Educational Development Ownership | Who Owns Educational Development?

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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

Type	Name	% Inst	% Insiders	% Retail
Stock	Educational Development	23.44%	26.51%	50.05%
Sector	Communication Services Stocks	41.93%	12.83%	45.23%
Industry	Publishing Stocks	45.51%	11.87%	42.62%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Needham investment management	750.00K	9.07%	$1.42M
Ameriprise financial	552.06K	6.68%	$1.04M
Renaissance	232.25K	2.81%	$430.47K
Bridgeway capital management	73.70K	0.89%	$139.29K
Vanguard group	64.78K	0.78%	$120.07K
Geode capital management	59.17K	0.72%	$111.89K
Ridgewood investments	45.60K	0.55%	$84.52K
Vista investment partners	25.00K	0.30%	$46.34K
Raymond james financial services advisors	24.12K	0.29%	$44.70K
Dimensional fund advisors lp	19.82K	0.24%	$37.46K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Needham investment management	750.00K	0.12%	$1.42M
Ridgewood investments	45.60K	0.04%	$84.52K
Vista investment partners	25.00K	0.02%	$46.34K
Bridgeway capital management	73.70K	0.00%	$139.29K
Renaissance	232.25K	0.00%	$430.47K
Ameriprise financial	552.06K	0.00%	$1.04M
Tower research capital llc (trc)	3.69K	0.00%	$6.83K
Raymond james financial services advisors	24.12K	0.00%	$44.70K
Marotta asset management	-	-	-
Bank of america corp /de/	51.00	-	$95.00

Top Buyers

Holder	Shares	% Assets	Change
Needham investment management	750.00K	0.12%	75.00K
Raymond james financial services advisors	24.12K	0.00%	24.12K
Ridgewood investments	45.60K	0.04%	22.00K
Ameriprise financial	552.06K	0.00%	11.31K
Geode capital management	59.17K	-	3.20K

Top Sellers

Holder	Shares	% Assets	Change
Bridgeway capital management	73.70K	0.00%	-15.00K
Marotta asset management	-	-	-12.70K
Millennium management	-	-	-11.36K
Ubs group	11.80K	-	-3.86K
Renaissance	232.25K	0.00%	-2.29K

New Positions

Holder	Shares	% Assets	Change	Value
Raymond james financial services advisors	24.12K	0.00%	24.12K	$44.70K
Bank of america corp /de/	51.00	-	51.00	$95.00

Sold Out

Holder	Change
Fmr	-1.00
Wells fargo & company/mn	-50.00
Millennium management	-11.36K
Marotta asset management	-12.70K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	18	-5.26%	1,939,051	1.37%	23	4.38%	7	-12.50%	4	-33.33%
Jun 30, 2024	19	-	1,912,772	6.49%	23	4.90%	8	60.00%	6	20.00%
Mar 31, 2024	19	-	1,796,147	5.31%	21	5.10%	5	-16.67%	5	-
Dec 31, 2023	19	-5.00%	1,705,610	-10.84%	20	3.86%	6	50.00%	5	-28.57%
Sep 30, 2023	20	-16.67%	1,913,008	-8.74%	23	3.61%	4	-33.33%	7	-36.36%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Needham Aggressive Growth Retail	805.00K	9.38%	55.00K
Columbia Small Cap Value I A	387.18K	4.51%	-
Columbia Small Cap Value I	387.18K	4.51%	13.60K
Columbia VP Small Cap Value 1	120.53K	1.40%	-
Vanguard Institutional Extnd Mkt Idx Tr	64.78K	0.75%	-
Bridgeway Ultra-Small Company	55.70K	0.65%	-
Fidelity Extended Market Index	35.55K	0.41%	1.08K
Bridgeway Ultra-Small Company Market	16.40K	0.19%	-
Fidelity Nasdaq Composite Index	7.08K	0.08%	-
Fidelity Series Total Market Index	7.00K	0.08%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Oct 22, 2024	Emerson Amy	-	Buy	$4.08K
Oct 23, 2024	White Craig M	CHIEF EXECUTIVE OFFICER	Buy	-
Oct 23, 2024	O Keefe Daniel E	CHIEF FINANCIAL OFFICER	Buy	-
Oct 23, 2024	Cobb Heather N.	CHIEF SALES&MARKETING OFFICER	Buy	-
May 20, 2024	White Craig M	CHIEF EXECUTIVE OFFICER	Buy	-

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	4	-
2024 Q2	3	-
2024 Q1	3	-
2023 Q4	3	-
2023 Q2	3	-

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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