IECM
LRN icon

Intrinsic Edge Capital Management’s Stride LRN Stock Holding History

Intrinsic Edge 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
-35,000
Closed -$5.21M – 115
2025
Q3 		$5.21M Buy
+35,000
New +$5.13M 0.73% 52
2024
Q2 		– Sell
-544,534
Closed -$34.3M – 180
2024
Q1 		$34.3M Buy
544,534
+311,094
+133% +$18.8M 2.69% 3
2023
Q4 		$13.9M Sell
233,440
-114,717
-33% -$6.28M 1.39% 26
2023
Q3 		$15.7M Buy
+348,157
New +$14.2M 1.77% 13
2023
Q2 		– Sell
-275,650
Closed -$10.8M – 192
2023
Q1 		$10.8M Buy
+275,650
New +$10.8M 1.09% 36
2022
Q2 		– Sell
-363,312
Closed -$13.2M – 193
2022
Q1 		$13.2M Sell
363,312
-108,467
-23% -$3.6M 1.01% 29
2021
Q4 		$15.7M Sell
471,779
-125,354
-21% -$4.33M 1% 29
2021
Q3 		$21.5M Buy
597,133
+204,625
+52% +$6.71M 1.48% 4
2021
Q2 		$12.6M Buy
392,508
+279,508
+247% +$8.33M 0.74% 38
2021
Q1 		$3.4M Buy
+113,000
New +$2.93M 0.23% 156
2020
Q4 		– Sell
-147,161
Closed -$3.88M – 261
2020
Q3 		$3.88M Sell
147,161
-154,700
-51% -$5.98M 0.26% 131
2020
Q2 		$8.22M Sell
301,861
-131,896
-30% -$3.17M 0.76% 36
2020
Q1 		$8.18M Buy
+433,757
New +$8M 1.08% 27

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Intrinsic Edge Capital Management's LRN Position: Q4 2025 in Review

Intrinsic Edge Capital Management sold out of Stride (LRN) in Q4 2025, closing a stake of 35,000 shares — an estimated $5.21M sold.

Intrinsic Edge Capital Management first reported a position in LRN in Q1 2020 and held it in 13 quarters. The position peaked at $34.3M in Q1 2024. 397 funds tracked by Wall St. Rank hold LRN as of Q4 2025.

  • Intrinsic Edge Capital Management reported no remaining Stride position as of Q4 2025 after selling out during the quarter.
  • Intrinsic Edge Capital Management sold 35,000 Stride shares in Q4 2025, an estimated $5.21M.
  • Intrinsic Edge Capital Management first reported a position in Stride in Q1 2020 and held it in 13 quarters.
  • Intrinsic Edge Capital Management's Stride position peaked at $34.3M in Q1 2024.
  • 397 funds tracked by Wall St. Rank held Stride as of Q4 2025.

Based on Intrinsic Edge Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.