Which hedge funds own LRN? STRIDE INC, Q2 2026 13F holders
53 tracked hedge funds disclosed a position in LRN (STRIDE INC) in their Q2 2026 13F filings, worth $994.4m in total. The largest holder by portfolio weight is Breach Inlet Capital Management, LLC at 13.8% of its book. 13 opened a new position this quarter: Fivespan Partners, LP, P2 Capital Partners, LLC, Semanteon Capital Management, LP, Opti Capital Management, LP. 14 exited: Cat Rock Capital Management LP, Bastion Asset Management Inc., Divisadero Street Capital Management, LP.
- 53
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 13
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 14
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $80.8m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $133m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $994m
- Combined value Sum of the holders' reported positions in the security.
- 4.3%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Cat Rock Capital Management LP | 3.6% | $23.1m |
| Bastion Asset Management Inc. | 1.8% | $5.9m |
| Divisadero Street Capital Management, LP | 1.3% | $27.2m |
| Diametric Capital, LP | 0.5% | $2.1m |
| Balyasny Asset Management L.P. | 0.1% | $55.1m |
| AlphaGrep UK Ltd | 0.07% | $232k |
| ExodusPoint Capital Management, LP | 0.03% | $3.4m |
| Prelude Capital Management, LLC | 0.03% | $387k |
| Centiva Capital, LP | 0.03% | $576k |
| Landscape Capital Management, L.L.C. | 0.02% | $305k |
| Y-Intercept (Hong Kong) Ltd | 0.01% | $557k |
| Millennium Management LLC | 0.01% | $12.9m |
| Polen Capital | 0.01% | $932k |
| Walleye Capital LLC | 0.0% | $541k |
Ownership over time
Who discovered LRN first? Beta
| SG Capital Management LLC high conviction | Q3 2021 | +4.5 pts |
| AQR Arbitrage LLC | Q2 2024 | +2.5 pts |
| Camden Asset Management L P | Q1 2023 | +2.2 pts |
| Intrinsic Edge Capital Management LLC | Q3 2021 | +0.8 pts |
| Cooper Creek Partners Management LLC | Q3 2023 | +0.5 pts |
| Formula Growth Ltd | Q2 2021 | +0.2 pts |
| III Capital Management | Q1 2024 | +0.1 pts |
| Breach Inlet Capital Management, LLC high conviction | Q3 2025 | −2.7 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.