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Stride
LRN

410 hedge funds and large institutions have $5.35B invested in Stride in 2024 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 154 increasing their positions, 133 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 36

29% more capital invested

Capital invested by funds: $4.14B → $5.35B (+$1.22B)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

16% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 133

11% more funds holding

Funds holding: 368 → 410 (+42)

0.7% less ownership

Funds ownership: 112.1% → 111.4% (-0.7%)

22% less call options, than puts

Call options by funds: $36M | Put options by funds: $46.1M

Holders
410
Holders Change
+42
Holders Change %
+11.41%
% of All Funds
5.4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
83
Increased
154
Reduced
133
Closed
36
Calls
$36M
Puts
$46.1M
Net Calls
-$10.1M
Net Calls Change
+$77M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$61.4M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$38.2M
3
William Blair Investment Management
William Blair Investment Management
Illinois
+$35.7M
4
CRCM
Cat Rock Capital Management
Connecticut
+$33.6M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$31.6M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
-$79.3M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$46.3M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$44.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$37.6M
5
Invesco
Invesco
Georgia
-$35.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
301
Keebeck Wealth Management
Illinois
$256K +$234K +2,463 New
NAAA
302
New Age Alpha Advisors
New York
$252K +$231K +2,427 New
AWS
303
Atria Wealth Solutions
New York
$247K -$2.85K -30 -1%
PA
304
Profund Advisors
Maryland
$235K +$215K +2,261 New
RGF
305
Retirement Guys Formula
Ohio
$235K -$10.9K -115 -5%
VI
306
Vestcor Inc
New Brunswick, Canada
$231K -$401K -4,211 -65%
LAM
307
Longboard Asset Management
Arizona
$226K +$207K +2,178 New
CIBC World Market
308
CIBC World Market
Ontario, Canada
$226K +$206K +2,170 New
DFP
309
Defined Financial Planning
California
$225K +$206K +2,165 New
WS
310
Wedbush Securities
California
$215K +$197K +2,068 New
AAS
311
Avantax Advisory Services
Texas
$214K +$196K +2,062 New
SFA
312
Sequoia Financial Advisors
Ohio
$212K +$194K +2,042 New
HCMT
313
Highland Capital Management (Tennessee)
Tennessee
$209K +$191K +2,013 New
PPA
314
Pacific Point Advisors
California
$208K +$190K +2,000 New
ONB
315
Old National Bancorp
Indiana
$206K +$189K +1,984 New
SSWM
316
Sheets Smith Wealth Management
North Carolina
$205K +$188K +1,975 New
CC
317
Corton Capital
Ontario, Canada
$201K +$184K +1,937 New
KBC Group
318
KBC Group
Belgium
$197K +$73.2K +769 +69%
AssetMark Inc
319
AssetMark Inc
California
$188K +$171K +1,793 +11,953%
WAM
320
Wolverine Asset Management
Illinois
$187K +$122K +1,283 +248%
US Bancorp
321
US Bancorp
Minnesota
$172K +$4.19K +44 +3%
SS
322
SBI Securities
Japan
$165K +$151K +1,587 New
TRCT
323
Tower Research Capital (TRC)
New York
$165K -$93.5K -983 -38%
Skandinaviska Enskilda Banken (SEB)
324
Skandinaviska Enskilda Banken (SEB)
Sweden
$163K +$18.9K +199 +15%
Nomura Asset Management
325
Nomura Asset Management
Japan
$158K +$145K +1,522 New
11 12
13
14 15

LRN Hedge Fund Activity: Q4 2024 in Review

410 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Stride (LRN) for Q4 2024, worth a combined $5.35B — up 29% from $4.14B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new LRN positions and 36 closed out — a net gain of 47 holders — while 154 added to existing stakes and 133 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $61.4M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $79.3M sold.

  • 410 institutional investors held Stride (LRN) as of Q4 2024, up from 368 in Q3 2024.
  • Funds reported $5.35B of Stride stock for Q4 2024, up 29% quarter-over-quarter.
  • 83 funds opened new Stride positions in Q4 2024 and 36 closed out, a net change of +47 holders.
  • The largest Stride buyer in Q4 2024 was Principal Financial Group, an estimated $61.4M added.
  • The largest Stride seller in Q4 2024 was Vaughan Nelson Investment Management, an estimated $79.3M sold.

Based on aggregated 13F filings for Q4 2024.