Books - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2026-04-29 13F-HR PSO / Pearson plc - Depositary Receipt Skopos Labs, Inc. 66,285 60,332 -8.98
2026-04-29 13F-HR PSO / Pearson plc - Depositary Receipt American Capital Advisory, LLC 32 82 156.25
2026-04-29 13F-HR PSO / Pearson plc - Depositary Receipt CVA Family Office, LLC 96 96 0.00
2026-04-29 13F-HR SCHL / Scholastic Oregon Public Employees Retirement Fund 5,166 5,207 0.79
2026-04-29 13F-HR WLY / John Wiley & Sons Police & Firemen's Retirement System of New Jersey 11,360 11,360 0.00
2026-04-29 13F-HR WLY / John Wiley & Sons Oregon Public Employees Retirement Fund 9,379 9,193 -1.98
2026-04-29 13F-HR WLY / John Wiley & Sons Klp Kapitalforvaltning As 9,400 9,400 0.00
2026-04-29 13F-HR SCHL / Scholastic Skopos Labs, Inc. 22,628 11,739 -48.12
2026-04-29 SCHEDULE 13G J2WA34 / John Wiley & Sons, Inc. - Depositary Receipt Vanguard Portfolio Management Llc 2,580,028
2026-04-29 13F-HR SCHL / Scholastic Police & Firemen's Retirement System of New Jersey 5,780 5,780 0.00
2026-04-29 13F-HR SCHL / Scholastic Hughes Financial Services, LLC 1
2026-04-29 13F-HR WLY / John Wiley & Sons CVA Family Office, LLC 0 44
2026-04-29 13F-HR WLY / John Wiley & Sons Hughes Financial Services, LLC 2
2026-04-29 13F-HR SCHL / Scholastic Klp Kapitalforvaltning As 4,900 4,900 0.00
2026-04-28 13F-HR SCHL / Scholastic Flagship Harbor Advisors, Llc 3 0 -100.00
2026-04-28 13F-HR SCHL / Scholastic SBI Securities Co., Ltd. 1 1 0.00
2026-04-28 13F-HR WLY / John Wiley & Sons SBI Securities Co., Ltd. 264 359 35.98
2026-04-28 13F-HR WLYB / John Wiley & Sons SBI Securities Co., Ltd. 2 2 0.00
2026-04-28 13F-HR SCHL / Scholastic Quent Capital, LLC 8,700 8,700 0.00
2026-04-28 13F-HR WLY / John Wiley & Sons Whittier Trust Co Of Nevada Inc 0 55
2026-04-28 13F-HR WLY / John Wiley & Sons Brickwood Asset Management LLP 23,621 26,820 13.54
2026-04-28 13F-HR WLY / John Wiley & Sons Handelsbanken Fonder AB 13,137 13,137 0.00
2026-04-28 13F-HR WLY / John Wiley & Sons Harbor Capital Advisors, Inc. 350 21,864 6,146.86
2026-04-28 13F-HR WLYB / John Wiley & Sons Steigerwald, Gordon & Koch Inc. 400 400 0.00
2026-04-28 13F-HR SCHL / Scholastic Harbor Capital Advisors, Inc. 146 145 -0.68
2026-04-28 13F-HR PSO / Pearson plc - Depositary Receipt Abel Hall, LLC 11,495 0 -100.00
2026-04-28 13F-HR PSO / Pearson plc - Depositary Receipt SBI Securities Co., Ltd. 1,635 1,625 -0.61
2026-04-28 13F-HR PSO / Pearson plc - Depositary Receipt Bogart Wealth, LLC 0 31
2026-04-28 13F-HR VPOR / Vapor Group ORG Wealth Partners, LLC 5,000 5,000 0.00
2026-04-27 13F-HR PSO / Pearson plc - Depositary Receipt Ethic Inc. 136,224 140,930 3.45
