Congress Asset Management’s Grand Canyon Education LOPE Stock Holding History

Congress Asset Management’s Portfolio LOPE Stock Details LOPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,799	Closed	-$295K	–	396
2024 Q4	$295K	Buy	+1,799	New	+$276K	﹤0.01%	362
2019 Q1	–	Sell	-18,550	Closed	-$1.78M	–	364
2018 Q4	$1.78M	Sell	18,550 -6,800	-27%	-$790K	0.03%	280
2018 Q3	$2.86M	Sell	25,350 -4,500	-15%	-$525K	0.04%	250
2018 Q2	$3.33M	Sell	29,850 -6,698	-18%	-$735K	0.05%	222
2018 Q1	$3.83M	Sell	36,548 -1,125	-3%	-$109K	0.05%	207
2017 Q4	$3.37M	Buy	37,673 +7,975	+27%	+$722K	0.05%	211
2017 Q3	$2.7M	Buy	+29,698	New	+$2.38M	0.04%	231

Other funds holding LOPE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Congress Asset Management's LOPE Position: Q1 2025 in Review

Congress Asset Management sold out of Grand Canyon Education (LOPE) in Q1 2025, closing a stake of 1,799 shares — an estimated $295K sold.

Congress Asset Management first reported a position in LOPE in Q3 2017 and held it in 7 quarters. The position peaked at $3.83M in Q1 2018. 455 funds tracked by Wall St. Rank hold LOPE as of Q1 2025.

Congress Asset Management reported no remaining Grand Canyon Education position as of Q1 2025 after selling out during the quarter.
Congress Asset Management sold 1,799 Grand Canyon Education shares in Q1 2025, an estimated $295K.
Congress Asset Management first reported a position in Grand Canyon Education in Q3 2017 and held it in 7 quarters.
Congress Asset Management's Grand Canyon Education position peaked at $3.83M in Q1 2018.
455 funds tracked by Wall St. Rank held Grand Canyon Education as of Q1 2025.

Based on Congress Asset Management's 13F filing for Q1 2025, filed 11 Apr 2025.