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Jim Simons's New Oriental Education & Technology Group Inc. (EDU) position

Yes: as of Q1 2026, Jim Simons holds 2.9M shares of EDU worth $167M (0.3% of the disclosed portfolio). Held since at least Q1 2021; that opening coverage snapshot is not counted as a purchase.
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Current value
$167M
Shares held
2.9M
% of portfolio
0.3%
Quarter-end price
$56.63

Average buy price is hidden here because at least one covered purchase quarter has no usable local mean price.

Estimated trade prices

Average price in quarters with purchases
$61.07
Average prices in quarters with sales
  • Q1 2026: $57.13 (55K shares sold)
  • Q4 2025: $54.82 (259K shares sold)
  • Q3 2025: $49.35 (106K shares sold)
  • Q1 2025: $51.40 (100K shares sold)
  • Q4 2024: $64.08 (386K shares sold)
  • Q1 2024: $84.90 (158K shares sold)
  • Q4 2023: $69.37 (436K shares sold)
  • Q2 2023: $40.00 (107K shares sold)
  • Q1 2023: $40.41 (409K shares sold)

EDU price vs Simons's position

Dates
$30$100202420252026Sold 409K shares (10.8%) · Q1 2023. Average closing price $40.41 · Price range $34.65–$45.31409KsharessoldSold 107K shares (3.2%) · Q2 2023. Average closing price $40.00 · Price range $36.00–$45.59107KsharessoldAdded 322K shares (9.8%) · Q3 2023. Average closing price $52.44 · Price range $39.86–$58.83322KsharespurchasedSold 436K shares (12.1%) · Q4 2023. Average closing price $69.37 · Price range $57.50–$82.76436KsharessoldSold 158K shares (5.0%) · Q1 2024. Average closing price $84.90 · Price range $68.98–$96.31158KsharessoldAdded 165K shares (5.5%) · Q2 2024. Average closing price $81.47 · Price range $71.34–$89.59165KsharespurchasedAdded 411K shares (12.9%) · Q3 2024. Average closing price $68.49 · Price range $59.17–$82.38411KsharespurchasedSold 386K shares (10.8%) · Q4 2024. Average closing price $64.08 · Price range $55.05–$80.60386KsharessoldSold 100K shares (3.1%) · Q1 2025. Average closing price $51.40 · Price range $45.78–$63.77100KsharessoldAdded 267K shares (8.6%) · Q2 2025. Average closing price $47.50 · Price range $41.22–$55.50267KsharespurchasedSold 106K shares (3.2%) · Q3 2025. Average closing price $49.35 · Price range $44.11–$55.29106KsharessoldSold 259K shares (7.9%) · Q4 2025. Average closing price $54.82 · Price range $50.66–$60.71259KsharessoldSold 55K shares (1.8%) · Q1 2026. Average closing price $57.13 · Price range $52.55–$63.5155Ksharessold← Earlier —2 purchases, 5 sells
Average closing price · filing quarter
$57.13
Price range · filing quarter
$52.55 – $63.51

Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Reduced −55K −$3.1M −1.8% 2.9M May 14, 2026
Q4 2025 Reduced −259K −$14M −7.9% 3.0M Feb 12, 2026
Q3 2025 Reduced −106K −$5.3M −3.2% 3.3M Nov 13, 2025
Q2 2025 Added +267K +$13M +8.6% 3.4M Aug 13, 2025
Q1 2025 Reduced −100K −$5.1M −3.1% 3.1M May 14, 2025
Q4 2024 Reduced −386K −$25M −10.8% 3.2M Feb 13, 2025
Q3 2024 Added +411K +$28M +12.9% 3.6M Nov 13, 2024
Q2 2024 Added +165K +$13M +5.5% 3.2M Aug 9, 2024
Q1 2024 Reduced −158K −$13M −5.0% 3.0M May 13, 2024
Q4 2023 Reduced −436K −$30M −12.1% 3.2M Feb 13, 2024
Q3 2023 Added +322K +$17M +9.8% 3.6M Nov 14, 2023
Q2 2023 Reduced −107K −$4.3M −3.2% 3.3M Aug 11, 2023
Q1 2023 Reduced −409K −$17M −10.8% 3.4M May 12, 2023
Q4 2022 Reduced −318K −7.7% 3.8M Feb 13, 2023
Q3 2022 Reduced −324K −7.3% 4.1M Nov 14, 2022
Q2 2022 Reduced −33.0M −88.2% 4.4M Aug 12, 2022
Q1 2022 Added +21.2M +130.8% 37.5M May 13, 2022
Q4 2021 Added +14.3M +725.6% 16.2M Feb 11, 2022
Q3 2021 Reduced −2.9M −59.8% 2.0M Nov 12, 2021
Q2 2021 Reduced −5.1M −51.2% 4.9M Aug 13, 2021
Q1 2021 First covered 10.0M May 13, 2021
Data through Q1 2026 · filed May 14, 2026
21 grouped rows from 21 quarters

More Simons positions

Common questions

Does Jim Simons own EDU?

Yes. As of Q1 2026, Jim Simons disclosed 2.9M shares of EDU, worth $167M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jim Simons buy EDU?

Jim Simons held EDU since at least Q1 2021, when this filing coverage begins; the opening snapshot is not a disclosed purchase. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jim Simons sell EDU?

The quarter-by-quarter table above shows each sale and reduction Jim Simons disclosed in EDU. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of EDU does Jim Simons own?

Jim Simons disclosed 2.9M shares of EDU as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jim Simons pay for EDU?

Jim Simons began building the EDU position before our 13F history starts, so an exact average buy price cannot be estimated without understating it. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.