What is the 13F Pro Quality Score for STRA?

13F Pro ranks Strategic Education, Inc. (STRA) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View STRA's current score at https://13fpro.ai/company/STRA (free sign-up required for the full ranking).

Where does 13F Pro source STRA data?

All Strategic Education, Inc. fundamentals and ownership data come directly from SEC EDGAR. Strategic Education, Inc. files with the SEC under CIK 1013934. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is STRA in?

Strategic Education, Inc. (STRA) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

What drives STRA's revenue?

Per Strategic Education, Inc.'s latest 10-Q filed with the SEC on 2026-07-29, the biggest revenue drivers are: U.S. Higher Education ($220.5M, +2.3% YoY); Australia/New Zealand ($74.4M, +7.6% YoY); Education Technology Services ($42.4M, +15.4% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/STRA.

What are STRA's largest expenses?

Strategic Education, Inc.'s latest 10-Q reports these as the largest expense items: Instructional and support costs ($177.9M, +7.1% YoY); General and administration ($106.4M, -0.4% YoY); Restructuring costs ($2.5M, -11.7% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is STRA research updated on 13F Pro?

STRA's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Strategic Education, Inc.(STRA)Stock Analysis

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SEC EDGAR: CIK 1013934 STRA stock profile & AI dashboard →

13F Pro Quality Score

56.9/100

Rank #1,131 of 2,962 stocksTOP 50%

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

40.9/100

Profitability

67.4/100

Balance Sheet

75.7/100

Earnings Quality

51.3/100

Free Cash Flow

61.9/100

Institutional Flow

51.8/100

Revenue Scale

55.0/100

Dilution Risk

41.9/100

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Why STRA Scores 57/100

exact factor attribution · 2026-09-11

STRA's composite is driven by profitability and capital efficiency, held back by revenue growth. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Profitability

+2.6 pts

67th pct

Capital efficiency

+2.6 pts

76th pct

Free cash flow

+1.8 pts

62th pct

Earnings growth

+1.2 pts

74th pct

Scale

+0.8 pts

55th pct

Earnings quality

+0.1 pts

51th pct

Institutional flow

+0.1 pts

52th pct

Shareholder dilution

-0.4 pts

42th pct

Revenue growth

-1.8 pts

41th pct

Latest change (2026-07-29): 62 → 58 · ↓ Revenue growth 54→39; ↓ Earnings growth 81→46

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

STRA Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Strategic Education, Inc. (STRA), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores STRA at 56.9/100 on a 32-signal composite quality model, placing it at rank #1,131 of 2,962 stocks — the top half of the AI-ranked universe. STRA scores in the top quartile across balance sheet strength (75.7). Shareholder dilution risk is elevated at 41.9/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Strategic Education, Inc. reports quarterly revenue of $337.3M, net income of $37.2M, an operating margin of 15.0%. Top institutional holders of STRA by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, DIMENSIONAL FUND ADVISORS, based on the most recent SEC filings. STRA trades on the Nasdaq exchange and files with the SEC under CIK 1013934. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate STRA daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Strategic Education, Inc. directly from SEC EDGAR. Strategic Education, Inc.'s 13F Pro composite quality score has ranged between 36 and 66 since 2021, currently 56.9 — a stable long-term trajectory across 68 quarterly and live scoring snapshots.

What's Driving STRA's Business? Latest 10-Q Breakdown

✓ 27/27 datapoints verified

AI-extracted from Strategic Education, Inc.'s 10-Q filed 2026-07-29 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Strategic Education reported Q2 2026 revenue of $337.3M (+4.9% YoY), with net income of $37.2M and diluted EPS of $1.71, despite a $13.9M Australian back-pay reserve charge.

Biggest Revenue Drivers

U.S. Higher Education$220.5M+2.3% YoY

Higher revenue per student, partially offset by 0.5% enrollment decline to 85,894.

Australia/New Zealand$74.4M+7.6% YoY

Favorable foreign currency impacts and higher revenue per student, offset by 5.2% enrollment decline to 17,555.

Biggest Revenue Drivers

Total revenue: $337.3M+4.9% YoY

U.S. Higher Education$220.5M+2.3% YoY

Higher revenue per student, partially offset by 0.5% enrollment decline to 85,894.

Australia/New Zealand$74.4M+7.6% YoY

Favorable foreign currency impacts and higher revenue per student, offset by 5.2% enrollment decline to 17,555.

Education Technology Services$42.4M+15.4% YoY

Growth in Sophia Learning subscriptions, increased Workforce Edge revenue from employer partnerships, and higher employer-affiliated enrollment.

Largest Expense Items

Instructional and support costs$177.9M+7.1% YoY

ANZ back-pay reserve, higher technology and student materials costs, unfavorable FX impacts, offset by lower personnel costs and bad debt.

General and administration$106.4M-0.4% YoY

Lower international agent commissions and personnel costs, offset by unfavorable FX impacts and increased branding investments.

Restructuring costs$2.5M-11.7% YoY

Lower asset impairment charges from facility consolidation, offset by higher severance and personnel separation expenses.

Margins: Operating margin improved to 15.0% in Q2 2026 from 14.2% in Q2 2025, driven by higher revenues and operating leverage, despite the $13.9M ANZ back-pay reserve which reduced instructional costs margin to 52.7% from 51.7%.

