Gaotu Techedu (GOTU)

• Market cap: $605M
• 1 day: 1.28%
• 5 days: -2.86%
• 1 month: -6.67%
• 3 months: -21.97%
• 6 months: -53.24%
• Year to date: -27.22%
• 1 year: -33.89%
• 5 years: -89.17%
• 10 years: -77.29%

About: Gaotu Techedu Inc is a technology-driven education company that provides online live courses in a large-class setting backed by its proprietary technology infrastructure. The company's segment includes the provision of education services. The company offers courses in large-class format, which amplifies the benefits of online education and allows it to rapidly expand its student base. It operates solely in the PRC and all assets are located in the PRC. The learning services that the company offers include Traditional Learning Services, Non-Academic Tutoring Services, and College Student and Adult Education Services.

Employees: 7,767

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

18% less funds holding

Funds holding: 77 [Q2] → 63 (-14) [Q3]

24.02% less ownership

Funds ownership: 64.31% [Q2] → 40.28% (-24.02%) [Q3]

37% less call options, than puts

Call options by funds: $7.26M | Put options by funds: $11.6M

50% less capital invested

Capital invested by funds: $311M [Q2] → $156M (-$155M) [Q3]

56% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 25

100% less funds holding in top 10

Funds holding in top 10: 4 [Q2] → 0 (-4) [Q3]