Position in LOPE
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$8,828,807
-$23,540,771 QoQ
Shares Held
51,925
-73.3% QoQ
Ownership
0.196%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 55.10640346653828.ToString("F0")%
Shared 0.ToString("F0")%
None 44.89359653346172.ToString("F0")%
Common Shares in LOPE Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026UBS Group AG holds $280,653,322 across 39 Education & Training Services names. LOPE ranks #10 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EDU |
New Oriental Education & Technology Group Inc.
|
1,207,451 | $68,377,949 | |
| 2 | LRN |
Stride, Inc.
|
596,187 | $52,565,805 | |
| 3 | LAUR |
Laureate Education, Inc.
|
1,232,810 | $42,951,098 | |
| 4 | TAL |
TAL Education Group
|
1,789,753 | $20,349,490 | |
| 5 | CVSA |
Covista Inc.
|
145,074 | $16,719,778 | |
| 6 | COUR |
Coursera, Inc.
|
2,420,100 | $14,084,981 | |
| 7 | APEI |
American Public Education Inc
|
234,623 | $13,345,356 | |
| 8 | UDMY |
Udemy, Inc.
|
2,267,813 | $10,477,295 |
All Filings in LOPE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,828,807 | 51,925 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $32,369,578 | 194,634 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $6,857,145 | 31,237 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $11,060,091 | 58,519 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $17,298,020 | 99,977 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $13,956,086 | 85,202 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,997,287 | 21,130 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,193,024 | 22,822 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,777,320 | 20,390 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,043,977 | 15,480 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,809,678 | 24,039 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $2,443,908 | 23,679 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,547,144 | 22,363 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,322,511 | 21,981 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $1,609,878 | 19,573 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $2,978,663 | 31,624 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $8,399,140 | 86,491 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $8,084,937 | 94,329 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,789,404 | 43,081 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,428,740 | 26,995 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,657,150 | 24,810 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,547,486 | 16,620 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,634,452 | 20,446 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,434,809 | 15,849 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $1,256,571 | 16,471 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||