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 ($19.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $103.98. Options: 11 managers hold calls ($36.0m notional), 12 hold puts ($46.1m).
Trends to Q4 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 |
| Q3 2024 | 368 |
| Q4 2024 | 410 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 121 | 111 |
| Q2 2023 | 109 | 114 |
| Q3 2023 | 119 | 118 |
| Q4 2023 | 141 | 144 |
| Q1 2024 | 139 | 162 |
| Q2 2024 | 160 | 155 |
| Q3 2024 | 212 | 136 |
| Q4 2024 | 217 | 169 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $45.6m | $26.9m | 0.59 |
| Q2 2024 | $24.5m | $122.4m | 4.99 |
| Q3 2024 | $33.3m | $120.3m | 3.61 |
| Q4 2024 | $36.0m | $46.1m | 1.28 |
Biggest buyers
| PRINCIPAL FINANCIAL GROUP INC | Added | +645.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +401.8k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Added | +375.7k |
| CAT ROCK CAPITAL MANAGEMENT LP | New | +353.1k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +332.1k |
| JANUS HENDERSON GROUP PLC | Added | +323.3k |
| AMERICAN CENTURY COMPANIES INC | Added | +305.1k |
| BNP PARIBAS FINANCIAL MARKETS | New | +284.0k |
| BlackRock, Inc. | Added | +255.4k |
| Tidal Investments LLC | Added | +237.8k |
Biggest sellers
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Sold out | -929.9k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -487.1k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -464.3k |
| FMR LLC | Reduced | -394.9k |
| Invesco Ltd. | Reduced | -372.6k |
| PALISADE CAPITAL MANAGEMENT, LP | Reduced | -287.0k |
| LORD, ABBETT & CO. LLC | Reduced | -247.0k |
| Pictet Asset Management Holding SA | Reduced | -246.1k |
| Driehaus Capital Management LLC | Reduced | -202.6k |
| Point72 Asset Management, L.P. | Reduced | -202.4k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $9.0m86.4k shares |
| GROUP ONE TRADING LLC | Added | $5.9m56.7k shares |
| IMC-Chicago, LLC | Added | $4.5m43.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.3m32.0k shares |
| Walleye Trading LLC | New | $3.0m29.2k shares |
| JANE STREET GROUP, LLC | Reduced | $3.0m28.8k shares |
| Walleye Capital LLC | Added | $2.2m20.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $2.0m19.7k shares |
| WOLVERINE TRADING, LLC | Reduced | $1.6m15.0k shares |
| TUDOR INVESTMENT CORP ET AL | New | $1.5m14.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $14.6m140.8k shares |
| CITADEL ADVISORS LLC | Added | $9.0m86.6k shares |
| WOLVERINE TRADING, LLC | Added | $5.3m50.7k shares |
| JANE STREET GROUP, LLC | Added | $4.8m46.3k shares |
| Genus Capital Management Inc. | New | $3.7m35.7k shares |
| Walleye Capital LLC | Added | $2.4m23.2k shares |
| Walleye Trading LLC | New | $2.0m19.5k shares |
| GROUP ONE TRADING LLC | New | $1.5m14.6k shares |
| IMC-Chicago, LLC | Reduced | $1.4m13.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $987.0k9.5k 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 Q4 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 2 | $3.6m | $2.8m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-11-07 | Rhyu James Jeaho CHIEF EXECUTIVE OFFICER, director | Sold plan | $561.0k5.7k shares |
| 2024-11-06 | Rhyu James Jeaho CHIEF EXECUTIVE OFFICER, director | Sold plan | $2.3m23.2k shares |
| 2024-10-25 | Goldthwaite Todd Managing Director | Sold | $734.9k8.0k 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, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 6.9m $715.2m | Added +255.4k |
| VANGUARD GROUP INC 0.01% of their portfolio | 4.7m $485.7m | Added +69.9k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.63% of their portfolio | 2.5m $256.4m | Added +375.7k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 2.0m $205.9m | Reduced -464.3k |
| STATE STREET CORP 0.01% of their portfolio | 1.7m $177.9m | Added +42.9k |
| Invesco Ltd. 0.03% of their portfolio | 1.7m $175.3m | Reduced -372.6k |
