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 ($5.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $88.08. Options: 13 managers hold calls ($250.0m notional), 15 hold puts ($44.1m).
Trends to Q1 2026
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 |
| Q1 2026 | 422 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q1 2026 | 239 | 212 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $91.1m | $91.7m | 1.01 |
| Q3 2025 | $135.4m | $146.3m | 1.08 |
| Q4 2025 | $144.7m | $34.3m | 0.24 |
| Q1 2026 | $250.0m | $44.1m | 0.18 |
Biggest buyers
| FRONTIER CAPITAL MANAGEMENT CO LLC | Added | +1.4m |
| Impactive Capital LP | New | +1.1m |
| JANUS HENDERSON GROUP PLC | Added | +862.8k |
| FULLER & THALER ASSET MANAGEMENT, INC. | New | +716.3k |
| Voss Capital, LP | Added | +711.7k |
| FMR LLC | Added | +497.7k |
| Khrom Capital Management LLC | Added | +392.0k |
| BANK OF NOVA SCOTIA | New | +350.0k |
| FRED ALGER MANAGEMENT, LLC | New | +325.8k |
| Divisadero Street Capital Management, LP | New | +308.5k |
Biggest sellers
| TWO SIGMA INVESTMENTS, LP | Reduced | -752.2k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -637.7k |
| BARCLAYS PLC | Reduced | -567.9k |
| SG Americas Securities, LLC | Reduced | -549.2k |
| Ophir Asset Management Pty Ltd | Sold out | -537.9k |
| MORGAN STANLEY | Reduced | -518.5k |
| Nearwater Capital Markets, Ltd | Sold out | -488.0k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -436.7k |
| TWO SIGMA ADVISERS, LP | Sold out | -369.7k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Sold out | -367.1k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $136.7m1.6m shares |
| BARCLAYS PLC | New | $63.8m723.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $20.9m237.3k shares |
| GROUP ONE TRADING LLC | Reduced | $8.6m97.4k shares |
| IMC-Chicago, LLC | Added | $8.4m95.7k shares |
| CITADEL ADVISORS LLC | Reduced | $7.7m87.1k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $1.3m15.2k shares |
| Walleye Trading LLC | Added | $899.3k10.2k shares |
| HRT FINANCIAL LP | New | $449.0k5.1k shares |
| SIG BROKERAGE, LP | New | $440.9k5.0k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $17.1m193.8k shares |
| JPMORGAN CHASE & CO | New | $11.8m140.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $5.1m57.8k shares |
| IMC-Chicago, LLC | Added | $3.8m43.1k shares |
| HRT FINANCIAL LP | New | $2.4m27.4k shares |
| MILLENNIUM MANAGEMENT LLC | New | $881.7k10.0k shares |
| Walleye Trading LLC | Reduced | $573.1k6.5k shares |
| JANE STREET GROUP, LLC | Reduced | $573.1k6.5k shares |
| TUDOR INVESTMENT CORP ET AL | Reduced | $370.3k4.2k shares |
| Point72 Asset Management, L.P. | Unchanged | $361.5k4.1k 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 2026
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 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 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 6.4m $564.1m | Reduced -143.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 2.3m $203.3m | First filing |
| JANUS HENDERSON GROUP PLC 0.10% of their portfolio | 2.3m $200.8m | Added +862.8k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.8m $161.3m | First filing |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.8m $154.3m | Added +90.9k |
| STATE STREET CORP 0.00% of their portfolio | 1.6m $142.0m | Reduced -38.2k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 1.40% of their portfolio | 1.5m $136.6m | Added +1.4m |
| Impactive Capital LP 7.12% of their portfolio | 1.1m $98.2m | New |
| MORGAN STANLEY 0.01% of their portfolio | 1.1m $98.1m | Reduced -518.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.0m $91.8m | Reduced -11.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.05% of their portfolio | 1.0m $91.2m | Added +299.8k |
