PRELUDE CAPITAL MANAGEMENT, LLC UTI — UNIVERSAL TECHNICAL INST INC

Ownership history in PRELUDE CAPITAL MANAGEMENT, LLC  ·  21 quarters on record

AI Ownership Summary

PRELUDE CAPITAL MANAGEMENT, LLC reported UNIVERSAL TECHNICAL INST INC (UTI) in 21 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.38% in 2026 Q2. The latest visible filing shows UTI at 0.38% 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 UTI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRELUDE CAPITAL MANAGEMENT, LLC's position in UNIVERSAL TECHNICAL INST INC, 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
2026 Q2

UTI was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2026 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

UTI stock page PRELUDE CAPITAL MANAGEMENT, LLC fund profile PRELUDE CAPITAL MANAGEMENT, LLC full holdings
How PRELUDE CAPITAL MANAGEMENT, LLC held UTI — position size vs. price
% of Fund (quarterly)    UTI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 123,017 +16,803 +15.8% 0.38% $5.3M 2026-08-14 $25.15
2026 Q1 ADDED — — — 106,214 +28,241 +36.2% 0.29% $3.8M 2026-05-15 $39.56
2025 Q1 REDUCED — — — 77,973 -3,829 -4.7% 0.15% $2.0M 2025-05-15 $33.73
2024 Q4 REDUCED 54.8% -0.1% ✅ 81,802 -99,186 -54.8% 0.13% $2.1M 2025-02-14 $28.39
2024 Q3 ADDED — — — 180,988 +1,954 +1.1% 0.11% $2.9M 2024-11-14 $19.54
2024 Q2 ADDED — — — 179,034 +8,769 +5.2% 0.20% $2.8M 2024-08-14 $17.17
2024 Q1 ADDED — — — 170,265 +154,690 +993.2% 0.14% $2.7M 2024-05-15 $15.42
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UTI

As of 2026 Q2 — sorted by position size

Praetorian PR LLC 3Y 18.4% Pillsbury Lake Capital LLC 3.75% Coliseum Capital Management, LLC 3Y 7Y 3.57% Shannon River Fund Management LLC 3Y 7Y 3.4% Guardian Wealth Management, Inc. 3Y 2.97% PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 3Y 7Y 2.32% Resolute Capital Asset Partners LLC 3Y 2.22% NEXT CENTURY GROWTH INVESTORS LLC 3Y 7Y 2.15% AWM Investment Company, Inc. 3Y 7Y 1.82% NEEDHAM INVESTMENT MANAGEMENT LLC 3Y 7Y 1.45%

FAQ About PRELUDE CAPITAL MANAGEMENT, LLC and UTI

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

How long has PRELUDE CAPITAL MANAGEMENT, LLC reported owning UTI?

PRELUDE CAPITAL MANAGEMENT, LLC reported UTI across 7 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported UTI position in PRELUDE CAPITAL MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for UTI was 0.38% in 2026 Q2.

What is the latest reported UTI position on this page?

The most recent filing on this page is 2026 Q2, when PRELUDE CAPITAL MANAGEMENT, LLC reported 123,017 shares, equal to 0.38% of portfolio, with an estimated market value of $5.3M.

What does the chart on this UTI ownership page compare?

The chart compares PRELUDE CAPITAL MANAGEMENT, LLC's quarterly UTI 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.

How well did PRELUDE CAPITAL MANAGEMENT, LLC time their UTI position?

Based on 13F filing dates vs. subsequent UTI price moves, PRELUDE CAPITAL MANAGEMENT, LLC correctly timed 10 out of 19 reported position changes (53%). The annualised alpha on UTI relative to SPY over the holding period was +38.9%.

← Back to PRELUDE CAPITAL MANAGEMENT, LLC Holdings