Cat Rock Capital Management’s Stride LRN Stock Holding History

Cat Rock Capital Management’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	-261,625	Closed	-$23.1M	–	12
2026 Q1	$23.1M	Buy	261,625 +65,962	+34%	+$5.35M	3.58%	9
2025 Q4	$12.7M	Sell	195,663 -7,951	-4%	-$722K	1.82%	16
2025 Q3	$30.3M	Buy	203,614 +37,761	+23%	+$5.54M	3.74%	10
2025 Q2	$24.1M	Sell	165,853 -51,400	-24%	-$7.43M	3.03%	11
2025 Q1	$27.5M	Sell	217,253 -135,813	-38%	-$17.2M	3.65%	10
2024 Q4	$36.7M	Buy	+353,066	New	+$33.6M	4.8%	10
2024 Q2	–	Sell	-78,000	Closed	-$4.92M	–	12
2024 Q1	$4.92M	Buy	78,000 +43,000	+123%	+$2.59M	0.56%	12
2023 Q4	$2.08M	Buy	+35,000	New	+$1.92M	0.32%	10

Other funds holding LRN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jupiter Topco New York $245B AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cat Rock Capital Management's LRN Position: Q2 2026 in Review

Cat Rock Capital Management sold out of Stride (LRN) in Q2 2026, closing a stake of 261,625 shares — an estimated $23.1M sold.

Cat Rock Capital Management first reported a position in LRN in Q4 2023 and held it in 8 quarters. The position peaked at $36.7M in Q4 2024. 413 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

Cat Rock Capital Management reported no remaining Stride position as of Q2 2026 after selling out during the quarter.
Cat Rock Capital Management sold 261,625 Stride shares in Q2 2026, an estimated $23.1M.
Cat Rock Capital Management first reported a position in Stride in Q4 2023 and held it in 8 quarters.
Cat Rock Capital Management's Stride position peaked at $36.7M in Q4 2024.
413 funds tracked by Wall St. Rank held Stride as of Q2 2026.

Based on Cat Rock Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.