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 ($2.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $86.23. Options: 14 managers hold calls ($233.2m notional), 14 hold puts ($37.5m).
Trends to Q2 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 |
| Q2 2026 | 414 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2026 | 207 | 198 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $135.4m | $146.3m | 1.08 |
| Q4 2025 | $144.7m | $34.3m | 0.24 |
| Q1 2026 | $250.0m | $44.1m | 0.18 |
| Q2 2026 | $233.2m | $37.5m | 0.16 |
Biggest buyers
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | New | +823.7k |
| AMERICAN CENTURY COMPANIES INC | Added | +611.9k |
| Fivespan Partners, LP | New | +553.2k |
| First Eagle Investment Management, LLC | Added | +331.3k |
| CITIGROUP INC | Added | +211.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +205.2k |
| Impactive Capital LP | Added | +190.3k |
| MORGAN STANLEY | Added | +183.2k |
| BANK OF MONTREAL /CAN/ | Added | +168.9k |
| DIMENSIONAL FUND ADVISORS LP | Added | +164.8k |
Biggest sellers
| FMR LLC | Reduced | -821.3k |
| FRONTIER CAPITAL MANAGEMENT CO LLC | Reduced | -357.6k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | Sold out | -355.0k |
| JANE STREET GROUP, LLC | Reduced | -317.2k |
| Divisadero Street Capital Management, LP | Sold out | -308.5k |
| Point72 Asset Management, L.P. | Sold out | -291.2k |
| CAT ROCK CAPITAL MANAGEMENT LP | Sold out | -261.6k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -192.7k |
| Fiera Capital Corp | Reduced | -179.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -157.7k |
Biggest calls
| JANE STREET GROUP, LLC | Reduced | $129.7m1.5m shares |
| BARCLAYS PLC | Unchanged | $62.4m723.1k shares |
| CITADEL ADVISORS LLC | Added | $11.6m134.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $7.4m86.2k shares |
| Walleye Trading LLC | Added | $6.9m80.3k shares |
| IMC-Chicago, LLC | Reduced | $6.5m74.8k shares |
| Point72 Asset Management, L.P. | New | $4.1m47.5k shares |
| GROUP ONE TRADING LLC | Reduced | $2.5m28.6k shares |
| SIMPLEX TRADING, LLC | Added | $931.4k10.8k shares |
| Walleye Capital LLC | Added | $465.7k5.4k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $17.0m197.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $7.1m82.7k shares |
| PEAK6 LLC | New | $4.1m47.0k shares |
| IMC-Chicago, LLC | Reduced | $3.4m38.9k shares |
| JANE STREET GROUP, LLC | Added | $1.9m21.5k shares |
| HRT FINANCIAL LP | Reduced | $1.6m18.9k shares |
| J. Goldman & Co LP | New | $603.7k7.0k shares |
| Point72 Asset Management, L.P. | Added | $543.3k6.3k shares |
| Walleye Capital LLC | Added | $465.7k5.4k shares |
| BANK OF NOVA SCOTIA | Unchanged | $301.8k3.5k 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 6.4m $555.4m | Added +41.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 2.4m $204.7m | Added +67.5k |
| Jupiter Topco LLC 0.08% of their portfolio | 2.3m $199.7m | First filing |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.9m $165.2m | Added +164.8k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.8m $158.6m | Added +9.2k |
| STATE STREET CORP 0.00% of their portfolio | 1.7m $143.3m | Added +51.4k |
| Impactive Capital LP 8.02% of their portfolio | 1.3m $112.4m | Added +190.3k |
| MORGAN STANLEY 0.01% of their portfolio | 1.3m $111.8m | Added +183.2k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.96% of their portfolio | 1.2m $102.8m | Reduced -357.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.05% of their portfolio | 1.1m $96.0m | Added +79.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.1m $95.2m | Added +62.6k |
