TAL Education Group - Depositary Receipt (Common Stock)
US ˙ NYSE ˙ US8740801043

SecurityTAL / TAL Education Group - Depositary Receipt (Common Stock)
InstitutionCerity Partners LLC
Latest Disclosed Ownership16,293 shares
Latest Disclosed Value $ 185,251
Cerity Partners LLC reports 8.06% increase in ownership of TAL / TAL Education Group - Depositary Receipt (Common Stock)

On May 15, 2026 - Cerity Partners LLC filed a 13F-HR form disclosing ownership of 16,293 shares of TAL Education Group - Depositary Receipt (Common Stock) (US:TAL) valued at $185,251 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 15,078 shares of TAL Education Group - Depositary Receipt (Common Stock). This represents a change in shares of 8.06% during the quarter. The current value of the position is $158,368 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F TAL ED GROUP SPONSORED ADS 874080104 16,293 1,215 8.06 185 12.80 0.0003
2026-02-11 2025-12-31 13F TAL EDUCATION GROUP SPONSORED ADS 874080104 15,078 64 0.43 165 -2.38 0.0002
2025-10-22 2025-09-30 13F TAL EDUCATION GROUP COM 874080104 15,014 0 0.00 168 9.80 0.0003
2025-08-13 2025-06-30 13F TAL EDUCATION GROUP ADR 874080104 15,014 -11,674 -43.74 153 -56.53 0.0003
2025-04-30 2025-03-31 13F TAL EDUCATION GROUP Stock 874080104 26,688 26,688 353 0.0007
2022-04-25 2022-03-31 13F TAL EDUCATION GROUP Stock 874080104 0 -31,477 -100.00 0 -100.00
2022-02-14 2021-12-31 13F TAL EDUCATION GROUP Stock 874080104 31,477 31,477 126 0.0019
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.