FC
FRANKLIN COVEY CO.Marquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $38 | $21 | -46% |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $38 | $21 | -46% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $38 | $21 | -46% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $38 | $21 | -46% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $38 | $21 | -46% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $38 | $21 | -46% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Point72 Asset Management | Q3 2024 | Q2 2025 | → $24 | -38% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at FRANKLIN COVEY CO. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 4, 2026 — the most recent Form 4 on file — not from today.
- Form 40000886206-26-000025Jun 4, 2026
- Form 40000886206-26-000020Apr 8, 2026
- Form 40000886206-26-000017Jan 30, 2026
- Form 40000886206-26-000015Jan 27, 2026
- Form 40000886206-26-000013Jan 27, 2026
- Form 40000886206-26-000011Jan 27, 2026
- Form 40000886206-26-000009Jan 27, 2026
- Form 40000886206-26-000007Jan 27, 2026
- Form 40000886206-26-000005Jan 27, 2026
- Form 40000886206-26-000003Jan 27, 2026
- Form 4/Aamend0000886206-25-000120Nov 25, 2025
- Form 40000886206-25-000118Nov 25, 2025
- Form 40000886206-25-000116Nov 25, 2025
- Form 40000886206-25-000114Nov 25, 2025
- Form 40000886206-25-000112Nov 25, 2025
Fundamentals
XBRL · FRANKLIN COVEY CO.Annual figures sourced directly from FRANKLIN COVEY CO.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for FRANKLIN COVEY CO — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QQuarterly reportApr 8, 2026
- 8-KMaterial eventApr 1, 2026
- 8-KMaterial eventMar 18, 2026
- 8-KMaterial eventJan 23, 2026
- 10-QQuarterly reportJan 9, 2026
- 8-KMaterial eventJan 7, 2026
- 8-KMaterial eventDec 22, 2025
- DEF 14AProxy statementDec 18, 2025
- 8-K/AMaterial event (amended)Nov 24, 2025
- 10-KAnnual reportNov 12, 2025
- 8-KMaterial eventNov 5, 2025
- 8-KMaterial eventOct 22, 2025
- 8-KMaterial eventAug 7, 2025
- 10-QQuarterly reportJul 8, 2025
- 8-KMaterial eventJul 2, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q2 2026 | open | $20 | $21 | +1% |
| Citadel Advisors | Q3 2024 | Q1 2026 | $38 | $17 | -54% |
| Two Sigma Investments | Q3 2024 | open | $38 | $21 | -46% |
| D.E. Shaw | Q3 2024 | open | $38 | $21 | -46% |
| AQR Capital Management | Q3 2024 | open | $38 | $21 | -46% |
| Millennium Management | Q3 2024 | open | $38 | $21 | -46% |
| Point72 Asset Management | Q3 2024 | Q2 2025 | $38 | $24 | -38% |
| Renaissance Technologies | Q3 2024 | open | $38 | $21 | -46% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.