Position in LOPE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,308,613
+$1,627,386 QoQ
Shares Held
19,459
+92.5% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 76.0943511961189.ToString("F0")%
Shared 0.011152623654714772.ToString("F0")%
None 23.894496180226398.ToString("F0")%
Common Shares in LOPE Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026Corient Private Wealth LLC holds $24,020,987 across 10 Education & Training Services names. LOPE ranks #2 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVSA |
Covista Inc.
|
135,986 | $15,672,386 | |
| 2 | LOPE |
Grand Canyon Education, Inc.
This page
|
19,459 | $3,308,613 | |
| 3 | COUR |
Coursera, Inc.
|
338,780 | $1,971,699 | |
| 4 | UTI |
Universal Technical Institute Inc
|
31,105 | $1,122,890 | |
| 5 | TAL |
TAL Education Group
|
54,312 | $617,527 | |
| 6 | STRA |
Strategic Education, Inc.
|
5,940 | $492,782 | |
| 7 | UDMY |
Udemy, Inc.
|
68,219 | $315,171 | |
| 8 | PRDO |
PERDOCEO EDUCATION Corp
|
5,895 | $219,352 |
All Filings in LOPE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,308,613 | 19,459 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,681,227 | 10,109 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $1,780,306 | 8,110 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,665,279 | 8,811 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $4,172,550 | 24,116 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $3,970,020 | 24,237 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,600,436 | 25,382 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,107,757 | 29,360 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,396,858 | 32,280 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,392,706 | 33,268 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,949,959 | 33,795 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,327,693 | 12,864 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||