2026-04-27 13F-HR PSO / Pearson plc - Depositary Receipt Qrg Capital Management, Inc. 156,839 177,786 13.36
2026-04-27 13F-HR PSO / Pearson plc - Depositary Receipt Albion Financial Group /ut 252 252 0.00
2026-04-27 13F-HR PSO / Pearson plc - Depositary Receipt Truist Financial Corp 16,621 15,797 -4.96
2026-04-27 13F-HR PSO / Pearson plc - Depositary Receipt Greenleaf Trust 0 12,346
2026-04-27 13F-HR PSO / Pearson plc - Depositary Receipt Td Private Client Wealth Llc 108 557 415.74
2026-04-27 13F-HR SCHL / Scholastic New York State Teachers Retirement System 38,169 34,930 -8.49
2026-04-27 13F-HR WLY / John Wiley & Sons New York State Teachers Retirement System 50,081 49,975 -0.21
2026-04-27 13F-HR SCHL / Scholastic Sound Income Strategies, LLC 60 61 1.67
2026-04-27 13F-HR WLYB / John Wiley & Sons PFG Investments, LLC 53,513 53,535 0.04
2026-04-27 13F-HR WLY / John Wiley & Sons Counterpoint Mutual Funds LLC 14,998
2026-04-27 13F-HR SCHL / Scholastic Y-Intercept (Hong Kong) Ltd 19,918 0 -100.00
2026-04-24 SCHEDULE 13G/A SCHL / Scholastic BlackRock, Inc. 3,851,168 3,308,210 -14.10
2026-04-24 13F-HR SCHL / Scholastic Strs Ohio 21,300 14,700 -30.99
2026-04-24 13F-HR WLY / John Wiley & Sons ProShare Advisors LLC 190,685 171,756 -9.93
2026-04-24 13F-HR SCHL / Scholastic Root Financial Partners, LLC 7
2026-04-24 13F-HR SCHL / Scholastic Yousif Capital Management, Llc 6,100 6,048 -0.85
2026-04-24 13F-HR WLY / John Wiley & Sons Root Financial Partners, LLC 65 199 206.15
2026-04-24 13F-HR WLY / John Wiley & Sons Yousif Capital Management, Llc 10,943 10,793 -1.37
2026-04-24 13F-HR WLY / John Wiley & Sons Kendall Capital Management 88,227 89,972 1.98
2026-04-24 13F-HR PSO / Pearson plc - Depositary Receipt Key FInancial Inc 3 3 0.00
2026-04-24 13F-HR PSO / Pearson plc - Depositary Receipt Optas, LLC 10,333 0 -100.00
2026-04-24 13F-HR PSO / Pearson plc - Depositary Receipt Root Financial Partners, LLC 4 7 75.00
2026-04-24 13F-HR PSO / Pearson plc - Depositary Receipt Abacus Wealth Partners, LLC 73,662 69,346 -5.86
2026-04-24 13F-HR PSO / Pearson plc - Depositary Receipt Keybank National Association/oh 0 11,180
2026-04-23 13F-HR PSO / Pearson plc - Depositary Receipt SJS Investment Consulting Inc. 173 204 17.92
2026-04-23 13F-HR PSO / Pearson plc - Depositary Receipt Global Trust Asset Management, LLC 4,300 0 -100.00
2026-04-23 13F-HR SCHL / Scholastic CWM Advisors, LLC 15,890 13,241 -16.67
2026-04-23 13F-HR SCHL / Scholastic Marquette Asset Management, LLC 3,899 17 -99.56
2026-04-23 13F-HR WLY / John Wiley & Sons Farmers & Merchants Investments Inc 20 20 0.00
2026-04-23 13F-HR SCHL / Scholastic SJS Investment Consulting Inc. 6
2026-04-23 13F-HR WLY / John Wiley & Sons Private Wealth Management Group, LLC 39 39 0.00
