Position in LOPE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$665,175
-$120,703 QoQ
Shares Held
4,648
+0.6% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#221
of 439 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in LOPE Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026NewEdge Advisors, LLC holds $2,200,185 across 7 Education & Training Services names. LOPE ranks #2 (30.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVSA |
Covista Inc.
|
7,254 | $904,283 | |
| 2 | LOPE |
Grand Canyon Education, Inc.
This page
|
4,648 | $665,175 | |
| 3 | LRN |
Stride, Inc.
|
6,263 | $540,121 | |
| 4 | MH |
McGraw Hill, Inc.
|
6,150 | $58,240 | |
| 5 | PRDO |
PERDOCEO EDUCATION Corp
|
609 | $19,488 | |
| 6 | XXI |
Twenty One Capital, Inc.
|
2,163 | $10,706 | |
| 7 | GOTU |
Gaotu Techedu Inc.
|
1,309 | $2,172 |
All Filings in LOPE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $665,175 | 4,648 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $785,878 | 4,622 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $901,899 | 5,423 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $673,706 | 3,069 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $565,677 | 2,993 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $330,295 | 1,909 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,043 | 43 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,099 | 43 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,016 | 43 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $10,488 | 77 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $12,807 | 97 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,830 | 67 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,366 | 52 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $52,735 | 463 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $17,328 | 164 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||