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 ≈ $45.06. Options: 11 managers hold calls ($29.1m notional), 12 hold puts ($24.8m).
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 227 |
| Q4 2022 | 217 |
| Q1 2023 | 233 |
| Q2 2023 | 238 |
| Q3 2023 | 251 |
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 |
| Q2 2023 | 109 | 114 |
| Q3 2023 | 119 | 118 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $15.5m | $8.3m | 0.54 |
| Q1 2023 | $12.7m | $10.8m | 0.86 |
| Q2 2023 | $9.6m | $10.7m | 1.12 |
| Q3 2023 | $29.1m | $24.8m | 0.85 |
Biggest buyers
| SG Capital Management LLC | Added | +437.7k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | New | +348.2k |
| Rockefeller Capital Management L.P. | Added | +250.0k |
| COOPER CREEK PARTNERS MANAGEMENT LLC | Added | +222.9k |
| Invenomic Capital Management LP | Added | +171.6k |
| Swedbank AB | Added | +169.3k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +106.1k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +104.6k |
| GOLDMAN SACHS GROUP INC | Added | +85.7k |
| HRT FINANCIAL LP | Added | +77.2k |
Biggest sellers
| Pacer Advisors, Inc. | Sold out | -427.6k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -394.1k |
| Aberdeen Group plc | Reduced | -190.2k |
| Invesco Ltd. | Reduced | -116.4k |
| Polar Asset Management Partners Inc. | Reduced | -115.8k |
| Ophir Asset Management Pty Ltd | Reduced | -95.9k |
| TWINBEECH CAPITAL LP | Sold out | -93.0k |
| JPMORGAN CHASE & CO | Reduced | -91.0k |
| CITADEL ADVISORS LLC | Reduced | -76.1k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -74.5k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $13.0m288.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $8.7m192.5k shares |
| JANE STREET GROUP, LLC | Added | $2.9m65.2k shares |
| SIMPLEX TRADING, LLC | Added | $2.9m64.5k shares |
| Walleye Trading LLC | Reduced | $373.7k8.3k shares |
| PEAK6 Investments LLC | Reduced | $369.2k8.2k shares |
| GROUP ONE TRADING LLC | Added | $301.7k6.7k shares |
| Walleye Capital LLC | Reduced | $265.7k5.9k shares |
| GTS SECURITIES LLC | New | $261.2k5.8k shares |
| Cutler Group LLC / CA | New | $2.0k2.6k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $10.6m234.7k shares |
| CITADEL ADVISORS LLC | Added | $4.1m90.8k shares |
| Caption Management, LLC | New | $3.4m75.0k shares |
| SIMPLEX TRADING, LLC | Added | $3.2m71.5k shares |
| GROUP ONE TRADING LLC | Reduced | $738.5k16.4k shares |
| WOLVERINE ASSET MANAGEMENT LLC | Unchanged | $576.4k12.8k shares |
| JANE STREET GROUP, LLC | Reduced | $576.4k12.8k shares |
| Walleye Trading LLC | Reduced | $472.8k10.5k shares |
| Walleye Capital LLC | Reduced | $450.3k10.0k shares |
| GTS SECURITIES LLC | New | $391.8k8.7k 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 Q3 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
None reported in Q3 2023.
Holders, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.01% of their portfolio | 6.8m $306.8m | Added +27.0k |
| VANGUARD GROUP INC 0.01% of their portfolio | 5.0m $223.8m | Added +28.7k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 3.0m $135.1m | Added +71.9k |
| MORGAN STANLEY 0.01% of their portfolio | 1.9m $85.7m | Reduced -49.4k |
| STATE STREET CORP 0.00% of their portfolio | 1.4m $64.4m | Added +17.0k |
| Invesco Ltd. 0.02% of their portfolio | 1.3m $58.2m | Reduced -116.4k |
| JANUS HENDERSON GROUP PLC 0.04% of their portfolio | 1.2m $53.9m | Reduced -11.7k |
| RICE HALL JAMES & ASSOCIATES, LLC 3.22% of their portfolio | 1.1m $50.7m | Reduced -20.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 832.8k $37.5m | Added +26.0k |
| Boston Partners 0.05% of their portfolio | 818.7k $38.1m | Reduced -28.4k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.20% of their portfolio | 770.9k $34.7m | Reduced -2.4k |
| Pictet Asset Management Holding SA 0.04% of their portfolio | 766.3k $34.5m | First filing |
| PALISADE CAPITAL MANAGEMENT, LP 0.87% of their portfolio | 693.9k $31.2m | Added +143 |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 643.2k $29.0m | Added +26.8k |
| Ophir Asset Management Pty Ltd 6.47% of their portfolio | 609.7k $27.5m | Reduced -95.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 606.8k $27.3m | Added +44.2k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.12% of their portfolio | 574.3k $25.9m | Reduced -5.0k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 570.8k $25.7m | Added +2.6k |
| SG Capital Management LLC 10.82% of their portfolio | 563.2k $25.4m | Added +437.7k |
| BARCLAYS PLC 0.02% of their portfolio | 547.2k $24.6m | Reduced -10.5k |
| Aberdeen Group plc 0.06% of their portfolio | 541.2k $24.4m | Reduced -190.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 531.0k $23.9m | Added +8.8k |
| Rockefeller Capital Management L.P. 0.09% of their portfolio | 519.9k $23.4m | Added +250.0k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.73% of their portfolio | 506.7k $22.8m | Reduced -10.2k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 495.7k $22.3m | Added +85.7k |
| COOPER CREEK PARTNERS MANAGEMENT LLC 1.30% of their portfolio | 472.9k $21.3m | Added +222.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 449.4k $20.2m | Reduced -74.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 443.0k $19.9m | Reduced -1.4k |
| NORGES BANK 0.00% of their portfolio | 431.1k $19.4m | Unchanged |
| Bank of New York Mellon Corp 0.00% of their portfolio | 389.3k $17.5m | Reduced -15.5k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 367.9k $16.6m | Added +21.1k |
