Evergreen Capital Management’s Stride LRN Stock Holding History

Evergreen 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
2025 Q4	–	Sell	-3,394	Closed	-$506K	–	1477
2025 Q3	$506K	Buy	3,394 +410	+14%	+$60.1K	0.01%	657
2025 Q2	$433K	Buy	2,984 +2	+0.1%	+$289	0.01%	628
2025 Q1	$377K	Buy	2,982 +471	+19%	+$59.5K	0.01%	626
2024 Q4	$261K	Buy	+2,511	New	+$239K	0.01%	814

Other funds holding LRN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Evergreen Capital Management's LRN Position: Q4 2025 in Review

Evergreen Capital Management sold out of Stride (LRN) in Q4 2025, closing a stake of 3,394 shares — an estimated $506K sold.

Evergreen Capital Management first reported a position in LRN in Q4 2024 and held it in 4 quarters. The position peaked at $506K in Q3 2025. 396 funds tracked by Wall St. Rank hold LRN as of Q4 2025.

Evergreen Capital Management reported no remaining Stride position as of Q4 2025 after selling out during the quarter.
Evergreen Capital Management sold 3,394 Stride shares in Q4 2025, an estimated $506K.
Evergreen Capital Management first reported a position in Stride in Q4 2024 and held it in 4 quarters.
Evergreen Capital Management's Stride position peaked at $506K in Q3 2025.
396 funds tracked by Wall St. Rank held Stride as of Q4 2025.

Based on Evergreen Capital Management's 13F filing for Q4 2025, filed 27 Jan 2026.