2026-04-23 13F-HR SCHL / Scholastic Farmers & Merchants Investments Inc 24 15 -37.50
2026-04-23 13F-HR WLY / John Wiley & Sons SJS Investment Consulting Inc. 2 1 -50.00
2026-04-23 13F-HR WLY / John Wiley & Sons North Star Investment Management Corp. 23,000 23,000 0.00
2026-04-22 13F-HR SCHL / Scholastic Sterling Capital Management LLC 1,171 7,088 505.29
2026-04-22 13F-HR WLY / John Wiley & Sons Sterling Capital Management LLC 424 325 -23.35
2026-04-22 13F-HR WLY / John Wiley & Sons Pictet Asset Management Holding SA 7,390 7,390 0.00
2026-04-22 13F-HR PSO / Pearson plc - Depositary Receipt Princeton Global Asset Management LLC 767 767 0.00
2026-04-22 13F-HR PSO / Pearson plc - Depositary Receipt JNBA Financial Advisors 21,252 21,252 0.00
2026-04-22 13F-HR PSO / Pearson plc - Depositary Receipt Formidable Asset Management, LLC 21,583 21,583 0.00
2026-04-21 13F-HR PSO / Pearson plc - Depositary Receipt SmartHarvest Portfolios, LLC 10,236
2026-04-21 13F-HR PSO / Pearson plc - Depositary Receipt GHP Investment Advisors, Inc. 705 730 3.55
2026-04-21 13F-HR PSO / Pearson plc - Depositary Receipt Maseco Llp 307 307 0.00
2026-04-21 13F-HR PSO / Pearson plc - Depositary Receipt Vise Technologies, Inc. 10,197 10,197 0.00
2026-04-21 13F-HR PSO / Pearson plc - Depositary Receipt Financial Consulate, Inc 20 319 1,495.00
2026-04-21 13F-HR PSO / Pearson plc - Depositary Receipt Aaron Wealth Advisors LLC 0 39,412
2026-04-21 13F-HR PSO / Pearson plc - Depositary Receipt Venturi Wealth Management, LLC 11,677
2026-04-21 13F-HR PSO / Pearson plc - Depositary Receipt PDS Planning, Inc 10,727 0 -100.00
2026-04-21 13F-HR SCHL / Scholastic Gilpin Wealth Management, Llc 2 4 100.00
2026-04-21 13F-HR SCHL / Scholastic Pallas Capital Advisors LLC 5,377
2026-04-21 13F-HR SCHL / Scholastic Robeco Institutional Asset Management B.V. 62,131 62,131 0.00
2026-04-21 13F-HR WLY / John Wiley & Sons Gilpin Wealth Management, Llc 6
2026-04-21 13F-HR WLY / John Wiley & Sons Red Tortoise LLC 61 61 0.00
2026-04-20 13F-HR WLY / John Wiley & Sons Jfs Wealth Advisors, Llc 33 26 -21.21
2026-04-20 13F-HR SCHL / Scholastic Louisiana State Employees Retirement System 10,400 10,200 -1.92
2026-04-20 13F-HR SCHL / Scholastic State of Alaska, Department of Revenue 12,097 12,097 0.00
2026-04-20 13F-HR WLY / John Wiley & Sons Louisiana State Employees Retirement System 18,700 17,900 -4.28
2026-04-20 13F-HR WLY / John Wiley & Sons State of Alaska, Department of Revenue 22,685 21,758 -4.09
2026-04-20 13F-HR PSO / Pearson plc - Depositary Receipt Ritholtz Wealth Management 16,725 0 -100.00
2026-04-20 13F-HR PSO / Pearson plc - Depositary Receipt Jfs Wealth Advisors, Llc 264 135 -48.86
