Tortoise Investment Management’s Stride LRN Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-3	Closed	-$447	–	911
2025 Q3	$447	Sell	3 -1	-25%	-$147	﹤0.01%	1195
2025 Q2	$581	Buy	+4	New	+$579	﹤0.01%	1071

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 $552B AUM 44.19% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Tortoise Investment Management's LRN Position: Q4 2025 in Review

Tortoise Investment Management sold out of Stride (LRN) in Q4 2025, closing a stake of 3 shares — an estimated $447 sold.

Tortoise Investment Management first reported a position in LRN in Q2 2025 and held it in 2 quarters. The position peaked at $581 in Q2 2025. 397 funds tracked by Wall St. Rank hold LRN as of Q4 2025.

Tortoise Investment Management reported no remaining Stride position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 3 Stride shares in Q4 2025, an estimated $447.
Tortoise Investment Management first reported a position in Stride in Q2 2025 and held it in 2 quarters.
Tortoise Investment Management's Stride position peaked at $581 in Q2 2025.
397 funds tracked by Wall St. Rank held Stride as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.