Position in LOPE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,751,649
+$472,227 QoQ
Shares Held
10,302
+33.9% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026Summit Trail Advisors, LLC holds $2,281,604 across 2 Education & Training Services names. LOPE ranks #1 (76.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOPE |
Grand Canyon Education, Inc.
This page
|
10,302 | $1,751,649 | |
| 2 | UDMY |
Udemy, Inc.
|
114,709 | $529,955 |
All Filings in LOPE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,751,649 | 10,302 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,279,422 | 7,693 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,007,729 | 9,146 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,408,239 | 7,451 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,067,533 | 6,170 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $280,261 | 1,711 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||