SGI
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Summit Global Investments’s Stride LRN Stock Holding History

Summit Global Investments’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
Q3 		– Sell
-4,154
Closed -$603K – 522
2025
Q2 		$603K Buy
+4,154
New +$601K 0.04% 277
2021
Q2 		– Sell
-7,800
Closed -$235K – 599
2021
Q1 		$235K Buy
+7,800
New +$203K 0.02% 497
2019
Q4 		– Sell
-30,405
Closed -$803K – 285
2019
Q3 		$803K Buy
30,405
+7,505
+33% +$216K 0.09% 189
2019
Q2 		$696K Buy
+22,900
New +$737K 0.09% 211

Other funds holding LRN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Summit Global Investments's LRN Position: Q3 2025 in Review

Summit Global Investments sold out of Stride (LRN) in Q3 2025, closing a stake of 4,154 shares — an estimated $603K sold.

Summit Global Investments first reported a position in LRN in Q2 2019 and held it in 4 quarters. The position peaked at $803K in Q3 2019. 518 funds tracked by Wall St. Rank hold LRN as of Q3 2025.

  • Summit Global Investments reported no remaining Stride position as of Q3 2025 after selling out during the quarter.
  • Summit Global Investments sold 4,154 Stride shares in Q3 2025, an estimated $603K.
  • Summit Global Investments first reported a position in Stride in Q2 2019 and held it in 4 quarters.
  • Summit Global Investments's Stride position peaked at $803K in Q3 2019.
  • 518 funds tracked by Wall St. Rank held Stride as of Q3 2025.

Based on Summit Global Investments's 13F filing for Q3 2025, filed 3 Nov 2025.