2026-04-20 SCHEDULE 13D/A PSON / Pearson Cevian Capital II GP LTD 114,944,951 116,765,346 1.58
2026-04-20 13F-HR PSO / Pearson plc - Depositary Receipt Ronald Blue Trust, Inc. 4,393 4,041 -8.01
2026-04-20 13F-HR PSO / Pearson plc - Depositary Receipt Crane Advisory, LLC 13,705 13,705 0.00
2026-04-17 13F-HR PSO / Pearson plc - Depositary Receipt Bell Investment Advisors, Inc 503 540 7.36
2026-04-17 13F-HR PSO / Pearson plc - Depositary Receipt Great Waters Wealth Management 16,800 16,800 0.00
2026-04-17 13F-HR WLY / John Wiley & Sons AdvisorNet Financial, Inc 0 50
2026-04-17 13F-HR WLY / John Wiley & Sons Vermillion Wealth Management, Inc. 2
2026-04-16 13F-HR WLY / John Wiley & Sons SG Americas Securities, LLC 23,276 8,452 -63.69
2026-04-16 13F-HR WLY / John Wiley & Sons Consolidated Planning Corp 8,189 0 -100.00
2026-04-16 13F-HR SCHL / Scholastic Azarias Capital Management, L.P. 61,522 0 -100.00
2026-04-16 13F-HR SCHL / Scholastic SG Americas Securities, LLC 15,690 5,393 -65.63
2026-04-16 13F-HR WLY / John Wiley & Sons Silverberg Bernstein Capital Management LLC 8,110 8,110 0.00
2026-04-15 13F-HR WLY / John Wiley & Sons Fortitude Family Office, LLC 0 22
2026-04-15 13F-HR WLY / John Wiley & Sons Uncommon Cents Investing LLC 34,260 33,715 -1.59
2026-04-15 13F-HR SCHL / Scholastic FNY Investment Advisers, LLC 0 410
2026-04-15 13F-HR WLY / John Wiley & Sons Trust Co Of Toledo Na /oh/ 700 700 0.00
2026-04-15 13F-HR WLY / John Wiley & Sons Exchange Traded Concepts, Llc 0 23,489
2026-04-14 13F-HR WLY / John Wiley & Sons Bay Harbor Wealth Management, LLC 4 2 -50.00
2026-04-14 13F-HR PSO / Pearson plc - Depositary Receipt Clean Yield Group 137 0 -100.00
2026-04-13 13F-HR PSO / Pearson plc - Depositary Receipt Creative Financial Designs Inc /adv 15 54 260.00
2026-04-13 13F-HR PSO / Pearson plc - Depositary Receipt True Wealth Design, LLC 249 127 -49.00
2026-04-13 13F-HR PSO / Pearson plc - Depositary Receipt Mather Group, Llc. 14,745 14,745 0.00
2026-04-13 13F-HR WLY / John Wiley & Sons IFP Advisors, Inc 11 0 -100.00
2026-04-13 13F-HR SCHL / Scholastic Massmutual Trust Co Fsb/adv 74 74 0.00
2026-04-13 13F-HR SCHL / Scholastic IFP Advisors, Inc 190 190 0.00
2026-04-13 13F-HR SCHL / Scholastic True Wealth Design, LLC 384 384 0.00
2026-04-13 13F-HR WLY / John Wiley & Sons True Wealth Design, LLC 42 37 -11.90
2026-04-13 13F-HR WLY / John Wiley & Sons Massmutual Trust Co Fsb/adv 8 43 437.50
2026-04-10 13F-HR WLY / John Wiley & Sons Abound Wealth Management 3 3 0.00
2026-04-10 13F-HR PSO / Pearson plc - Depositary Receipt Perigon Wealth Management, LLC 20,436 17,596 -13.90
2026-04-09 13F-HR PSO / Pearson plc - Depositary Receipt Park Place Capital Corp 751 698 -7.06
