Impactive Capital’s Stride LRN Stock Holding History

Impactive Capital’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	$112M	Buy	1,303,636 +190,269	+17%	+$17.5M	8.02%	7
2026 Q1	$98.2M	Buy	+1,113,367	New	+$90.3M	7.12%	6

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impactive Capital's LRN Position: Q2 2026 in Review

Impactive Capital increased its Stride (LRN) stake by 17% in Q2 2026, buying an estimated $17.5M and bringing the position to 1,303,636 shares worth $112M. The position accounts for 8.02% of the portfolio, ranked #7.

Impactive Capital first reported a position in LRN in Q1 2026 and has held it in 2 quarters since. 413 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

Impactive Capital held 1,303,636 shares of Stride worth $112M as of Q2 2026.
Impactive Capital bought 190,269 Stride shares in Q2 2026, an estimated $17.5M.
Stride made up 8.02% of Impactive Capital's portfolio in Q2 2026, its #7 holding.
Impactive Capital first reported a position in Stride in Q1 2026 and has held it in 2 quarters since.
413 funds tracked by Wall St. Rank held Stride as of Q2 2026.

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