Educational Development Corp (EDUC) shareholders
EDUCNasdaqWholesale-Miscellaneous Nondurable GoodsFiscal year ends February 28
Financials through Q2 FY2026, quarter ended Aug 31, 2026Last filing: 10-Q on Oct 14, 2026Score 10/3083% below fair value
$0.85−0.06 (-6.40%)
Close on Nov 12, 2026Market cap $7.25MP/E 4.5Yield 0.00%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
21.4%
2M of 9M shares
Institutional holders
20
3 new, 3 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
3 buys · 0 sales
Net bought $0
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Needham Investment Management L.L.C. Joint filing with Needham Asset Management, LLC (9.38%), Needham Aggressive Growth Fund (9.38%) and 1 more | 805,000 | 9.38% | 13G (passive) amendment | Sep 30, 2024 |
| Ameriprise Financial, Inc. Joint filing with Columbia Management Investment Advisers, LLC (6.36%) | 545,269 | 6.36% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of EDUC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Needham Investment Management LLC | 800,000 | 9.38% | $1.21M | – | 0.04% |
| Ameriprise Financial Inc | 520,096 | 6.10% | $785.35K | −200 | 0.00% |
| Renaissance Technologies LLC | 201,545 | 2.36% | $304.33K | +4,700 | 0.00% |
| Citadel Advisors LLC | 73,187 | 0.86% | $110.51K | +26,265 | 0.00% |
| Geode Capital Management, LLC | 49,591 | 0.58% | $74.94K | +18,872 | 0.00% |
| Vanguard Capital Management LLC | 46,622 | 0.55% | $70.40K | +2,120 | 0.00% |
| State Street Corp | 31,876 | 0.37% | $48.13K | – | 0.00% |
| Bridgeway Capital Management, LLC | 22,186 | 0.26% | $33.50K | – | 0.00% |
| Vanguard Fiduciary Trust Co | 20,277 | 0.24% | $30.62K | – | 0.00% |
| Dimensional Fund Advisors LP | 17,047 | 0.20% | $25.74K | – | 0.00% |
| Two Sigma Investments, LP | 12,652 | 0.15% | $19.11K | – | 0.00% |
| Northern Trust Corp | 10,876 | 0.13% | $16.42K | – | 0.00% |
| Susquehanna International Group, Llp | 10,616 | 0.12% | $16.03K | New | 0.00% |
| Morgan Stanley | 6,171 | 0.07% | $9.32K | – | 0.00% |
| Tower Research Capital LLC (TRC) | 2,562 | 0.03% | $3.87K | −1,428 | 0.00% |
| Hantz Financial Services, Inc. | 800 | 0.01% | $1.00K | – | 0.00% |
| UBS Group AG | 100 | 0.00% | $151 | – | 0.00% |
| SBI Securities Co., Ltd. | 3 | 0.00% | $5 | – | 0.00% |
| Caitong International Asset Management Co., Ltd | 2 | 0.00% | $3 | New | 0.00% |
| Wells Fargo & Company/Mn | 1 | 0.00% | $1 | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 20 | 2M | 21.4% | 3 / 4 | 2 / 3 | 0M | 0M |
| Q1 2026 | 20 | 2M | 21.2% | 4 / 4 | 4 / 2 | 0M | 0M |
| Q4 2025 | 19 | 2M | 20.9% | 3 / 4 | 4 / 0 | 0M | 0M |
| Q3 2025 | 16 | 2M | 20.3% | 1 / 1 | 8 / 4 | 0M | 0M |
| Q2 2025 | 19 | 2M | 22.9% | 1 / 2 | 6 / 2 | 0M | 0M |
| Q1 2025 | 20 | 2M | 23.2% | 1 / 4 | 7 / 0 | 0M | 0M |
| Q4 2024 | 19 | 2M | 22.9% | 4 / 5 | 3 / 2 | 0M | 0M |
