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
↑ +27
Streak
4Q ▲
Buyers last Q
62%

Smart Money Signals — STRA

Based on 286 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
286 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 — +23% more funds vs a year ago

fund count last 6Q
+54 new funds entered over the past year (+23% 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 — 62% buying

173 buying108 selling
Last quarter: 173 funds were net buyers (57 opened a brand new position + 116 added to an existing one). Only 108 were sellers (78 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+17 vs last Q)

new funds entering per quarter
Funds opening a new STRA position: 55 → 38 → 40 → 57. 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
172 out of 286 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 — ~57 new funds/quarter

34 → 55 → 38 → 40 → 57 new funds/Q
New funds entering each quarter: 55 → 38 → 40 → 57. 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 292 holders: 196 (67%) are 2+ year veterans, 29 entered 1–2 years ago, and 67 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
52 of 285 holders are among the 100 largest funds by AUM, controlling 63% 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, 173 hedge funds were net buyers of STRA (57 opened a new position, 116 added to an existing one), while 108 reduced or exited (78 trimmed, 30 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 63% of total institutional value in STRA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +27 funds (more new holders than closures). Total institutional holders: 286.

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 Q2 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 June 30, 2026 · 47d ago
STRA
+7.5%
XLP
+3.6%

STRA outperformed XLP by +3.9% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 2d ago
STRA
+0.0%
XLP
+0.0%

Since the filing became public, STRA outperformed XLP by +0.0% .

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
2026 Q2 Stats Unlock in 3 days 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

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

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:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 STRA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bastion Asset Management Inc. 3.55% 142,237 $10.5M
2 Lightrock Netherlands B.V. 3.18% 210,155 $16.1M
3 Triodos Investment Management BV 1.03% 220,000 $16.8M
4 Marshfield Associates 1.00% 559,012 $42.8M
5 Clark Estates Inc/Ny 0.75% 42,300 $3.2M
6 Tikvah Management LLC 0.72% 30,858 $2.4M
7 Mork Capital Management, LLC 0.66% 13,560 $1.0M
8 Point Nemo Capital, LLC 0.66% 16,980 $1.3M
9 Cambria Investment Management, L.P. 0.47% 123,957 $9.5M
10 Miller Global Investments, LLC 0.42% 6,613 $507K
11 ClearAlpha Technologies LP 0.37% 2,810 $215K
12 Axxion S.A. 0.35% 64,360 $4.9M
13 Algert Global LLC 0.25% 275,342 $21.1M
14 EntryPoint Capital, LLC 0.20% 2,703 $299K
15 Ruffer LLP 0.20% 74,454 $5.7M
16 Meadowbrook Advisors Group, LLC 0.19% 4,735 $363K
17 Numerai GP LLC 0.19% 29,808 $2.3M
18 PDT Partners, LLC 0.18% 45,953 $3.5M
19 Daytona Street Capital LLC 0.18% 3,000 $251K
20 Bridgeway Capital Management, LLC 0.18% 131,213 $10.1M
21 Wellington Grp LLC 0.17% 6,657 $552K
22 R Squared Ltd 0.17% 4,186 $321K
23 Hudson Portfolio Management LLC 0.16% 2,827 $217K
24 Van Lanschot Kempen Investment Management N.V. 0.15% 255,391 $19.6M
25 MSH Capital Advisors LLC 0.15% 11,104 $851K
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 — 62% buying: Last quarter: 173 funds were net buyers (57 opened a brand new position + 116 added to an existing one). Only 108 were sellers (78 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for STRA holders?

Elite ownership — 63% AUM from top-100 funds: 52 of 285 holders are among the 100 largest funds by AUM, controlling 63% 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: 172 out of 286 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 Q2 hedge fund 13F filings?

As of today, STRA has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLP sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), STRA has gained +7.5% vs +3.6% 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.

Full history →