STRA
Strategic Education, Inc. · Consumer Defensive · Education & Training Services
Données momentum (gérants comparables) :
étendue des détenteurs +6.7% ·
flux d'actions +5.9% ·
nouvelles positions nettes +6.2%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 98 | -3 | 15.40M | $1.18B | +4 | −6 |
| Q1 2026 | 103 | +2 | 15.74M | $1.31B | +6 | −5 |
| Q4 2025 | 102 | +2 | 16.43M | $1.32B | +3 | — |
| Q3 2025 | 17 | -1 | 9.50M | $817.05M | +1 | −3 |
| Q2 2025 | 16 | +1 | 9.02M | $767.80M | +1 | — |
| Q1 2025 | 12 | -3 | 2.23M | $186.87M | — | −3 |
| Q4 2024 | 15 | 0 | 2.34M | $218.83M | — | — |
| Q3 2024 | 14 | -1 | 1.40M | $129.29M | — | −1 |
| Q2 2024 | 15 | — | 1.31M | $144.43M | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passif) | 3.60M | — | $306.18M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passif) | 3.60M | — | $306.18M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passif) | 3.60M | — | $306.18M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passif) | 3.60M | — | $306.18M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passif) | 3.60M | — | $306.18M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 3.60M | — | $306.18M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 3.60M | — | $306.18M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 3.60M | — | $306.18M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 3.60M | — | $306.18M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 3.60M | — | $306.18M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 3.60M | — | $306.18M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 3.60M | — | $306.18M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 3.60M | — | $306.18M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 3.60M | — | $306.18M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 3.60M | — | $306.18M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 3.60M | — | $306.18M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passif) | 2.62M | — | $223.46M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passif) | 2.62M | — | $223.46M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passif) | 2.62M | — | $223.46M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | The Vanguard Group ✦ (passif) | 2.62M | — | $223.46M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | The Vanguard Group ✦ (passif) | 2.62M | — | $223.46M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | State Street Global Advisors ✦ (passif) | 884.04K | -1.7% | $75.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Geode Capital Management ✦ (passif) | 610.84K | +4.6% | $52.01M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | Geode Capital Management ✦ (passif) | 610.84K | +4.6% | $52.01M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | Arrowstreet Capital ✦ | 262.04K | +56.8% | $22.31M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 245.30K | +188.6% | $20.88M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 245.30K | +188.6% | $20.88M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 245.30K | +188.6% | $20.88M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 245.30K | +188.6% | $20.88M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 245.30K | +188.6% | $20.88M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | Renaissance Technologies ✦ | 214.32K | -2.1% | $18.24M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 125.98K | +32.5% | $10.72M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 125.98K | +32.5% | $10.72M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | Millennium Management ✦ | 100.32K | +162.8% | $8.54M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | Norges Bank ✦ (passif) | 95.86K | +4.9% | $8.16M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | D. E. Shaw & Co. ✦ | 92.45K | +506.7% | $7.87M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 72.04K | — | $6.13M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 72.04K | — | $6.13M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Point72 Asset Management ✦ | 59.16K | Nouveau | $5.04M | 0.0% | New | 1 | SEC ↗ |
| 40 | T. Rowe Price ✦ | 26.18K | +11.3% | $2.23M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 41 | Gotham Asset Management ✦ | 6.50K | +19.1% | $553,090 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | Two Sigma Investments ✦ | 2.53K | -9.1% | $215,209 | 0.0% | ▼ Trim | 5 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Point72 Asset Management | $5.04M | 0.0% |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 284 détenteurs, 21.75M actions, $1.68B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.