Teton Advisors, Inc. UTI — UNIVERSAL TECHNICAL INSTITUT

Ownership history in Teton Advisors, Inc.  ·  62 quarters on record

AI Ownership Summary

Teton Advisors, Inc. reported UNIVERSAL TECHNICAL INSTITUT (UTI) in 62 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.79% in 2024 Q4. The latest visible filing shows UTI at 0.29% 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 Teton Advisors, Inc.'s position in UNIVERSAL TECHNICAL INSTITUT, 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 Q2

UTI was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.79% in 2024 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 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 Teton Advisors, Inc. fund profile Teton Advisors, Inc. full holdings
How Teton Advisors, Inc. 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)
2025 Q2 REDUCED 67.4% -3.2% ✅ 14,000 -29,000 -67.4% 0.29% $474K 2025-08-14 (Est.) $25.50
2025 Q1 REDUCED 28.1% +32.0% ❌ 43,000 -16,800 -28.1% 0.69% $1.1M 2025-05-14 $33.10
2024 Q4 REDUCED 15.4% -0.1% ✅ 59,800 -10,900 -15.4% 0.79% $1.5M 2025-02-13 $27.20
2024 Q3 REDUCED 11.1% +59.1% ❌ 70,700 -8,800 -11.1% 0.51% $1.1M 2024-11-13 $20.33
2024 Q2 REDUCED — — — 79,500 -500 -0.6% 0.52% $1.3M 2024-08-13 $16.84
2024 Q1 REDUCED — — — 80,000 -1,500 -1.8% 0.45% $1.3M 2024-05-14 $14.93
2023 Q4 REDUCED 14.2% +16.9% ❌ 81,500 -13,500 -14.2% 0.33% $1.0M 2024-02-13 $15.68
55 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UTI

As of 2026 Q1 — sorted by position size

Guardian Wealth Management, Inc. 3Y 2.82% Westwind Capital 3Y 7Y 2.54% Fortitude Family Office, LLC 1.14% Pullen Investment Management, LLC 0.94% Conestoga Capital Advisors, LLC 3Y 7Y 0.93% Lisanti Capital Growth, LLC 3Y 7Y 0.75% Montanaro Asset Management Ltd 3Y 0.72% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.56% LEUTHOLD GROUP, LLC 3Y 7Y 0.55% WASATCH ADVISORS LP 3Y 7Y 0.47%

FAQ About Teton Advisors, Inc. and UTI

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

How long has Teton Advisors, Inc. reported owning UTI?

Teton Advisors, Inc. reported UTI across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported UTI position in Teton Advisors, Inc.'s portfolio?

The largest reported portfolio weight for UTI was 0.79% in 2024 Q4.

What is the latest reported UTI position on this page?

The most recent filing on this page is 2025 Q2, when Teton Advisors, Inc. reported 14,000 shares, equal to 0.29% of portfolio, with an estimated market value of $474K.

What does the chart on this UTI ownership page compare?

The chart compares Teton Advisors, Inc.'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 Teton Advisors, Inc. time their UTI position?

Based on 13F filing dates vs. subsequent UTI price moves, Teton Advisors, Inc. correctly timed 16 out of 40 reported position changes (40%). The annualised alpha on UTI relative to SPY over the holding period was -10.7%.

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