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Future of Education

Education technology delivers teaching, assessment, and credentials online, both to students and to employers retraining their staff. Public funding cycles and employer budgets drive it more than consumer demand does.

77 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1
BlackRock
BlackRock
New York
$3.34B +$5.38M 38 0.1% Increased
2
Thoma Bravo
Thoma Bravo
Illinois
$3.16B $0 1 40.05% Maintained
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.14B +$26.8M 33 0.08% Increased
4
VEPM
Vista Equity Partners Management
California
$1.41B -$94M 1 18.66% Reduced
5
Invesco
Invesco
Georgia
$1.37B -$109M 28 0.38% Reduced
6
Fidelity Investments
Fidelity Investments
Massachusetts
$1.35B +$190M 32 0.12% Increased
7
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.17B +$1.19B 22 0.39% New
8
LGP
Leonard Green & Partners
California
$1.1B $0 1 19.34% Maintained
9
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$1.08B +$41.7M 4 0.98% Increased
10
State Street
State Street
Massachusetts
$1.07B -$12.1M 35 0.06% Reduced
11
Morgan Stanley
Morgan Stanley
New York
$967M -$62.1M 46 0.1% Reduced
12
UBS AM
UBS AM
Illinois
$946M +$7.36M 18 0.46% Increased
13
Goldman Sachs
Goldman Sachs
New York
$797M -$57.7M 34 0.18% Reduced
14
Dodge & Cox
Dodge & Cox
California
$774M -$3.49M 2 0.53% Reduced
15
Ninety One (UK)
Ninety One (UK)
United Kingdom
$636M +$48.5M 2 1.98% Increased
16
Geode Capital Management
Geode Capital Management
Massachusetts
$614M +$18M 38 0.08% Increased
17
Durable Capital Partners
Durable Capital Partners
Maryland
$593M $0 1 5.57% Maintained
18
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$571M -$14.4M 2 1.63% Reduced
19
CCP
Clarkston Capital Partners
Michigan
$569M +$7.82M 2 10.6% Increased
20
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$564M +$30.7M 11 0.87% Increased
21
Bank of America
Bank of America
North Carolina
$503M +$22.6M 39 0.05% Increased
22
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$475M +$44.2M 3 0.34% Increased
23
Renaissance Technologies
Renaissance Technologies
New York
$459M +$489K 41 0.61% Increased
24
Generation Investment Management
Generation Investment Management
United Kingdom
$420M -$9.3M 1 2.24% Reduced
25
Norges Bank
Norges Bank
Norway
$417M -$93M 19 0.09% Reduced