2026-04-09 SCHEDULE 13G/A SCHL / Scholastic Dimensional Fund Advisors Lp 1,853,168 1,734,301 -6.41
2026-04-08 13F-HR WLY / John Wiley & Sons DiNuzzo Private Wealth, Inc. 6 9 50.00
2026-04-08 13F-HR WLY / John Wiley & Sons Cardinal Capital Management 45,091 49,933 10.74
2026-04-08 13F-HR SCHL / Scholastic Wealth Enhancement Advisory Services, Llc 10,669 13,063 22.44
2026-04-08 13F-HR PSO / Pearson plc - Depositary Receipt Arlington Trust Co LLC 72
2026-04-07 13F-HR PSO / Pearson plc - Depositary Receipt Park Avenue Securities Llc 14,024 13,281 -5.30
2026-04-07 13F-HR PSO / Pearson plc - Depositary Receipt Farther Finance Advisors, LLC 2,947 3,898 32.27
2026-04-07 13F-HR PSO / Pearson plc - Depositary Receipt Retirement Wealth Solutions LLC 5 143 2,760.00
2026-04-07 13F-HR PSO / Pearson plc - Depositary Receipt Signaturefd, Llc 18,753 17,223 -8.16
2026-04-07 13F-HR WLY / John Wiley & Sons Farther Finance Advisors, LLC 232 98 -57.76
2026-04-07 13F-HR SCHL / Scholastic Farther Finance Advisors, LLC 1,127 1,145 1.60
2026-04-07 13F-HR SCHL / Scholastic Signaturefd, Llc 1,227 1,284 4.65
2026-04-07 13F-HR WLY / John Wiley & Sons Signaturefd, Llc 50 0 -100.00
2026-04-06 13F-HR SCHL / Scholastic GAMMA Investing LLC 3,289 3,606 9.64
2026-04-06 13F-HR WLY / John Wiley & Sons GAMMA Investing LLC 1,684 2,758 63.78
2026-04-06 13F-HR SCHL / Scholastic Versant Capital Management, Inc 218 218 0.00
2026-04-06 13F-HR WLY / John Wiley & Sons Versant Capital Management, Inc 1,489 2,410 61.85
2026-04-06 13F-HR PSO / Pearson plc - Depositary Receipt GAMMA Investing LLC 8,397 6,153 -26.72
2026-04-06 13F-HR PSO / Pearson plc - Depositary Receipt Versant Capital Management, Inc 15,292 11,901 -22.17
2026-04-03 13F-HR WLY / John Wiley & Sons Adirondack Trust Co 2,100 2,600 23.81
2026-04-02 13F-HR PSO / Pearson plc - Depositary Receipt Ares Financial Consulting, LLC 57 568 896.49
2026-04-02 13F-HR PSO / Pearson plc - Depositary Receipt Hilltop National Bank 5,585 5,585 0.00
2026-03-31 13F-HR/A SCHL / Scholastic Barclays Plc 45,375 28,663 -36.83
2026-03-31 13F-HR/A WLYB / John Wiley & Sons Barclays Plc 23,179 69,054 197.92
2026-03-31 13F-HR/A SCHL / Scholastic Barclays Plc 10,529 41,228 291.57
2026-03-31 13F-HR/A WLYB / John Wiley & Sons Barclays Plc 88,163 65,390 -25.83
2026-03-31 13F-HR/A WLYB / John Wiley & Sons Barclays Plc 88,163 2 -100.00
2026-03-30 13F-HR/A SCHL / Scholastic Barclays Plc 15,231 16,405 7.71
2026-03-30 13F-HR/A SCHL / Scholastic Barclays Plc 14,523 15,231 4.88
2026-03-30 13F-HR/A SCHL / Scholastic Barclays Plc 7,948 14,523 82.73
2026-03-30 13F-HR/A WLY / John Wiley & Sons Peak6 Llc 6,172
2026-03-30 13F-HR/A WLYB / John Wiley & Sons Barclays Plc 29,610 41,412 39.86
