645,544 | 4,614 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $567,042 | 4,163 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $526,179 | 3,985 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $386,989 | 3,311 | Shares | Sole | 2023-11-16 | |
| No filing history on record for this holder in this stock. | ||||||