Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Strategic Ed Inc (STRA)

280 + Investors. Track Smart Money conviction in STRA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
4Q ▲
Buyers last Q
61%

Smart Money Signals — STRA

Based on 283 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added STRA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
283 hedge funds hold STRA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+51 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 61% buying

171 buying108 selling
Last quarter: 171 funds were net buyers (56 opened a brand new position + 115 added to an existing one). Only 108 were sellers (77 trimmed + 31 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter
Funds opening a new STRA position: 54 → 38 → 40 → 56. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 21% medium ■ 19% new
170 out of 283 hedge funds have held STRA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~56 new funds/quarter

34 → 54 → 38 → 40 → 56 new funds/Q
New funds entering each quarter: 54 → 38 → 40 → 56. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 67% veterans vs 23% newcomers

■ 67% veterans ■ 10% 1-2yr ■ 23% new
Entry-cohort mix of 289 holders: 194 (67%) are 2+ year veterans, 29 entered 1–2 years ago, and 66 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
49 of 282 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in STRA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — STRA

In 2026 Q1, 171 hedge funds were net buyers of STRA (56 opened a new position, 115 added to an existing one), while 108 reduced or exited (77 trimmed, 31 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 43% of total institutional value in STRA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +25 funds (more new holders than closures). Total institutional holders: 283.

Hedge Fund Ownership: STRA

How many hedge funds hold STRA — quarterly history vs. share price
Quarterly hedge fund ownership of STRA vs. share price

Market Analysis: STRA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: STRA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Strategic Ed Inc (STRA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much STRA has moved relative to its sector benchmark (XLP) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
STRA
nan%
XLP
nan%

STRA outperformed XLP by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
STRA
nan%
XLP
nan%

Since the filing became public, STRA outperformed XLP by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 1 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: STRA
280 + Investors

Track Smart Money conviction in STRA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 280 258 8.53%
13F Shares 22M 21M 5.18%
Total Value $1.70B $1.67B 1.89%
New Positions 53 40 +13
Increased Positions 115 88 +27
Closed Positions 31 39 -8
Reduced Positions 74 92 -18
Total Calls 4 5 -20.0%
Total Puts 3 1 200.0%
PUT/CALL Ratio 0.75 0.2 Neutral

Statistics: STRA

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

280 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in STRA. Verified SEC 13F-HR filings.

QUARTER:
Top 25 STRA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lightrock Netherlands B.V. 2.49% 140,363 $11.6M
2 Triodos Investment Management BV 1.38% 220,000 $18.2M
3 Marshfield Associates 1.32% 792,930 $65.8M
4 Ellsworth Advisors, LLC 1.13% 72,660 $6.0M
5 Mork Capital Management, LLC 0.80% 13,560 $1.1M
6 Tikvah Management LLC 0.79% 30,858 $2.6M
7 Bastion Asset Management Inc. 0.71% 28,627 $2.3M
8 Clark Estates Inc/Ny 0.55% 27,600 $2.3M
9 Cambria Investment Management, L.P. 0.52% 113,229 $9.4M
10 Miller Global Investments, LLC 0.50% 6,613 $549K
11 EntryPoint Capital, LLC 0.30% 12,534 $1.0M
12 Meadowbrook Advisors Group, LLC 0.29% 5,960 $494K
13 R Squared Ltd 0.28% 6,068 $503K
14 Van Lanschot Kempen Investment Management N.V. 0.22% 296,980 $24.6M
15 MSH Capital Advisors LLC 0.19% 11,104 $921K
16 Flat Footed LLC 0.18% 20,000 $1.7M
17 PDT Partners, LLC 0.17% 34,923 $2.9M
18 VARCOV Co. 0.17% 5,473 $454K
19 iSAM Funds (UK) Ltd 0.17% 4,046 $336K
20 Wellington Grp LLC 0.16% 6,103 $489K
21 Integrated Quantitative Investments LLC 0.14% 9,633 $799K
22 Headlands Technologies LLC 0.14% 14,558 $1.2M
23 Concentric Capital Strategies, LP 0.13% 18,970 $1.6M
24 AlphaQuest LLC 0.11% 25,202 $2.0M
25 Virtus Advisers, LLC 0.11% 2,844 $236K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Strategic Ed Inc (STRA)

What does the Smart Money Trend signal show for STRA?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added STRA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for STRA?

More buyers than sellers — 61% buying: Last quarter: 171 funds were net buyers (56 opened a brand new position + 115 added to an existing one). Only 108 were sellers (77 trimmed + 31 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for STRA holders?

Elite ownership — 43% AUM from top-100 funds: 49 of 282 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in STRA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held STRA?

60% of holders stayed for 2+ years: 170 out of 283 hedge funds have held STRA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Strategic Ed Inc (STRA) following the 2026 Q1 hedge fund 13F filings?

As of today, STRA has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLP sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), STRA has gained nan% vs nan% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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