Congress Asset Management’s Stride LRN Stock Holding History

Congress Asset 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	-36,138	Closed	-$3.19M	–	407
2026 Q1	$3.19M	Buy	+36,138	New	+$2.93M	0.02%	273
2025 Q4	–	Sell	-465,574	Closed	-$69.3M	–	393
2025 Q3	$69.3M	Sell	465,574 -121,141	-21%	-$17.8M	0.46%	81
2025 Q2	$85.2M	Sell	586,715 -583,033	-50%	-$84.3M	0.58%	63
2025 Q1	$148M	Buy	1,169,748 +591,208	+102%	+$74.7M	1.11%	18
2024 Q4	$60.1M	Buy	578,540 +43,829	+8%	+$4.17M	0.41%	94
2024 Q3	$45.6M	Buy	+534,711	New	+$41.3M	0.31%	108

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

Congress Asset Management's LRN Position: Q2 2026 in Review

Congress Asset Management sold out of Stride (LRN) in Q2 2026, closing a stake of 36,138 shares — an estimated $3.19M sold.

Congress Asset Management first reported a position in LRN in Q3 2024 and held it in 6 quarters. The position peaked at $148M in Q1 2025. 28 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

Congress Asset Management reported no remaining Stride position as of Q2 2026 after selling out during the quarter.
Congress Asset Management sold 36,138 Stride shares in Q2 2026, an estimated $3.19M.
Congress Asset Management first reported a position in Stride in Q3 2024 and held it in 6 quarters.
Congress Asset Management's Stride position peaked at $148M in Q1 2025.
28 funds tracked by Wall St. Rank held Stride as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.