Position in UTI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$647,525
-$768,041 QoQ
Shares Held
17,937
-58.8% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
16 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 Mar 31, 2026SIMPLEX TRADING, LLC holds $3,032,453 across 14 Education & Training Services names. UTI ranks #2 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COUR |
Coursera, Inc.
|
166,828 | $970,938 | |
| 2 | UTI |
Universal Technical Institute Inc
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|
17,937 | $647,525 | |
| 3 | EDU |
New Oriental Education & Technology Group Inc.
|
10,072 | $570,377 | |
| 4 | LRN |
Stride, Inc.
|
5,435 | $479,203 | |
| 5 | GOTU |
Gaotu Techedu Inc.
|
47,703 | $93,497 | |
| 6 | CVSA |
Covista Inc.
|
676 | $77,909 | |
| 7 | UDMY |
Udemy, Inc.
|
16,797 | $77,602 | |
| 8 | STRA |
Strategic Education, Inc.
|
565 | $46,872 |
All Filings in UTI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $647,525 | 17,937 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $1,415,566 | 43,489 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $41,033 | 1,596 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $87,283 | 5,368 | Shares | Sole | 2024-11-08 | |
| 2024-03-31 | $546,678 | 34,296 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $81,930 | 6,544 | Shares | Sole | 2024-02-02 | |
| 2023-03-31 | $738 | 100 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $7,291 | 1,085 | Shares | Sole | 2023-02-02 | |
| 2022-03-31 | $10,752 | 1,215 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $111,161 | 14,215 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $167,411 | 24,765 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $160,724 | 24,765 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $87,465 | 14,977 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $42,603 | 6,595 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $45,745 | 9,005 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $80,494 | 11,582 | Shares | Sole | 2020-07-13 | |
| No filing history on record for this holder in this stock. | ||||||