STRA

Strategic Education Inc$77.69 2.48%
Consumer DiscretionaryUSCUSIP 86272C103· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
214
+18 QoQ
13F Value (tracked)
$1.6B
Insider Net · 180d
-$4.9M
2↑ 5↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)36 adding · 12 trimming
Insider net (180d)-$4.9M

Price & smart-money activity

$77.69 2.48%5Y +8.9%
$46.10$66.58$87.06$107.54$128.0220212022202320242025202626421929322816252223252302962135242832312738229373593024940354555394246454552515488237277
Hover for who · click for detailEnd-of-day closing prices52w $72.19 – $86.31

Top institutional holders

214 tracked 13F filers
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$307.0M
3.7M
+4.1%
Added · +147K sh
Q1 2026
2DIMENSIONAL FUND ADVISORS LP
$121.0M
1.5M
+0.5%
Added · +7K sh
Q1 2026
3VANGUARD PORTFOLIO MANAGEMENT LLC
$117.7M
1.4M
New
+1.4M sh
Q1 2026
4BANK OF MONTREAL /CAN/
$116.8M
1.4M
−4.0%
Reduced · −59K sh
Q1 2026
5VANGUARD CAPITAL MANAGEMENT LLC
$81.3M
980K
New
+980K sh
Q1 2026
6STATE STREET CORP
$72.7M
876K
−0.5%
Reduced · −5K sh
Q1 2026
7T. Rowe Price Investment Management, Inc.
Withheld
808K
−48%
Reduced · −739K sh
Q1 2026
8MARSHFIELD ASSOCIATES
$65.8M
793K
−46%
Reduced · −686K sh
Q1 2026
9GEODE CAPITAL MANAGEMENT, LLC
$49.1M
591K
−2.9%
Reduced · −18K sh
Q1 2026
10GOLDMAN SACHS GROUP INC
$38.6M
466K
+103%
Added · +237K sh
Q1 2026
11ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$37.7M
455K
+31%
Added · +106K sh
Q1 2026
12Qube Research & Technologies Ltd
$36.3M
438K
+174%
Added · +278K sh
Q1 2026
13Nuveen, LLC
$31.8M
383K
+19%
Added · +62K sh
Q1 2026
14TWO SIGMA INVESTMENTS, LP
$29.5M
355K
+130%
Added · +201K sh
Q1 2026
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$29.4M
354K
+0.6%
Added · +2K sh
Q1 2026
16MORGAN STANLEY
$25.8M
311K
+20%
Added · +52K sh
Q1 2026
17VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
$24.6M
297K
−14%
Reduced · −49K sh
Q1 2026
18ROYAL BANK OF CANADA
$22.3M
269K
−58%
Reduced · −373K sh
Q1 2026
19NORTHERN TRUST CORP
$20.8M
251K
+2.4%
Added · +6K sh
Q1 2026
20AQR CAPITAL MANAGEMENT LLC
$19.3M
233K
+1.8%
Added · +4K sh
Q1 2026
21Bank of New York Mellon Corp
$18.5M
223K
−3.0%
Reduced · −7K sh
Q1 2026
22PUBLIC SECTOR PENSION INVESTMENT BOARD
$15.1M
182K
−11%
Reduced · −23K sh
Q1 2026
23ENVESTNET ASSET MANAGEMENT INC
$13.6M
164K
−57%
Reduced · −214K sh
Q1 2026
24VANGUARD FIDUCIARY TRUST CO
$12.3M
149K
New
+149K sh
Q1 2026
25D. E. Shaw & Co., Inc.
$11.7M
142K
+182%
Added · +91K sh
Q1 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.

Fund activity: latest quarter

Opened (NEW)
8
funds
Added
28
funds
Reduced
12
funds
Exited
0
funds

Funds that own STRA also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT89 funds$35.9B
MASTERCARD INC - AMA88 funds$6.9B
APPLE INCAAPL87 funds$39.8B
AMAZON.COM INCAMZN87 funds$29.6B
BROADCOM INCAVGO87 funds$18.2B
ELI LILLY & COLLY87 funds$8.7B
VISA INC-CLASS A SHARESV87 funds$7.6B
NVIDIA CORPNVDA86 funds$50.4B
META PLATFORMS INC-CLASS AMETA86 funds$16.5B
COSTCO WHOLESALE CORPCOST86 funds$6.1B
LAM RESEARCH CORPLRCX86 funds$3.9B
TJX COMPANIES INCTJX86 funds$3.4B

Ranked by how many of STRA's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$106K
2 insiders
Sells · 180d
$5.1M
5 insiders
Net
-$4.9M
12 P/S txns
Signal
Net Selling
open-market
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)3K$214K
Mar 13, 2026HERRAIZ LIZETTE BENEDIGENERAL COUNSELSell (S)5K$394K
Mar 2, 2026JACKSON DANIEL WAYNECHIEF FINANCIAL OFFICERSell (S)6K$464K
Mar 2, 2026JACKSON DANIEL WAYNECHIEF FINANCIAL OFFICERSell (S)2K$172K
Mar 2, 2026JACKSON DANIEL WAYNECHIEF FINANCIAL OFFICERSell (S)5K$435K
Feb 24, 2026MCDONNELL RAYMOND KARLCHIEF EXECUTIVE OFFICER, DirectorSell (S)18K$1.4M
Feb 24, 2026MCDONNELL RAYMOND KARLCHIEF EXECUTIVE OFFICER, DirectorSell (S)21K$1.6M

Institutional ownership over time

213 funds+47 since Q3 2024
0107213Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $1.6B · 1 values withheld

Recent filings

15 shown

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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.