Position in LOPE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$78,485,845
-$1,419,455 QoQ
Shares Held
461,600
-3.9% QoQ
Ownership
1.74%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 67.88929809358753.ToString("F0")%
Shared 0.ToString("F0")%
None 32.11070190641248.ToString("F0")%
Common Shares in LOPE Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $201,926,983 across 8 Education & Training Services names. LOPE ranks #2 (38.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STRA |
Strategic Education, Inc.
|
1,408,203 | $116,824,519 | |
| 2 | LOPE |
Grand Canyon Education, Inc.
This page
|
461,600 | $78,485,845 | |
| 3 | CVSA |
Covista Inc.
|
20,476 | $2,359,858 | |
| 4 | LGCY |
Legacy Education Inc.
|
118,906 | $1,488,703 | |
| 5 | LRN |
Stride, Inc.
|
15,501 | $1,366,721 | |
| 6 | UTI |
Universal Technical Institute Inc
|
23,124 | $834,776 | |
| 7 | LAUR |
Laureate Education, Inc.
|
9,325 | $324,883 | |
| 8 | PRDO |
PERDOCEO EDUCATION Corp
|
6,495 | $241,678 |
All Filings in LOPE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $78,485,845 | 461,600 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $79,905,300 | 480,460 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,700,400 | 7,746 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,650,537 | 8,733 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $1,664,276 | 9,619 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,768,710 | 16,903 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,353,148 | 16,589 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,994,211 | 21,401 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,153,450 | 30,493 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,337,502 | 17,703 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $1,864,818 | 15,955 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $1,524,410 | 14,770 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,337,412 | 11,742 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $1,198,288 | 11,341 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $1,066,863 | 12,971 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $878,225 | 9,324 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $941,674 | 9,697 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $526,601 | 6,144 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $7,885,172 | 89,645 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $14,708,834 | 163,486 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $18,491,134 | 172,653 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $15,757,004 | 169,230 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $12,620,925 | 157,880 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $13,346,564 | 147,427 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $11,195,479 | 146,749 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||