| Swedbank AB 0.07% of their portfolio | 972.9k $83.9m | Unchanged |
| Voss Capital, LP 3.82% of their portfolio | 885.6k $76.4m | Added +35.6k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.21% of their portfolio | 823.7k $71.0m | New |
| Invesco Ltd. 0.01% of their portfolio | 779.8k $67.2m | Added +87.5k |
| Khrom Capital Management LLC 5.42% of their portfolio | 750.2k $64.7m | Unchanged |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.18% of their portfolio | 745.3k $64.3m | Added +29.0k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 737.8k $63.6m | Reduced -27.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 673.6k $58.1m | Added +27.7k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 633.7k $54.6m | Added +611.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 572.2k $49.3m | Reduced -21.9k |
| NORGES BANK 0.00% of their portfolio | 571.6k $49.3m | Not comparable |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 560.2k $48.3m | Added +205.2k |
| Fivespan Partners, LP 11.24% of their portfolio | 553.2k $47.7m | New |
| UBS Group AG 0.01% of their portfolio | 530.8k $45.8m | Reduced -65.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 505.5k $43.6m | Reduced -150.7k |
| BREACH INLET CAPITAL MANAGEMENT, LLC 13.75% of their portfolio | 478.5k $41.3m | Reduced -72.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 471.2k $40.6m | Added +3.8k |
| RICE HALL JAMES & ASSOCIATES, LLC 1.84% of their portfolio | 439.0k $37.9m | Added +541 |
| Rockefeller Capital Management L.P. 0.05% of their portfolio | 361.3k $31.2m | Reduced -35.2k |
| BANK OF NOVA SCOTIA 0.05% of their portfolio | 350.0k $30.2m | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 340.7k $29.4m | Added +113.2k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.59% of their portfolio | 340.6k $29.4m | Added +13.1k |
| First Eagle Investment Management, LLC 0.02% of their portfolio | 335.6k $28.9m | Added +331.3k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 291.9k $25.2m | Added +504 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 290.6k $25.2m | Reduced -67.3k |
| CITIGROUP INC 0.01% of their portfolio | 279.7k $24.1m | Added +211.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 278.7k $24.0m | Added +9.7k |
| Simcoe Capital Management, LLC 4.48% of their portfolio | 267.6k $23.1m | Reduced -34.7k |
| GW&K Investment Management, LLC 0.16% of their portfolio | 239.9k $20.7m | Reduced -10.8k |
| Fiera Capital Corp 0.07% of their portfolio | 239.3k $20.6m | Reduced -179.5k |
| Public Sector Pension Investment Board 0.05% of their portfolio | 236.6k $20.4m | Added +60.9k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 224.6k $19.4m | Reduced -317.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 218.1k $18.8m | Reduced -192.7k |
| Tidal Investments LLC 0.04% of their portfolio | 202.8k $17.5m | Reduced -13.8k |
| ALGERT GLOBAL LLC 0.21% of their portfolio | 200.7k $17.3m | Added +38.8k |
| Praetorian PR LLC 5.50% of their portfolio | 200.0k $17.2m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 197.1k $17.0m | Reduced -59.8k |
| LPL Financial LLC 0.00% of their portfolio | 194.1k $16.7m | Added +4.4k |
| Nuveen, LLC 0.00% of their portfolio | 189.9k $16.4m | Reduced -33.9k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 184.4k $15.9m | Added +168.9k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 173.1k $14.9m | Reduced -7.4k |
| FRED ALGER MANAGEMENT, LLC 0.05% of their portfolio | 171.5k $14.8m | Reduced -154.3k |
| BARCLAYS PLC 0.00% of their portfolio | 154.2k $13.3m | Added +33.9k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 148.7k $12.8m | Reduced -2.5k |
