Pembroke Management
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Pembroke Management’s Universal Technical Institute UTI Stock Holding History

Pembroke Management’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
Q3 		$2.61M Buy
139,584
+1,591
+1% +$48.2K 0.32% 69
2026
Q2 		$5.9M Sell
137,993
-24,860
-15% -$955K 0.76% 37
2026
Q1 		$5.88M Sell
162,853
-120,302
-42% -$3.8M 0.85% 32
2025
Q4 		$7.4M Sell
283,155
-12,854
-4% -$364K 0.76% 37
2025
Q3 		$9.6M Sell
296,009
-12,718
-4% -$374K 0.96% 34
2025
Q2 		$10.5M Sell
308,727
-11,990
-4% -$376K 1.27% 32
2025
Q1 		$8.24M Sell
320,717
-182,290
-36% -$4.92M 1.2% 36
2024
Q4 		$12.9M Buy
503,007
+92,844
+23% +$1.93M 1.61% 30
2024
Q3 		$6.67M Buy
410,163
+40,855
+11% +$700K 0.85% 35
2024
Q2 		$5.81M Buy
369,308
+319,820
+646% +$4.79M 0.78% 39
2024
Q1 		$789K Sell
49,488
-11,060
-18% -$161K 0.09% 58
2023
Q4 		$758K Hold
60,548
– – 0.09% 58
2023
Q3 		$507K Hold
60,548
– – 0.07% 56
2023
Q2 		$418K Hold
60,548
– – 0.05% 60
2023
Q1 		$447K Buy
60,548
+32,576
+116% +$232K 0.05% 62
2022
Q4 		$188K Buy
27,972
+3,575
+15% +$23.6K 0.02% 66
2022
Q3 		$132K Buy
24,397
+5,209
+27% +$36.4K 0.01% 66
2022
Q2 		$136K Buy
+19,188
New +$169K 0.01% 64

Other funds holding UTI

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $161M AUM 13.16% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Pembroke Management's UTI Position: Q3 2026 in Review

Pembroke Management increased its Universal Technical Institute (UTI) stake by 1.2% in Q3 2026, buying an estimated $48.2K and bringing the position to 139,584 shares worth $2.61M. The position accounts for 0.32% of the portfolio, ranked #69.

Pembroke Management first reported a position in UTI in Q2 2022 and has held it in 18 quarters since. The position peaked at $12.9M in Q4 2024. 18 funds tracked by Wall St. Rank hold UTI as of Q3 2026.

  • Pembroke Management held 139,584 shares of Universal Technical Institute worth $2.61M as of Q3 2026.
  • Pembroke Management bought 1,591 Universal Technical Institute shares in Q3 2026, an estimated $48.2K.
  • Universal Technical Institute made up 0.32% of Pembroke Management's portfolio in Q3 2026, its #69 holding.
  • Pembroke Management first reported a position in Universal Technical Institute in Q2 2022 and has held it in 18 quarters since.
  • Pembroke Management's Universal Technical Institute position peaked at $12.9M in Q4 2024.
  • 18 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2026.

Based on Pembroke Management's 13F filing for Q3 2026, filed 21 Oct 2026.