2026-03-30 13F-HR/A WLYB / John Wiley & Sons Barclays Plc 14,616 29,610 102.59
2026-03-30 13F-HR/A WLYB / John Wiley & Sons Barclays Plc 41,412 36,878 -10.95
2026-03-27 SCHEDULE 13G/A SCHL / Scholastic Vanguard Group Inc 1,623,445 0 -100.00
2026-03-27 SCHEDULE 13G/A J2WA34 / John Wiley & Sons, Inc. - Depositary Receipt Vanguard Group Inc 0
2026-03-26 13F-HR/A SCHL / Scholastic Peak6 Llc 5,337 0 -100.00
2026-03-26 13F-HR/A SCHL / Scholastic Peak6 Llc 6,600 0 -100.00
2026-03-26 13F-HR/A WLYB / John Wiley & Sons Barclays Plc 36,878 35,227 -4.48
2026-03-26 13F-HR/A SCHL / Scholastic Barclays Plc 16,405 15,438 -5.89
2026-03-25 13F-HR/A SCHL / Scholastic Barclays Plc 15,438 41,974 171.89
2026-03-25 13F-HR/A WLYB / John Wiley & Sons Barclays Plc 35,227 88,465 151.13
2026-03-24 13F-HR/A SCHL / Scholastic Barclays Plc 41,974 23,096 -44.98
2026-03-24 13F-HR/A WLYB / John Wiley & Sons Barclays Plc 88,465 59,325 -32.94
2026-03-23 13F-HR/A SCHL / Scholastic Barclays Plc 23,096 10,529 -54.41
2026-03-23 13F-HR/A WLYB / John Wiley & Sons Barclays Plc 59,325 23,179 -60.93
2026-03-19 13F-HR/A SCHL / Scholastic Barclays Plc 41,228
2026-03-19 13F-HR/A SCHL / Scholastic Barclays Plc 41,228 41,180 -0.12
2026-03-19 13F-HR/A WLYB / John Wiley & Sons Barclays Plc 69,054 85,596 23.96
2026-03-19 13F-HR/A WLYB / John Wiley & Sons Barclays Plc 69,054
2026-03-17 13F-HR/A SCHL / Scholastic Barclays Plc 41,180 31,926 -22.47
2026-03-17 13F-HR/A WLYB / John Wiley & Sons Barclays Plc 85,596 61,644 -27.98
2026-03-16 13F-HR/A WLY / John Wiley & Sons Rockefeller Capital Management L.P. 3,427 3,382 -1.31
2026-03-16 13F-HR/A SCHL / Scholastic Rockefeller Capital Management L.P. 154 7 -95.45
2026-03-16 13F-HR/A PSO / Pearson plc - Depositary Receipt Rockefeller Capital Management L.P. 169,509 8,214 -95.15
2026-03-12 13F-HR/A WLY / John Wiley & Sons Peak6 Llc 6,172 0 -100.00
2026-03-09 13F-HR/A PSO / Pearson plc - Depositary Receipt CI Private Wealth, LLC 53,027 50,244 -5.25
2026-03-04 13F-HR PSO / Pearson plc - Depositary Receipt SHP Wealth Management 51
2026-03-04 13F-HR/A PSO / Pearson plc - Depositary Receipt Savant Capital, LLC 11,446 17,098 49.38
2026-03-04 13F-HR/A PSO / Pearson plc - Depositary Receipt Savant Capital, LLC 11,230 11,446 1.92
2026-03-03 13F-HR/A PSO / Pearson plc - Depositary Receipt Caitong International Asset Management Co., Ltd 0 4,579
2026-03-03 13F-HR/A WLY / John Wiley & Sons Caitong International Asset Management Co., Ltd 227 827 264.32
2026-02-27 13F-HR/A WLYB / John Wiley & Sons Barclays Plc 61,644 88,163 43.02
2026-02-27 13F-HR/A SCHL / Scholastic Barclays Plc 31,926 45,375 42.13
2026-02-24 13F-HR/A PSORF / Pearson Pacer Advisors, Inc. 778 387,288 49,679.95
