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Educational Development Ownership | Who Owns Educational Development?

OverviewRevenueFinancialsChartTranscripts

Educational Development Ownership Summary

Educational Development is owned by 23.44% institutional investors, 26.51% insiders, and 50.05% retail investors. Needham investment management is the largest institutional shareholder, holding 9.07% of EDUC shares. Needham Aggressive Growth Retail is the top mutual fund, with 9.38% of its assets in Educational Development shares.

EDUC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockEducational Development23.44%26.51%50.05%
SectorCommunication Services Stocks 41.41%13.19%45.40%
IndustryPublishing Stocks 45.51%11.87%42.62%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Needham investment management750.00K9.07%$1.42M
Ameriprise financial552.06K6.68%$1.04M
Renaissance232.25K2.81%$430.47K
Bridgeway capital management73.70K0.89%$139.29K
Vanguard group64.78K0.78%$120.07K
Ridgewood investments60.34K0.73%$99.56K
Geode capital management59.17K0.72%$111.89K
Raymond james financial services advisors24.12K0.29%$44.70K
Dimensional fund advisors lp19.82K0.24%$37.46K
State street15.48K0.19%$29.25K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Needham investment management750.00K0.12%$1.42M
Ridgewood investments60.34K0.05%$99.56K
Bridgeway capital management73.70K0.00%$139.29K
Renaissance232.25K0.00%$430.47K
Ameriprise financial552.06K0.00%$1.04M
Tower research capital llc (trc)3.69K0.00%$6.83K
Raymond james financial services advisors24.12K0.00%$44.70K
Marotta asset management---
Bank of america corp /de/51.00-$95.00
Vista investment partners---

Top Buyers

HolderShares% AssetsChange
Needham investment management750.00K0.12%75.00K
Ridgewood investments60.34K0.05%37.02K
Raymond james financial services advisors24.12K0.00%24.12K
Ameriprise financial552.06K0.00%11.31K
Geode capital management59.17K-3.20K

Top Sellers

HolderShares% AssetsChange
Vista investment partners---25.00K
Bridgeway capital management73.70K0.00%-15.00K
Marotta asset management---12.70K
Millennium management---11.36K
Ubs group11.80K--3.86K

New Positions

HolderShares% AssetsChangeValue
Raymond james financial services advisors24.12K0.00%24.12K$44.70K
Bank of america corp /de/51.00-51.00$95.00

Sold Out

HolderChange
Fmr-1.00
Wells fargo & company/mn-50.00
Millennium management-11.36K
Marotta asset management-12.70K
Vista investment partners-25.00K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202418-5.26%1,939,0511.37%234.38%7-12.50%4-33.33%
Jun 30, 202419-1,912,7726.49%234.90%860.00%620.00%
Mar 31, 202419-1,796,1475.31%215.10%5-16.67%5-
Dec 31, 202319-5.00%1,705,610-10.84%203.86%650.00%5-28.57%
Sep 30, 202320-16.67%1,913,008-8.74%233.61%4-33.33%7-36.36%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Needham Aggressive Growth Retail805.00K9.38%-
Columbia Small Cap Value I A392.48K4.57%700.00
Columbia Small Cap Value I392.48K4.57%5.30K
Columbia VP Small Cap Value 1111.77K1.30%-8.01K
Vanguard Institutional Extnd Mkt Idx Tr64.78K0.75%-
Bridgeway Ultra-Small Company55.70K0.65%-
Fidelity Extended Market Index34.54K0.40%-228.00
Bridgeway Ultra-Small Company Market16.40K0.19%-
Fidelity Series Total Market Index7.11K0.08%-258.00
Fidelity Nasdaq Composite Index7.08K0.08%-

Recent Insider Transactions

DateNameRoleActivityValue
Oct 22, 2024Emerson Amy-Buy$4.08K
Oct 23, 2024White Craig M CHIEF EXECUTIVE OFFICERBuy-
Oct 23, 2024O Keefe Daniel E CHIEF FINANCIAL OFFICERBuy-
Oct 23, 2024Cobb Heather N. CHIEF SALES&MARKETING OFFICERBuy-
May 20, 2024White Craig M CHIEF EXECUTIVE OFFICERBuy-

Insider Transactions Trends

DateBuySell
2024 Q44-
2024 Q23-
2024 Q13-
2023 Q43-
2023 Q23-

EDUC Ownership FAQ

Who Owns Educational Development?

Educational Development shareholders are primarily institutional investors at 23.44%, followed by 26.51% insiders and 50.05% retail investors. The average institutional ownership in Educational Development's industry, Publishing Stocks , is 45.51%, which Educational Development falls below.

Who owns the most shares of Educational Development?

Educational Development’s largest shareholders are Needham investment management (750K shares, 9.07%), Ameriprise financial (552.06K shares, 6.68%), and Renaissance (232.24K shares, 2.81%). Together, they hold 18.56% of Educational Development’s total shares outstanding.

Does Blackrock own Educational Development?

BlackRock is not among the top 10 institutional shareholders of Educational Development.

Who is Educational Development’s biggest shareholder by percentage of total assets invested?

Needham investment management is Educational Development’s biggest shareholder by percentage of total assets invested, with 0.12% of its assets in 750K Educational Development shares, valued at 1.42M$.

Who is the top mutual fund holder of Educational Development shares?

Needham Aggressive Growth Retail is the top mutual fund holder of Educational Development shares, with 9.38% of its total shares outstanding invested in 805K Educational Development shares.

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