13FPulse
LR

LRN STRIDE INC

2026Q2 · CUSIP 86333M108 · Sector: Other

Exiting + falling

Funds leaving and price falling — historically weak for the next six months

Funds that own it
403
Institutions that reported holding it to the SEC
Net decrease in holders
10
Last quarter 413 → now 403
How unusual is that
Bottom 20%
Stronger than only 13% of US stocks
What the filings say, in one paragraph

403 funds held LRN at the end of 2026Q2, down 10 from the quarter before. Buying is stronger than only 13.1% of US stocks, and the price fell over the same quarter — funds leaving and price weakness at the same time. On the business itself, revenue over the last 12 months was $2.5B(YoY +4.7%), the P/E is 11.9x, return on equity is 20.7%. LRN has had 13 buying rushes in its history, and the price moved +3.4% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Other sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2021Q1: holders=159 2021Q2: holders=156 2021Q3: holders=169 2021Q4: holders=173 2022Q1: holders=194 2022Q2: holders=214 2022Q3: holders=224 2022Q4: holders=217 2023Q1: holders=231 2023Q2: holders=236 2023Q3: holders=250 2023Q4: holders=295 2024Q1: holders=303 2024Q2: holders=327 2024Q3: holders=365 2024Q4: holders=409 2025Q1: holders=469 2025Q2: holders=530 2025Q3: holders=515 2025Q4: holders=393 2026Q1: holders=413 2026Q2: holders=403 -122 -61 +0 +61 +122 140349557 21Q121Q322Q122Q323Q123Q324Q124Q325Q125Q326Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 13 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 20% +0.5%
2025Q2 Top 5% -11.1% -60.6%
2025Q1 Top 5% -11.7% +4.2%
2024Q4 Top 20% -7.9% +10.2%
2024Q3 Top 10% +5.5% +32.2%
2024Q2 Top 20% +1.6% +20.7%
2023Q4 Top 20% +8.3% +23.0%
2023Q3 Top 20% +5.9% -3.0%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
186
Change in large funds
+4
Total value they hold
$4.0B
Funds buying for the first time
58
Funds that sold out entirely
68
Price change that quarter
-5.3%
Funds holding puts (bearish)
9
Funds holding calls (bullish)
9

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
11.9
EPS (TTM)
$7.14
EPS YoY
+20.0%
Revenue (TTM)
$2.5B
Revenue YoY
+4.7%
Net margin
13.4%
ROE
20.7%
Debt ratio
33.0%
FCF (TTM)
$433M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS -0.15 2021-12-31: EPS 1.00 2022-03-31: EPS 1.02 2022-06-30: EPS 0.65 2022-09-30: EPS -0.54 2022-12-31: EPS 1.19 2023-03-31: EPS 1.30 2023-06-30: EPS 1.02 2023-09-30: EPS 0.11 2023-12-31: EPS 1.54 2024-03-31: EPS 1.60 2024-06-30: EPS 1.44 2024-09-30: EPS 0.94 2024-12-31: EPS 2.03 2025-03-31: EPS 2.02 2025-06-30: EPS 0.96 2025-09-30: EPS 1.40 2025-12-31: EPS 2.12 2026-03-31: EPS 1.93 2026-06-30: EPS 1.69 0M 327M 654M $M -0.59 0.87 2.33 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 16 9 19 28 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-196M51M298M 20162017201820192020202120222023202420252026
Latest quarter $220M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.