| JANUS HENDERSON GROUP PLC 0.08% of their portfolio | 1.5m $155.3m | Added +323.3k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.51% of their portfolio | 1.3m $133.7m | Reduced -487.1k |
| MORGAN STANLEY 0.01% of their portfolio | 1.2m $121.5m | Reduced -175.4k |
| AMERICAN CENTURY COMPANIES INC 0.06% of their portfolio | 1.1m $112.8m | Added +305.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 970.4k $100.9m | Added +5.7k |
| Swedbank AB 0.12% of their portfolio | 957.7k $99.5m | Unchanged |
| PRINCIPAL FINANCIAL GROUP INC 0.05% of their portfolio | 866.2k $90.0m | Added +645.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 764.1k $79.4m | Added +65.5k |
| RICE HALL JAMES & ASSOCIATES, LLC 3.82% of their portfolio | 669.4k $69.6m | Reduced -162.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.07% of their portfolio | 666.6k $69.3m | Reduced -160.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 607.6k $63.1m | Added +332.1k |
| CONGRESS ASSET MANAGEMENT CO 0.41% of their portfolio | 578.5k $60.1m | Added +43.8k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 559.9k $58.2m | Added +12.5k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 555.2k $57.7m | Reduced -49.1k |
| Rockefeller Capital Management L.P. 0.15% of their portfolio | 554.2k $57.6m | Reduced -199.5k |
| Driehaus Capital Management LLC 0.47% of their portfolio | 546.6k $56.8m | Reduced -202.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 520.4k $54.1m | Added +1.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 465.2k $48.3m | Added +9.4k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 462.0k $48.0m | Added +41.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.04% of their portfolio | 453.1k $47.1m | Added +401.8k |
| NORGES BANK 0.01% of their portfolio | 435.9k $45.3m | Added +85.9k |
| LORD, ABBETT & CO. LLC 0.13% of their portfolio | 399.5k $41.5m | Reduced -247.0k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 1.03% of their portfolio | 389.1k $40.4m | Reduced -20.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 376.9k $39.2m | Reduced -137.9k |
| BARCLAYS PLC 0.02% of their portfolio | 370.3k $38.5m | Reduced -92.3k |
| CAT ROCK CAPITAL MANAGEMENT LP 4.80% of their portfolio | 353.1k $36.7m | New |
| LOOMIS SAYLES & CO L P 0.04% of their portfolio | 307.9k $32.0m | Added +61.2k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 295.7k $30.7m | Reduced -12.7k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.18% of their portfolio | 295.5k $30.7m | Added +62.6k |
| PALISADE CAPITAL MANAGEMENT, LP 0.81% of their portfolio | 290.9k $30.2m | Reduced -287.0k |
| Ophir Asset Management Pty Ltd 4.43% of their portfolio | 286.1k $29.7m | Reduced -91.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 284.0k $29.5m | New |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 262.8k $27.3m | Added +183.9k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 260.7k $27.1m | Reduced -24.3k |
| Tidal Investments LLC 0.21% of their portfolio | 246.5k $25.6m | Added +237.8k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 244.7k $25.4m | Reduced -95.9k |
| Cubist Systematic Strategies, LLC 0.39% of their portfolio | 233.0k $24.2m | Added +114.8k |
| MARSHALL WACE, LLP 0.03% of their portfolio | 217.9k $22.6m | Added +214.1k |
| Aberdeen Group plc 0.04% of their portfolio | 215.1k $22.7m | Reduced -76.5k |
| OBERWEIS ASSET MANAGEMENT INC/ 1.02% of their portfolio | 207.3k $21.5m | Added +92.5k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 202.1k $21.0m | Added +168.2k |
| WCM INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio | 197.7k $20.9m | New |
| Allspring Global Investments Holdings, LLC 0.03% of their portfolio | 190.4k $20.3m | Added +72.5k |
| Montanaro Asset Management Ltd 3.94% of their portfolio | 183.5k $19.1m | Added +28.5k |
| Clearbridge Investments, LLC 0.01% of their portfolio | 175.6k $18.3m | Reduced -5.7k |
