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Systematic Financial Management’s Strategic Education STRA Stock Holding History

Systematic Financial Management’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
Q1 		$3.67M Buy
44,260
+9,065
+26% +$738K 0.08% 176
2025
Q4 		$2.82M Buy
35,195
+4,365
+14% +$349K 0.07% 185
2025
Q3 		$2.65M Buy
30,830
+10
+0% +$805 0.06% 175
2025
Q2 		$2.62M Hold
30,820
– – 0.07% 172
2025
Q1 		$2.59M Hold
30,820
– – 0.07% 172
2024
Q4 		$2.88M Buy
30,820
+7,340
+31% +$685K 0.07% 170
2024
Q3 		$2.17M Sell
23,480
-680
-3% -$68.8K 0.06% 180
2024
Q2 		$2.67M Sell
24,160
-185
-0.8% -$20.5K 0.08% 169
2024
Q1 		$2.53M Buy
24,345
+5,115
+27% +$500K 0.07% 174
2023
Q4 		$1.78M Buy
19,230
+750
+4% +$64.9K 0.05% 177
2023
Q3 		$1.39M Sell
18,480
-1,705
-8% -$125K 0.04% 180
2023
Q2 		$1.37M Sell
20,185
-85
-0.4% -$6.94K 0.04% 178
2023
Q1 		$1.82M Sell
20,270
-6,010
-23% -$532K 0.06% 163
2022
Q4 		$2.06M Buy
26,280
+2,950
+13% +$219K 0.07% 160
2022
Q3 		$1.43M Sell
23,330
-1,700
-7% -$114K 0.05% 162
2022
Q2 		$1.77M Buy
25,030
+3,100
+14% +$206K 0.06% 157
2022
Q1 		$1.46M Buy
21,930
+11,000
+101% +$646K 0.05% 166
2021
Q4 		$632K Sell
10,930
-13,250
-55% -$831K 0.02% 186
2021
Q3 		$1.71M Sell
24,180
-38,500
-61% -$2.87M 0.05% 153
2021
Q2 		$4.77M Sell
62,680
-14,380
-19% -$1.15M 0.14% 150
2021
Q1 		$7.08M Buy
77,060
+16,040
+26% +$1.44M 0.26% 138
2020
Q4 		$5.82M Buy
61,020
+145
+0.2% +$13.5K 0.26% 141
2020
Q3 		$5.57M Buy
60,875
+60,145
+8,239% +$7.3M 0.3% 131
2020
Q2 		$112K Buy
+730
New +$114K 0.01% 484
2017
Q2 		– Sell
-23,084
Closed -$1.86M – 688
2017
Q1 		$1.86M Sell
23,084
-135
-0.6% -$10.8K 0.03% 367
2016
Q4 		$1.87M Sell
23,219
-11,730
-34% -$766K 0.03% 391
2016
Q3 		$1.63M Sell
34,949
-3,550
-9% -$171K 0.02% 478
2016
Q2 		$1.89M Buy
38,499
+2,085
+6% +$98.6K 0.03% 340
2016
Q1 		$1.77M Sell
36,414
-24,310
-40% -$1.2M 0.02% 381
2015
Q4 		$3.65M Sell
60,724
-12,780
-17% -$724K 0.04% 291
2015
Q3 		$4.04M Buy
73,504
+18,790
+34% +$962K 0.04% 302
2015
Q2 		$2.36M Buy
54,714
+15,345
+39% +$752K 0.02% 557
2015
Q1 		$2.1M Buy
39,369
+10,555
+37% +$678K 0.02% 576
2014
Q4 		$2.14M Sell
28,814
-11,235
-28% -$795K 0.02% 562
2014
Q3 		$2.4M Buy
40,049
+6,520
+19% +$368K 0.02% 414
2014
Q2 		$1.76M Sell
33,529
-6,690
-17% -$338K 0.01% 613
2014
Q1 		$1.87M Sell
40,219
-11,795
-23% -$485K 0.01% 533
2013
Q4 		$1.79M Buy
52,014
+15,440
+42% +$598K 0.01% 544
2013
Q3 		$1.52M Buy
36,574
+8,730
+31% +$388K 0.01% 451
2013
Q2 		$1.36M Buy
+27,844
New +$1.4M 0.01% 552

Other funds holding STRA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Systematic Financial Management's STRA Position: Q1 2026 in Review

Systematic Financial Management increased its Strategic Education (STRA) stake by 26% in Q1 2026, buying an estimated $738K and bringing the position to 44,260 shares worth $3.67M. The position accounts for 0.08% of the portfolio, ranked #176.

Systematic Financial Management first reported a position in STRA in Q2 2013 and has held it in 40 quarters since. The position peaked at $7.08M in Q1 2021. 287 funds tracked by Wall St. Rank hold STRA as of Q1 2026.

  • Systematic Financial Management held 44,260 shares of Strategic Education worth $3.67M as of Q1 2026.
  • Systematic Financial Management bought 9,065 Strategic Education shares in Q1 2026, an estimated $738K.
  • Strategic Education made up 0.08% of Systematic Financial Management's portfolio in Q1 2026, its #176 holding.
  • Systematic Financial Management first reported a position in Strategic Education in Q2 2013 and has held it in 40 quarters since.
  • Systematic Financial Management's Strategic Education position peaked at $7.08M in Q1 2021.
  • 287 funds tracked by Wall St. Rank held Strategic Education as of Q1 2026.

Based on Systematic Financial Management's 13F filing for Q1 2026, filed 13 May 2026.