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 ($8.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $63.03. Options: 16 managers hold calls ($45.6m notional), 13 hold puts ($26.9m).
Trends to Q1 2024
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 |
| Q4 2023 | 295 |
| Q1 2024 | 307 |
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 |
| Q4 2023 | 141 | 144 |
| Q1 2024 | 139 | 162 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $9.6m | $10.7m | 1.12 |
| Q3 2023 | $29.1m | $24.8m | 0.85 |
| Q4 2023 | $34.7m | $44.8m | 1.29 |
| Q1 2024 | $45.6m | $26.9m | 0.59 |
Biggest buyers
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | New | +1.8m |
| MORGAN STANLEY | Added | +1.1m |
| Swedbank AB | Added | +629.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +439.9k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | Added | +311.1k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Added | +263.2k |
| Invesco Ltd. | Added | +224.3k |
| Point72 Asset Management, L.P. | Added | +218.8k |
| FMR LLC | Added | +158.0k |
| Cerity Partners LLC | New | +126.2k |
Biggest sellers
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Reduced | -450.1k |
| SG Capital Management LLC | Reduced | -380.3k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -304.3k |
| NORGES BANK | Reduced | -298.5k |
| Pictet Asset Management Holding SA | Reduced | -271.6k |
| Boston Partners | Reduced | -266.2k |
| BlackRock Inc. | Reduced | -251.2k |
| D. E. Shaw & Co., Inc. | Reduced | -221.2k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -209.4k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -158.7k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $16.9m268.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $7.3m115.7k shares |
| TORNO CAPITAL, LLC | New | $6.3m100.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $3.3m52.4k shares |
| Walleye Capital LLC | Reduced | $2.4m38.2k shares |
| GTS SECURITIES LLC | Added | $2.2m34.4k shares |
| Cubist Systematic Strategies, LLC | New | $1.6m25.3k shares |
| WOLVERINE TRADING, LLC | Reduced | $1.6m24.9k shares |
| Walleye Trading LLC | Reduced | $1.2m19.6k shares |
| CAPITAL FUND MANAGEMENT S.A. | New | $1.2m18.4k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $8.8m139.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $5.2m81.9k shares |
| SIMPLEX TRADING, LLC | Added | $3.0m48.2k shares |
| CAPITAL FUND MANAGEMENT S.A. | New | $2.4m38.7k shares |
| IMC-Chicago, LLC | Reduced | $1.6m24.6k shares |
| GTS SECURITIES LLC | Reduced | $1.1m18.0k shares |
| Walleye Capital LLC | Added | $1.0m15.9k shares |
| TWO SIGMA SECURITIES, LLC | Reduced | $933.1k14.8k shares |
| WOLVERINE TRADING, LLC | Reduced | $907.9k14.4k shares |
| Walleye Trading LLC | Reduced | $706.2k11.2k 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 2024
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 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 | — | — |
| Q4 2023 | 0 | — | 5 | $3.1m | $1.3m |
| Q1 2024 | 0 | — | 0 | — | — |
None reported in Q1 2024.
