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USA Financial Formulas’s American Public Education APEI Stock Holding History

USA Financial Formulas’s Portfolio APEI Stock Details APEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$80.7K Buy
1,503
+1,141
+315% +$62.7K 0.01% 211
2026
Q1 		$20.6K Sell
362
-192
-35% -$8.79K ﹤0.01% 252
2025
Q4 		$20.9K Buy
+554
New +$19.8K ﹤0.01% 260
2025
Q3 		– Sell
-1,917
Closed -$58.4K – 260
2025
Q2 		$58.4K Buy
+1,917
New +$50.7K 0.01% 199

Other funds holding APEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
3C
325 Capital New York $419M AUM 75.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

USA Financial Formulas's APEI Position: Q2 2026 in Review

USA Financial Formulas increased its American Public Education (APEI) stake by 315% in Q2 2026, buying an estimated $62.7K and bringing the position to 1,503 shares worth $80.7K. The position accounts for 0.01% of the portfolio, ranked #211.

USA Financial Formulas first reported a position in APEI in Q2 2025 and has held it in 4 quarters since. 209 funds tracked by Wall St. Rank hold APEI as of Q2 2026.

  • USA Financial Formulas held 1,503 shares of American Public Education worth $80.7K as of Q2 2026.
  • USA Financial Formulas bought 1,141 American Public Education shares in Q2 2026, an estimated $62.7K.
  • American Public Education made up 0.01% of USA Financial Formulas's portfolio in Q2 2026, its #211 holding.
  • USA Financial Formulas first reported a position in American Public Education in Q2 2025 and has held it in 4 quarters since.
  • 209 funds tracked by Wall St. Rank held American Public Education as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.