Follow The Filings

LRN Stride Inc.

Consumer Discretionary, filed as STRIDE INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

  • 2 Owners
  • Max 5.4%
  • $79M
  • 1 add 1 exit

In 2026 Q2 First Eagle Investment Management added to Stride, while Polen Capital Management sold out.

Who owns this now

Largest portfolio weights among holders, up to 5.4% (Eric Khrom, Khrom Capital Management). Not free-float ownership.

  1. Eric Khrom 5.4%
  2. First Eagle Investment Manage... Add 0.02%

Who owns LRN

Sorted by value, long equity only, as of 2026 Q2.

History
Eric Khrom, Khrom Capital Management 5.4% Hold 750,166 $65M History
First Eagle Investment Management 0.02% Add +3831.6% 167,799 $14M History
Polen Capital Management exited 2026 Q2 Last 2026 Q1 0.01% Exit −0.01% 10,571 $932K History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by LRN's executives, directors and 10% owners in the last 12 months, from their Form 4s

All LRN insider trades
  • None no insider bought on the open market
  • None no sales outside a trading plan
  • None no planned (10b5-1) sales

No open-market buys or sales on file.

Also filed in the last 12 months, not counted as buying or selling: 23 share withholdings for taxes, 14 stock grants, 2 gifts, and 2 option exercises.

Congress

1 member of Congress traded LRN in the last three years: 8 buys and 4 sales.

All Congress trades
  1. Markwayne Mullin R-OKJoint Buy $15K–$50K Feb 4 filed Mar 2
  2. Markwayne Mullin R-OK Buy $15K–$50K Jan 5 filed Feb 4
  3. Markwayne Mullin R-OKSpouse Buy $15K–$50K Jan 5 filed Feb 4
  4. Markwayne Mullin R-OKSpouse Sell $1K–$15K Dec 18, 2025 filed Jan 13
  5. Markwayne Mullin R-OK Sell $1K–$15K Dec 18, 2025 filed Jan 13
  6. Markwayne Mullin R-OKJoint Buy $1K–$15K Feb 3, 2025 filed Feb 27, 2025

SEC filings

Recent issuer filings from EDGAR, 15 shown.

Filed Form Detail Links
10-Q
8-K 2.02,9.01
8-K 1.01,5.02,7.01,9.01
SCHEDULE 13G —
10-K
8-K 2.02,8.01,9.01
8-K 2.02,5.02,7.01,9.01
SCHEDULE 13G —
SCHEDULE 13G —
SCHEDULE 13G —
10-Q
8-K 2.02,9.01
SCHEDULE 13G/A —
10-Q
8-K 2.02,9.01

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $1.84B $2.04B $2.41B $2.52B
Gross profit $647.07M $763.6M $943.92M $950.6M
Gross margin * 35.2% 37.4% 39.2% 37.8%
Net income $126.87M $204.18M $287.94M $338.19M
Net margin * 6.9% 10.0% 12.0% 13.4%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $1.07B $1.25B $1.63B $1.72B
Total non-current assets * $695.47M $675.02M $661.22M $719.43M
Total assets $1.76B $1.92B $2.29B $2.44B
Total current liabilities $309.14M $244.28M $302.88M $288.85M
Total non-current liabilities * $504.24M $500.16M $511.46M $514.37M
Total equity $0.947B $1.18B $1.48B $1.63B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $203.15M $278.8M $432.82M $433.81M
Cash from investing -$118.24M -$139.87M -$88M -$179.83M
Cash from financing -$63.5M -$49.12M -$62.94M -$281.98M
Net change in cash $21.41M $89.81M $281.88M -$28M

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.