Position in UDMY
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,499,254
+$532,719 QoQ
Shares Held
324,514
+96.4% QoQ
Ownership
0.222%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UDMY Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $296,893,975 across 20 Education & Training Services names. UDMY ranks #15 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TAL |
TAL Education Group
|
6,296,495 | $71,591,147 | |
| 2 | LRN |
Stride, Inc.
|
594,168 | $52,387,792 | |
| 3 | APEI |
American Public Education Inc
|
761,601 | $43,319,864 | |
| 4 | CVSA |
Covista Inc.
|
228,136 | $26,292,672 | |
| 5 | LOPE |
Grand Canyon Education, Inc.
|
143,704 | $24,433,989 | |
| 6 | EDU |
New Oriental Education & Technology Group Inc.
|
421,185 | $23,851,706 | |
| 7 | LAUR |
Laureate Education, Inc.
|
397,856 | $13,861,299 | |
| 8 | UTI |
Universal Technical Institute Inc
|
254,586 | $9,190,554 |
All Filings in UDMY
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,499,254 | 324,514 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $966,535 | 165,220 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $4,333,413 | 618,176 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $2,732,532 | 388,696 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $768,045 | 98,975 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,133,722 | 137,755 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,780,539 | 239,320 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,391,294 | 277,091 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $915,939 | 83,419 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,991,671 | 135,212 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $858,248 | 90,342 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,056,592 | 98,471 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $793,957 | 89,916 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $822,867 | 77,997 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $756,180 | 62,546 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,004,866 | 196,363 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $286,255 | 22,974 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,276,095 | 116,484 | Shares | Defined | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||