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.01% of their portfolio | 6.5m $409.6m | Reduced -251.2k |
| MORGAN STANLEY 0.01% of their portfolio | 5.0m $315.9m | Added +1.1m |
| VANGUARD GROUP INC 0.01% of their portfolio | 4.9m $305.8m | Reduced -95.8k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 2.9m $181.5m | Reduced -112.0k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.29% of their portfolio | 1.8m $111.4m | New |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.46% of their portfolio | 1.7m $105.1m | Added +263.2k |
| STATE STREET CORP 0.00% of their portfolio | 1.6m $97.9m | Added +13.3k |
| Invesco Ltd. 0.02% of their portfolio | 1.5m $92.5m | Added +224.3k |
| JANUS HENDERSON GROUP PLC 0.04% of their portfolio | 1.2m $72.8m | Added +30.9k |
| Swedbank AB 0.09% of their portfolio | 957.7k $60.4m | Added +629.9k |
| RICE HALL JAMES & ASSOCIATES, LLC 3.33% of their portfolio | 925.8k $58.4m | Reduced -21.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 894.4k $56.4m | Added +28.3k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 675.8k $42.6m | Reduced -21.7k |
| Rockefeller Capital Management L.P. 0.12% of their portfolio | 656.6k $41.4m | Added +13.0k |
| PALISADE CAPITAL MANAGEMENT, LP 1.05% of their portfolio | 630.0k $39.7m | Reduced -11.2k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 572.6k $36.1m | Reduced -29.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 562.4k $35.5m | Reduced -11.6k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 555.8k $35.0m | Reduced -209.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 548.7k $34.6m | Reduced -113.5k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 2.91% of their portfolio | 544.5k $34.3m | Added +311.1k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 530.2k $33.4m | Reduced -112.6k |
| BARCLAYS PLC 0.01% of their portfolio | 516.4k $32.6m | Reduced -26.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 508.4k $32.1m | Added +439.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 497.5k $31.4m | Reduced -4.6k |
| Ophir Asset Management Pty Ltd 5.44% of their portfolio | 492.5k $31.0m | Reduced -12.6k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.79% of their portfolio | 447.0k $28.2m | Added +1.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 428.7k $27.0m | Reduced -10.8k |
| Driehaus Capital Management LLC 0.26% of their portfolio | 410.9k $25.9m | Reduced -25.8k |
| Pictet Asset Management Holding SA 0.03% of their portfolio | 370.2k $23.3m | Reduced -271.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 353.6k $22.3m | Reduced -27.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio | 337.8k $21.3m | Added +18.8k |
| Aberdeen Group plc 0.04% of their portfolio | 333.5k $21.0m | Reduced -9.7k |
| LORD, ABBETT & CO. LLC 0.03% of their portfolio | 313.1k $19.7m | Reduced -102.1k |
| FMR LLC 0.00% of their portfolio | 297.7k $18.8m | Added +158.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 286.0k $18.0m | Reduced -27.1k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 268.4k $16.9m | Reduced -221.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 231.3k $14.6m | Added +11.5k |
| Clearbridge Investments, LLC 0.01% of their portfolio | 227.7k $14.4m | Added +5.2k |
| Point72 Asset Management, L.P. 0.04% of their portfolio | 219.5k $13.8m | Added +218.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 204.7k $12.9m | Reduced -304.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 197.6k $12.5m | Added +1.2k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 192.4k $12.1m | Reduced -119.6k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 187.3k $11.8m | Reduced -17.7k |
| JUPITER ASSET MANAGEMENT LTD 0.09% of their portfolio | 153.7k $9.7m | Added +17.7k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.03% of their portfolio | 149.7k $9.4m | Reduced -450.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 149.6k $9.4m | Reduced -99.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 144.9k $9.1m | Added +26.5k |
| NORGES BANK 0.00% of their portfolio | 132.6k $8.4m | Reduced -298.5k |
| Cerity Partners LLC 0.02% of their portfolio | 126.2k $8.0m | New |
