STRA

Strategic Education Inc Cross-source read$81.66 0.78%
Consumer DiscretionaryCUSIP 86272C103· EOD Sep 11, 2026

Among active 13F managers last quarter, 6 opened and 29 added, while 18 reduced; the largest holder to move was Marshfield Associates (−30%). Over the last 180 days, 2 insiders sold and 1 insider bought, a net -$163K in open-market trades.

Tracked 13F holders
256
115 in Q2 2026 filings
13F value (tracked)
$1.6B
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
35 adding · 18 trimming
Insiders · Form 4 open-market, 180d
1 buying · 2 selling · -$163K
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$81.66 0.78%5Y +10.9%
$43.94$65.17$86.40$107.63$128.862021202220232024202520262642192932281625222325230296213524283231283823037360302504339535544475649506260648904724142
Hover for who · click for detailEnd-of-day closing prices52w $72.19 – $87.62

Who owns STRA?

256 tracked 13F filers · ranked by shares held

256 tracked 13F filers disclose a position in STRA as of the latest SEC 13F filings, a combined $1.6B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.3.8M
$291.2M
+2.7%
Added · +99K sh
Q2 2026
2Vanguard Portfolio Management LLC1.5M
$111.9M
+2.9%
Added · +41K sh
Q2 2026
3Dimensional Fund Advisors LP1.5M
$121.0M
+0.5%
Added · +7K sh
Q1 2026
4Bank Of Montreal1.4M
$116.8M
−4.0%
Reduced · −59K sh
Q1 2026
5Vanguard Capital Management LLC945K
$72.4M
−3.5%
Reduced · −34K sh
Q2 2026
6State Street Corp910K
$69.7M
+3.8%
Added · +33K sh
Q2 2026
7Geode Capital Management, LLC599K
$45.9M
+1.3%
Added · +8K sh
Q2 2026
8T. Rowe Price Investment Management, Inc.593K
Withheld
−27%
Reduced · −216K sh
Q2 2026
9Marshfield Associates559K
$42.8M
−30%
Reduced · −234K sh
Q2 2026
10Goldman Sachs Group Inc466K
$38.6M
+103%
Added · +237K sh
Q1 2026
11Arrowstreet Capital, Limited Partnership455K
$37.7M
+31%
Added · +106K sh
Q1 2026
12Qube Research & Technologies Ltd438K
$36.3M
+174%
Added · +278K sh
Q1 2026
13Nuveen, LLC383K
$31.8M
+19%
Added · +62K sh
Q1 2026
14Two Sigma Investments, LP355K
$29.5M
+130%
Added · +201K sh
Q1 2026
15Charles Schwab Investment Management Inc354K
$29.4M
+0.6%
Added · +2K sh
Q1 2026
16Morgan Stanley311K
$25.8M
+20%
Added · +52K sh
Q1 2026
17Van Lanschot Kempen Investment Management N.V.297K
$24.6M
−14%
Reduced · −49K sh
Q1 2026
18Algert Global LLC275K
$21.1M
+27%
Added · +58K sh
Q2 2026
19Royal Bank Of Canada269K
$22.3M
−58%
Reduced · −373K sh
Q1 2026
20Northern Trust Corp251K
$20.8M
+2.4%
Added · +6K sh
Q1 2026
21Public Sector Pension Investment Board238K
$18.2M
+31%
Added · +56K sh
Q2 2026
22AQR Capital Management LLC233K
$19.3M
+1.8%
Added · +4K sh
Q1 2026
23Bank of New York Mellon Corp223K
$18.5M
−3.0%
Reduced · −7K sh
Q1 2026
24Triodos Investment Management BV220K
$16.8M
Held
Q2 2026
25Lightrock Netherlands B.V.210K
$16.1M
+50%
Added · +70K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.

Is STRA being bought or sold by institutions?

Last quarter, 6 funds opened a new position in STRA and 29 added to an existing one, while 18 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
6
funds took a first position
Added
29
added to an existing position
Reduced
18
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own STRA also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT142 funds$191.7B
Amazon.com IncAMZN140 funds$149.9B
Nvidia CorpNVDA137 funds$303.7B
JPMorgan Chase & CoJPM136 funds$41.5B
Apple IncAAPL135 funds$217.0B
Alphabet Inc-CL AGOOGL135 funds$125.7B
Eli Lilly & CoLLY135 funds$63.2B
TJX Companies IncTJX134 funds$18.9B
Meta Platforms Inc-Class AMETA133 funds$79.1B
Visa Inc-Class A SharesV131 funds$43.5B
Mastercard Inc - AMA131 funds$40.6B
Chevron CorpCVX131 funds$19.9B

Ranked by how many of STRA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in STRA.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$48K
1 insider
Sells · 180d
$212K
2 insiders
Net · 180d
-$163K
3 open-market transactions
DateInsiderRoleActionSharesValue
Jun 4, 2026Hokenson ChristaCHIEF HUMAN RESOURCES OFFICERSell (S)2K$160K
May 5, 2026Waite G Thomas IIIDirectorSell (S)666$52K
Apr 24, 2026Thawley MichaelDirectorBuy (P)665$48K
Mar 18, 2026Herraiz Lizette BenediGENERAL COUNSELSell (S)3K$238K
Mar 13, 2026Silberman Robert SCHAIRMAN, DirectorBuy (P)718$58K
Mar 13, 2026Herraiz Lizette BenediGENERAL COUNSELSell (S)
2 lots, same day
8K$608K
Mar 2, 2026Jackson Daniel WayneCHIEF FINANCIAL OFFICERSell (S)
3 lots, same day
13K$1.1M
Feb 24, 2026McDonnell Raymond KarlCHIEF EXECUTIVE OFFICER, DirectorSell (S)
2 lots, same day
39K$2.9M
Dec 11, 2025Grusky Robert RDirectorSell (S)1K$112K
Aug 29, 2025Jackson Daniel WayneCHIEF FINANCIAL OFFICERBuy (P)2K$155K
Aug 26, 2025Waite G Thomas IIIDirectorSell (S)700$57K
Apr 25, 2025Grusky Robert RDirectorSell (S)1K$120K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
5436
Insiders
Form 4 open-market
12-$163K
US House
STOCK Act trades
00$0
Sector rotation
STRA is in Consumer Discretionary, which smart money is rotating OUT OF
$12.8B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

115 tracked filers in Q2 2026 filingsstill filing
0121241Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $262.0M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for STRA

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Ask your agent what changed in STRA

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/STRA/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for STRA.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for STRA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.