Jump Financial’s Universal Technical Institute UTI Stock Holding History

Jump Financial’s Portfolio UTI Stock Details UTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$608K	Sell	16,830 -8,481	-34%	-$268K	0.01%	1145
2025 Q4	$661K	Sell	25,311 -11,976	-32%	-$339K	0.01%	1165
2025 Q3	$1.21M	Sell	37,287 -200,125	-84%	-$5.88M	0.01%	927
2025 Q2	$8.05M	Buy	237,412 +198,612	+512%	+$6.23M	0.09%	291
2025 Q1	$996K	Sell	38,800 -11,766	-23%	-$317K	0.01%	821
2024 Q4	$1.3M	Buy	50,566 +16,697	+49%	+$347K	0.03%	655
2024 Q3	$551K	Buy	33,869 +21,184	+167%	+$363K	0.01%	1058
2024 Q2	$200K	Sell	12,685 -65,115	-84%	-$975K	﹤0.01%	1567
2024 Q1	$1.24M	Buy	77,800 +37,603	+94%	+$546K	0.03%	678
2023 Q4	$503K	Buy	+40,197	New	+$408K	0.02%	1060
2022 Q3	–	Sell	-34,400	Closed	-$245K	–	1990
2022 Q2	$245K	Buy	34,400 +6,832	+25%	+$60.2K	0.01%	1173
2022 Q1	$243K	Buy	+27,568	New	+$226K	0.01%	1189
2021 Q3	–	Sell	-10,900	Closed	-$71K	–	1523
2021 Q2	$71K	Buy	+10,900	New	+$64.4K	0.01%	1011

Other funds holding UTI

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return