LRNNYSEServices-Educational ServicesFiscal year ends June 30
Stride, Inc.
Financials through Q4 FY2026, quarter ended Jun 30, 2026Last filing: 10-K on Aug 5, 2026
$80.99−1.40 (-1.70%)
Close on Oct 19, 2026
- Market cap
- $3.77B
- P/E (TTM)
- 11.3
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
47M of 42M shares
Institutional holders
413
58 new, 61 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 6,328,370 | 14.50% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Portfolio Management | 2,345,124 | 5.50% | 13G (passive) | Mar 31, 2026 |
| Janus Henderson Group PLC | 2,277,279 | 5.40% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 2,151,979 | 5.05% | 13G (passive) | Mar 31, 2026 |
| Dimensional Fund Advisors LP | 2,093,875 | 5.00% | 13G (passive) | Sep 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LRN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,439,716 | 15.50% | $555.36M | +41,714 | 0.01% |
| Vanguard Portfolio Management LLC | 2,373,668 | 5.71% | $204.71M | +67,516 | 0.01% |
| Jupiter Topco LLC | 2,315,672 | 5.57% | $199.72M | New | 0.08% |
| Dimensional Fund Advisors LP | 1,915,428 | 4.61% | $165.19M | +164,782 | 0.03% |
| Vanguard Capital Management LLC | 1,839,059 | 4.43% | $158.60M | +9,162 | 0.00% |
| State Street Corp | 1,661,526 | 4.00% | $143.29M | +51,360 | 0.00% |
| Impactive Capital LP | 1,303,636 | 3.14% | $112.43M | +190,269 | 8.02% |
| Morgan Stanley | 1,296,291 | 3.12% | $111.79M | +183,171 | 0.01% |
| Frontier Capital Management Co LLC | 1,191,710 | 2.87% | $102.77M | −357,581 | 0.96% |
| Principal Financial Group Inc | 1,113,535 | 2.68% | $96.03M | +79,488 | 0.05% |
| Geode Capital Management, LLC | 1,104,032 | 2.66% | $95.23M | +62,646 | 0.01% |
| Swedbank AB | 972,874 | 2.34% | $83.90M | – | 0.07% |
| Voss Capital, LLC | 885,605 | 2.13% | $76.37M | +35,605 | 3.55% |
| William Blair Investment Management, LLC | 823,698 | 1.98% | $71.04M | New | 0.21% |
| Invesco Ltd. | 779,769 | 1.88% | $67.25M | +87,512 | 0.01% |
| Khrom Capital Management LLC | 750,166 | 1.81% | $64.69M | – | 5.42% |
| Fuller & Thaler Asset Management, Inc. | 745,346 | 1.79% | $64.28M | +29,006 | 0.18% |
| Deutsche Bank AG\ | 737,755 | 1.78% | $63.62M | −27,251 | 0.02% |
| Charles Schwab Investment Management Inc | 673,595 | 1.62% | $58.09M | +27,733 | 0.01% |
| American Century Companies Inc | 633,691 | 1.52% | $54.65M | +611,877 | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 413 | 47M | 100.0% | 58 / 155 | 137 / 61 | 8M | 5M |
| Q1 2026 | 421 | 46M | 100.0% | 97 / 150 | 146 / 68 | 16M | 11M |
| Q4 2025 | 397 | 46M | 100.0% | 82 / 131 | 157 / 193 | 13M | 14M |
| Q3 2025 | 518 | 47M | 100.0% | 65 / 199 | 200 / 75 | 5M | 6M |
| Q2 2025 | 535 | 47M | 100.0% | 106 / 196 | 193 / 37 | 6M | 6M |
| Q1 2025 | 472 | 47M | 100.0% | 111 / 168 | 156 / 45 | 6M | 6M |
| Q4 2024 | 410 | 49M | 100.0% | 83 / 155 | 133 / 36 | 7M | 7M |
| Q3 2024 | 368 | 49M | 100.0% | 75 / 140 | 103 / 33 | 12M | 3M |
