Position in UTI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,254,620
+$504,024 QoQ
Shares Held
52,715
+8.7% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#99
of 263 holders
Holding Since
Jun 2025
5 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, 2026STIFEL FINANCIAL CORP holds $12,461,757 across 9 Education & Training Services names. UTI ranks #3 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOPE |
Grand Canyon Education, Inc.
|
23,106 | $3,306,698 | |
| 2 | LRN |
Stride, Inc.
|
29,744 | $2,565,122 | |
| 3 | UTI |
Universal Technical Institute Inc
This page
|
52,715 | $2,254,620 | |
| 4 | PRDO |
PERDOCEO EDUCATION Corp
|
68,819 | $2,202,208 | |
| 5 | CVSA |
Covista Inc.
|
9,238 | $1,151,609 | |
| 6 | LAUR |
Laureate Education, Inc.
|
9,951 | $361,419 | |
| 7 | LINC |
Lincoln Educational Services Corp
|
5,577 | $278,291 | |
| 8 | STRA |
Strategic Education, Inc.
|
3,057 | $234,225 |
All Filings in UTI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,254,620 | 52,715 | Shares | Defined | 2026-08-12 | |
| 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. | ||||||