Montanaro Asset Management’s Stride LRN Stock Holding History

Montanaro Asset 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
2026 Q2	$8.39M	Sell	97,249 -28,051	-22%	-$2.58M	2.64%	17
2026 Q1	$11M	Buy	125,300 +17,300	+16%	+$1.4M	3.3%	11
2025 Q4	$7.01M	Sell	108,000 -24,200	-18%	-$2.2M	1.95%	28
2025 Q3	$19.7M	Buy	132,200 +12,200	+10%	+$1.79M	4.92%	5
2025 Q2	$17.4M	Sell	120,000 -20,600	-15%	-$2.98M	4.49%	4
2025 Q1	$17.8M	Sell	140,600 -42,900	-23%	-$5.42M	5.22%	2
2024 Q4	$19.1M	Buy	183,500 +28,500	+18%	+$2.71M	3.94%	6
2024 Q3	$13.2M	Buy	155,000 +26,000	+20%	+$2.01M	2.36%	18
2024 Q2	$9.09M	Buy	+129,000	New	+$8.6M	1.7%	27

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

Impactive Capital New York City, New York $1.4B AUM 13.97% 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

Montanaro Asset Management's LRN Position: Q2 2026 in Review

Montanaro Asset Management reduced its Stride (LRN) stake by 22% in Q2 2026, selling an estimated $2.58M and leaving 97,249 shares worth $8.39M. The position accounts for 2.64% of the portfolio, ranked #17.

Montanaro Asset Management first reported a position in LRN in Q2 2024 and has held it in 9 quarters since. The position peaked at $19.7M in Q3 2025. 413 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

Montanaro Asset Management held 97,249 shares of Stride worth $8.39M as of Q2 2026.
Montanaro Asset Management sold 28,051 Stride shares in Q2 2026, an estimated $2.58M.
Stride made up 2.64% of Montanaro Asset Management's portfolio in Q2 2026, its #17 holding.
Montanaro Asset Management first reported a position in Stride in Q2 2024 and has held it in 9 quarters since.
Montanaro Asset Management's Stride position peaked at $19.7M in Q3 2025.
413 funds tracked by Wall St. Rank held Stride as of Q2 2026.

Based on Montanaro Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.