| Q2 2024 | 328 | 46M | 100.0% | 52 / 112 | 127 / 28 | 5M | 7M |
| Q1 2024 | 307 | 48M | 100.0% | 55 / 89 | 121 / 41 | 7M | 5M |
| Q4 2023 | 295 | 47M | 100.0% | 72 / 78 | 119 / 25 | 8M | 4M |
| Q3 2023 | 250 | 43M | 100.0% | 40 / 82 | 95 / 23 | 4M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LRN | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2,524,405 | 6.07% | $217.70M | 0.20% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,283,453 | 3.09% | $110.68M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,085,921 | 2.61% | $93.65M | 0.11% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 926,767 | 2.23% | $79.92M | 0.04% | Jun 30, 2026 |
| Janus Henderson Triton Fund | 776,099 | 1.87% | $66.93M | 1.13% | Jun 30, 2026 |
| Fullerthaler Behavioral Small Cap Equity | 711,788 | 1.71% | $61.38M | 0.48% | Jun 30, 2026 |
| Janus Henderson Venture Fund | 539,349 | 1.30% | $46.51M | 1.28% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 534,240 | 1.29% | $46.07M | 0.10% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 480,525 | 1.16% | $41.44M | 0.04% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 462,173 | 1.11% | $37.11M | 0.11% | Jul 31, 2026 |
| DWS Small Cap Core Fund | 400,000 | 0.96% | $34.50M | 2.97% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 385,735 | 0.93% | $33.27M | 0.20% | Jun 30, 2026 |
| Victory Sycamore Small Company Opportunity Fund | 370,000 | 0.89% | $31.91M | 0.68% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 360,709 | 0.87% | $31.11M | 0.39% | Jun 30, 2026 |
| SmallCap Fund | 306,849 | 0.74% | $24.64M | 1.18% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Robert E. Knowling Jr | Chief Executive Officer, Director | 93,800 | 0.23% | Aug 11, 2026 |
| James Jeaho Rhyu | CHIEF EXECUTIVE OFFICER, Director | 733,227 | 1.76% | Feb 20, 2026 |
| Todd Goldthwaite | MANAGING DIRECTOR | 107,151 | 0.26% | Sep 18, 2026 |
| Donna Blackman | CHIEF FINANCIAL OFFICER | 203,639 | 0.49% | Sep 18, 2026 |
| Greerson Greene McMullen | EVP, GENERAL COUNSEL | 24,035 | 0.06% | Sep 16, 2026 |
| Brian A. Shepherd | Director | 1,536 | 0.00% | Sep 22, 2026 |
| Allison Lawrence | Director | – | – | Dec 8, 2025 |
| Aida Alvarez | Director | 42,201 | 0.10% | Dec 8, 2025 |
| Steven B. Fink | Director | 240,567 | 0.58% | Dec 8, 2025 |
| Joseph A. Verbrugge | Director | 257 | 0.00% | Dec 8, 2025 |
| Eliza McFadden | Director | 6,359 | 0.02% | Dec 8, 2025 |
| Ralph R. Smith | Director | 2,280 | 0.01% | Dec 8, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Todd Goldthwaite MANAGING DIRECTOR | Sep 16, 2026 | Award | +690 | – | – | 107,151 |
| Todd Goldthwaite MANAGING DIRECTOR | Sep 16, 2026 | Option exercise | +1,840 | – | – | 106,461 |
| Todd Goldthwaite MANAGING DIRECTOR | Sep 16, 2026 | Tax withholding | −1,163 | $82.04 | $95.41K | 105,988 |
| Donna Blackman CHIEF FINANCIAL OFFICER | Sep 16, 2026 | Award | +4,834 | – | – | 203,639 |
