Orion Portfolio Solutions’s Stride LRN Stock Holding History

Orion Portfolio Solutions’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 Q1	$2.87M	Buy	22,706 +6,644	+41%	+$840K	0.03%	550
2024 Q4	$1.67M	Buy	16,062 +2,073	+15%	+$197K	0.02%	785
2024 Q3	$1.19M	Sell	13,989 -608	-4%	-$47K	0.01%	954
2024 Q2	$1.03M	Sell	14,597 -1,580	-10%	-$105K	0.01%	975
2024 Q1	$1.02M	Sell	16,177 -1,342	-8%	-$80.9K	0.01%	972
2023 Q4	$1.03M	Sell	17,519 -1,490	-8%	-$81.6K	0.01%	927
2023 Q3	$856K	Sell	19,009 -260	-1%	-$10.6K	0.01%	988
2023 Q2	$717K	Sell	19,269 -5,375	-22%	-$215K	0.01%	1078
2023 Q1	$967K	Buy	+24,644	New	+$967K	0.01%	889

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Orion Portfolio Solutions's LRN Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Stride (LRN) stake by 41% in Q1 2025, buying an estimated $840K and bringing the position to 22,706 shares worth $2.87M. The position accounts for 0.03% of the portfolio, ranked #550.

Orion Portfolio Solutions first reported a position in LRN in Q1 2023 and has held it in 9 quarters since. 472 funds tracked by Wall St. Rank hold LRN as of Q1 2025.

Orion Portfolio Solutions held 22,706 shares of Stride worth $2.87M as of Q1 2025.
Orion Portfolio Solutions bought 6,644 Stride shares in Q1 2025, an estimated $840K.
Stride made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #550 holding.
Orion Portfolio Solutions first reported a position in Stride in Q1 2023 and has held it in 9 quarters since.
472 funds tracked by Wall St. Rank held Stride as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.