Burney Company’s Stride LRN Stock Holding History

Burney Company’s Portfolio LRN Stock Details LRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4,995	Closed	-$440K	–	638
2026 Q1	$440K	Sell	4,995 -27,644	-85%	-$2.24M	0.01%	450
2025 Q4	$2.12M	Sell	32,639 -22,973	-41%	-$2.09M	0.07%	235
2025 Q3	$8.28M	Sell	55,612 -864	-2%	-$127K	0.26%	94
2025 Q2	$8.2M	Buy	56,476 +11,128	+25%	+$1.61M	0.28%	92
2025 Q1	$5.74M	Buy	45,348 +10,294	+29%	+$1.3M	0.21%	105
2024 Q4	$3.64M	Sell	35,054 -757	-2%	-$72K	0.13%	161
2024 Q3	$3.06M	Buy	35,811 +46	+0.1%	+$3.56K	0.11%	171
2024 Q2	$2.52M	Buy	35,765 +3,173	+10%	+$212K	0.1%	189
2024 Q1	$2.05M	Buy	+32,592	New	+$1.97M	0.08%	227

Other funds holding LRN

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BDFS Capital Rehoboth Beach, Delaware $230M AUM

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Burney Company's LRN Position: Q2 2026 in Review

Burney Company sold out of Stride (LRN) in Q2 2026, closing a stake of 4,995 shares — an estimated $440K sold.

Burney Company first reported a position in LRN in Q1 2024 and held it in 9 quarters. The position peaked at $8.28M in Q3 2025. 28 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

Burney Company reported no remaining Stride position as of Q2 2026 after selling out during the quarter.
Burney Company sold 4,995 Stride shares in Q2 2026, an estimated $440K.
Burney Company first reported a position in Stride in Q1 2024 and held it in 9 quarters.
Burney Company's Stride position peaked at $8.28M in Q3 2025.
28 funds tracked by Wall St. Rank held Stride as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.