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Franklin Covey

106 hedge funds and large institutions have $133M invested in Franklin Covey in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 34

1.8% more ownership

Funds ownership: 70.47%72.27% (+1.8%)

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

0% more funds holding

Funds holding: 106106 (0)

6% less capital invested

Capital invested by funds: $142M → $133M (-$8.9M)

Holders
106
Holders Change
Holders Change %
0%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
40
Reduced
34
Closed
19
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
-$40K
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$1.22M +$649K +39,425 +105%
CCPM
27
Cooper Creek Partners Management
New York
$1.1M
QCM
28
Quantinno Capital Management
New York
$1.09M +$517K +31,395 +83%
VFT
29
Vanguard Fiduciary Trust
Pennsylvania
$1.08M +$1.13M +68,369 New
BCM
30
Bridgeway Capital Management
Texas
$1.08M
Russell Investments Group
31
Russell Investments Group
United Kingdom
$1.02M +$11.7K +712 +1%
XT
32
XTX Topco
Cayman Islands
$846K +$672K +40,794 +319%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$790K -$880K -53,469 -52%
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$581K +$37.3K +2,268 +7%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$563K -$14.3K -871 -2%
N
36
Nuveen
North Carolina
$530K +$128K +7,774 +30%
SIM
37
SummerHaven Investment Management
Connecticut
$507K -$143K -8,689 -21%
Ameriprise
38
Ameriprise
Minnesota
$464K -$459K -27,880 -49%
Franklin Resources
39
Franklin Resources
California
$460K +$147K +8,913 +44%
GC
40
Globeflex Capital
California
$449K -$155K -9,390 -25%
Raymond James Financial
41
Raymond James Financial
Florida
$357K +$197K +11,982 +113%
Invesco
42
Invesco
Georgia
$357K +$16.9K +1,026 +5%
SO
43
STRS Ohio
Ohio
$328K
QC
44
Quadrature Capital
United Kingdom
$321K +$334K +20,307 New
BCC
45
Bridge City Capital
Oregon
$302K +$66.4K +4,036 +27%
ETC
46
Exchange Traded Concepts
Oklahoma
$298K +$66.8K +4,055 +27%
Citadel Advisors
47
Citadel Advisors
Florida
$291K +$303K +18,428 New
Barclays
48
Barclays
United Kingdom
$264K -$221K -13,445 -45%
CA
49
CWC Advisors
Oregon
$263K +$274K +16,635 New
EWA
50
EP Wealth Advisors
California
$255K -$3.51K -213 -1%