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 ($3.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $64.96. Options: 14 managers hold calls ($144.7m notional), 16 hold puts ($34.3m).
Trends to Q4 2025
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 |
| Q1 2025 | 473 |
| Q2 2025 | 536 |
| Q3 2025 | 519 |
| Q4 2025 | 398 |
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 2024 | 139 | 162 |
| Q2 2024 | 160 | 155 |
| Q3 2024 | 212 | 136 |
| Q4 2024 | 217 | 169 |
| Q1 2025 | 271 | 197 |
| Q2 2025 | 296 | 230 |
| Q3 2025 | 261 | 272 |
| Q4 2025 | 195 | 349 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $67.0m | $75.1m | 1.12 |
| Q2 2025 | $91.1m | $91.7m | 1.01 |
| Q3 2025 | $135.4m | $146.3m | 1.08 |
| Q4 2025 | $144.7m | $34.3m | 0.24 |
Biggest buyers
| MORGAN STANLEY | Added | +808.1k |
| TWO SIGMA INVESTMENTS, LP | Added | +776.6k |
| MILLENNIUM MANAGEMENT LLC | Added | +635.2k |
| SG Americas Securities, LLC | Added | +555.5k |
| BARCLAYS PLC | Added | +494.2k |
| VICTORY CAPITAL MANAGEMENT INC | Added | +490.4k |
| Nearwater Capital Markets, Ltd | New | +488.0k |
| DIMENSIONAL FUND ADVISORS LP | Added | +408.6k |
| JANE STREET GROUP, LLC | Added | +400.6k |
| TWO SIGMA ADVISERS, LP | New | +369.7k |
Biggest sellers
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Sold out | -1.5m |
| AMERICAN CENTURY COMPANIES INC | Reduced | -869.9k |
| Invesco Ltd. | Reduced | -826.9k |
| Squarepoint Ops LLC | Reduced | -739.0k |
| JPMORGAN CHASE & CO | Reduced | -664.9k |
| CONGRESS ASSET MANAGEMENT CO | Sold out | -465.6k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Sold out | -465.4k |
| Clark Capital Management Group, Inc. | Sold out | -443.6k |
| FRANKLIN RESOURCES INC | Reduced | -437.9k |
| Driehaus Capital Management LLC | Sold out | -388.3k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $100.1m1.5m shares |
| CITADEL ADVISORS LLC | Reduced | $9.5m145.8k shares |
| GROUP ONE TRADING LLC | Added | $6.8m105.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $6.7m102.7k shares |
| MILLENNIUM MANAGEMENT LLC | New | $6.6m101.6k shares |
| IMC-Chicago, LLC | Added | $5.4m83.9k shares |
| LAZARD ASSET MANAGEMENT LLC | New | $4.5m70.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.9m28.5k shares |
| Walleye Capital LLC | Added | $1.5m23.1k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $759.7k11.7k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $13.2m202.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $9.6m147.9k shares |
| IMC-Chicago, LLC | Reduced | $2.2m34.3k shares |
| Walleye Capital LLC | Added | $1.8m28.2k shares |
| Walleye Trading LLC | Added | $1.6m25.3k shares |
| Caption Management, LLC | New | $1.3m20.0k shares |
| TUDOR INVESTMENT CORP ET AL | Reduced | $714.2k11.0k shares |
| SG Americas Securities, LLC | New | $697.0k90.0k shares |
| CAPITAL FUND MANAGEMENT S.A. | New | $688.3k10.6k shares |
| JANE STREET GROUP, LLC | Reduced | $668.8k10.3k 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 2025
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 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 2 | $3.6m | $2.8m |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 1 | $2.3m | $2.3m |
| Q4 2025 | 0 | — | 0 | — | — |
None reported in Q4 2025.
