STRIDE INC LRN
COM · Common Stock · CUSIP 86333M108 · ISIN US86333M1080
For-profit education company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $39.13. Options: 9 managers hold calls ($12.7m notional), 7 hold puts ($10.8m).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 227 |
| Q4 2022 | 217 |
| Q1 2023 | 233 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 104 | 124 |
| Q1 2023 | 121 | 111 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $31.9m | $12.5m | 0.39 |
| Q4 2022 | $15.5m | $8.3m | 0.54 |
| Q1 2023 | $12.7m | $10.8m | 0.86 |
Biggest buyers
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | New | +583.8k |
| Nuveen Asset Management, LLC | Added | +380.6k |
| MORGAN STANLEY | Added | +296.3k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | New | +275.6k |
| VANGUARD GROUP INC | Added | +270.8k |
| BlackRock Inc. | Added | +209.7k |
| COOPER CREEK PARTNERS MANAGEMENT LLC | New | +209.5k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Added | +203.9k |
| AMERICAN CENTURY COMPANIES INC | Added | +143.7k |
| WELLINGTON MANAGEMENT GROUP LLP | New | +139.6k |
Biggest sellers
| Boston Partners | Reduced | -849.4k |
| BROWN ADVISORY INC | Reduced | -775.6k |
| Invenomic Capital Management LP | Reduced | -307.5k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -199.8k |
| GOLDMAN SACHS GROUP INC | Reduced | -125.3k |
| Aberdeen Group plc | Reduced | -125.1k |
| FORMULA GROWTH LTD | Sold out | -105.0k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -95.4k |
| HRT FINANCIAL LP | Sold out | -87.9k |
| RICE HALL JAMES & ASSOCIATES, LLC | Reduced | -82.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.5m115.2k shares |
| CITADEL ADVISORS LLC | Reduced | $4.5m115.0k shares |
| PEAK6 Investments LLC | Added | $1.6m40.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $855.0k21.8k shares |
| JANE STREET GROUP, LLC | Reduced | $526.0k13.4k shares |
| TWO SIGMA SECURITIES, LLC | New | $337.6k8.6k shares |
| Walleye Capital LLC | New | $243.3k6.2k shares |
| GROUP ONE TRADING LLC | Reduced | $82.4k2.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.9m100.0k shares |
| CITADEL ADVISORS LLC | Added | $3.8m96.8k shares |
| PEAK6 Investments LLC | Added | $1.9m48.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $541.0k13.8k shares |
| TWO SIGMA SECURITIES, LLC | New | $416.1k10.6k shares |
| JANE STREET GROUP, LLC | New | $235.5k6.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-30 | 14.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.5% |
| JANUS HENDERSON GROUP PLC 13G · institution new · filed 2026-05-15 | 5.4% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.0% |
| DIMENSIONAL FUND ADVISORS LP 13G · institution +0.5 pts · filed 2026-10-08 | 5.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q1 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 3 | $7.8m | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 2 | $1.8m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-01-26 | Rhyu James Jeaho CHIEF EXECUTIVE OFFICER, director | Sold | $1.4m35.5k shares |
| 2023-01-25 | Mathis Vincent EVP, GENERAL COUNSEL | Sold | $331.7k8.2k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.01% of their portfolio | 6.8m $268.6m | Added +209.7k |
| VANGUARD GROUP INC 0.01% of their portfolio | 5.0m $196.8m | Added +270.8k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 2.9m $115.5m | Reduced -199.8k |
| MORGAN STANLEY 0.01% of their portfolio | 1.8m $71.1m | Added +296.3k |
| STATE STREET CORP 0.00% of their portfolio | 1.4m $54.8m | Added +84.2k |
| Boston Partners 0.07% of their portfolio | 1.4m $53.7m | Reduced -849.4k |
| JANUS HENDERSON GROUP PLC 0.03% of their portfolio | 1.2m $47.9m | Reduced -944 |
| Invesco Ltd. 0.01% of their portfolio | 1.2m $45.7m | Reduced -39.3k |
| RICE HALL JAMES & ASSOCIATES, LLC 2.56% of their portfolio | 1.1m $45.1m | Reduced -82.2k |
| Aberdeen Group plc 0.11% of their portfolio | 1.1m $42.6m | Reduced -125.1k |
| PICTET ASSET MANAGEMENT SA 0.04% of their portfolio | 800.9k $31.4m | Added +86.5k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.18% of their portfolio | 773.8k $30.4m | Added +203.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 772.6k $30.3m | Added +49.3k |
| Ophir Asset Management Pty Ltd 5.15% of their portfolio | 705.9k $27.7m | Added +116.5k |
| PALISADE CAPITAL MANAGEMENT, LP 0.70% of their portfolio | 664.8k $26.1m | Added +8.3k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 613.4k $24.1m | Added +23.5k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 602.1k $23.6m | Added +380.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 586.7k $23.0m | Added +69.8k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.13% of their portfolio | 583.8k $22.9m | New |
| BARCLAYS PLC 0.02% of their portfolio | 543.5k $21.3m | Added +12.7k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.68% of their portfolio | 529.9k $20.8m | Reduced -9.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 525.3k $20.6m | Reduced -41.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 477.7k $18.8m | Added +16.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 439.2k $17.2m | Added +13.5k |
| NORGES BANK 0.00% of their portfolio | 431.1k $16.9m | Added +1.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 411.4k $16.1m | Reduced -16.1k |
| Pacer Advisors, Inc. 0.07% of their portfolio | 401.0k $15.7m | Added +88.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 384.8k $15.1m | Reduced -48.8k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 351.5k $13.8m | Reduced -6.1k |
