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 ($15.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $70.50. Options: 11 managers hold calls ($24.5m notional), 10 hold puts ($122.4m).
Trends to Q2 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 |
| Q2 2024 | 328 |
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 |
| Q2 2024 | 160 | 155 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $29.1m | $24.8m | 0.85 |
| Q4 2023 | $34.7m | $44.8m | 1.29 |
| Q1 2024 | $45.6m | $26.9m | 0.59 |
| Q2 2024 | $24.5m | $122.4m | 4.99 |
Biggest buyers
| LORD, ABBETT & CO. LLC | Added | +976.1k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | New | +615.4k |
| VICTORY CAPITAL MANAGEMENT INC | Added | +448.8k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Added | +355.6k |
| AMERICAN CENTURY COMPANIES INC | Added | +226.0k |
| JPMORGAN CHASE & CO | Added | +188.6k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | New | +186.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +139.1k |
| HENNESSY ADVISORS INC | New | +133.3k |
| Montanaro Asset Management Ltd | New | +129.0k |
Biggest sellers
| MORGAN STANLEY | Reduced | -3.4m |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | Sold out | -544.5k |
| VANGUARD GROUP INC | Reduced | -285.7k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -179.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -169.6k |
| BlackRock Inc. | Reduced | -149.1k |
| Point72 Asset Management, L.P. | Reduced | -145.9k |
| Nuveen Asset Management, LLC | Reduced | -130.7k |
| Pictet Asset Management Holding SA | Reduced | -115.7k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -96.3k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $10.2m144.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $6.7m95.5k shares |
| PEAK6 Investments LLC | Added | $2.2m31.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.6m22.6k shares |
| TWO SIGMA SECURITIES, LLC | Added | $1.4m20.0k shares |
| IMC-Chicago, LLC | New | $1.3m18.4k shares |
| GTS SECURITIES LLC | Reduced | $521.7k7.4k shares |
| JANE STREET GROUP, LLC | Reduced | $324.3k4.6k shares |
| Walleye Capital LLC | Reduced | $197.4k2.8k shares |
| HighTower Advisors, LLC | Unchanged | $14.2k2.3k shares |
Biggest puts
| Valiant Capital Management, L.P. | New | $103.6m1.5m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $6.4m90.1k shares |
| SIMPLEX TRADING, LLC | Added | $3.5m50.1k shares |
| CITADEL ADVISORS LLC | Reduced | $3.0m43.2k shares |
| Squarepoint Ops LLC | New | $2.3m33.1k shares |
| IMC-Chicago, LLC | Reduced | $1.6m23.1k shares |
| TWO SIGMA SECURITIES, LLC | Reduced | $888.3k12.6k shares |
| Walleye Capital LLC | Reduced | $754.4k10.7k shares |
| GTS SECURITIES LLC | Reduced | $260.9k3.7k 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 Q2 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.01% of their portfolio | 6.3m $447.5m | Reduced -149.1k |
| VANGUARD GROUP INC 0.01% of their portfolio | 4.6m $321.8m | Reduced -285.7k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 2.7m $190.3m | Reduced -179.0k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.39% of their portfolio | 2.1m $149.6m | Added +355.6k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.53% of their portfolio | 1.8m $123.6m | Added +86.3k |
| MORGAN STANLEY 0.01% of their portfolio | 1.6m $112.0m | Reduced -3.4m |
| STATE STREET CORP 0.00% of their portfolio | 1.5m $109.1m | Reduced -5.8k |
| Invesco Ltd. 0.02% of their portfolio | 1.5m $104.7m | Added +18.5k |
| LORD, ABBETT & CO. LLC 0.15% of their portfolio | 1.3m $90.9m | Added +976.1k |
| JANUS HENDERSON GROUP PLC 0.04% of their portfolio | 1.2m $81.6m | Added +2.4k |
| Swedbank AB 0.09% of their portfolio | 957.7k $67.5m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 929.4k $65.5m | Added +35.0k |
| RICE HALL JAMES & ASSOCIATES, LLC 3.65% of their portfolio | 863.9k $60.9m | Reduced -61.9k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 781.7k $55.1m | Added +226.0k |
| Rockefeller Capital Management L.P. 0.15% of their portfolio | 748.5k $52.8m | Added +91.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 737.3k $52.0m | Added +188.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 647.6k $45.7m | Added +139.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 624.7k $44.0m | Added +62.4k |
| PALISADE CAPITAL MANAGEMENT, LP 1.19% of their portfolio | 619.2k $43.7m | Reduced -10.7k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.40% of their portfolio | 615.4k $43.4m | New |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 545.1k $38.4m | Reduced -130.7k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 544.0k $38.4m | Reduced -28.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 502.7k $35.4m | Added +5.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 479.9k $33.8m | Added +448.8k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 466.6k $32.9m | Reduced -63.5k |
| BARCLAYS PLC 0.01% of their portfolio | 460.7k $32.5m | Reduced -55.6k |
| Ophir Asset Management Pty Ltd 5.41% of their portfolio | 432.7k $30.5m | Reduced -59.7k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 413.3k $29.1m | Reduced -15.4k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.87% of their portfolio | 407.7k $28.7m | Reduced -39.3k |
| Driehaus Capital Management LLC 0.28% of their portfolio | 406.5k $28.7m | Reduced -4.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 336.5k $23.7m | Reduced -17.1k |
| Aberdeen Group plc 0.04% of their portfolio | 320.0k $22.6m | Reduced -13.5k |
