Position in LRN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,366,721
-$767,914 QoQ
Shares Held
15,501
-52.9% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 92.53596542158571.ToString("F0")%
Shared 0.ToString("F0")%
None 7.464034578414296.ToString("F0")%
Common Shares in LRN 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. LRN ranks #5 (0.7% 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.
|
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.
This page
|
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 LRN
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,366,721 | 15,501 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,134,635 | 32,876 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,848,046 | 12,408 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,701,548 | 18,607 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $3,056,619 | 24,163 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,915,368 | 47,295 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,478,601 | 52,498 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,761,738 | 53,358 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,652,800 | 57,935 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,414,039 | 74,348 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $3,411,877 | 75,769 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $2,640,163 | 70,915 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $2,765,632 | 70,462 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $2,550,382 | 81,534 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $3,328,103 | 79,184 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $3,833,361 | 93,978 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $3,722,589 | 102,466 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $3,477,451 | 104,334 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $4,307,514 | 119,853 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,903,215 | 121,482 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $2,875,774 | 95,509 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $3,224,346 | 151,877 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||