| Q3 2024 | 18 | 2M | 22.7% | 0 / 7 | 4 / 2 | 0M | 0M |
| Q2 2024 | 20 | 2M | 22.4% | 3 / 5 | 7 / 3 | 0M | 0M |
| Q1 2024 | 20 | 2M | 21.2% | 2 / 4 | 5 / 3 | 0M | 0M |
| Q4 2023 | 21 | 2M | 20.1% | 1 / 5 | 5 / 2 | 0M | 0M |
| Q3 2023 | 22 | 2M | 22.4% | 0 / 4 | 8 / 5 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
10 funds held EDUC in Q2 2026, 3% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of EDUC | Value | % of fund | As of |
|---|---|---|---|---|---|
| Needham Aggressive Growth Fund | 800,000 | 9.38% | $1.21M | 0.05% | Jun 30, 2026 |
| Columbia Small Cap Value Discovery Fund | 390,779 | 4.58% | $539.28K | 0.02% | Jul 31, 2026 |
| Columbia Variable Portfolio - Small Cap Value Discovery Fund | 72,974 | 0.86% | $110.19K | 0.02% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 46,622 | 0.55% | $70.40K | 0.00% | Jun 30, 2026 |
| Ultra-Small Company Fund | 21,586 | 0.25% | $32.59K | 0.03% | Jun 30, 2026 |
| Fidelity Series Total Market Index Fund | 8,416 | 0.10% | $12.29K | 0.00% | May 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 7,081 | 0.08% | $10.34K | 0.00% | May 31, 2026 |
| Fidelity Total Market Index Fund | 5,163 | 0.06% | $7.54K | 0.00% | May 31, 2026 |
| U.S. Micro Cap Portfolio | 3,317 | 0.04% | $4.58K | 0.00% | Jul 31, 2026 |
| JNL/DFA U.S. Small Cap Fund | 700 | 0.01% | $1.06K | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Craig M. White | CHIEF EXECUTIVE OFFICER, Director | 641,331 | 7.52% | Nov 18, 2025 |
| Keefe Daniel E. O | CHIEF FINANCIAL OFFICER | 163,059 | 1.91% | Nov 18, 2025 |
| Heather N. Cobb | CHIEF SALES & MKTG OFFICER | 160,391 | 1.88% | Nov 18, 2025 |
| Amy Emerson | Director | 6,000 | 0.07% | Oct 17, 2025 |
| Kara Gae Neal | Director | 8,529 | 0.10% | Oct 16, 2025 |
| Bradely Von Stoots | Director | 7,250 | 0.09% | Oct 16, 2025 |
| Steven G. Hooser | Director | 4,000 | 0.05% | Oct 16, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Keefe Daniel E. O CHIEF FINANCIAL OFFICER | Nov 14, 2025 | Buy | +9,407 | – | – | 163,059 |
| Keefe Daniel E. O CHIEF FINANCIAL OFFICER | Nov 14, 2025 | Returned to company | −11,419 | $1.35 | $15.42K | 151,640 |
| Heather N. Cobb CHIEF SALES & MKTG OFFICER | Nov 14, 2025 | Returned to company | −11,419 | $1.35 | $15.42K | 160,391 |
| Heather N. Cobb CHIEF SALES & MKTG OFFICER | Nov 14, 2025 | Buy | +18,158 | – | – | 171,810 |
| Craig M. White CHIEF EXECUTIVE OFFICER, Director | Nov 14, 2025 | Returned to company | −11,419 | $1.35 | $15.42K | 633,831 |
| Craig M. White CHIEF EXECUTIVE OFFICER, Director | Nov 14, 2025 | Buy | +33,029 | – | – | 645,250 |
| Amy Emerson Director | Oct 15, 2025 | Buy | +4,000 | $1.26 | $5.04K | 6,000 |
| Kara Gae Neal Director | Oct 15, 2025 | Buy | +4,000 | $1.26 | $5.04K | 8,529 |
