FRANKLIN COVEY CO
Total Trades
1
Buys
0
Sells
1
Largest Trade
$100K–$500K
Insiders
1
Institutional Funds
79
Inst. Value
$1M+
Activist Filings
16
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Covey Michael Sean Merrill | President | SELL | $100K–$500K | 7K | $14.68 | Nov 14, 2025 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 79 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 1.1M | $1M+ | SH |
| VANGUARD GROUP INC | 593K | $1M+ | SH |
| ROYCE & ASSOCIATES LP | 449K | $1M+ | SH |
| FEDERATED HERMES, INC. | 376K | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 302K | $1M+ | SH |
| ACADIAN ASSET MANAGEMENT LLC | 276K | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 267K | $1M+ | SH |
| STATE STREET CORP | 239K | $1M+ | SH |
| HERALD INVESTMENT MANAGEMENT Ltd | 175K | $1M+ | SH |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 171K | $1M+ | SH |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 147K | $1M+ | SH |
| RENAISSANCE TECHNOLOGIES LLC | 117K | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 84K | $1M+ | SH |
| HARBOR CAPITAL ADVISORS, INC. | 66K | $1M+ | SH |
| AMERICAN CENTURY COMPANIES INC | 48K | $500K+ | SH |
| GOLDMAN SACHS GROUP INC | 44K | $500K+ | SH |
| SummerHaven Investment Management, LLC | 41K | $500K+ | SH |
| GLOBEFLEX CAPITAL L P | 38K | $500K+ | SH |
| BARCLAYS PLC | 30K | $500K+ | SH |
| UBS Group AG | 27K | $100K–$500K | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Feb 17, 2026
9.5%
1.1M shares
SC 13G/A · Jan 26, 2026
3.7%
449K shares
SC 13G · Nov 14, 2025
8.3%
1.1M shares
Punch & Associates Investment Management, Inc.
SC 13G/A · May 15, 2025
4.4%
586K shares
SC 13G/A · May 14, 2025
4.9%
642K shares
SC 13G · Apr 29, 2025
7.2%
936K shares
SC 13G/A · Apr 24, 2025
6.1%
802K shares
Punch & Associates Investment Management, Inc.
SC 13G · Feb 14, 2025
5.2%
679K shares
SC 13G/A · Feb 13, 2025
4.7%
615K shares
SC 13G · Nov 15, 2024
5.2%
684K shares
The Vanguard Group - 23-1945930
SC 13G · Feb 13, 2024
5.1%
680K shares
SC 13G/A · Jan 24, 2024
9.2%
1.2M shares
SC 13G/A · Feb 3, 2023
8.0%
1.1M shares
SC 13G/A · Jan 13, 2023
3.7%
517K shares
SC 13G · Feb 1, 2022
5.7%
0 shares
SC 13G/A · Jan 31, 2022
9.4%
1.3M shares