| Swedbank AB 0.09% of their portfolio | 972.9k $85.8m | Unchanged |
| Voss Capital, LP 4.29% of their portfolio | 850.0k $74.9m | Added +711.7k |
| FMR LLC 0.00% of their portfolio | 829.9k $73.2m | Added +497.7k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 765.0k $67.5m | Added +69.1k |
| Khrom Capital Management LLC 6.05% of their portfolio | 750.2k $66.1m | Added +392.0k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.21% of their portfolio | 716.3k $63.2m | New |
| Invesco Ltd. 0.01% of their portfolio | 692.3k $61.0m | Reduced -286.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio | 656.2k $57.9m | Added +93.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 645.9k $56.9m | Added +12.2k |
| UBS Group AG 0.01% of their portfolio | 596.2k $52.6m | Added +6.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 594.2k $52.4m | Reduced -1.9k |
| BREACH INLET CAPITAL MANAGEMENT, LLC 15.94% of their portfolio | 550.5k $48.5m | Added +303.2k |
| JANE STREET GROUP, LLC 0.05% of their portfolio | 541.8k $47.8m | Added +93.6k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 467.5k $41.2m | Added +43.8k |
| RICE HALL JAMES & ASSOCIATES, LLC 2.15% of their portfolio | 438.4k $38.7m | Added +10.7k |
| Fiera Capital Corp 0.13% of their portfolio | 418.8k $36.9m | Added +124.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 410.8k $36.2m | Added +203.0k |
| Rockefeller Capital Management L.P. 0.06% of their portfolio | 396.5k $35.0m | Reduced -7.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 357.9k $30.1m | Added +267.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 355.0k $31.3m | Reduced -223.9k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.17% of their portfolio | 355.0k $31.3m | Reduced -15.0k |
| BANK OF NOVA SCOTIA 0.05% of their portfolio | 350.0k $30.9m | New |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.66% of their portfolio | 327.6k $28.9m | Reduced -1.8k |
| FRED ALGER MANAGEMENT, LLC 0.13% of their portfolio | 325.8k $28.7m | New |
| Divisadero Street Capital Management, LP 1.27% of their portfolio | 308.5k $27.2m | New |
| Simcoe Capital Management, LLC 4.95% of their portfolio | 302.3k $26.7m | New |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 291.4k $25.7m | First filing |
| Point72 Asset Management, L.P. 0.04% of their portfolio | 291.2k $25.7m | Reduced -23.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 269.0k $23.7m | Reduced -15.1k |
| CAT ROCK CAPITAL MANAGEMENT LP 3.58% of their portfolio | 261.6k $23.1m | Added +66.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 257.0k $22.7m | Reduced -52.7k |
| GW&K Investment Management, LLC 0.19% of their portfolio | 250.7k $22.1m | Added +18.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 243.3k $21.5m | Added +127.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 227.5k $20.1m | Reduced -227.4k |
| Nuveen, LLC 0.01% of their portfolio | 223.8k $19.7m | Reduced -674 |
| Tidal Investments LLC 0.06% of their portfolio | 216.6k $19.1m | Reduced -7.9k |
| Praetorian PR LLC 6.42% of their portfolio | 200.0k $17.6m | Added +70.0k |
| LPL Financial LLC 0.00% of their portfolio | 189.8k $16.7m | Added +120.6k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 180.5k $15.9m | Added +91.8k |
| Public Sector Pension Investment Board 0.05% of their portfolio | 175.7k $15.5m | Reduced -2.6k |
| ALGERT GLOBAL LLC 0.21% of their portfolio | 161.9k $14.3m | Added +57.3k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 151.2k $13.3m | Reduced -77.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 150.9k $13.3m | Added +37.8k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 146.8k $12.9m | Reduced -637.7k |
