Position in UTI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,750,596
+$634,454 QoQ
Shares Held
48,493
+13.5% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 99.19369805951375.ToString("F0")%
Shared 0.ToString("F0")%
None 0.8063019404862558.ToString("F0")%
Common Shares in UTI Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $13,495,113 across 8 Education & Training Services names. UTI ranks #4 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOPE |
Grand Canyon Education, Inc.
|
28,026 | $4,765,260 | |
| 2 | LRN |
Stride, Inc.
|
30,401 | $2,680,455 | |
| 3 | PRDO |
PERDOCEO EDUCATION Corp
|
69,488 | $2,585,648 | |
| 4 | UTI |
Universal Technical Institute Inc
This page
|
48,493 | $1,750,596 | |
| 5 | CVSA |
Covista Inc.
|
9,512 | $1,096,257 | |
| 6 | STRA |
Strategic Education, Inc.
|
3,374 | $279,905 | |
| 7 | LINC |
Lincoln Educational Services Corp
|
5,590 | $227,401 | |
| 8 | UDMY |
Udemy, Inc.
|
23,721 | $109,591 |
All Filings in UTI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,750,596 | 48,493 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,116,142 | 42,715 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,304,179 | 40,067 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,136,873 | 33,546 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||