Sigma Planning Corp’s Stride LRN Stock Holding History

Sigma Planning Corp’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	-6,506	Closed	-$969K	–	1355
2025 Q3	$969K	Sell	6,506 -3,408	-34%	-$500K	0.03%	543
2025 Q2	$1.44M	Buy	9,914 +2,011	+25%	+$291K	0.04%	387
2025 Q1	$1,000K	Buy	7,903 +5,433	+220%	+$687K	0.03%	494
2024 Q4	$257K	Sell	2,470 -734	-23%	-$69.8K	0.01%	989
2024 Q3	$273K	Sell	3,204 -2,846	-47%	-$220K	0.01%	995
2024 Q2	$427K	Sell	6,050 -200	-3%	-$13.3K	0.01%	795
2024 Q1	$394K	Buy	6,250 +2,150	+52%	+$130K	0.01%	857
2023 Q4	$243K	Sell	4,100 -3,100	-43%	-$170K	0.02%	699
2023 Q3	$324K	Buy	+7,200	New	+$293K	0.01%	891

Other funds holding LRN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sigma Planning Corp's LRN Position: Q4 2025 in Review

Sigma Planning Corp sold out of Stride (LRN) in Q4 2025, closing a stake of 6,506 shares — an estimated $969K sold.

Sigma Planning Corp first reported a position in LRN in Q3 2023 and held it in 9 quarters. The position peaked at $1.44M in Q2 2025. 396 funds tracked by Wall St. Rank hold LRN as of Q4 2025.

Sigma Planning Corp reported no remaining Stride position as of Q4 2025 after selling out during the quarter.
Sigma Planning Corp sold 6,506 Stride shares in Q4 2025, an estimated $969K.
Sigma Planning Corp first reported a position in Stride in Q3 2023 and held it in 9 quarters.
Sigma Planning Corp's Stride position peaked at $1.44M in Q2 2025.
396 funds tracked by Wall St. Rank held Stride as of Q4 2025.

Based on Sigma Planning Corp's 13F filing for Q4 2025, filed 30 Jan 2026.