Root Financial Partners
LRN icon

Root Financial Partners’s Stride LRN Stock Holding History

Root Financial Partners’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
Q3 		$5.85K Buy
+75
New +$6.32K ﹤0.01% 2164
2026
Q2 		– Sell
-67
Closed -$5.91K – 1986
2026
Q1 		$5.91K Buy
67
+27
+68% +$2.19K ﹤0.01% 1888
2025
Q4 		$2.6K Sell
40
-95
-70% -$8.63K ﹤0.01% 1943
2025
Q3 		$20.1K Buy
+135
New +$19.8K ﹤0.01% 1114

Other funds holding LRN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fivespan Partners
Fivespan Partners San Francisco, California $796M AUM 4.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Root Financial Partners's LRN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Stride (LRN) in Q3 2026: 75 shares worth $5.85K. The stake represents ﹤0.01% of the portfolio and ranks #2164 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LRN as recently as Q1 2026.

Root Financial Partners first reported a position in LRN in Q3 2025 and has held it in 4 quarters since. The position peaked at $20.1K in Q3 2025. 304 funds tracked by Wall St. Rank hold LRN as of Q3 2026.

  • Root Financial Partners held 75 shares of Stride worth $5.85K as of Q3 2026.
  • Stride was a new Root Financial Partners position in Q3 2026.
  • Stride made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2164 holding.
  • Root Financial Partners first reported a position in Stride in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Stride position peaked at $20.1K in Q3 2025.
  • 304 funds tracked by Wall St. Rank held Stride as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.