UTI — UNIVERSAL TECHNICAL INST INC

Ownership history in Caption Management, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Caption Management, LLC reported a position in UNIVERSAL TECHNICAL INST INC (UTI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2025 Q2)
Avg. % of fund
0.02%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 111,700 +29,900 +36.6% 0.03% $3.6M $32.55
2025 Q2 ADDED 81,800 +81,440 +22622.2% 0.03% $2.8M $33.89
2025 Q1 REDUCED 360 -12,140 -97.1% 0.00% $9K $25.68
2023 Q4 INITIATED 12,500 — — 0.00% $156K —
% of Fund (quarterly)    UTI price (monthly, adj. close)

Other funds also holding UTI

As of 2025 Q4 — sorted by position size

Coliseum Capital Management, LLC 3Y 7Y 8.5% Manatuck Hill Partners, LLC 3Y 7Y 2.42% Guardian Wealth Management, Inc. 3Y 2.11% NEXT CENTURY GROWTH INVESTORS LLC 3Y 7Y 2.04% PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 3Y 7Y 1.78% Westwind Capital 3Y 7Y 1.64% Uniplan Investment Counsel, Inc. 3Y 7Y 1.4% NEEDHAM INVESTMENT MANAGEMENT LLC 3Y 7Y 1.33% Resolute Capital Asset Partners LLC 3Y 1.14% PERRITT CAPITAL MANAGEMENT INC 3Y 7Y 1.12%
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