Watch Items from the Filing

Australia/New Zealand segment recorded $13.9M back-pay reserve for casual academic staff marking hours 2020–2025; Full Court reversed prior ruling; High Court appeal pending; actual liability could differ materially.
ANZ enrollment declined 5.2% YoY in Q2 to 17,555; Australian government applying stringent visa approval process with higher refusal rates; international enrollment cap constraints persist despite announced increase.
Borrower defense to repayment applications: Capella received ~6,770 claims and Strayer ~1,870 claims between May–July 2026; Department may seek recoupment; material adverse effect possible if successful.
ETS segment revenue surged 15.4% YoY to $42.4M; employer-affiliated enrollment in USHE now 34.7% of total vs 31.8% prior year; strong growth in Sophia Learning and Workforce Edge revenue.
USHE trailing 4-quarter student persistence improved to 89.0% (Q1 2026) from 87.4% (Q1 2025); Title IV per credit earned declining 5.9% due to employer-affiliated and affordable pathway growth.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$337.3M

Net Income

Q2 2026

$37.2M

Free Cash Flow

Q2 2026

$15.0M

Operating Margin

Q2 2026

15.0%

ROIC

Q2 2026

12.4%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+4.0% YoY

$1.27BFY 2025

FY22 $1.07BFY23 $1.13BFY24 $1.22BFY25 $1.27B

Net Income

+12.4% YoY

$126.6MFY 2025

FY22 $46.7MFY23 $69.8MFY24 $112.7MFY25 $126.6M

Operating Income

+12.0% YoY

$174.2MFY 2025

FY22 $70.8MFY23 $95.3MFY24 $155.6MFY25 $174.2M

EPS (Diluted)

+15.8% YoY

$5.41FY 2025

FY22 $1.94FY23 $2.91FY24 $4.67FY25 $5.41

Total Assets

-0.5% YoY

$2.04BFY 2025

FY22 $2.16BFY23 $2.13BFY24 $2.05BFY25 $2.04B

Total Debt

—FY 2025

FY22 $101.4MFY23 $61.4MFY24 $0.00FY25 —

Op. Cash Flow

+17.0% YoY

$198.2MFY 2025

FY22 $126.1MFY23 $117.1MFY24 $169.3MFY25 $198.2M

Free Cash Flow

+19.6% YoY

$153.9MFY 2025

FY22 $82.9MFY23 $80.2MFY24 $128.8MFY25 $153.9M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$1.27B +4.0%	$1.22B +7.7%	$1.13B +6.3%	$1.07B -5.9%	$1.13B +10.1%	$1.03B
Net Income	$126.6M +12.4%	$112.7M +61.5%	$69.8M +49.5%	$46.7M -15.3%	$55.1M -36.1%	$86.3M
Operating Income	$174.2M +12.0%	$155.6M +63.3%	$95.3M +34.7%	$70.8M -4.3%	$73.9M -32.4%	$109.4M
EPS (Diluted)	$5.41 +15.8%	$4.67 +60.5%	$2.91 +50.0%	$1.94 -14.9%	$2.28 -39.5%	$3.77
Total Assets	$2.04B -0.5%	$2.05B -3.6%	$2.13B -1.7%	$2.16B -6.3%	$2.31B +0.4%	$2.30B
Total Debt	—	$0.00 -100.0%	$61.4M -39.4%	$101.4M -28.4%	$141.6M -0.1%	$141.8M
Operating Cash Flow	$198.2M +17.0%	$169.3M +44.6%	$117.1M -7.1%	$126.1M -30.2%	$180.5M +26.3%	$142.9M
Free Cash Flow	$153.9M +19.6%	$128.8M +60.6%	$80.2M -3.3%	$82.9M -36.8%	$131.1M +36.4%	$96.1M

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Available Research

13F Pro tracks comprehensive data for Strategic Education, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of STRA

BlackRock, Inc.
$291.2M3,800,430 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$111.9M1,460,171 sh
DIMENSIONAL FUND ADVISORS LP
$111.7M1,457,242 sh
BANK OF MONTREAL /CAN/
$96.3M1,257,266 sh
VANGUARD CAPITAL MANAGEMENT LLC
$72.4M945,402 sh
STATE STREET CORP
$69.7M909,679 sh
GEODE CAPITAL MANAGEMENT, LLC
$45.9M598,896 sh
T. Rowe Price Investment Management, Inc.
$45.4M592,691 sh
MORGAN STANLEY
$45.3M591,719 sh
MARSHFIELD ASSOCIATES
$42.8M559,012 sh

Fund	Value	Shares
BlackRock, Inc.	$291.2M	3,800,430
VANGUARD PORTFOLIO MANAGEMENT LLC	$111.9M	1,460,171
DIMENSIONAL FUND ADVISORS LP	$111.7M	1,457,242
BANK OF MONTREAL /CAN/	$96.3M	1,257,266
VANGUARD CAPITAL MANAGEMENT LLC	$72.4M	945,402
STATE STREET CORP	$69.7M	909,679
GEODE CAPITAL MANAGEMENT, LLC	$45.9M	598,896
T. Rowe Price Investment Management, Inc.	$45.4M	592,691
MORGAN STANLEY	$45.3M	591,719
MARSHFIELD ASSOCIATES	$42.8M	559,012

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Is STRA a good stock to buy?

13F Pro's AI-powered analysis of Strategic Education, Inc. (STRA) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for STRA are available on the STRA stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. STRA is classified as a small company.

Which hedge funds own STRA?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling STRA. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Strategic Education, Inc.'s investment landscape.