South Street Advisors’s Stride LRN Stock Holding History

South Street Advisors’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	$5.05M	Buy	57,229 +1,556	+3%	+$126K	0.73%	33
2025 Q4	$3.61M	Sell	55,673 -27,651	-33%	-$2.51M	0.51%	36
2025 Q3	$12.4M	Buy	83,324 +897	+1%	+$132K	1.63%	26
2025 Q2	$12M	Sell	82,427 -952	-1%	-$138K	1.77%	24
2025 Q1	$10.5M	Sell	83,379 -4,180	-5%	-$528K	1.72%	28
2024 Q4	$9.1M	Sell	87,559 -100	-0.1%	-$9.51K	1.39%	31
2024 Q3	$7.48M	Sell	87,659 -3,425	-4%	-$265K	1.14%	33
2024 Q2	$6.42M	Buy	91,084 +1,632	+2%	+$109K	0.97%	33
2024 Q1	$5.64M	Buy	89,452 +5,560	+7%	+$335K	0.9%	32
2023 Q4	$4.98M	Sell	83,892 -500	-0.6%	-$27.4K	0.93%	32
2023 Q3	$3.8M	Buy	84,392 +200	+0.2%	+$8.13K	0.76%	34
2023 Q2	$3.13M	Buy	84,192 +4,171	+5%	+$167K	0.62%	33
2023 Q1	$3.14M	Buy	80,021 +609	+0.8%	+$23.9K	0.64%	32
2022 Q4	$2.48M	Buy	+79,412	New	+$2.92M	0.55%	37

Other funds holding LRN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

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

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

South Street Advisors's LRN Position: Q1 2026 in Review

South Street Advisors increased its Stride (LRN) stake by 2.8% in Q1 2026, buying an estimated $126K and bringing the position to 57,229 shares worth $5.05M. The position accounts for 0.73% of the portfolio, ranked #33.

South Street Advisors first reported a position in LRN in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.4M in Q3 2025. 419 funds tracked by Wall St. Rank hold LRN as of Q1 2026.

South Street Advisors held 57,229 shares of Stride worth $5.05M as of Q1 2026.
South Street Advisors bought 1,556 Stride shares in Q1 2026, an estimated $126K.
Stride made up 0.73% of South Street Advisors's portfolio in Q1 2026, its #33 holding.
South Street Advisors first reported a position in Stride in Q4 2022 and has held it in 14 quarters since.
South Street Advisors's Stride position peaked at $12.4M in Q3 2025.
419 funds tracked by Wall St. Rank held Stride as of Q1 2026.

Based on South Street Advisors's 13F filing for Q1 2026, filed 13 May 2026.