Position in UTI
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$996,721
+$37,150 QoQ
Shares Held
27,610
-24.8% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UTI Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026ROTHSCHILD INVESTMENT LLC holds $2,281,755 across 17 Education & Training Services names. UTI ranks #2 (43.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRDO |
PERDOCEO EDUCATION Corp
|
30,879 | $1,149,007 | |
| 2 | UTI |
Universal Technical Institute Inc
This page
|
27,610 | $996,721 | |
| 3 | STRA |
Strategic Education, Inc.
|
472 | $39,157 | |
| 4 | LOPE |
Grand Canyon Education, Inc.
|
224 | $38,086 | |
| 5 | CVSA |
Covista Inc.
|
191 | $22,012 | |
| 6 | LAUR |
Laureate Education, Inc.
|
308 | $10,730 | |
| 7 | COUR |
Coursera, Inc.
|
1,452 | $8,450 | |
| 8 | AFYA |
Afya Ltd
|
300 | $4,461 |
All Filings in UTI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $996,721 | 27,610 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $959,571 | 36,723 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,194,487 | 36,697 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,304,087 | 38,480 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $987,652 | 38,460 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,485,729 | 57,788 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $942,966 | 57,993 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $916,760 | 58,281 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $915,593 | 57,440 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $22,773 | 1,819 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||