Caption Management’s TAL Education Group TAL Stock Holding History

Caption Management’s Portfolio TAL Stock Details TAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.1M	Buy	+2,516,700	New	+$26.4M	0.11%	190
2025 Q1	–	Sell	-1,500,000	Closed	-$15M	–	2020
2024 Q4	$15M	Sell	1,500,000 -280,000	-16%	-$2.94M	0.14%	117
2024 Q3	$21.1M	Buy	1,780,000 +1,440,000	+424%	+$13.3M	0.34%	62
2024 Q2	$3.63M	Sell	340,000 -426,900	-56%	-$5.04M	0.06%	347
2024 Q1	$8.7M	Sell	766,900 -1,702,700	-69%	-$21.2M	0.13%	196
2023 Q4	$31.2M	Buy	2,469,600 +642,800	+35%	+$6.66M	0.42%	43
2023 Q3	$16.6M	Buy	+1,826,800	New	+$12.8M	0.26%	88
2022 Q2	–	Sell	-50,000	Closed	-$149K	–	1818
2022 Q1	$149K	Sell	50,000 -112,500	-69%	-$345K	﹤0.01%	1301
2021 Q4	$637K	Hold	162,500	–	–	0.01%	1195
2021 Q3	$786K	Hold	162,500	–	–	0.01%	1090
2021 Q2	$4.1M	Buy	162,500 +100,000	+160%	+$4.47M	0.05%	424
2021 Q1	$3.37M	Sell	62,500 -267,500	-81%	-$19.6M	0.07%	348
2020 Q4	$23.6M	Hold	330,000	–	–	0.54%	31
2020 Q3	$25.1M	Hold	330,000	–	–	0.59%	22
2020 Q2	$22.6M	Buy	+330,000	New	+$18.9M	0.75%	11
2018 Q4	–	Sell	-300,000	Closed	-$7.71M	–	614
2018 Q3	$7.71M	Buy	+300,000	New	+$9.69M	0.43%	60

Other funds holding TAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCM

CoreView Capital Management Hong Kong $547M AUM 13.89% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TPC

Tiger Pacific Capital New York $218M AUM 12.12% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Caption Management's TAL Position: Q2 2026 in Review

Caption Management opened a new position in TAL Education Group (TAL) in Q2 2026: 750,696 shares worth $7.18M. The stake represents 0.03% of the portfolio and ranks #484 among its holdings. This is a return to the name: Caption Management previously reported a position in TAL as recently as Q3 2024.

Caption Management first reported a position in TAL in Q3 2018 and has held it in 14 quarters since. 235 funds tracked by Wall St. Rank hold TAL as of Q2 2026.

Caption Management held 750,696 shares of TAL Education Group worth $7.18M as of Q2 2026.
TAL Education Group was a new Caption Management position in Q2 2026.
TAL Education Group made up 0.03% of Caption Management's portfolio in Q2 2026, its #484 holding.
Caption Management first reported a position in TAL Education Group in Q3 2018 and has held it in 14 quarters since.
235 funds tracked by Wall St. Rank held TAL Education Group as of Q2 2026.

Based on Caption Management's 13F filing for Q2 2026, filed 14 Aug 2026.