We are live on ! Find out more
FC icon

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
AllianceBernstein
1
AllianceBernstein
Tennessee
$17.7M -$1.46M -88,591 -8%
RA
2
Royce & Associates
New York
$16.5M +$9.77M +593,711 +132%
BlackRock
3
BlackRock
New York
$14.6M -$981K -59,615 -6%
RHJA
4
Rice Hall James & Associates
California
$8.06M +$494K +30,035 +6%
VCM
5
Vanguard Capital Management
Pennsylvania
$7.38M +$7.7M +467,558 New
Federated Hermes
6
Federated Hermes
Pennsylvania
$6.95M +$1.05M +63,733 +17%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$5M -$43K -2,611 -0.8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.81M -$987K -59,977 -20%
State Street
9
State Street
Massachusetts
$3.79M +$14.5K +878 +0.4%
Jacobs Levy Equity Management
10
Jacobs Levy Equity Management
New Jersey
$3.1M +$413K +25,060 +15%
HIM
11
Herald Investment Management
United Kingdom
$2.76M
Marshall Wace
12
Marshall Wace
United Kingdom
$2.56M +$1.82M +110,638 +216%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$2.52M -$1.91M -116,142 -42%
Millennium Management
14
Millennium Management
New York
$2.22M +$1.17M +71,339 +103%
Goldman Sachs
15
Goldman Sachs
New York
$2.05M +$442K +26,857 +26%
American Century Companies
16
American Century Companies
Missouri
$1.83M +$1.12M +68,058 +141%
VPM
17
Vanguard Portfolio Management
Pennsylvania
$1.79M +$1.87M +113,664 New
Morgan Stanley
18
Morgan Stanley
New York
$1.78M -$172K -10,423 -8%
AQR Capital Management
19
AQR Capital Management
Connecticut
$1.72M +$1.26M +76,693 +238%
Bank of America
20
Bank of America
North Carolina
$1.69M -$425K -25,835 -19%
Two Sigma Investments
21
Two Sigma Investments
New York
$1.65M +$673K +40,867 +64%
Northern Trust
22
Northern Trust
Illinois
$1.38M -$112K -6,792 -7%
Renaissance Technologies
23
Renaissance Technologies
New York
$1.36M -$509K -30,900 -26%
Deutsche Bank
24
Deutsche Bank
Germany
$1.28M -$588K -35,687 -31%
Charles Schwab
25
Charles Schwab
California
$1.23M -$103K -6,267 -7%