TAL Education Group - Depositary Receipt (Common Stock)
US ˙ NYSE ˙ US8740801043

SecurityTAL / TAL Education Group - Depositary Receipt (Common Stock)
InstitutionCwm, Llc
Latest Disclosed Ownership1,836 shares
Latest Disclosed Value $ 20,870
Cwm, Llc reports 10.20% increase in ownership of TAL / TAL Education Group - Depositary Receipt (Common Stock)

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 1,836 shares of TAL Education Group - Depositary Receipt (Common Stock) (US:TAL) valued at $20,875 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,666 shares of TAL Education Group - Depositary Receipt (Common Stock). The current value of the position is $17,837 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F TAL ED GROUP SPONSORED ADS 874080104 1,836 170 10.20 21 0.0001
2026-01-26 2025-12-31 13F TAL EDUCATION GROUP SPONSORED ADS 874080104 1,666 -405 -19.56 0 0.0000
2025-10-15 2025-09-30 13F TAL EDUCATION GROUP SPONSORED ADS 874080104 2,071 252 13.85 0 0.0001
2025-07-25 2025-06-30 13F TAL EDUCATION GROUP SPONSORED ADS 874080104 1,819 -634 -25.85 0 0.0001
2025-05-01 2025-03-31 13F TAL EDUCATION GROUP SPONSORED ADS 874080104 2,453 49 2.04 0 0.0001
2025-02-04 2024-12-31 13F TAL EDUCATION GROUP SPONSORED ADS 874080104 2,404 418 21.05 0 0.0001
2024-10-08 2024-09-30 13F TAL EDUCATION GROUP SPONSORED ADS 874080104 1,986 -34 -1.68 0 0.0001
2024-07-10 2024-06-30 13F TAL EDUCATION GROUP SPONSORED ADS 874080104 2,020 22 1.10 0 0.0001
2024-04-05 2024-03-31 13F TAL EDUCATION GROUP SPONSORED ADS 874080104 1,998 76 3.95 0 0.0001
2024-02-01 2023-12-31 13F TAL EDUCATION GROUP SPONSORED ADS 874080104 1,922 125 6.96 0 0.0001
2023-10-11 2023-09-30 13F TAL EDUCATION GROUP SPONSORED ADS 874080104 1,797 822 84.31 0 0.0001
2023-08-03 2023-06-30 13F TAL EDUCATION GROUP SPONSORED ADS 874080104 975 121 14.17 0 0.0000
2023-05-01 2023-03-31 13F TAL EDUCATION GROUP SPONSORED ADS 874080104 854 10 1.18 0 0.0000
2023-02-01 2022-12-31 13F TAL EDUCATION GROUP SPONSORED ADS 874080104 844 72 9.33 0 -100.00 0.0000
2022-10-27 2022-09-30 13F TAL EDUCATION GROUP SPONSORED ADS 874080104 772 158 25.73 4 33.33 0.0000
2022-07-28 2022-06-30 13F TAL EDUCATION GROUP SPONSORED ADS 874080104 614 303 97.43 3 200.00 0.0000
2022-04-21 2022-03-31 13F TAL EDUCATION GROUP SPONSORED ADS 874080104 311 -730 -70.12 1 -75.00 0.0000
2022-01-31 2021-12-31 13F TAL EDUCATION GROUP SPONSORED ADS 874080104 1,041 741 247.00 4 -50.00 0.0000
2021-09-15 2021-06-30 13F/A-1 TAL EDUCATION GROUP SPONSORED ADS 874080104 300 0 0.00 8 0.00 0.0001
2021-07-29 2021-06-30 13F TAL EDUCATION GROUP SPONSORED ADS 874080104 300 0 8 0.0001
2021-09-15 2021-03-31 13F/A-1 TAL EDUCATION GROUP SPONSORED ADS 874080104 300 0 0.00 8 0.00 0.0001
2021-09-15 2020-12-31 13F/A-1 TAL EDUCATION GROUP SPONSORED ADS 874080104 300 0 0.00 8 0.00 0.0001
2021-09-15 2020-09-30 13F/A-1 TAL EDUCATION GROUP SPONSORED ADS 874080104 300 0 0.00 8 0.00 0.0001
2021-09-15 2020-06-30 13F/A-1 TAL EDUCATION GROUP SPONSORED ADS 874080104 300 0 0.00 8 0.00 0.0001
2020-07-22 2020-06-30 13F TAL EDUCATION GROUP SPONSORED ADS 874080104 40 -260 3 0.0000
2021-09-15 2020-03-31 13F/A-1 TAL EDUCATION GROUP SPONSORED ADS 874080104 300 0 0.00 8 0.00 0.0001
2020-04-28 2020-03-31 13F TAL EDUCATION GROUP SPONSORED ADS 874080104 397 97 21 0.0003
2021-09-14 2019-12-31 13F/A-1 TAL EDUCATION GROUP SPONSORED ADS 874080104 300 0 0.00 8 0.00 0.0001
2020-01-27 2019-12-31 13F TAL EDUCATION GROUP SPONSORED ADS 874080104 802 502 39 0.0005
2021-09-14 2019-09-30 13F/A-1 TAL EDUCATION GROUP SPONSORED ADS 874080104 300 0 0.00 8 0.00 0.0001
2021-09-14 2019-06-30 13F/A-1 TAL EDUCATION GROUP SPONSORED ADS 874080104 300 0 0.00 8 0.00 0.0001
2021-09-02 2019-03-31 13F/A-1 TAL EDUCATION GROUP SPONSORED ADS 874080104 300 300 8 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.