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 6.5m $424.8m | Reduced -72.3k |
| VANGUARD GROUP INC 0.00% of their portfolio | 4.9m $317.1m | Added +340.8k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.7m $107.8m | Added +408.6k |
| STATE STREET CORP 0.00% of their portfolio | 1.6m $107.0m | Added +46.0k |
| MORGAN STANLEY 0.01% of their portfolio | 1.6m $105.9m | Added +808.1k |
| JANUS HENDERSON GROUP PLC 0.04% of their portfolio | 1.4m $91.8m | Added +21.9k |
| NORGES BANK 0.01% of their portfolio | 1.1m $72.9m | Not comparable |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.1m $68.4m | Added +8.9k |
| Invesco Ltd. 0.01% of their portfolio | 978.6k $63.5m | Reduced -826.9k |
| Swedbank AB 0.06% of their portfolio | 972.9k $63.2m | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.08% of their portfolio | 848.8k $55.1m | Added +776.6k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 784.5k $50.9m | Added +635.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 734.3k $47.7m | Added +17.8k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 695.9k $45.2m | Added +118.8k |
| BARCLAYS PLC 0.02% of their portfolio | 688.2k $44.7m | Added +494.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 633.6k $41.1m | Added +18.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 596.1k $38.7m | Added +297.0k |
| UBS Group AG 0.01% of their portfolio | 590.0k $38.3m | Added +24.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 578.9k $37.6m | Reduced -387.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 562.3k $36.5m | Added +490.4k |
| SG Americas Securities, LLC 0.05% of their portfolio | 556.5k $36.1m | Added +555.5k |
| Ophir Asset Management Pty Ltd 3.92% of their portfolio | 537.9k $34.9m | Added +334.9k |
| Nearwater Capital Markets, Ltd 0.54% of their portfolio | 488.0k $31.7m | New |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 458.5k $29.8m | Reduced -869.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 454.9k $29.5m | Added +348.3k |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 448.2k $29.1m | Added +400.6k |
| RICE HALL JAMES & ASSOCIATES, LLC 1.53% of their portfolio | 427.8k $27.8m | Added +122.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 423.6k $27.5m | Reduced -35.7k |
| Rockefeller Capital Management L.P. 0.05% of their portfolio | 403.6k $26.2m | Added +666 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.13% of their portfolio | 369.9k $24.0m | Added +137.8k |
| TWO SIGMA ADVISERS, LP 0.05% of their portfolio | 369.7k $24.0m | New |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.04% of their portfolio | 367.1k $23.8m | New |
| Khrom Capital Management LLC 2.42% of their portfolio | 358.2k $23.3m | New |
| FMR LLC 0.00% of their portfolio | 332.2k $21.6m | Reduced -302.5k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.50% of their portfolio | 329.4k $21.4m | Added +10.8k |
| Point72 Asset Management, L.P. 0.03% of their portfolio | 314.2k $20.4m | Added +124.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 309.6k $20.1m | Reduced -72.8k |
| Fiera Capital Corp 0.06% of their portfolio | 294.1k $19.1m | Added +68.2k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 284.1k $18.4m | Added +3.9k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 262.8k $17.1m | Added +190.3k |
| BREACH INLET CAPITAL MANAGEMENT, LLC 7.56% of their portfolio | 247.3k $16.1m | Added +21.0k |
| GW&K Investment Management, LLC 0.13% of their portfolio | 232.1k $15.1m | Added +116.1k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 228.8k $14.9m | Added +80.1k |
| Tidal Investments LLC 0.06% of their portfolio | 224.5k $14.6m | Added +32.4k |
| Nuveen, LLC 0.00% of their portfolio | 224.5k $14.6m | Reduced -93.0k |
| M&G PLC 0.07% of their portfolio | 215.5k $14.0m | New |
| Man Group plc 0.03% of their portfolio | 210.7k $13.7m | Added +136.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 207.8k $13.5m | Reduced -304.0k |
| TUDOR INVESTMENT CORP ET AL 0.07% of their portfolio | 205.0k $13.3m | Added +111.6k |
| CAT ROCK CAPITAL MANAGEMENT LP 1.82% of their portfolio | 195.7k $12.7m | Reduced -8.0k |
