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Simcoe Capital Management’s Stride LRN Stock Holding History

Simcoe Capital 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 		$23.1M Sell
267,605
-34,705
-11% -$3.19M 4.2% 12
2026
Q1 		$26.7M Buy
+302,310
New +$24.5M 4.63% 10
2024
Q3 		– Sell
-134,100
Closed -$9.45M – 20
2024
Q2 		$9.45M Buy
134,100
+66,970
+100% +$4.47M 1.42% 12
2024
Q1 		$4.23M Hold
67,130
– – 0.56% 18
2023
Q4 		$3.99M Buy
+67,130
New +$3.67M 0.58% 12

Other funds holding LRN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JT
Jupiter Topco New York $245B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Morgan Stanley
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
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Simcoe Capital Management's LRN Position: Q2 2026 in Review

Simcoe Capital Management reduced its Stride (LRN) stake by 11% in Q2 2026, selling an estimated $3.19M and leaving 267,605 shares worth $23.1M. The position accounts for 4.2% of the portfolio, ranked #12.

Simcoe Capital Management first reported a position in LRN in Q4 2023 and has held it in 5 quarters since. The position peaked at $26.7M in Q1 2026. 413 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

  • Simcoe Capital Management held 267,605 shares of Stride worth $23.1M as of Q2 2026.
  • Simcoe Capital Management sold 34,705 Stride shares in Q2 2026, an estimated $3.19M.
  • Stride made up 4.2% of Simcoe Capital Management's portfolio in Q2 2026, its #12 holding.
  • Simcoe Capital Management first reported a position in Stride in Q4 2023 and has held it in 5 quarters since.
  • Simcoe Capital Management's Stride position peaked at $26.7M in Q1 2026.
  • 413 funds tracked by Wall St. Rank held Stride as of Q2 2026.

Based on Simcoe Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.