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Cape Investment Advisory’s Stride LRN Stock Holding History

Cape Investment Advisory’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
Q1 		– Sell
-17
Closed -$1.1K – 771
2025
Q4 		$1.1K Sell
17
-2
-11% -$182 ﹤0.01% 1180
2025
Q3 		$2.83K Buy
19
+2
+12% +$293 ﹤0.01% 624
2025
Q2 		$2.47K Sell
17
-34
-67% -$4.92K ﹤0.01% 905
2025
Q1 		$6.45K Sell
51
-6
-11% -$758 ﹤0.01% 687
2024
Q4 		$5.92K Hold
57
– – ﹤0.01% 697
2024
Q3 		$4.86K Buy
+57
New +$4.41K ﹤0.01% 706

Other funds holding LRN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cape Investment Advisory's LRN Position: Q1 2026 in Review

Cape Investment Advisory sold out of Stride (LRN) in Q1 2026, closing a stake of 17 shares — an estimated $1.1K sold.

Cape Investment Advisory first reported a position in LRN in Q3 2024 and held it in 6 quarters. The position peaked at $6.45K in Q1 2025. 419 funds tracked by Wall St. Rank hold LRN as of Q1 2026.

  • Cape Investment Advisory reported no remaining Stride position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 17 Stride shares in Q1 2026, an estimated $1.1K.
  • Cape Investment Advisory first reported a position in Stride in Q3 2024 and held it in 6 quarters.
  • Cape Investment Advisory's Stride position peaked at $6.45K in Q1 2025.
  • 419 funds tracked by Wall St. Rank held Stride as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.