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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's LRN Position: Q1 2026 in Review

Root Financial Partners increased its Stride (LRN) stake by 68% in Q1 2026, buying an estimated $2.19K and bringing the position to 67 shares worth $5.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1888.

Root Financial Partners first reported a position in LRN in Q3 2025 and has held it in 3 quarters since. The position peaked at $20.1K in Q3 2025. 419 funds tracked by Wall St. Rank hold LRN as of Q1 2026.

  • Root Financial Partners held 67 shares of Stride worth $5.91K as of Q1 2026.
  • Root Financial Partners bought 27 Stride shares in Q1 2026, an estimated $2.19K.
  • Stride made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1888 holding.
  • Root Financial Partners first reported a position in Stride in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Stride position peaked at $20.1K in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Stride as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.