Position in UTI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,169,347
+$660,030 QoQ
Shares Held
97,483
+0.3% QoQ
Ownership
0.177%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#78
of 262 holders
Holding Since
Dec 2025
3 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, 2026ISTHMUS PARTNERS, LLC holds $4,635,819 across 2 Education & Training Services names. UTI ranks #1 (89.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTI |
Universal Technical Institute Inc
This page
|
97,483 | $4,169,347 | |
| 2 | LRN |
Stride, Inc.
|
5,409 | $466,472 |
All Filings in UTI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,169,347 | 97,483 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,509,317 | 97,211 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,319,063 | 88,751 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||