FC FRANKLIN COVEY CO COM

Ownership history in GLOBEFLEX CAPITAL L P  ·  23 quarters on record

AI Ownership Summary

GLOBEFLEX CAPITAL L P reported FRANKLIN COVEY CO COM (FC) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.2% in 2023 Q4. The latest visible filing shows FC at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GLOBEFLEX CAPITAL L P's position in FRANKLIN COVEY CO COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FC was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GLOBEFLEX CAPITAL L P held FC — position size vs. price
% of Fund (quarterly)    FC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 37,817 0% 0.10% $635K 2026-02-14 (Est.) $17.76
2025 Q3 UNCHANGED 37,817 0% 0.11% $734K 2025-11-12 $15.15
2025 Q2 REDUCED 37,817 -569 -1.5% 0.07% $863K 2025-08-14 $19.61
2025 Q1 REDUCED 38,386 -3,660 -8.7% 0.10% $1.1M 2025-05-12 $22.56
2024 Q4 ADDED 42,046 +3,731 +9.7% 0.13% $1.6M 2025-02-10 $38.75
2024 Q3 UNCHANGED 38,315 0% 0.15% $1.6M 2024-11-13 $37.87
2024 Q2 REDUCED 38,315 -3,544 -8.5% 0.15% $1.5M 2024-08-13 $38.27
2024 Q1 REDUCED 41,859 -4,238 -9.2% 0.16% $1.6M 2024-05-14 $38.64
2023 Q4 REDUCED 46,097 -16 -0.0% 0.20% $2.0M 2024-02-13 $38.88
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About GLOBEFLEX CAPITAL L P and FC

These are the practical questions this page is built to answer before you even open the full history table.

How long has GLOBEFLEX CAPITAL L P reported owning FC?

GLOBEFLEX CAPITAL L P reported FC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported FC position in GLOBEFLEX CAPITAL L P's portfolio?

The largest reported portfolio weight for FC was 0.20% in 2023 Q4.

What is the latest reported FC position on this page?

The most recent filing on this page is 2025 Q4, when GLOBEFLEX CAPITAL L P reported 37,817 shares, equal to 0.10% of portfolio, with an estimated market value of $635K.

What does the chart on this FC ownership page compare?

The chart compares GLOBEFLEX CAPITAL L P's quarterly FC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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