| Invenomic Capital Management LP 0.67% of their portfolio | 355.2k $16.0m | Added +171.6k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 1.94% of their portfolio | 348.2k $15.7m | New |
| Swedbank AB 0.03% of their portfolio | 327.8k $14.8m | Added +169.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 325.8k $14.7m | Added +106.1k |
| Driehaus Capital Management LLC 0.18% of their portfolio | 302.4k $13.6m | Reduced -39.2k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 284.2k $12.8m | Added +27.1k |
| Clearbridge Investments, LLC 0.01% of their portfolio | 279.4k $12.6m | Added +29.3k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 256.6k $11.6m | Reduced -33.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 248.7k $11.2m | Reduced -91.0k |
| Polar Asset Management Partners Inc. 0.25% of their portfolio | 225.9k $10.2m | Reduced -115.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 225.7k $10.2m | Reduced -13.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 196.4k $8.8m | Reduced -2.0k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 186.7k $8.4m | Reduced -76.1k |
| HighTower Advisors, LLC 0.01% of their portfolio | 158.3k $7.1m | Reduced -24.4k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 151.2k $6.8m | Reduced -26.6k |
| SYCOMORE ASSET MANAGEMENT 1.66% of their portfolio | 144.5k $6.5m | Reduced -31.0k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 125.9k $5.7m | Reduced -3.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 118.0k $5.3m | Added +104.6k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 118.0k $5.3m | Reduced -990 |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 115.9k $5.2m | Added +71.4k |
| Legal & General Group Plc 0.00% of their portfolio | 114.4k $5.1m | Reduced -1.1k |
| KIRR MARBACH & CO LLC /IN/ 1.42% of their portfolio | 111.2k $5.0m | Added +382 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 107.2k $4.8m | Added +55.7k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 91.3k $4.1m | Added +73.2k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 89.9k $4.0m | Added +44.8k |
| Swiss National Bank 0.00% of their portfolio | 89.9k $4.0m | Added +700 |
| HRT FINANCIAL LP 0.04% of their portfolio | 88.9k $4.0m | Added +77.2k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 84.6k $3.8m | Added +64.6k |
| South Street Advisors LLC 0.76% of their portfolio | 84.4k $3.8m | Added +200 |
| Bridgewater Associates, LP 0.02% of their portfolio | 83.4k $3.8m | Added +3.4k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 80.4k $3.6m | Added +12.7k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 75.8k $3.4m | Added +4.9k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 74.3k $3.3m | Added +56.3k |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 72.1k $3.3m | New |
| BLAIR WILLIAM & CO/IL 0.01% of their portfolio | 68.7k $3.1m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 67.6k $3.0m | Added +11.3k |
| Amundi 0.00% of their portfolio | 62.0k $2.8m | Reduced -53.7k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 60.1k $2.7m | Added +5.4k |
| Cubist Systematic Strategies, LLC 0.03% of their portfolio | 59.9k $2.7m | Reduced -65.2k |
| Squarepoint Ops LLC 0.01% of their portfolio | 58.7k $2.6m | New |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 57.3k $2.6m | Added +1.2k |
| EDMOND DE ROTHSCHILD HOLDING S.A. 0.05% of their portfolio | 56.9k $2.6m | Reduced -9.0k |
| Candriam S.C.A. 0.02% of their portfolio | 51.2k $2.3m | Reduced -2.9k |
| Atom Investors LP 0.52% of their portfolio | 50.6k $2.3m | Added +30.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 50.3k $2.3m | New |
| Public Sector Pension Investment Board 0.02% of their portfolio | 50.0k $2.3m | Reduced -22.6k |
| NATIXIS 0.02% of their portfolio | 48.9k $2.2m | New |
| Weil Company, Inc. 1.08% of their portfolio | 48.3k $2.2m | Added +13.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 45.5k $2.0m | Reduced -4.6k |
| WINTON GROUP Ltd 0.17% of their portfolio | 45.0k $2.0m | Added +37.5k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 42.0k $1.9m | Added +8.5k |
| ABN AMRO Bank N.V. 0.03% of their portfolio | 41.9k $1.9m | Reduced -18.6k |
| ROYCE & ASSOCIATES LP 0.02% of their portfolio | 40.3k $1.8m | Reduced -948 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 40.3k $1.8m | Reduced -1.3k |
| MARTINGALE ASSET MANAGEMENT L P 0.04% of their portfolio | 39.5k $1.8m | Added +4.0k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 39.0k $1.8m | Reduced -856 |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 37.1k $1.7m | Reduced -394.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 37.0k $1.7m | Added +9.4k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 37.0k $1.7m | Reduced -2.1k |
| Triodos Investment Management BV 0.17% of their portfolio | 35.2k $1.6m | Reduced -4.0k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 34.6k $1.6m | Reduced -62.5k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.02% of their portfolio | 34.4k $1.5m | Reduced -1.6k |
| EXCHANGE TRADED CONCEPTS, LLC 0.04% of their portfolio | 34.2k $1.5m | Added +19.1k |
| AXA S.A. 0.01% of their portfolio | 32.0k $1.4m | Added +25.6k |
| Erste Asset Management GmbH 0.02% of their portfolio | 31.1k $1.4m | Unchanged |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 30.7k $1.4m | New |
| LPL Financial LLC 0.00% of their portfolio | 30.4k $1.4m | Added +18.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 27.9k $1.3m | Reduced -13.7k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 27.7k $1.2m | Added +14.9k |