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David Shaw’s Franklin Covey FC Stock Holding History

David Shaw’s Portfolio FC Stock Details FC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-19,800
Closed -$486K – 3785
2018
Q2 		$486K Hold
19,800
– – ﹤0.01% 3134
2018
Q1 		$533K Buy
+19,800
New +$540K ﹤0.01% 2851

Other funds holding FC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

David Shaw's FC Position: Q2 2026 in Review

David Shaw increased its Franklin Covey (FC) stake by 61% in Q2 2026, buying an estimated $696K and bringing the position to 80,548 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #3221.

David Shaw first reported a position in FC in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.57M in Q2 2023. 113 funds tracked by Wall St. Rank hold FC as of Q2 2026.

  • David Shaw held 80,548 shares of Franklin Covey worth $1.98M as of Q2 2026.
  • David Shaw bought 30,548 Franklin Covey shares in Q2 2026, an estimated $696K.
  • Franklin Covey made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #3221 holding.
  • David Shaw first reported a position in Franklin Covey in Q1 2020 and has held it in 26 quarters since.
  • David Shaw's Franklin Covey position peaked at $3.57M in Q2 2023.
  • 113 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.