| HighTower Advisors, LLC 0.01% of their portfolio | 116.1k $7.3m | Reduced -18.0k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 114.8k $7.2m | Reduced -1.3k |
| Legal & General Group Plc 0.00% of their portfolio | 113.9k $7.2m | Added +643 |
| KIRR MARBACH & CO LLC /IN/ 1.63% of their portfolio | 107.2k $6.8m | Reduced -2.5k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 105.6k $6.7m | Added +34.7k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 105.1k $6.6m | Added +53.2k |
| DANSKE BANK A/S 0.02% of their portfolio | 102.7k $6.5m | First filing |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 100.7k $6.4m | Reduced -11.6k |
| South Street Advisors LLC 0.90% of their portfolio | 89.5k $5.6m | Added +5.6k |
| DekaBank Deutsche Girozentrale 0.01% of their portfolio | 86.2k $5.4m | New |
| Cubist Systematic Strategies, LLC 0.06% of their portfolio | 85.8k $5.4m | Reduced -36.6k |
| Public Sector Pension Investment Board 0.04% of their portfolio | 81.6k $5.1m | Reduced -900 |
| SG Capital Management LLC 1.68% of their portfolio | 81.5k $5.1m | Reduced -380.3k |
| Swiss National Bank 0.00% of their portfolio | 81.3k $5.1m | Added +800 |
| CAT ROCK CAPITAL MANAGEMENT LP 0.56% of their portfolio | 78.0k $4.9m | Added +43.0k |
| NIA IMPACT ADVISORS, LLC 1.96% of their portfolio | 77.8k $4.9m | First filing |
| BLAIR WILLIAM & CO/IL 0.02% of their portfolio | 77.5k $4.9m | Added +9.1k |
| BREACH INLET CAPITAL MANAGEMENT, LLC 4.26% of their portfolio | 75.5k $4.8m | New |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.40% of their portfolio | 73.1k $4.6m | New |
| Invenomic Capital Management LP 0.23% of their portfolio | 67.7k $4.3m | Added +9.0k |
| Amundi 0.00% of their portfolio | 67.6k $3.9m | Reduced -5.0k |
| Simcoe Capital Management, LLC 0.58% of their portfolio | 67.1k $4.2m | Unchanged |
| Bridgewater Associates, LP 0.02% of their portfolio | 67.0k $4.2m | Reduced -10.3k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.30% of their portfolio | 66.0k $4.2m | Added +23.5k |
| PICTON MAHONEY ASSET MANAGEMENT 0.17% of their portfolio | 62.3k $3.9m | Added +59.5k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 61.0k $3.8m | Reduced -83.4k |
| AXA S.A. 0.01% of their portfolio | 60.7k $3.8m | Reduced -60.7k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 57.9k $3.7m | Reduced -16.4k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 57.7k $3.6m | Added +2.8k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 53.5k $3.4m | Reduced -604 |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 52.1k $3.3m | Reduced -7.4k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 50.5k $3.2m | Reduced -43.7k |
| EDMOND DE ROTHSCHILD HOLDING S.A. 0.05% of their portfolio | 49.6k $3.1m | Added +1.3k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 47.8k $3.0m | New |
| UBS Group AG 0.00% of their portfolio | 47.2k $3.0m | Added +22.0k |
| PDT Partners, LLC 0.28% of their portfolio | 47.2k $3.0m | New |
| WINTON GROUP Ltd 0.21% of their portfolio | 46.7k $2.9m | Added +6.1k |
| ALGERT GLOBAL LLC 0.11% of their portfolio | 44.2k $2.8m | Reduced -826 |
| RENAISSANCE GROUP LLC 0.10% of their portfolio | 43.5k $2.7m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 41.3k $2.6m | Reduced -2.1k |
| Global Alpha Capital Management Ltd. 0.19% of their portfolio | 40.9k $2.6m | Added +5.1k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 40.3k $2.5m | Added +30.3k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 40.0k $2.5m | Reduced -11.0k |
| Candriam S.C.A. 0.02% of their portfolio | 38.8k $2.4m | Reduced -5.7k |
| MARTINGALE ASSET MANAGEMENT L P 0.05% of their portfolio | 38.6k $2.4m | Reduced -7 |
| Graham Capital Management, L.P. 0.07% of their portfolio | 37.6k $2.4m | Added +18.5k |
| Boston Partners 0.00% of their portfolio | 36.9k $2.3m | Reduced -266.2k |
| Jefferies Financial Group Inc. 0.05% of their portfolio | 36.4k $2.3m | Reduced -28.9k |
| Calamos Advisors LLC 0.01% of their portfolio | 36.0k $2.3m | Reduced -27.3k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.02% of their portfolio | 34.8k $2.2m | Added +496 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 34.7k $2.2m | Added +20.1k |