| FMR LLC 0.00% of their portfolio | 297.5k $21.0m | Reduced -225 |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 278.7k $19.6m | Reduced -7.3k |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 277.7k $19.6m | Added +9.3k |
| Pictet Asset Management Holding SA 0.02% of their portfolio | 254.6k $17.9m | Reduced -115.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 225.9k $15.9m | Reduced -5.4k |
| Clearbridge Investments, LLC 0.01% of their portfolio | 222.8k $15.7m | Reduced -4.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 202.0k $14.2m | Reduced -2.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 197.9k $13.9m | Added +253 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.09% of their portfolio | 186.2k $13.1m | New |
| DANSKE BANK A/S 0.04% of their portfolio | 171.2k $12.1m | Added +68.5k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 170.4k $12.0m | Reduced -22.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 168.2k $11.9m | Reduced -169.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 149.1k $10.5m | Added +4.2k |
| JUPITER ASSET MANAGEMENT LTD 0.10% of their portfolio | 148.6k $10.5m | Reduced -5.1k |
| Cerity Partners LLC 0.03% of their portfolio | 137.5k $9.7m | Added +11.2k |
| Simcoe Capital Management, LLC 1.42% of their portfolio | 134.1k $9.5m | Added +67.0k |
| HENNESSY ADVISORS INC 0.36% of their portfolio | 133.3k $9.4m | New |
| Montanaro Asset Management Ltd 1.70% of their portfolio | 129.0k $9.1m | New |
| NATIXIS ADVISORS, LLC 0.02% of their portfolio | 123.4k $8.7m | New |
| OBERWEIS ASSET MANAGEMENT INC/ 0.53% of their portfolio | 123.3k $8.7m | Added +57.3k |
| AXA S.A. 0.01% of their portfolio | 121.4k $8.6m | Added +60.7k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 115.9k $8.2m | Added +1.1k |
| Legal & General Group Plc 0.00% of their portfolio | 114.3k $8.1m | Added +398 |
| BREACH INLET CAPITAL MANAGEMENT, LLC 6.32% of their portfolio | 109.3k $7.7m | Added +33.8k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 108.1k $7.6m | Added +3.0k |
| KIRR MARBACH & CO LLC /IN/ 1.82% of their portfolio | 107.6k $7.6m | Added +348 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 105.9k $7.5m | Added +72.6k |
| HighTower Advisors, LLC 0.01% of their portfolio | 101.5k $7.2m | Reduced -14.6k |
| Cubist Systematic Strategies, LLC 0.12% of their portfolio | 101.3k $7.1m | Added +15.5k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 100.1k $7.1m | Reduced -5.5k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.02% of their portfolio | 96.7k $6.8m | Reduced -53.0k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 95.4k $6.7m | Added +74.7k |
| Bridgewater Associates, LP 0.03% of their portfolio | 91.2k $6.4m | Added +24.2k |
| South Street Advisors LLC 0.97% of their portfolio | 91.1k $6.4m | Added +1.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 88.7k $6.3m | Reduced -12.0k |
| Public Sector Pension Investment Board 0.04% of their portfolio | 87.9k $6.2m | Added +6.3k |
| DekaBank Deutsche Girozentrale 0.01% of their portfolio | 86.2k $6.0m | Unchanged |
| Swiss National Bank 0.00% of their portfolio | 81.3k $5.7m | Unchanged |
| BLAIR WILLIAM & CO/IL 0.02% of their portfolio | 76.9k $5.4m | Reduced -580 |
| NIA IMPACT ADVISORS, LLC 1.91% of their portfolio | 75.4k $5.3m | Reduced -2.5k |
| PICTON MAHONEY ASSET MANAGEMENT 0.22% of their portfolio | 74.4k $5.2m | Added +12.1k |
| Point72 Asset Management, L.P. 0.02% of their portfolio | 73.6k $5.2m | Reduced -145.9k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 63.5k $4.5m | Added +11.4k |
| Edgestream Partners, L.P. 0.19% of their portfolio | 56.8k $4.0m | New |
| EDMOND DE ROTHSCHILD HOLDING S.A. 0.07% of their portfolio | 56.1k $4.0m | Added +6.6k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 56.0k $4.0m | Reduced -1.7k |
| Amundi 0.00% of their portfolio | 55.5k $3.8m | Reduced -12.1k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 53.4k $3.8m | Reduced -4.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 53.3k $3.8m | Reduced -96.3k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 49.1k $3.5m | Reduced -11.9k |
| RENAISSANCE GROUP LLC 0.13% of their portfolio | 47.8k $3.4m | Added +4.3k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 46.4k $3.3m | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 46.2k $3.3m | Added +34.3k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 44.6k $3.1m | Reduced -8.8k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 44.2k $3.1m | Reduced -6.3k |
| NORGES BANK 0.00% of their portfolio | 41.7k $2.9m | Reduced -90.9k |
| Calamos Advisors LLC 0.01% of their portfolio | 41.4k $2.9m | Added +5.4k |
| Global Alpha Capital Management Ltd. 0.21% of their portfolio | 41.1k $2.9m | Added +250 |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 40.9k $2.9m | Added +34.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 40.3k $2.8m | Reduced -988 |
| SEI INVESTMENTS CO 0.00% of their portfolio | 40.2k $2.8m | Added +242 |
| Boston Partners 0.00% of their portfolio | 38.5k $2.7m | Added +1.7k |
| MARTINGALE ASSET MANAGEMENT L P 0.06% of their portfolio | 38.1k $2.7m | Reduced -507 |
| BURNEY CO/ 0.10% of their portfolio | 35.8k $2.5m | Added +3.2k |
| ZACKS INVESTMENT MANAGEMENT 0.03% of their portfolio | 33.9k $2.4m | Added +4.6k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 33.8k $2.4m | Reduced -6.5k |
| Candriam S.C.A. 0.01% of their portfolio | 33.7k $2.4m | Reduced -5.1k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 33.2k $2.3m | Reduced -1.4k |