Wasatch's doubling to a $130M position signals strong conviction in LOPE's fundamentals or a catalyst. Monitor upcoming earnings and any insider buying for confluence. The 45-day lag means this cluster may have been partially unwound; watch for any subsequent 13F or Form 4 filings to confirm persistence.
Executive Summary
Institutional activity in Grand Canyon Education (LOPE) during Q3 2026 shows a strong conviction buy from Wasatch Advisors, which doubled its position to $130M, while two smaller sellers trimmed modest holdings. The net $69.3M inflow signals a positive thesis, but the 45-day reporting lag and small seller count temper the signal.
Key Financial Metrics
Institutional Positions
Net institutional flow: $69.2M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Wasatch Advisors | DOUBLED | +118.8% | $130.0M | $73.9M |
| Mather Group | ADD | +25.8% | $18.0K | $5.0K |
| Nisa Investment Advisors | ADD | +34.1% | $190.0K | $56.0K |
▼ Sellers (2)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | TRIM | -59.8% | $7.4M | -$4.3M |
| Assetmark | TRIM | -73.5% | $612.0K | -$440.0K |
Key Facts
- Wasatch Advisors doubled its stake, adding $73.9M to reach $130M in LOPE shares.
- Two small asset managers added minor positions (Mather Group +25.8%, Nisa +34.1%).
- Two sellers trimmed: Assenagon cut 59.8% ($4.3M reduction), Assetmark cut 73.5% ($440K reduction).
- Net institutional inflow of approximately $69.3M across 3 buyers vs $4.7M in selling.
- All participants are active asset managers; no passive/index funds dominate the cluster.
Financial Impact
3 institutions accumulated $74.0M in new LOPE holdings while 2 reduced by $4.7M, for a net inflow of $69.3M.
Risk Factors
- 13F data is 45+ days stale; the cluster may have already been reversed.
- Small sample size (3 buyers, 2 sellers) limits statistical significance.
- No insider buying reported in the cluster to corroborate the institutional thesis.
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-LOPE-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 6d ago | Institutional Cluster | $165.46 $162.83 | ▼ −1.59% | ▼ −1.07% | — |
Sep 11, 2026 6w ago | Court Ruling | $153.48 $153.43 | ▼ −0.03% | ▲ +0.43% | — |
Jun 25, 2026 17w ago | 8-K | $145.26 $141.75 | ▼ −2.42% | ▼ −4.06% | — |
Apr 30, 2026 25w ago | 8-K | $163.41 $166.32 | ▲ +1.78% | ▲ +2.12% | — |
US Market Status
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