| Donna Blackman CHIEF FINANCIAL OFFICER | Sep 16, 2026 | Tax withholding | −8,747 | $82.04 | $717.60K | 194,892 |
| Donna Blackman CHIEF FINANCIAL OFFICER | Sep 16, 2026 | Option exercise | +12,890 | – | – | 198,805 |
| Greerson Greene McMullen EVP, GENERAL COUNSEL | Sep 15, 2026 | Tax withholding | −648 | $83.56 | $54.15K | 24,035 |
| Donna Blackman CHIEF FINANCIAL OFFICER | Aug 18, 2026 | Tax withholding | −3,395 | $83.76 | $284.37K | 179,856 |
| Todd Goldthwaite MANAGING DIRECTOR | Aug 18, 2026 | Tax withholding | −452 | $83.76 | $37.86K | 103,409 |
| Robert E. Knowling Jr Chief Executive Officer, Director | Aug 10, 2026 | Award | +87,249 | – | – | 93,800 |
| Robert E. Knowling Jr Chief Executive Officer, Director | Aug 10, 2026 | Award | +46,741 | – | – | 140,541 |
| Todd Goldthwaite MANAGING DIRECTOR | Aug 9, 2026 | Tax withholding | −112 | $82.51 | $9.24K | 103,861 |
| Donna Blackman CHIEF FINANCIAL OFFICER | Aug 9, 2026 | Tax withholding | −1,806 | $82.51 | $149.01K | 183,251 |
| Greerson Greene McMullen EVP, GENERAL COUNSEL | Aug 8, 2026 | Tax withholding | −81 | $82.51 | $6.68K | 21,653 |
| Todd Goldthwaite MANAGING DIRECTOR | Aug 8, 2026 | Tax withholding | −124 | $82.51 | $10.23K | 103,973 |
| Donna Blackman CHIEF FINANCIAL OFFICER | Aug 8, 2026 | Tax withholding | −562 | $82.51 | $46.37K | 185,057 |
| Todd Goldthwaite MANAGING DIRECTOR | Aug 7, 2026 | Award | +4,848 | – | – | 104,621 |
| Greerson Greene McMullen EVP, GENERAL COUNSEL | Aug 7, 2026 | Award | +12,120 | – | – | 24,683 |
| Donna Blackman CHIEF FINANCIAL OFFICER | Aug 7, 2026 | Award | +24,239 | – | – | 185,915 |
| Greerson Greene McMullen EVP, GENERAL COUNSEL | Aug 7, 2026 | Award | +9,090 | – | – | 21,734 |
| Todd Goldthwaite MANAGING DIRECTOR | Aug 7, 2026 | Award | +3,636 | – | – | 104,097 |
| Donna Blackman CHIEF FINANCIAL OFFICER | Aug 7, 2026 | Award | +18,180 | – | – | 185,619 |
| Todd Goldthwaite MANAGING DIRECTOR | Jul 29, 2026 | Tax withholding | −4,085 | $97.71 | $399.15K | 100,461 |
| Todd Goldthwaite MANAGING DIRECTOR | Jul 29, 2026 | Award | +11,040 | – | – | 104,546 |
| Brian A. Shepherd Director | Jul 29, 2026 | Award | +1,094 | – | – | 1,094 |
| Donna Blackman CHIEF FINANCIAL OFFICER | Jul 29, 2026 | Award | +77,380 | – | – | 205,627 |
| Donna Blackman CHIEF FINANCIAL OFFICER | Jul 29, 2026 | Tax withholding | −38,188 | $97.71 | $3.73M | 167,439 |
| Greerson Greene McMullen EVP, GENERAL COUNSEL | Mar 15, 2026 | Tax withholding | −363 | $84.36 | $30.62K | 12,644 |
| James Jeaho Rhyu CHIEF EXECUTIVE OFFICER, Director | Feb 19, 2026 | Gift | −1,350 | – | – | 733,227 |
| James Jeaho Rhyu CHIEF EXECUTIVE OFFICER, Director | Feb 18, 2026 | Tax withholding | −9,282 | $84.25 | $782.01K | 734,577 |
| Todd Goldthwaite MANAGING DIRECTOR | Feb 18, 2026 | Tax withholding | −354 | $84.25 | $29.82K | 93,506 |
| Donna Blackman CHIEF FINANCIAL OFFICER | Feb 18, 2026 | Tax withholding | −2,235 | $84.25 | $188.30K | 128,247 |
