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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
Q2 		$1.9K Buy
+22
New +$2.02K ﹤0.01% 1242
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JT
Jupiter Topco New York $245B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cape Investment Advisory's LRN Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Stride (LRN) in Q2 2026: 22 shares worth $1.9K. The stake represents ﹤0.01% of the portfolio and ranks #1242 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in LRN as recently as Q4 2025.

Cape Investment Advisory first reported a position in LRN in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.45K in Q1 2025. 414 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

  • Cape Investment Advisory held 22 shares of Stride worth $1.9K as of Q2 2026.
  • Stride was a new Cape Investment Advisory position in Q2 2026.
  • Stride made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1242 holding.
  • Cape Investment Advisory first reported a position in Stride in Q3 2024 and has held it in 7 quarters since.
  • Cape Investment Advisory's Stride position peaked at $6.45K in Q1 2025.
  • 414 funds tracked by Wall St. Rank held Stride as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.