Creative Planning
LRN icon

Creative Planning’s Stride LRN Stock Holding History

Creative Planning’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 		$4.79M Buy
54,285
+31,971
+143% +$2.59M ﹤0.01% 1237
2025
Q4 		$1.45M Buy
22,314
+1,004
+5% +$91.2K ﹤0.01% 1982
2025
Q3 		$3.17M Buy
21,310
+2,774
+15% +$407K ﹤0.01% 1179
2025
Q2 		$2.69M Buy
18,536
+4,535
+32% +$656K ﹤0.01% 1106
2025
Q1 		$1.77M Buy
14,001
+4,317
+45% +$546K ﹤0.01% 1263
2024
Q4 		$1.01M Buy
9,684
+5,031
+108% +$479K ﹤0.01% 1638
2024
Q3 		$397K Buy
4,653
+1,380
+42% +$107K ﹤0.01% 2300
2024
Q2 		$231K Buy
+3,273
New +$218K ﹤0.01% 2575
2017
Q3 		– Sell
-1,031
Closed -$18K – 2921
2017
Q2 		$18K Hold
1,031
– – ﹤0.01% 3249
2017
Q1 		$20K Hold
1,031
– – ﹤0.01% 3131
2016
Q4 		$18K Hold
1,031
– – ﹤0.01% 3144
2016
Q3 		$15K Hold
1,031
– – ﹤0.01% 3242
2016
Q2 		$13K Hold
1,031
– – ﹤0.01% 3079
2016
Q1 		$10K Buy
+1,031
New +$9.74K ﹤0.01% 3228
2015
Q1 		– Sell
-800
Closed -$9K – 4321
2014
Q4 		$9K Buy
+800
New +$10.5K ﹤0.01% 3182
2013
Q4 		– Sell
-425
Closed -$13K – 3395
2013
Q3 		$13K Buy
+425
New +$13.6K ﹤0.01% 2317

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

Creative Planning's LRN Position: Q1 2026 in Review

Creative Planning increased its Stride (LRN) stake by 143% in Q1 2026, buying an estimated $2.59M and bringing the position to 54,285 shares worth $4.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

Creative Planning first reported a position in LRN in Q3 2013 and has held it in 16 quarters since. 419 funds tracked by Wall St. Rank hold LRN as of Q1 2026.

  • Creative Planning held 54,285 shares of Stride worth $4.79M as of Q1 2026.
  • Creative Planning bought 31,971 Stride shares in Q1 2026, an estimated $2.59M.
  • Stride made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1237 holding.
  • Creative Planning first reported a position in Stride in Q3 2013 and has held it in 16 quarters since.
  • 419 funds tracked by Wall St. Rank held Stride as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.