| Steven G. Hooser Director | Oct 15, 2025 | Buy | +4,000 | $1.26 | $5.04K | 4,000 |
| Bradely Von Stoots Director | Oct 15, 2025 | Buy | +4,000 | $1.26 | $5.04K | 7,250 |
| Heather N. Cobb CHIEF SALES&MARKETING OFFICER | Oct 23, 2024 | Buy | +7,644 | – | – | 153,652 |
| Craig M. White CHIEF EXECUTIVE OFFICER, Director | Oct 23, 2024 | Buy | +10,862 | – | – | 612,221 |
| Keefe Daniel E. O CHIEF FINANCIAL OFFICER | Oct 23, 2024 | Buy | +10,459 | – | – | 172,624 |
| Amy Emerson Director | Oct 22, 2024 | Buy | +2,000 | $2.04 | $4.08K | 2,000 |
| Keefe Daniel E. O CHIEF FINANCIAL OFFICER | May 20, 2024 | Buy | +8,677 | – | – | 162,165 |
| Heather N. Cobb CHIEF SALES&MARKETING OFFICER | May 20, 2024 | Buy | +8,301 | – | – | 146,008 |
| Craig M. White CHIEF EXECUTIVE OFFICER, Director | May 20, 2024 | Buy | +10,187 | – | – | 601,349 |
| Heather N. Cobb CHIEF SALES&MARKETING OFFICER | Jan 17, 2024 | Buy | +1,505 | – | – | 137,707 |
| Craig M. White CHIEF EXECUTIVE OFFICER, Director | Jan 17, 2024 | Buy | +2,361 | – | – | 591,162 |
| Keefe Daniel E. O CHIEF FINANCIAL OFFICER | Jan 17, 2024 | Buy | +4,718 | – | – | 153,488 |
| Craig M. White CHIEF EXECUTIVE OFFICER, Director | Oct 5, 2023 | Buy | +13,319 | – | – | 588,801 |
| Keefe Daniel E. O CHIEF FINANCIAL OFFICER | Oct 5, 2023 | Buy | +7,357 | – | – | 148,770 |
| Heather N. Cobb CHIEF SALES&MARKETING OFFICER | Oct 5, 2023 | Buy | +9,182 | – | – | 136,202 |
| Keefe Daniel E. O CHIEF FINANCIAL OFFICER | May 31, 2023 | Buy | +11,328 | – | – | 141,413 |
| Heather N. Cobb CHIEF SALES&MARKETING OFFICER | May 31, 2023 | Buy | +4,624 | – | – | 127,020 |
| Craig M. White CHIEF EXECUTIVE OFFICER, Director | May 31, 2023 | Buy | +5,615 | – | – | 575,482 |
| Keefe Daniel E. O CHIEF FINANCIAL OFFICER | Mar 22, 2023 | Returned to company | −38,760 | – | – | 130,085 |
| Keefe Daniel E. O CHIEF FINANCIAL OFFICER | Mar 22, 2023 | Buy | +7,630 | – | – | 176,845 |
| Heather N. Cobb CHIEF SALES&MARKETING OFFICER | Mar 22, 2023 | Buy | +3,200 | – | – | 161,122 |
| Heather N. Cobb CHIEF SALES&MARKETING OFFICER | Mar 22, 2023 | Returned to company | −38,726 | – | – | 122,396 |
| Craig M. White CHIEF EXECUTIVE OFFICER | Mar 22, 2023 | Buy | +3,928 | – | – | 608,488 |
| Craig M. White CHIEF EXECUTIVE OFFICER | Mar 22, 2023 | Returned to company | −38,621 | – | – | 569,867 |
| Craig M. White CHIEF EXECUTIVE OFFICER | Oct 7, 2022 | Buy | +22,306 | – | – | 604,560 |
| Heather N. Cobb CHIEF SALES&MARKETING OFFICER | Oct 7, 2022 | Buy | +8,950 | – | – | 157,922 |
| Keefe Daniel E. O CHIEF FINANCIAL OFFICER | Oct 7, 2022 | Buy | +8,652 | – | – | 169,215 |
| Craig M. White CHIEF EXECUTIVE OFFICER | Nov 4, 2021 | Buy | +4,923 | – | – | 582,254 |
| Keefe Daniel E. O CHIEF FINANCIAL OFFICER | Nov 4, 2021 | Buy | +2,539 | – | – | 160,563 |
