SCHL Institutional Ownership
Scholastic Corporation
1W: +1.1%
1M: +16.6%
3M: -4.0%
YTD: +32.9%
1Y: +37.1%
3Y: +14.4%
5Y: +24.9%
$39.14
+0.38 (+0.98%)
Weekly Expected Move ±4.6%
$35
$37
$38
$40
$42
Credit Risk of going bust: lower than 58% of companies Debt: 41.7% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.08 (down 97%), Scholastic Corporation would be worth roughly what it owes.
Total debt $509.7M against a stock market value of $713.6M.
Distance to default 6.02 (Merton model): prices to 2026-10-26, balance sheet 2026-08-31, debt counted $146.1M (short-term plus half of long-term), stock volatility 35.1%; Altman Z'' 3.83. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $1.08 (down 97%), Scholastic Corporation would be worth roughly what it owes.
Total debt $509.7M against a stock market value of $713.6M.
Distance to default 6.02 (Merton model): prices to 2026-10-26, balance sheet 2026-08-31, debt counted $146.1M (short-term plus half of long-term), stock volatility 35.1%; Altman Z'' 3.83. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — SCHL
260
Institutional Holders
+22 vs prior quarter
0.0%
Ownership
+0.00pp
$799M
Total Invested
55
New Positions
56
Increased
121
Reduced
32
Closed
1.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (63 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CALIFORNIA STATE TEACHERS RETIREMENT S | 871,608 | $34M | +851,919 | +4326.9% | 2Q | SEC ↗ |
| 2 | STATE STREET CORP NEW | 677,671 | $27M | +677,671 | — | 1Q | SEC ↗ |
| 3 | Allianz Asset Management GmbH NEW | 551,505 | $22M | +551,505 | — | 1Q | SEC ↗ |
| 4 | HENNESSY ADVISORS INC NEW | 227,000 | $9M | +227,000 | — | 1Q | SEC ↗ |
| 5 | PRINCIPAL FINANCIAL GROUP INC NEW | 148,096 | $6M | +148,096 | — | 1Q | SEC ↗ |
| 6 | GOLDMAN SACHS GROUP INC NEW | 145,163 | $6M | +145,163 | — | 1Q | SEC ↗ |
| 7 | AMERIPRISE FINANCIAL INC NEW | 89,085 | $3M | +89,085 | — | 1Q | SEC ↗ |
| 8 | MARSHALL WACE, LLP NEW | 86,234 | $3M | +86,234 | — | 1Q | SEC ↗ |
| 9 | Robeco Institutional Asset Management NEW | 65,585 | $3M | +65,585 | — | 1Q | SEC ↗ |
| 10 | CITADEL ADVISORS LLC NEW | 40,970 | $2M | +40,970 | — | 1Q | SEC ↗ |
| 11 | IEQ CAPITAL, LLC NEW | 35,286 | $1M | +35,286 | — | 1Q | SEC ↗ |
| 12 | VIRGINIA RETIREMENT SYSTEMS ET Al NEW | 29,847 | $1M | +29,847 | — | 1Q | SEC ↗ |
| 13 | HSBC HOLDINGS PLC NEW | 26,534 | $1M | +26,534 | — | 1Q | SEC ↗ |
| 14 | NISA INVESTMENT ADVISORS, LLC NEW | 23,880 | $935K | +23,880 | — | 1Q | SEC ↗ |
| 15 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF NEW | 22,817 | $893K | +22,817 | — | 1Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN NEW | 19,729 | $772K | +19,729 | — | 1Q | SEC ↗ |
| 17 | Inspire Investing, LLC NEW | 18,276 | $715K | +18,276 | — | 1Q | SEC ↗ |
| 18 | BAILARD, INC. NEW | 15,500 | $607K | +15,500 | — | 1Q | SEC ↗ |
| 19 | IBEX WEALTH ADVISORS | 15,140 | $593K | -15 | -0.1% | 2Q | SEC ↗ |
| 20 | Vident Advisory, LLC NEW | 15,102 | $591K | +15,102 | — | 1Q | SEC ↗ |
| 21 | INTECH INVESTMENT MANAGEMENT LLC NEW | 14,729 | $576K | +14,729 | — | 1Q | SEC ↗ |
| 22 | Pathstone Holdings, LLC NEW | 12,366 | $484K | +12,366 | — | 1Q | SEC ↗ |
| 23 | Corient Private Wealth LP NEW | 10,432 | $408K | +10,432 | — | 1Q | SEC ↗ |
| 24 | Louisiana State Employees Retirement S | 10,200 | $399K | — | +0.0% | 2Q | SEC ↗ |
| 25 | Ensign Peak Advisors, Inc NEW | 8,118 | $318K | +8,118 | — | 1Q | SEC ↗ |
