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AREX Capital Management’s Skillsoft SKIL Stock Holding History

AREX Capital Management’s Portfolio SKIL Stock Details SKIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$914K Sell
213,161
-27,500
-11% -$174K 1.51% 6
2025
Q4 		$2.24M Sell
240,661
-162,730
-40% -$1.81M 6.36% 3
2025
Q3 		$5.25M Sell
403,391
-1,000
-0.2% -$14.7K 12.1% 2
2025
Q2 		$6.46M Buy
404,391
+5,431
+1% +$103K 12.59% 2
2025
Q1 		$7.68M Buy
398,960
+57,239
+17% +$1.49M 15.59% 2
2024
Q4 		$8.19M Buy
341,721
+146,590
+75% +$2.39M 11.66% 3
2024
Q3 		$3.02M Buy
195,131
+111,387
+133% +$1.58M 3.68% 8
2024
Q2 		$1.16M Sell
83,744
-12,155
-13% -$108K 1.32% 10
2024
Q1 		$863K Buy
95,899
+65,000
+210% +$823K 0.97% 10
2023
Q4 		$543K Sell
30,899
-40,774
-57% -$713K 0.79% 11
2023
Q3 		$1.27M Buy
71,673
+48,000
+203% +$1.22M 0.86% 10
2023
Q2 		$587K Buy
23,673
+5,375
+29% +$157K 0.44% 11
2023
Q1 		$732K Buy
18,298
+108
+0.6% +$3.87K 0.53% 13
2022
Q4 		$473K Sell
18,190
-41,585
-70% -$1.39M 0.28% 17
2022
Q3 		$2.19M Sell
59,775
-3,250
-5% -$223K 1.45% 11
2022
Q2 		$4.44M Buy
63,025
+3,250
+5% +$335K 2.72% 7
2022
Q1 		$7.22M Buy
59,775
+4,000
+7% +$550K 4.17% 6
2021
Q4 		$10.2M Sell
55,775
-250
-0.4% -$57.6K 4.58% 5
2021
Q3 		$13.1M Buy
56,025
+7,875
+16% +$1.53M 6.11% 5
2021
Q2 		$9.49M Buy
48,150
+9,625
+25% +$1.93M 4.5% 5
2021
Q1 		$7.71M Sell
38,525
-8,175
-18% -$1.67M 4.53% 6
2020
Q4 		$9.67M Buy
+46,700
New +$9.46M 6.19% 4

Other funds holding SKIL

N
Naspers South Africa $84.4M AUM 76.38% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ZIM
Zacks Investment Management Chicago, Illinois $14.1B AUM 39.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

AREX Capital Management's SKIL Position: Q1 2026 in Review

AREX Capital Management reduced its Skillsoft (SKIL) stake by 11% in Q1 2026, selling an estimated $174K and leaving 213,161 shares worth $914K. The position accounts for 1.51% of the portfolio, ranked #6.

AREX Capital Management first reported a position in SKIL in Q4 2020 and has held it in 22 quarters since. The position peaked at $13.1M in Q3 2021. 70 funds tracked by Wall St. Rank hold SKIL as of Q1 2026.

  • AREX Capital Management held 213,161 shares of Skillsoft worth $914K as of Q1 2026.
  • AREX Capital Management sold 27,500 Skillsoft shares in Q1 2026, an estimated $174K.
  • Skillsoft made up 1.51% of AREX Capital Management's portfolio in Q1 2026, its #6 holding.
  • AREX Capital Management first reported a position in Skillsoft in Q4 2020 and has held it in 22 quarters since.
  • AREX Capital Management's Skillsoft position peaked at $13.1M in Q3 2021.
  • 70 funds tracked by Wall St. Rank held Skillsoft as of Q1 2026.

Based on AREX Capital Management's 13F filing for Q1 2026, filed 15 May 2026.