Franklin Covey
107 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.
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: 107 → 107 (0)
6% less capital invested
Capital invested by funds: $142M → $133M (-$8.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$9.77M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$1.82M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$1.26M |
| 4 |
Millennium Management
New York
|
+$1.17M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$5.25M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$2.89M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$2.22M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.91M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$1.46M |
FC Hedge Fund Activity: Q1 2026 in Review
107 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q1 2026, worth a combined $133M — down 6.3% from $142M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FC positions and 19 closed out — a net gain of 1 holder — while 40 added to existing stakes and 34 trimmed.
The largest buyer was Royce & Associates, adding an estimated $9.77M. The largest seller was Punch & Associates Investment Management, exiting entirely with an estimated $5.25M sold.
- 107 institutional investors held Franklin Covey (FC) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $133M of Franklin Covey stock for Q1 2026, down 6.3% quarter-over-quarter.
- 20 funds opened new Franklin Covey positions in Q1 2026 and 19 closed out, a net change of +1 holder.
- The largest Franklin Covey buyer in Q1 2026 was Royce & Associates, an estimated $9.77M added.
- The largest Franklin Covey seller in Q1 2026 was Punch & Associates Investment Management, an estimated $5.25M sold.
Based on aggregated 13F filings for Q1 2026.