2026-02-24 13F-HR PSO / Pearson plc - Depositary Receipt Bell Investment Advisors, Inc 464 503 8.41
2026-02-23 13F-HR PSO / Pearson plc - Depositary Receipt Mv Capital Management, Inc. 9
2026-02-20 13F-HR SCHL / Scholastic Sunbelt Securities, Inc. 11 11 0.00
2026-02-19 13F-HR SCHL / Scholastic Invesco Ltd. 270,305 424,973 57.22
2026-02-19 13F-HR WLY / John Wiley & Sons Invesco Ltd. 591,558 636,051 7.52
2026-02-19 13F-HR PSO / Pearson plc - Depositary Receipt CI Private Wealth, LLC 53,027 50,244 -5.25
2026-02-19 13F-HR PSO / Pearson plc - Depositary Receipt Invesco Ltd. 849,330 1,122,325 32.14
2026-02-18 13F-HR PSO / Pearson plc - Depositary Receipt GWM Advisors LLC 249 249 0.00
2026-02-18 13F-HR PSO / Pearson plc - Depositary Receipt Vident Advisory, LLC 70,364 61,042 -13.25
2026-02-18 13F-HR/A SCHL / Scholastic Empowered Funds, LLC 113,730 0 -100.00
2026-02-18 13F-HR SCHL / Scholastic GWM Advisors LLC 58 59 1.72
2026-02-18 13F-HR SCHL / Scholastic Vident Advisory, LLC 20,586 17,723 -13.91
2026-02-18 13F-HR SCHL / Scholastic Mackenzie Financial Corp 8,667 10,691 23.35
2026-02-18 13F-HR WLY / John Wiley & Sons GWM Advisors LLC 10,960 11,321 3.29
2026-02-18 13F-HR SCHL / Scholastic State of Tennessee, Treasury Department 5,967 5,530 -7.32
2026-02-18 13F-HR WLY / John Wiley & Sons Vident Advisory, LLC 14,991 16,456 9.77
2026-02-18 13F-HR WLY / John Wiley & Sons State of Tennessee, Treasury Department 9,955 9,226 -7.32
2026-02-18 13F-HR WLY / John Wiley & Sons SkyView Investment Advisors, LLC 18,145 18,452 1.69
2026-02-18 13F-HR WLY / John Wiley & Sons EP Wealth Advisors, Inc. 6,741 0 -100.00
2026-02-18 SCHEDULE 13D SCHL / Scholastic Lucchese Iole 1,223,752 1,237,661 1.14
2026-02-18 13F-HR WLY / John Wiley & Sons Mackenzie Financial Corp 19,393 19,143 -1.29
2026-02-17 13F-HR SCHL / Scholastic Bridgeway Capital Management Inc 191,480 196,709 2.73
2026-02-17 13F-HR SCHL / Scholastic Advisory Services Network, LLC 5 0 -100.00
2026-02-17 13F-HR SCHL / Scholastic Quadrature Capital Ltd 0 27,247
2026-02-17 13F-HR SCHL / Scholastic Fmr Llc 6,198 6,141 -0.92
2026-02-17 13F-HR SCHL / Scholastic Janus Henderson Group Plc 7,592 7,592 0.00
2026-02-17 13F-HR SCHL / Scholastic Citadel Advisors Llc 88,459 31,616 -64.26
2026-02-17 13F-HR WLYB / John Wiley & Sons Two Sigma Advisers, Lp 5,400 0 -100.00
2026-02-17 13F-HR WLYB / John Wiley & Sons Ophir Asset Management Pty Ltd 494,257 0 -100.00
2026-02-17 13F-HR WLYB / John Wiley & Sons Bank Of America Corp /de/ 7 62 785.71
2026-02-17 13F-HR SCHL / Scholastic State Of Wisconsin Investment Board 95,660 87,595 -8.43
2026-02-17 13F-HR SCHL / Scholastic Royal Bank Of Canada 1,245 1,034 -16.95
2026-02-17 13F-HR SCHL / Scholastic Ibex Wealth Advisors 16,030 15,323 -4.41