| Pacer Advisors, Inc. 0.03% of their portfolio | 188.7k $12.3m | Added +187.2k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 185.3k $12.0m | New |
| Engineers Gate Manager LP 0.14% of their portfolio | 179.2k $11.6m | Added +140.9k |
| Public Sector Pension Investment Board 0.04% of their portfolio | 178.3k $11.6m | Reduced -7.3k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.24% of their portfolio | 177.2k $11.5m | Added +97.6k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.11% of their portfolio | 160.7k $10.4m | Added +66.0k |
| Cerity Partners LLC 0.02% of their portfolio | 160.6k $10.4m | Added +158.9k |
| Voss Capital, LP 0.48% of their portfolio | 138.3k $9.0m | New |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 132.1k $8.6m | Added +130.4k |
| Praetorian PR LLC 4.09% of their portfolio | 130.0k $8.4m | New |
| Bridgewater Associates, LP 0.03% of their portfolio | 129.0k $8.4m | Added +89.5k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 119.2k $7.7m | Reduced -993 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 116.3k $7.6m | Added +107.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 113.1k $7.3m | Reduced -10.5k |
| Legal & General Group Plc 0.00% of their portfolio | 112.1k $7.3m | Reduced -20.7k |
| Montanaro Asset Management Ltd 1.95% of their portfolio | 108.0k $7.0m | Reduced -24.2k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 105.0k $6.8m | Reduced -15.8k |
| ALGERT GLOBAL LLC 0.11% of their portfolio | 104.6k $6.8m | Reduced -24.7k |
| KIRR MARBACH & CO LLC /IN/ 1.27% of their portfolio | 101.9k $6.6m | Reduced -679 |
| PALISADE CAPITAL MANAGEMENT, LP 0.20% of their portfolio | 101.7k $6.6m | Reduced -41.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 98.9k $6.4m | Added +1.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 92.0k $6.0m | Reduced -44.7k |
| Squarepoint Ops LLC 0.01% of their portfolio | 91.8k $6.0m | Reduced -739.0k |
| Aquatic Capital Management LLC 0.17% of their portfolio | 91.6k $6.0m | Added +64.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 91.3k $5.9m | Reduced -83.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 90.9k $5.9m | Reduced -664.9k |
| FINDELL CAPITAL MANAGEMENT LLC 1.94% of their portfolio | 90.0k $5.8m | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 88.7k $5.8m | Reduced -41.1k |
| DekaBank Deutsche Girozentrale 0.01% of their portfolio | 86.2k $6.4m | Unchanged |
| Swiss National Bank 0.00% of their portfolio | 86.1k $5.6m | Added +1.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 81.9k $5.3m | Reduced -152.1k |
| California Public Employees Retirement System 0.00% of their portfolio | 77.7k $5.0m | Added +5.3k |
| Neo Ivy Capital Management 0.78% of their portfolio | 76.5k $5.0m | New |
| Edgestream Partners, L.P. 0.13% of their portfolio | 70.1k $4.6m | New |
| LPL Financial LLC 0.00% of their portfolio | 69.1k $4.5m | Reduced -69.6k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 62.2k $4.0m | Added +44.7k |
| Gem Investment Advisors, LLC 3.79% of their portfolio | 61.6k $4.0m | First filing |
| BESSEMER GROUP INC 0.01% of their portfolio | 60.1k $3.9m | Added +59.9k |
| RENAISSANCE GROUP LLC 0.16% of their portfolio | 60.1k $3.9m | Reduced -9.1k |
| Kerrisdale Advisers, LLC 1.82% of their portfolio | 59.7k $3.9m | New |
| ROYCE & ASSOCIATES LP 0.04% of their portfolio | 58.2k $3.8m | Added +37.9k |
| TWINBEECH CAPITAL LP 0.26% of their portfolio | 56.2k $3.6m | Added +52.3k |
| South Street Advisors LLC 0.51% of their portfolio | 55.7k $3.6m | Reduced -27.7k |
| Cannell & Spears LLC 0.07% of their portfolio | 55.6k $3.6m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 55.0k $3.6m | Reduced -287.9k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 52.4k $3.4m | Reduced -8.8k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 50.5k $3.3m | Reduced -10.9k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 48.7k $3.2m | Added +18.1k |
| Ensign Peak Advisors, Inc 0.01% of their portfolio | 47.9k $3.1m | Reduced -21.1k |
| NIA IMPACT ADVISORS, LLC 1.03% of their portfolio | 47.2k $3.1m | Reduced -705 |