| Driehaus Capital Management LLC 0.18% of their portfolio | 327.9k $12.9m | Added +24.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 297.5k $11.7m | Reduced -10.0k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 278.7k $10.9m | Added +130.1k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 1.10% of their portfolio | 275.6k $10.8m | New |
| Amundi 0.01% of their portfolio | 275.2k $10.4m | Added +72.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 253.2k $9.9m | Reduced -6.0k |
| Clearbridge Investments, LLC 0.01% of their portfolio | 248.3k $9.7m | Added +5.0k |
| HighTower Advisors, LLC 0.02% of their portfolio | 246.5k $9.7m | Reduced -65.7k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 235.9k $9.3m | Reduced -95.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 215.5k $8.5m | Reduced -125.3k |
| COOPER CREEK PARTNERS MANAGEMENT LLC 0.58% of their portfolio | 209.5k $8.2m | New |
| SYCOMORE ASSET MANAGEMENT 2.34% of their portfolio | 206.5k $8.2m | Unchanged |
| Invenomic Capital Management LP 0.45% of their portfolio | 201.9k $7.9m | Reduced -307.5k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 195.7k $7.7m | Reduced -5.5k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 179.7k $7.0m | Added +143.7k |
| Swedbank AB 0.01% of their portfolio | 158.5k $6.2m | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 144.1k $385.6k | Added +133.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 139.6k $5.5m | New |
| Lapides Asset Management, LLC 3.06% of their portfolio | 128.6k $5.0m | Reduced -24.0k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 118.6k $4.7m | Added +6.6k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 116.5k $4.6m | Added +75.3k |
| KIRR MARBACH & CO LLC /IN/ 1.34% of their portfolio | 110.2k $4.3m | Added +5 |
| Allianz Asset Management GmbH 0.01% of their portfolio | 103.8k $4.1m | Added +113 |
| EDMOND DE ROTHSCHILD HOLDING S.A. 0.09% of their portfolio | 102.1k $4.0m | Reduced -6.6k |
| Legal & General Group Plc 0.00% of their portfolio | 101.8k $4.0m | Reduced -576 |
| NIA IMPACT ADVISORS, LLC 2.01% of their portfolio | 94.7k $3.7m | Added +5.4k |
| Moody Aldrich Partners LLC 0.74% of their portfolio | 93.7k $3.7m | Reduced -1.6k |
| WINTON GROUP Ltd 0.22% of their portfolio | 93.0k $3.7m | Reduced -7.7k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 92.5k $3.6m | Added +29.1k |
| Graham Capital Management, L.P. 0.12% of their portfolio | 89.0k $3.5m | Added +60.3k |
| Swiss National Bank 0.00% of their portfolio | 88.2k $3.5m | Reduced -9.9k |
| Cubist Systematic Strategies, LLC 0.03% of their portfolio | 86.3k $3.4m | Added +83.1k |
| Bridgewater Associates, LP 0.02% of their portfolio | 84.4k $3.3m | Reduced -1.5k |
| South Street Advisors LLC 0.64% of their portfolio | 80.0k $3.1m | Added +609 |
| SG Americas Securities, LLC 0.04% of their portfolio | 73.7k $2.9m | Added +58.7k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 72.0k $2.8m | Reduced -2.5k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 70.5k $2.8m | Reduced -11.1k |
| ABN AMRO Bank N.V. 0.06% of their portfolio | 67.2k $2.6m | First filing |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 66.9k $2.6m | New |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.02% of their portfolio | 65.4k $2.6m | New |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 65.2k $2.6m | Added +20.9k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 61.9k $2.4m | Reduced -17.2k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 56.2k $2.2m | Reduced -5.2k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 54.2k $2.1m | New |
| Candriam S.C.A. 0.01% of their portfolio | 54.1k $2.0m | Unchanged |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 53.6k $2.1m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 51.6k $2.0m | Reduced -11 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 51.5k $2.0m | Reduced -6.0k |
| Jefferies Financial Group Inc. 0.04% of their portfolio | 49.0k $1.9m | New |
| Dynamic Technology Lab Private Ltd 0.16% of their portfolio | 43.7k $1.7m | Added +31.7k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.01% of their portfolio | 43.4k $1.7m | Reduced -387 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 42.0k $1.7m | Added +9.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 41.7k $1.6m | Added +2.3k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 40.7k $1.6m | New |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 40.6k $1.6m | Reduced -1.3k |
| AXA S.A. 0.01% of their portfolio | 39.7k $1.6m | New |
| Triodos Investment Management BV 0.16% of their portfolio | 36.8k $1.4m | Reduced -750 |
| TEXAS PERMANENT SCHOOL FUND CORP 0.01% of their portfolio | 36.7k $1.4m | Added +9.2k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 35.6k $1.4m | Added +20.7k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 35.4k $1.4m | Reduced -4.3k |
| AVIVA PLC 0.01% of their portfolio | 35.3k $1.4m | New |
| ALGERT GLOBAL LLC 0.06% of their portfolio | 32.8k $1.3m | New |
| Weil Company, Inc. 0.58% of their portfolio | 32.6k $1.3m | Unchanged |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 32.6k $1.3m | Added +10.7k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 31.2k $1.2m | Added +283 |
| Erste Asset Management GmbH 0.02% of their portfolio | 31.1k $1.2m | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 30.3k $1.2m | Added +7.9k |
| CITIGROUP INC 0.00% of their portfolio | 30.0k $1.2m | Reduced -9.7k |
| ROYCE & ASSOCIATES LP 0.01% of their portfolio | 29.2k $1.1m | Added +15.5k |
| State of Alaska, Department of Revenue 0.01% of their portfolio | 28.1k $1.1m | Reduced -389 |
| Kiwi Wealth Investments Limited Partnership 0.07% of their portfolio | 27.4k $1.1m | Reduced -30.3k |