2026-02-17 13F-HR SCHL / Scholastic Citadel Advisors Llc 16,700 66,600 298.80
2026-02-17 13F-HR WLYB / John Wiley & Sons Engineers Gate Manager LP 6,548 0 -100.00
2026-02-17 13F-HR WLYB / John Wiley & Sons Susquehanna International Group, Llp 12,100 0 -100.00
2026-02-17 13F-HR SCHL / Scholastic Guggenheim Capital Llc 0 17,603
2026-02-17 13F-HR WLYB / John Wiley & Sons Amundi 6,792 0 -100.00
2026-02-17 13F-HR SCHL / Scholastic Russell Investments Group, Ltd. 27,231 29,144 7.03
2026-02-17 13F-HR WLYB / John Wiley & Sons Advisory Services Network, LLC 30 0 -100.00
2026-02-17 13F-HR SCHL / Scholastic Engineers Gate Manager LP 20,674 0 -100.00
2026-02-17 13F-HR WLYB / John Wiley & Sons Spears Abacus Advisors LLC 20,000 20,000 0.00
2026-02-17 SCHEDULE 13G/A SCHL / Scholastic Buckland Barbara Robinson 2,052,802 1,660,125 -19.13
2026-02-17 13F-HR WLYB / John Wiley & Sons Royal Bank Of Canada 27,950 27,950 0.00
2026-02-17 SCHEDULE 13G/A SCHL / Scholastic Ford Florence Robinson 1,831,712 1,440,035 -21.38
2026-02-17 13F-HR SCHL / Scholastic Ananym Capital Management, LP 1,210,000 1,210,000 0.00
2026-02-17 13F-HR WLYB / John Wiley & Sons Evercore Wealth Management, LLC 5,060 0 -100.00
2026-02-17 13F-HR WLY / John Wiley & Sons Dark Forest Capital Management Lp 37,292 0 -100.00
2026-02-17 13F-HR WLY / John Wiley & Sons Dark Forest Capital Management Lp 37,292 0 -100.00
2026-02-17 13F-HR WLY / John Wiley & Sons Capstone Investment Advisors, Llc 9,321 0 -100.00
2026-02-17 13F-HR WLY / John Wiley & Sons Alliancebernstein L.p. 45,288 45,288 0.00
2026-02-17 13F-HR WLY / John Wiley & Sons Bank Of America Corp /de/ 282,826 183,849 -35.00
2026-02-17 13F-HR WLY / John Wiley & Sons Invenomic Capital Management LP 28,270
2026-02-17 13F-HR WLY / John Wiley & Sons Qube Research & Technologies Ltd 459,019 351,355 -23.46
2026-02-17 13F-HR SCHL / Scholastic Citadel Advisors Llc 43,300 0 -100.00
2026-02-17 13F-HR WLY / John Wiley & Sons Jump Financial, LLC 24,400 19,292 -20.93
2026-02-17 13F-HR WLY / John Wiley & Sons D. E. Shaw & Co., Inc. 21,091 147,396 598.86
2026-02-17 13F-HR WLYB / John Wiley & Sons Aquatic Capital Management LLC 3,701 0 -100.00
2026-02-17 13F-HR WLY / John Wiley & Sons SageView Advisory Group, LLC 4,257
2026-02-17 13F-HR WLY / John Wiley & Sons Creative Planning 5,301 9,322 75.85
2026-02-17 13F-HR WLYB / John Wiley & Sons ISAM Funds (UK) Ltd 3,603 0 -100.00
2026-02-17 13F-HR SCHL / Scholastic Cannell Capital Llc 1,943 0 -100.00
2026-02-17 13F-HR WLY / John Wiley & Sons MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 19,132 18,889 -1.27
2026-02-17 13F-HR WLY / John Wiley & Sons Gotham Asset Management, LLC 10,336 9,754 -5.63