Position in TAL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$6,450,018
-$10,563,340 QoQ
Shares Held
567,284
-63.6% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TAL Over Time
Shares Held
Position Value (USD)
Derivatives in TAL
reported options exposure · as of Dec 31, 2020CallValue
$679,345
CallShares
9,500
PutValue
$9,568,038
PutShares
133,800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026CITIGROUP INC holds $42,151,197 across 23 Education & Training Services names. TAL ranks #3 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EDU |
New Oriental Education & Technology Group Inc.
|
184,159 | $10,428,922 | |
| 2 | UDMY |
Udemy, Inc.
|
1,827,055 | $8,440,993 | |
| 3 | TAL |
TAL Education Group
This page
|
567,284 | $6,450,018 | |
| 4 | LRN |
Stride, Inc.
|
68,350 | $6,026,419 | |
| 5 | LOPE |
Grand Canyon Education, Inc.
|
22,548 | $3,833,835 | |
| 6 | LAUR |
Laureate Education, Inc.
|
65,382 | $2,277,908 | |
| 7 | PRDO |
PERDOCEO EDUCATION Corp
|
29,771 | $1,107,777 | |
| 8 | STRA |
Strategic Education, Inc.
|
10,803 | $896,216 |
All Filings in TAL
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,450,018 | 567,284 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $17,013,358 | 1,559,428 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $9,309,596 | 831,214 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $8,150,704 | 797,525 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $65,419,285 | 4,952,255 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $9,971,030 | 995,113 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $4,452,928 | 376,092 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $4,976,762 | 466,426 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $10,198,449 | 898,542 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $14,480,988 | 1,146,555 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $11,674,944 | 1,281,553 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $13,837,580 | 2,321,742 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $22,523,808 | 3,513,855 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $36,039,562 | 5,111,995 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $1,892,448 | 383,087 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $3,619,539 | 743,232 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $3,795,368 | 1,260,920 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $19,123,335 | 4,865,989 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $29,998,266 | 6,197,989 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $44,412,216 | 1,760,294 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $61,399,120 | 1,140,188 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $679,345 | 9,500 | Call | Defined | 2021-02-11 | |
| 2020-12-31 | $9,568,038 | 133,800 | Put | Defined | 2021-02-11 | |
| 2020-12-31 | $76,220,146 | 1,065,867 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $9,999,260 | 131,500 | Put | Defined | 2020-11-12 | |
| 2020-09-30 | $107,530,670 | 1,414,133 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | $2,539,736 | 33,400 | Call | Defined | 2020-11-12 | |
| 2020-06-30 | $7,036,302 | 102,900 | Put | Defined | 2020-08-12 | |
| 2020-06-30 | $2,899,312 | 42,400 | Call | Defined | 2020-08-12 | |
| 2020-06-30 | $166,556,925 | 2,435,755 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $96,726,547 | 1,816,120 | Shares | Defined | 2020-05-12 | |
| 2020-03-31 | $4,202,214 | 78,900 | Call | Defined | 2020-05-12 | |
| 2020-03-31 | $5,017,092 | 94,200 | Put | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||