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John Overdeck’s Strategic Education STRA Stock Holding History

John Overdeck’s Portfolio STRA Stock Details STRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.4M Sell
292,593
-62,439
-18% -$4.94M 0.02% 983
2026
Q1 		$29.5M Buy
355,032
+200,632
+130% +$16.3M 0.02% 737
2025
Q4 		$12.4M Buy
154,400
+50,662
+49% +$4.05M 0.02% 989
2025
Q3 		$8.92M Buy
103,738
+101,210
+4,004% +$8.14M 0.01% 1027
2025
Q2 		$215K Sell
2,528
-253
-9% -$21.5K ﹤0.01% 2893
2025
Q1 		$233K Sell
2,781
-6,384
-70% -$586K ﹤0.01% 2807
2024
Q4 		$856K Sell
9,165
-11,883
-56% -$1.11M ﹤0.01% 2272
2024
Q3 		$1.95M Sell
21,048
-4,565
-18% -$462K ﹤0.01% 1699
2024
Q2 		$2.83M Buy
25,613
+20,817
+434% +$2.3M 0.01% 1319
2024
Q1 		$499K Buy
+4,796
New +$469K ﹤0.01% 2334
2021
Q3 		– Sell
-5,478
Closed -$417K – 4674
2021
Q2 		$417K Sell
5,478
-25,619
-82% -$2.04M ﹤0.01% 3247
2021
Q1 		$2.86M Buy
+31,097
New +$2.79M 0.01% 1423
2018
Q4 		– Sell
-37,966
Closed -$5.2M – 3496
2018
Q3 		$5.2M Buy
37,966
+4,298
+13% +$552K 0.01% 928
2018
Q2 		$3.81M Buy
33,668
+2,550
+8% +$273K 0.01% 1170
2018
Q1 		$3.14M Sell
31,118
-25,242
-45% -$2.39M 0.01% 1216
2017
Q4 		$5.05M Buy
+56,360
New +$5.21M 0.02% 893
2015
Q3 		– Sell
-9,094
Closed -$392K – 2700
2015
Q2 		$392K Buy
+9,094
New +$446K ﹤0.01% 2263
2014
Q3 		– Sell
-55,536
Closed -$2.92M – 2040
2014
Q2 		$2.92M Sell
55,536
-73,782
-57% -$3.73M 0.01% 891
2014
Q1 		$6M Sell
129,318
-30,402
-19% -$1.25M 0.03% 565
2013
Q4 		$5.51M Buy
159,720
+56,820
+55% +$2.2M 0.03% 593
2013
Q3 		$4.27M Sell
102,900
-18,597
-15% -$827K 0.03% 566
2013
Q2 		$5.93M Buy
+121,497
New +$6.1M 0.04% 476

Other funds holding STRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.26B AUM 12.94% 1-Year Est. Return

John Overdeck's STRA Position: Q2 2026 in Review

John Overdeck reduced its Strategic Education (STRA) stake by 18% in Q2 2026, selling an estimated $4.94M and leaving 292,593 shares worth $22.4M. The position accounts for 0.02% of the portfolio, ranked #983.

John Overdeck first reported a position in STRA in Q2 2013 and has held it in 22 quarters since. The position peaked at $29.5M in Q1 2026. 289 funds tracked by Wall St. Rank hold STRA as of Q2 2026.

  • John Overdeck held 292,593 shares of Strategic Education worth $22.4M as of Q2 2026.
  • John Overdeck sold 62,439 Strategic Education shares in Q2 2026, an estimated $4.94M.
  • Strategic Education made up 0.02% of John Overdeck's portfolio in Q2 2026, its #983 holding.
  • John Overdeck first reported a position in Strategic Education in Q2 2013 and has held it in 22 quarters since.
  • John Overdeck's Strategic Education position peaked at $29.5M in Q1 2026.
  • 289 funds tracked by Wall St. Rank held Strategic Education as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.