Welcome to our dedicated page for Strategic Education SEC filings (Ticker: STRA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Strategic Education, Inc. filings document the regulatory record of an education-services company with common stock listed on the Nasdaq Global Select Market. Form 8-K reports primarily furnish operating results and financial condition updates, including segment commentary for Education Technology Services, U.S. Higher Education, Australia/New Zealand, and related platforms such as Sophia Learning.
Proxy materials describe annual meeting procedures, director elections, auditor ratification, advisory executive compensation votes, board practices, compensation disclosures, and selected financial information. The filings also identify the company’s registered common stock, public-company governance framework, and recurring disclosure obligations.
Vanguard Capital Management reports beneficial ownership of 1,115,909 shares of Strategic Education Inc common stock on an amended Schedule 13G. This represents 4.93% of the outstanding class as of June 30, 2026, indicating ownership of 5 percent or less of the company’s common shares.
Vanguard has sole voting power over 170,507 shares and sole dispositive power over all 1,115,909 shares, with no shared voting or dispositive power. The position aggregates holdings across Vanguard Capital Management LLC and specified affiliated entities and funds over which they exercise voting and/or dispositive authority.
Strategic Education, Inc. reported higher Q2 2026 results, with revenue of $337,264 (thousands) and net income of $37,159 (thousands), up from $321,471 and $32,331 (thousands) a year earlier. Diluted EPS rose to $1.71 from $1.37. Six‑month operating cash flow increased to $116,550 (thousands).
Total assets were $2,068,862 (thousands) and cash and cash equivalents $123,755 (thousands) at June 30, 2026, with no borrowings outstanding under the $250 million revolving credit facility. The company returned capital through $26,924 (thousands) of dividends and $72,745 (thousands) of share repurchases in the first half.
Segment results were mixed: U.S. Higher Education and Education Technology Services generated higher income from operations, while Australia/New Zealand reported a small loss after prior‑year profit, reflecting a $13.9 million reserve for casual academic back pay. Strategic Education also described consolidated data‑breach class actions and evolving U.S. regulatory initiatives on borrower defenses, Pell Grants, and program‑level accountability.
Strategic Education, Inc. reported second quarter 2026 revenue of $337.3 million, up 4.9% from $321.5 million a year earlier, with strength in the Education Technology Services segment and higher U.S. Higher Education revenue per student. Income from operations rose to $50.5 million, and net income increased to $37.2 million, or $1.71 diluted earnings per share. Adjusted EBITDA was $71.7 million. For the first six months of 2026, free cash flow reached $92.4 million and cash, cash equivalents, and marketable securities totaled $133.8 million, with no debt outstanding under the revolving credit facility.
Education Technology Services revenue grew 15.4% to $42.4 million, while Sophia Learning subscribers increased about 32% and revenue rose to $20.7 million. U.S. Higher Education revenue grew 2.3% to $220.5 million, with healthcare programs now 52% of enrollment and employer-affiliated students 34.7% of U.S. Higher Education enrollment. Australia/New Zealand revenue increased to $74.4 million but segment operating income fell to $1.0 million, reflecting a $13.9 million reserve for an Australian Fair Work Ombudsman compliance matter. The company repurchased 420,624 shares for $32.8 million in the quarter and declared a quarterly dividend of $0.60 per share, payable September 14, 2026.
Strategic Education, Inc.’s chief human resources officer, Christa Hokenson, sold 2,000 shares of Common Stock in an open-market sale at $80.00 per share on June 4, 2026. The transaction was executed under a pre-arranged Rule 10b5-1 Trading Plan adopted on December 12, 2025. After this sale, she directly holds 65,195 shares, indicating that the trade represents a relatively small portion of her reported ownership.
Strategic Education Inc Schedule 13G/A shows T. Rowe Price Investment Management, Inc. reports beneficial ownership of 808,470 shares of common stock, representing 3.6% of the class. The filing lists sole voting power of 802,481 shares and sole dispositive power of 808,470 shares. The filing is signed by Ellen York, Vice President, dated 05/15/2026.
Strategic Education, Inc. disclosure: Marshfield Associates Inc. reports beneficial ownership of 792,930 shares of Common Stock (CUSIP 86272C103), representing 3.51% of the class as shown in this amendment. The filing lists sole voting and dispositive power over 792,930 shares; signature dated 05/15/2026.
Strategic Education, Inc. director G. Thomas Waite III executed an open-market sale of 666 shares of Common Stock at $77.68 per share. Following this transaction, he directly holds 16,696 shares of the company’s common stock.
Strategic Education Inc Schedule 13G filed reporting that Vanguard Capital Management beneficially owns 1,153,664 shares of common stock, representing 5.10% of the class as reported. The filing shows sole dispositive power over 1,153,664 shares and sole voting power for 173,902 shares. The cover shows an ownership date of 03/31/2026 and the form was signed on 04/30/2026. The filing states these holdings include securities held for Vanguard funds and other managed accounts where Vanguard affiliates exercise voting or dispositive power.
Vanguard Portfolio Management reported beneficial ownership of 1,432,353 shares of Strategic Education Inc. common stock, representing 6.33% of the class as of 03/31/2026. The filing states Vanguard Portfolio Management LLC and affiliated business divisions exercise dispositive power over these shares; sole voting power is reported as 13,191 shares. The Schedule 13G is signed by Ashley Grim on 04/29/2026.