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Strategic Education, Inc.

STRA Consumer Staples
$84.18 +$0.7 (0.84%)
Market Cap: $1.88 B
Gurus Holding
5
Popularity Rank
#1691
% of Shares Held
1.83%
Net Activity (Q1 2026)
-$2.01 M

Guru Ownership Trend

Guru Analysis for Strategic Education, Inc. (STRA)

Strategic Education, Inc. (STRA), a key player in the Consumer Staples sector, continues to attract institutional attention.

As of Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $34.41 M.

Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $2.01 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 29.1%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q1 2026)

+$4.51 M
Total Buy Value
New Buys 1
Additions 2
-$6.52 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
3

FAQs for Strategic Education, Inc. (STRA)

Major holders include Cliff Asness ($19.31 M), Renaissance Technologies (RenTech) ($9.04 M), Paul Tudor Jones ($3.32 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 408,806 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $2.01 M, with 3 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited STRA. The total reported sell value was $6.52 M.

Yes, 1 managers opened new positions in STRA, and 2 increased their existing holdings. The total reported buy value was $4.51 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.01% Add 1.8% 232,764 $19.31 M Q1 2026
0.01% Reduce -29.1% 109,018 $9.04 M Q1 2026
0.01% New Buy 39,981 $3.32 M Q1 2026
0.01% Add 90.3% 21,531 $1.79 M Q1 2026
0.00% Reduce -20.0% 5,512 $457,276 Q1 2026
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