DFP
LRN icon

Defined Financial Planning’s Stride LRN Stock Holding History

Defined Financial 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
2025
Q2 		– Sell
-2,165
Closed -$280K – 78
2025
Q1 		$280K Hold
2,165
– – 0.28% 55
2024
Q4 		$225K Buy
+2,165
New +$206K 0.24% 67

Other funds holding LRN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Defined Financial Planning's LRN Position: Q2 2025 in Review

Defined Financial Planning sold out of Stride (LRN) in Q2 2025, closing a stake of 2,165 shares — an estimated $280K sold.

Defined Financial Planning first reported a position in LRN in Q4 2024 and held it in 2 quarters. The position peaked at $280K in Q1 2025. 535 funds tracked by Wall St. Rank hold LRN as of Q2 2025.

  • Defined Financial Planning reported no remaining Stride position as of Q2 2025 after selling out during the quarter.
  • Defined Financial Planning sold 2,165 Stride shares in Q2 2025, an estimated $280K.
  • Defined Financial Planning first reported a position in Stride in Q4 2024 and held it in 2 quarters.
  • Defined Financial Planning's Stride position peaked at $280K in Q1 2025.
  • 535 funds tracked by Wall St. Rank held Stride as of Q2 2025.

Based on Defined Financial Planning's 13F filing for Q2 2025, filed 23 Jul 2025.