| Heather N. Cobb CHIEF SALES&MARKETING OFFICER | Nov 4, 2021 | Buy | +2,844 | – | – | 148,972 |
| Randall W. White Executive Chairman, Director | Jul 22, 2021 | Buy | −1,900 | $11.50 | $21.85K | 1,291,008 |
| Heather N. Cobb CHIEF SALES&MARKETING OFFICER | Jul 21, 2021 | Buy | +41,381 | – | – | 146,128 |
| Craig M. White CHIEF EXECUTIVE OFFICER | Jul 21, 2021 | Buy | +43,257 | – | – | 577,331 |
| Keefe Daniel E. O CHIEF FINANCIAL OFFICER | Jul 21, 2021 | Buy | +41,379 | – | – | 158,204 |
| Joshua J. Peters Director | May 26, 2021 | Buy | +2,400 | $14.13 | $33.91K | 23,891 |
| Ronald T. McDaniel Director | May 26, 2021 | Sale | −500 | $14.53 | $7.27K | 2,150 |
| Heather N. Cobb CHIEF SALES&MARKETING OFFICER | May 21, 2021 | Buy | +1,632 | – | – | 104,672 |
| Craig M. White CHIEF OPERATING OFFICER | May 21, 2021 | Buy | +9,540 | – | – | 533,955 |
| Keefe Daniel E. O CHIEF FINANCIAL OFFICER | May 21, 2021 | Buy | +4,311 | – | – | 116,737 |
| Ronald T. McDaniel Director | May 20, 2021 | Sale | −1,000 | $14.52 | $14.52K | 2,650 |
| Ronald T. McDaniel Director | Nov 6, 2020 | Sale | −500 | $17.60 | $8.80K | 3,650 |
| Joshua J. Peters Director | Aug 6, 2020 | Buy | +5,395 | $14.77 | $79.68K | 20,235 |
| Joshua J. Peters Director | Aug 6, 2020 | Buy | +433 | $14.77 | $6.40K | 1,616 |
| Joshua J. Peters Director | Aug 6, 2020 | Buy | +6,172 | $14.77 | $91.16K | 23,101 |
| Keefe Daniel E. O CHIEF FINANCIAL OFFICER | Mar 11, 2020 | Buy | +5,000 | $4.20 | $21.00K | 28,309 |
| Keefe Daniel E. O CHIEF FINANCIAL OFFICER | Jan 16, 2020 | Buy | +2,500 | $5.90 | $14.75K | 21,260 |
| Heather N. Cobb CHIEF SALES&MARKETING OFFICER | Aug 9, 2019 | Buy | +535 | $6.46 | $3.46K | 94,494 |
| Ronald T. McDaniel Director | Jul 25, 2019 | Buy | +1,000 | $6.77 | $6.77K | 9,050 |
| Keefe Daniel E. O CHIEF FINANCIAL OFFICER | Jul 17, 2019 | Buy | +5,000 | $6.90 | $34.50K | 16,605 |
| Ronald T. McDaniel Director | Feb 19, 2019 | Buy | +450 | $8.18 | $3.68K | 8,050 |
| Craig M. White CHIEF OPERATING OFFICER | Feb 5, 2019 | Sale | −1,200 | $9.00 | $10.80K | 423,042 |
| Keefe Daniel E. O CHIEF FINANCIAL OFFICER | Jan 17, 2019 | Buy | +701 | $7.75 | $5.43K | 9,073 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
0.27%
0M shares short
Days to cover
1.0
At 0M shares a day
Change since last report
-18.0%
From 0M shares
Short volume, 20 days
34.2%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Educational Development's stock actually held short. Settlement fails (shares not delivered on time) peaked at 2,471 shares on Aug 26, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Peters Joshua J Officer | Aug 22, 2023 | 12,184 | $18.15K | Aug 22, 2023 | Open Market Purchase |
| Peters Joshua J former director | Jul 25, 2023 | 35,168 | $55.23K | Jul 21, 2023 | Open market purchase |
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