Arco Platform (ARCE)

Arco Educação S.A. • Arce Participações Ltda. • Companhia Brasileira de Educação e Sistemas de Ensino S.A. • SAE Digital S.A. • International School Serviços de Ensino, Treinamento e Editoração, Franqueadora S.A. • Atech Soluções Tecnológicas S.A. • NLP Soluções Educacionais S.A. • WPensar S.A. • NSE Soluções Educacionais S.A. • Me Salva! Cursos e Consultorias S.A. ...

ARCE stock data

1M 3M 6M 1Y

Latest filings (excl ownership)

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15-12G

Securities registration termination

18 Dec 23

SC 13E3/A

Going private transaction (amended)

8 Dec 23

S-8 POS

Registration of securities for employees (post-effective amendment)

8 Dec 23

6-K

Arco Announces Merger

Shareholders’ Approval of

4 Dec 23

6-K

Current report (foreign)

16 Nov 23

SC 13E3/A

Going private transaction (amended)

7 Nov 23

6-K

Current report (foreign)

7 Nov 23

CT ORDER

Confidential treatment order

2 Nov 23

Transcripts

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ARCE

Earnings call transcript

2023 Q2

31 Aug 23

ARCE

Earnings call transcript

2023 Q1

25 May 23

ARCE

Earnings call transcript

2022 Q4

30 Mar 23

ARCE

Earnings call transcript

2022 Q3

2 Dec 22

ARCE

Earnings call transcript

2022 Q2

19 Aug 22

ARCE

Earnings call transcript

2022 Q1

24 May 22

ARCE

Earnings call transcript

2021 Q4

1 Apr 22

ARCE

Earnings call transcript

2021 Q3

30 Nov 21

ARCE

Earnings call transcript

2021 Q2

20 Aug 21

ARCE

Earnings call transcript

2021 Q1

25 May 21

Latest ownership filings

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Fourth Sail Capital LP

FourWorld Capital Management LLC

11 Dec 23

SC 13D/A

Dragoneer Investment Group, LLC

11 Dec 23

SC 13D/A

GENERAL ATLANTIC, L.P.

11 Dec 23

SC 13D/A

de Sa Cavalcante Neto Ari

8 Dec 23

SC 13D/A

Brasil de Sa Cavalcante Oto

Financial summary

Financial statements Chart ARCE financial data

Quarter (USD)	Dec 22	Dec 21	Dec 20	Dec 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 22	Dec 21	Dec 20	Dec 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Institutional ownership, Q3 2023

ARCE institutional ownership history Ownership history

13F holders	Current	Prev Q	Change
Total holders	62	56	+10.7%
Opened positions	25	15	+66.7%
Closed positions	19	7	+171.4%
Increased positions	12	4	+200.0%
Reduced positions	11	17	-35.3%

13F shares	Current	Prev Q	Change
Total value	382.24 bn	303.27 bn	+26.0%
Total shares	60.13 mm	58.46 mm	+2.8%
Total puts	0.00	0.00
Total calls	11.50 k	11.10 k	+3.6%
Total put/call ratio	–	–	–

Largest owners	Shares	Value	Change
Brasil de Sa Cavalcante Oto	19.10 mm	$228.29 mm	0.0%
de Sa Cavalcante Neto Ari	8.30 mm	$99.16 mm	0.0%
Keenan Capital	4.74 mm	$65.25 bn	0.0%
General Atlantic	4.10 mm	$56.54 bn	0.0%
FourWorld Capital Management	3.86 mm	$53.13 bn	+751.6%
Fourth Sail Capital	3.35 mm	$0.00	0.0%
Wishbone Management	2.90 mm	$39.91 bn	0.0%
Glazer Capital	2.62 mm	$36.14 bn	NEW
Dragoneer Investment	1.57 mm	$21.57 bn	0.0%
Capital Research Global Investors	1.44 mm	$18.56 mm	-36.2%

Largest transactions	Shares	Bought/sold	Change
FourWorld Capital Management	3.86 mm	+3.40 mm	+751.6%
Glazer Capital	2.62 mm	+2.62 mm	NEW
Arisaig Partners	0.00	-2.26 mm	EXIT
T. Rowe Price	0.00	-2.20 mm	EXIT
Corbin Capital Partners	1.24 mm	+1.10 mm	+791.3%
Truxt Investmentos Ltda.	0.00	-965.11 k	EXIT
Capital Research Global Investors	1.44 mm	-816.64 k	-36.2%
Oasis Management	359.68 k	-578.74 k	-61.7%
SPX Equities Gestao de Recursos Ltda	0.00	-553.54 k	EXIT
MS Morgan Stanley	587.72 k	+542.56 k	+1201.6%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.