| UBS Group AG 0.00% of their portfolio | 164.0k $17.0m | Added +106.4k |
| HENNESSY ADVISORS INC 0.50% of their portfolio | 160.4k $16.7m | Added +10.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 141.9k $14.7m | Reduced -14.0k |
| Squarepoint Ops LLC 0.04% of their portfolio | 134.6k $14.0m | Added +50.8k |
| FMR LLC 0.00% of their portfolio | 126.8k $13.2m | Reduced -394.9k |
| DANSKE BANK A/S 0.04% of their portfolio | 126.8k $13.2m | Reduced -47.7k |
| Legal & General Group Plc 0.00% of their portfolio | 120.0k $12.5m | Added +3.4k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 116.7k $12.1m | Added +908 |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 115.8k $12.2m | Added +4.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 107.7k $11.2m | Reduced -84.5k |
| KIRR MARBACH & CO LLC /IN/ 2.41% of their portfolio | 107.2k $11.1m | Reduced -348 |
| Public Sector Pension Investment Board 0.05% of their portfolio | 106.8k $11.1m | Added +16.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 102.0k $10.6m | Added +383 |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 100.4k $10.4m | Added +14.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 95.4k $9.9m | Reduced -35.3k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 92.7k $9.6m | Reduced -18.8k |
| South Street Advisors LLC 1.39% of their portfolio | 87.6k $9.1m | Reduced -100 |
| Cerity Partners LLC 0.02% of their portfolio | 87.5k $9.1m | Reduced -39.5k |
| BREACH INLET CAPITAL MANAGEMENT, LLC 6.40% of their portfolio | 86.9k $9.0m | Added +21.4k |
| DekaBank Deutsche Girozentrale 0.02% of their portfolio | 86.2k $9.0m | Unchanged |
| Aquatic Capital Management LLC 0.24% of their portfolio | 86.0k $8.9m | Added +59.4k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 85.6k $8.9m | Reduced -85.8k |
| CW Advisors, LLC 0.12% of their portfolio | 85.2k $8.9m | Added +9.4k |
| Erste Asset Management GmbH 0.11% of their portfolio | 84.7k $8.9m | Added +9.3k |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 84.2k $8.8m | Added +66.3k |
| Swiss National Bank 0.01% of their portfolio | 80.8k $8.4m | Added +600 |
| ALGERT GLOBAL LLC 0.19% of their portfolio | 77.4k $8.0m | Added +55.0k |
| HighTower Advisors, LLC 0.01% of their portfolio | 72.6k $7.5m | Reduced -16.3k |
| Jump Financial, LLC 0.16% of their portfolio | 72.5k $7.5m | New |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 70.8k $7.4m | Added +26.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 66.7k $6.9m | Added +24.8k |
| CITIGROUP INC 0.01% of their portfolio | 63.6k $6.6m | Added +5.6k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 63.3k $6.6m | Reduced -181.7k |
| AXA S.A. 0.02% of their portfolio | 61.9k $6.4m | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 60.2k $6.3m | Added +46.1k |
| Candriam S.C.A. 0.04% of their portfolio | 60.2k $6.3m | Reduced -13.3k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 60.1k $6.2m | Added +10.9k |
| NIA IMPACT ADVISORS, LLC 2.03% of their portfolio | 60.0k $6.2m | Reduced -14.4k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 59.6k $6.2m | First filing |
| BLAIR WILLIAM & CO/IL 0.02% of their portfolio | 57.9k $6.0m | Reduced -14.7k |
| RENAISSANCE GROUP LLC 0.25% of their portfolio | 57.3k $6.0m | Added +5.6k |
| ExodusPoint Capital Management, LP 0.06% of their portfolio | 54.6k $5.7m | New |
| Asset Management One Co., Ltd. 0.02% of their portfolio | 54.3k $5.7m | New |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 53.5k $5.6m | Reduced -1.9k |
| LPL Financial LLC 0.00% of their portfolio | 51.4k $5.3m | Reduced -17.2k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.12% of their portfolio | 50.2k $5.2m | Added +3.5k |
| Schonfeld Strategic Advisors LLC 0.03% of their portfolio | 50.1k $5.2m | Added +42.4k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 48.1k $5.0m | Added +42.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 47.4k $4.9m | Reduced -41.3k |