| ROYCE & ASSOCIATES LP 0.10% of their portfolio | 147.3k $12.7m | Added +27.5k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 144.0k $12.4m | Reduced -6.9k |
| Jump Financial, LLC 0.10% of their portfolio | 133.0k $11.5m | Added +129.0k |
| Pacer Advisors, Inc. 0.03% of their portfolio | 129.4k $11.2m | Added +129.2k |
| P2 Capital Partners, LLC 4.10% of their portfolio | 116.6k $10.1m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 116.1k $10.0m | Reduced -4.6k |
| Susquehanna Portfolio Strategies, LLC 0.15% of their portfolio | 110.4k $9.5m | Added +23.7k |
| BESSEMER GROUP INC 0.01% of their portfolio | 108.2k $9.3m | Added +23.1k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 105.1k $9.1m | Reduced -13.1k |
| KIRR MARBACH & CO LLC /IN/ 1.49% of their portfolio | 102.8k $8.9m | Added +356 |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 100.1k $8.7m | Added +120 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 99.9k $8.6m | Reduced -7.6k |
| Legal & General Group Plc 0.00% of their portfolio | 97.8k $8.4m | Reduced -2.4k |
| Montanaro Asset Management Ltd 2.64% of their portfolio | 97.2k $8.4m | Reduced -28.1k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 95.5k $8.2m | Added +92.0k |
| LAKEWOOD CAPITAL MANAGEMENT, LP 0.40% of their portfolio | 90.0k $7.8m | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 88.1k $7.6m | Added +24.2k |
| DekaBank Deutsche Girozentrale 0.01% of their portfolio | 86.2k $7.4m | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 85.6k $7.4m | Reduced -157.7k |
| California Public Employees Retirement System 0.00% of their portfolio | 85.1k $7.3m | Added +6.2k |
| Swiss National Bank 0.00% of their portfolio | 83.3k $7.2m | Reduced -3.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 75.5k $6.5m | Reduced -4.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 71.8k $6.2m | Reduced -7.2k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 71.2k $6.1m | Added +50.7k |
| RENAISSANCE GROUP LLC 0.25% of their portfolio | 70.6k $6.1m | Reduced -14.6k |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 69.9k $6.0m | New |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 69.2k $6.0m | Added +42.8k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 68.0k $6.0m | Added +11.6k |
| Schonfeld Strategic Advisors LLC 0.03% of their portfolio | 66.8k $5.8m | Added +38.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 63.1k $5.6m | Added +9.7k |
| Creative Planning 0.00% of their portfolio | 61.7k $5.3m | Added +7.4k |
| Gem Investment Advisors, LLC 3.26% of their portfolio | 61.6k $5.3m | Unchanged |
| Granite Investment Partners, LLC 0.27% of their portfolio | 60.9k $5.2m | Reduced -45.9k |
| South Street Advisors LLC 0.67% of their portfolio | 59.6k $5.1m | Added +2.4k |
| Quantinno Capital Management LP 0.01% of their portfolio | 58.3k $5.0m | Added +440 |
| Trexquant Investment LP 0.03% of their portfolio | 55.3k $4.8m | Added +29.7k |
| Edgestream Partners, L.P. 0.14% of their portfolio | 54.9k $4.7m | Reduced -9.8k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 52.2k $4.5m | Added +6.1k |
| FIFTH THIRD BANCORP 0.01% of their portfolio | 50.5k $4.4m | Reduced -3.9k |
| EASTERLY INVESTMENT PARTNERS LLC 0.22% of their portfolio | 49.2k $4.2m | Added +1.4k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 48.8k $4.2m | Reduced -13.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 48.0k $4.1m | Reduced -2.8k |
| CAPITAL FUND MANAGEMENT S.A. 0.03% of their portfolio | 47.1k $4.1m | New |
| INTECH INVESTMENT MANAGEMENT LLC 0.04% of their portfolio | 46.2k $4.0m | Added +5.4k |
| NIA IMPACT ADVISORS, LLC 1.63% of their portfolio | 45.6k $3.9m | Added +2.0k |