ENVESTNET ASSET MANAGEMENT INC
Position in UTI — Universal Technical Institute Inc
CIK 1407543
Berwyn, PA
Position in UTI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$11,156,811
+$4,324,850 QoQ
Shares Held
260,856
+37.8% QoQ
Ownership
0.473%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#52
of 262 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UTI Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $69,871,710 across 11 Education & Training Services names. UTI ranks #2 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOPE |
Grand Canyon Education, Inc.
|
150,174 | $21,491,401 | |
| 2 | UTI |
Universal Technical Institute Inc
This page
|
260,856 | $11,156,811 | |
| 3 | STRA |
Strategic Education, Inc.
|
135,993 | $10,419,783 | |
| 4 | LRN |
Stride, Inc.
|
116,097 | $10,012,205 | |
| 5 | PRDO |
PERDOCEO EDUCATION Corp
|
261,803 | $8,377,696 | |
| 6 | CVSA |
Covista Inc.
|
43,978 | $5,482,297 | |
| 7 | EDU |
New Oriental Education & Technology Group Inc.
|
26,035 | $1,195,266 | |
| 8 | AFYA |
Afya Ltd
|
40,564 | $601,969 |
All Filings in UTI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,156,811 | 260,856 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $6,831,961 | 189,251 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,757,232 | 143,790 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,963,842 | 152,499 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,067,993 | 90,528 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $391,157 | 15,232 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $202,980 | 7,895 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||