| Montanaro Asset Management Ltd 3.30% of their portfolio | 125.3k $11.0m | Added +17.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 120.7k $10.6m | Added +29.4k |
| BARCLAYS PLC 0.00% of their portfolio | 120.3k $10.6m | Reduced -567.9k |
| ROYCE & ASSOCIATES LP 0.10% of their portfolio | 119.7k $10.6m | Added +61.5k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 118.2k $10.4m | Reduced -1.0k |
| Cerity Partners LLC 0.01% of their portfolio | 115.7k $10.2m | Reduced -44.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 107.5k $9.5m | Added +8.5k |
| Granite Investment Partners, LLC 0.58% of their portfolio | 106.8k $9.4m | New |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 105.2k $9.3m | New |
| KIRR MARBACH & CO LLC /IN/ 1.65% of their portfolio | 102.5k $9.0m | Added +539 |
| Legal & General Group Plc 0.00% of their portfolio | 100.2k $8.8m | Reduced -11.9k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 100.0k $8.6m | Reduced -5.0k |
| PALISADE CAPITAL MANAGEMENT, LP 0.28% of their portfolio | 96.8k $8.5m | Reduced -4.9k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 96.6k $8.5m | Reduced -752.2k |
| LAKEWOOD CAPITAL MANAGEMENT, LP 0.51% of their portfolio | 90.0k $7.9m | New |
| Swiss National Bank 0.00% of their portfolio | 86.8k $7.7m | Added +700 |
| Susquehanna Portfolio Strategies, LLC 0.11% of their portfolio | 86.7k $7.6m | New |
| DekaBank Deutsche Girozentrale 0.01% of their portfolio | 86.2k $7.6m | Unchanged |
| RENAISSANCE GROUP LLC 0.31% of their portfolio | 85.2k $7.5m | Added +25.1k |
| BESSEMER GROUP INC 0.01% of their portfolio | 85.1k $7.5m | Added +25.0k |
| HRT FINANCIAL LP 0.03% of their portfolio | 80.3k $7.1m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 80.0k $7.1m | Reduced -1.8k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 79.0k $7.0m | Added +28.5k |
| California Public Employees Retirement System 0.00% of their portfolio | 78.9k $7.0m | Added +1.2k |
| CITIGROUP INC 0.00% of their portfolio | 68.3k $6.0m | Added +56.9k |
| Bastion Asset Management Inc. 1.79% of their portfolio | 67.7k $5.9m | New |
| Edgestream Partners, L.P. 0.19% of their portfolio | 64.7k $5.7m | Reduced -5.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 63.9k $5.6m | Reduced -28.0k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 62.1k $5.5m | Added +26.6k |
| Gem Investment Advisors, LLC 5.34% of their portfolio | 61.6k $5.4m | Unchanged |
| Quantinno Capital Management LP 0.01% of their portfolio | 57.8k $5.1m | Added +30.9k |
| South Street Advisors LLC 0.73% of their portfolio | 57.2k $5.0m | Added +1.6k |
| Kerrisdale Advisers, LLC 1.92% of their portfolio | 57.2k $5.0m | Reduced -2.5k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 56.4k $5.0m | Added +48.5k |
| FIFTH THIRD BANCORP 0.01% of their portfolio | 54.4k $4.8m | Added +54.1k |
| Creative Planning 0.00% of their portfolio | 54.3k $4.8m | Added +32.0k |
| Engineers Gate Manager LP 0.06% of their portfolio | 53.9k $4.8m | Reduced -125.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 53.4k $3.5m | Reduced -1.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 50.8k $4.5m | Added +9.7k |
| EASTERLY INVESTMENT PARTNERS LLC 0.32% of their portfolio | 47.8k $4.1m | Added +23.0k |
| Brevan Howard Capital Management LP 0.04% of their portfolio | 47.2k $4.2m | Added +13.1k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 46.2k $4.1m | Reduced -2.5k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 44.0k $3.9m | Added +19.1k |
| NIA IMPACT ADVISORS, LLC 1.71% of their portfolio | 43.6k $3.8m | Reduced -3.6k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 42.8k $3.8m | Added +2.5k |