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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

2 current, 1 exited last period, options excluded

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 Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 1.01,5.02,7.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
10-K Filing Doc
8-K 2.02,8.01,9.01 Filing Doc
8-K 2.02,5.02,7.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 1 day ago. All on EDGAR

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

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

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