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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
QCG
326
Quadrant Capital Group
Ohio
$143K +$24.5K +258 +23%
Nisa Investment Advisors
327
Nisa Investment Advisors
Missouri
$133K +$2.38K +25 +2%
TPCW
328
TD Private Client Wealth
New York
$121K -$75.5K -794 -40%
M
329
MOTCO
Texas
$106K – – –
FP
330
Financial Perspectives
Minnesota
$103K – – –
UFF
331
USA Financial Formulas
Michigan
$98.2K -$476 -5 -0.5%
A
332
AlphaQuest
New York
$94.4K -$707K -7,435 -89%
KFI
333
Key Financial Inc
Pennsylvania
$83.1K – – –
GM
334
GeoWealth Management
Illinois
$82.8K +$75.8K +797 New
FFA
335
Farther Finance Advisors
California
$82.5K -$257K -2,704 -77%
SAM
336
Smartleaf Asset Management
Massachusetts
$79.2K +$56.3K +592 +372%
Daiwa Securities Group
337
Daiwa Securities Group
Japan
$79K -$20.5K -215 -22%
CMBA
338
C.M. Bidwell & Associates
Hawaii
$77.4K +$70.9K +745 New
GWP
339
Gen-Wealth Partners
Michigan
$74.5K +$68.2K +717 New
PA
340
Parallel Advisors
California
$71.6K -$2.85K -30 -4%
ME
341
McIlrath & Eck
Washington
$70.3K – – –
Carson Wealth (CWM LLC)
342
Carson Wealth (CWM LLC)
Nebraska
$68K +$45.3K +476 +263%
C
343
Covestor
United Kingdom
$66K +$20.5K +215 +52%
MFG
344
Mendota Financial Group
Wisconsin
$56.2K -$44.9K -472 -47%
Jones Financial Companies
345
Jones Financial Companies
Missouri
$47.2K -$9.51K -100 -18%
S
346
SignatureFD
Georgia
$47.2K +$5.42K +57 +14%
Ohio Public Employees Retirement System (OPERS)
347
Ohio Public Employees Retirement System (OPERS)
Ohio
$47K -$3.23K -34 -7%
CIBC Private Wealth Group
348
CIBC Private Wealth Group
Georgia
$42.1K +$16.9K +178 +86%
NEI
349
Northwest & Ethical Investments
Ontario, Canada
$41.5K -$133K -1,400 -78%
PHK
350
Point72 Hong Kong
Hong Kong
$41.4K +$37.9K +398 New
12 13
14
15 16

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.