| 26 | Freestone Grove Partners LP NEW | 7,750 | $303K | +7,750 | — | 1Q | SEC ↗ |
| 27 | STATE BOARD OF ADMINISTRATION OF FLORI NEW | 7,738 | $303K | +7,738 | — | 1Q | SEC ↗ |
| 28 | MERCER GLOBAL ADVISORS INC /ADV NEW | 7,106 | $278K | +7,106 | — | 1Q | SEC ↗ |
| 29 | Atria Investments, Inc NEW | 6,949 | $272K | +6,949 | — | 1Q | SEC ↗ |
| 30 | Summit Global Investments NEW | 6,269 | $245K | +6,269 | — | 1Q | SEC ↗ |
| 31 | Wellington Shields Capital Management, NEW | 6,000 | $235K | +6,000 | — | 1Q | SEC ↗ |
| 32 | State of Alaska, Department of Revenue | 5,393 | $211K | +4,605 | +584.4% | 2Q | SEC ↗ |
| 33 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 5,217 | $204K | +5,217 | — | 1Q | SEC ↗ |
| 34 | TEACHERS RETIREMENT SYSTEM OF THE STAT NEW | 5,093 | $199K | +5,093 | — | 1Q | SEC ↗ |
| 35 | GAMMA Investing LLC | 3,765 | $147K | +77 | +2.1% | 3Q | SEC ↗ |
| 36 | SIGNATUREFD, LLC NEW | 3,590 | $141K | +3,590 | — | 1Q | SEC ↗ |
| 37 | Pinnacle Wealth Planning Services, Inc NEW | 1,480 | $58K | +1,480 | — | 1Q | SEC ↗ |
| 38 | MEEDER ASSET MANAGEMENT INC NEW | 924 | $36K | +924 | — | 1Q | SEC ↗ |
| 39 | Farther Finance Advisors, LLC | 754 | $30K | -392 | -34.2% | 3Q | SEC ↗ |
| 40 | Allworth Financial LP NEW | 480 | $19K | +480 | — | 1Q | SEC ↗ |
| 41 | Sterling Capital Management LLC NEW | 263 | $10K | +263 | — | 1Q | SEC ↗ |
| 42 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 231 | $9K | +231 | — | 1Q | SEC ↗ |
| 43 | Versant Capital Management, Inc | 218 | $9K | — | +0.0% | 3Q | SEC ↗ |
| 44 | RAFFA WEALTH MANAGEMENT, LLC NEW | 216 | $8K | +216 | — | 1Q | SEC ↗ |
| 45 | IFP Advisors, Inc | 186 | $7K | — | +0.0% | 3Q | SEC ↗ |
| 46 | Fortitude Family Office, LLC NEW | 108 | $4K | +108 | — | 1Q | SEC ↗ |
| 47 | Nykredit A/S NEW | 94 | $4K | +94 | — | 1Q | SEC ↗ |
| 48 | Global Retirement Partners, LLC NEW | 83 | $3K | +83 | — | 1Q | SEC ↗ |
| 49 | MassMutual Private Wealth & Trust, FSB | 74 | $3K | — | +0.0% | 3Q | SEC ↗ |
| 50 | Basecamp Wealth Advisors LLC | 39 | $2K | +12 | +44.4% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| STATE STREET CORP | 677,671 | $27M |
| Allianz Asset Management GmbH | 551,505 | $22M |
| HENNESSY ADVISORS INC | 227,000 | $9M |
| PRINCIPAL FINANCIAL GROUP INC | 148,096 | $6M |
| GOLDMAN SACHS GROUP INC | 145,163 | $6M |
| AMERIPRISE FINANCIAL INC | 89,085 | $3M |
| MARSHALL WACE, LLP | 86,234 | $3M |
| Robeco Institutional Asset Manageme | 65,585 | $3M |
| CITADEL ADVISORS LLC | 40,970 | $2M |
| IEQ CAPITAL, LLC | 35,286 | $1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 29,847 | $1M |
| HSBC HOLDINGS PLC | 26,534 | $1M |
| NISA INVESTMENT ADVISORS, LLC | 23,880 | $935K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM | 22,817 | $893K |
| WELLS FARGO & COMPANY/MN | 19,729 | $772K |
| Inspire Investing, LLC | 18,276 | $715K |
| BAILARD, INC. | 15,500 | $607K |
| Vident Advisory, LLC | 15,102 | $591K |
| INTECH INVESTMENT MANAGEMENT LLC | 14,729 | $576K |
| Pathstone Holdings, LLC | 12,366 | $484K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMEN | +851,919 | +4326.9% | 871,608 |
| State of Alaska, Department of Reve | +4,605 | +584.4% | 5,393 |
| GAMMA Investing LLC | +77 | +2.1% | 3,765 |
| Parkside Financial Bank & Trust | +21 | +525.0% | 25 |
| Basecamp Wealth Advisors LLC | +12 | +44.4% | 39 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Farther Finance Advisors, LLC | -392 | -34.2% | 754 |
| IBEX WEALTH ADVISORS | -15 | -0.1% | 15,140 |