What smart money is saying about Grand Canyon Education, Inc.
LOPE
No fund has written a full thesis on Grand Canyon Education, Inc. in our archive, but 3 fund letters report a position in it, most recently Riverwater Partners Small Cap Strategy in September 2026.
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3
Reported positions
0
Bought
0
Sold
3
Letters
Position history
Between Q2 2026 and Q3 2026, 3 fund letters reported a position in Grand Canyon Education, Inc., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 2 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions
- September 2026
“Additionally, relative performance benefited from an underweight positioning in Consumer Discretionary, strength in Grand Canyon Education (LOPE), and an overweight in Utilities, where our holdings held steady while benchmark utilities declined.”
Grand Canyon Education, Inc. - June 2026
“LOPE Grand Canyon Education, Inc. 3.22% -0.55%”
Grand Canyon Education, Inc. - June 2026
“Grand Canyon Education (LOPE) Grand Canyon Education, the education services provider, declined approximately 16% and was the portfolio's largest detractor. Our investment thesis remains intact; LOPE's steady, profitable, counter- cyclical enrollment business was simply left behind in a market that rewarded beta and speculation. Enrollment trends and cash generation remain consistent with our expectations, and we continue to hold the position.”
Grand Canyon Education, Inc.
Read the letters behind these Grand Canyon Education, Inc. positions
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