New Positions
3 managers initiated
Top five by reported value
Educational Development Corp NASDAQ NMS - GLOBAL MARKET:EDUC
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
3 new4 added13 reduced0 exited
Total Institutional Holders
19
as of 2025-12-31
Top Holder
NEEDHAM INVESTMENT MANAGEMENT LLC
$1.1M
Largest QoQ Increase
BRIDGEWAY CAPITAL MANAGEMENT, LLC
+22,186 sh
Largest QoQ Decrease
RENAISSANCE TECHNOLOGIES LLC
-9,800 sh
New Positions(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 22,186 | +22,186 | $29.3K | +$29.3K | — |
| TWO SIGMA SECURITIES, LLC | 17,932 | +17,932 | $23.7K | +$23.7K | — |
| TWO SIGMA INVESTMENTS, LP | 12,052 | +12,052 | $15.9K | +$15.9K | — |
Added To(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| STATE STREET CORP | 31,876 | +16,400 | $42.1K | +$21.5K | 106.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 60,834 | +1,013 | $80.3K | +$736 | 1.7% |
| UBS Group AG | 185 | +16 | $244 | +$19 | 9.5% |
| BANK OF AMERICA CORP /DE/ | 58 | +1 | $76 | +$1 | 1.8% |
Reduced(13)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | 194,745 | -9,800 | $257.1K | -$15.0K | -4.8% |
| CITADEL ADVISORS LLC | 18,480 | -8,372 | $24.4K | -$11.3K | -31.2% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 800,000 | 0 | $1.1M | -$8.0K | 0.0% |
| AMERIPRISE FINANCIAL INC | 520,296 | 0 | $686.8K | -$5.2K | 0.0% |
| NORTHERN TRUST CORP | 11,376 | -846 | $15.0K | -$1.2K | -6.9% |
| VANGUARD GROUP INC | 64,779 | 0 | $85.5K | -$647 | 0.0% |
| Tower Research Capital LLC (TRC) | 2,832 | -144 | $3.7K | -$220 | -4.8% |
| DIMENSIONAL FUND ADVISORS LP | 17,047 | 0 | $22.5K | -$171 | 0.0% |
| MORGAN STANLEY | 6,321 | 0 | $8.3K | -$64 | 0.0% |
| MAI Capital Management | 908 | 0 | $1.2K | -$9 | 0.0% |
| WELLS FARGO & COMPANY/MN | 0 | 0 | $0 | $0 | — |
| HANTZ FINANCIAL SERVICES, INC. | 800 | 0 | $1 | $0 | 0.0% |
| SBI Securities Co., Ltd. | 3 | 0 | $4 | $0 | 0.0% |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| NEEDHAM INVESTMENT MANAGEMENT LLC | 800,000 | $1.1M | 0 | 0.0% |
| AMERIPRISE FINANCIAL INC | 520,296 | $686.8K | 0 | 0.0% |
| RENAISSANCE TECHNOLOGIES LLC | 194,745 | $257.1K | -9,800 | -4.8% |
| VANGUARD GROUP INC | 64,779 | $85.5K | 0 | 0.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 60,834 | $80.3K | +1,013 | 1.7% |
| STATE STREET CORP | 31,876 | $42.1K | +16,400 | 106.0% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 22,186 | $29.3K | +22,186 | — |
| CITADEL ADVISORS LLC | 18,480 | $24.4K | -8,372 | -31.2% |
| TWO SIGMA SECURITIES, LLC | 17,932 | $23.7K | +17,932 | — |
| DIMENSIONAL FUND ADVISORS LP | 17,047 | $22.5K | 0 | 0.0% |
| TWO SIGMA INVESTMENTS, LP | 12,052 | $15.9K | +12,052 | — |
| NORTHERN TRUST CORP | 11,376 | $15.0K | -846 | -6.9% |
| MORGAN STANLEY | 6,321 | $8.3K | 0 | 0.0% |
| Tower Research Capital LLC (TRC) | 2,832 | $3.7K | -144 | -4.8% |
| MAI Capital Management | 908 | $1.2K | 0 | 0.0% |
| UBS Group AG | 185 | $244 | +16 | 9.5% |
| BANK OF AMERICA CORP /DE/ | 58 | $76 | +1 | 1.8% |
| SBI Securities Co., Ltd. | 3 | $4 | 0 | 0.0% |
| HANTZ FINANCIAL SERVICES, INC. | 800 | $1 | 0 | 0.0% |
New & Closed Positions this quarter
Closed Positions
0 managers exited
Top five by prior-quarter value
No managers exited their positions this quarter.
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for EDUC against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.