| James Jeaho Rhyu CHIEF EXECUTIVE OFFICER, Director | Feb 9, 2026 | Tax withholding | −6,527 | $87.51 | $571.18K | 743,859 |
| Todd Goldthwaite MANAGING DIRECTOR | Feb 9, 2026 | Tax withholding | −88 | $87.51 | $7.70K | 93,860 |
| Donna Blackman CHIEF FINANCIAL OFFICER | Feb 9, 2026 | Tax withholding | −1,109 | $87.51 | $97.05K | 130,482 |
| James Jeaho Rhyu CHIEF EXECUTIVE OFFICER, Director | Feb 8, 2026 | Tax withholding | −1,623 | $87.83 | $142.55K | 750,386 |
| Greerson Greene McMullen EVP, GENERAL COUNSEL | Feb 8, 2026 | Tax withholding | −95 | $87.83 | $8.34K | 13,007 |
| Todd Goldthwaite MANAGING DIRECTOR | Feb 8, 2026 | Tax withholding | −98 | $87.83 | $8.61K | 93,948 |
| Donna Blackman CHIEF FINANCIAL OFFICER | Feb 8, 2026 | Tax withholding | −394 | $87.83 | $34.61K | 131,591 |
| Eliza McFadden Director | Dec 4, 2025 | Award | +4,097 | – | – | 6,359 |
| Aida Alvarez Director | Dec 4, 2025 | Award | +4,097 | – | – | 42,201 |
| Steven B. Fink Director | Dec 4, 2025 | Award | +4,097 | – | – | 175,607 |
| Robert E. Knowling Jr Director | Dec 4, 2025 | Award | +4,097 | – | – | 6,551 |
| James Jeaho Rhyu CHIEF EXECUTIVE OFFICER, Director | Nov 19, 2025 | Gift | −25,177 | – | – | 752,009 |
| James Jeaho Rhyu Chief Executive Officer, Director | Sep 18, 2025 | Option exercise | +58,395 | – | – | 764,748 |
| James Jeaho Rhyu Chief Executive Officer, Director | Sep 18, 2025 | Tax withholding | −45,957 | $138.54 | $6.37M | 777,186 |
| James Jeaho Rhyu Chief Executive Officer, Director | Sep 18, 2025 | Award | +58,395 | – | – | 823,143 |
| Donna Blackman Chief Financial Officer | Sep 17, 2025 | Award | +20,855 | – | – | 150,797 |
| Donna Blackman Chief Financial Officer | Sep 17, 2025 | Tax withholding | −18,812 | $138.54 | $2.61M | 131,985 |
| Donna Blackman Chief Financial Officer | Sep 17, 2025 | Option exercise | +20,855 | – | – | 129,942 |
| Todd Goldthwaite Managing Director | Sep 17, 2025 | Award | +3,335 | – | – | 97,111 |
| Todd Goldthwaite Managing Director | Sep 17, 2025 | Option exercise | +3,335 | – | – | 93,776 |
| Todd Goldthwaite Managing Director | Sep 17, 2025 | Tax withholding | −3,065 | $138.54 | $424.63K | 94,046 |
| Greerson Greene McMullen EVP, GENERAL COUNSEL | Sep 15, 2025 | Tax withholding | −324 | $139.76 | $45.28K | 13,102 |
| James Jeaho Rhyu CHIEF EXECUTIVE OFFICER, Director | Aug 19, 2025 | Sale(10b5-1 plan) | −13,961 | $162.66 | $2.27M | 706,353 |
| James Jeaho Rhyu CHIEF EXECUTIVE OFFICER, Director | Aug 18, 2025 | Tax withholding | −9,282 | $162.63 | $1.51M | 720,314 |
| Todd Goldthwaite MANAGING DIRECTOR | Aug 18, 2025 | Tax withholding | −453 | $162.63 | $73.67K | 90,441 |
| Donna Blackman CHIEF FINANCIAL OFFICER | Aug 18, 2025 | Tax withholding | −3,102 | $162.63 | $504.48K | 109,087 |
| Todd Goldthwaite MANAGING DIRECTOR | Aug 12, 2025 | Tax withholding | −410 | $157.38 | $64.53K | 90,894 |
| Donna Blackman CHIEF FINANCIAL OFFICER | Aug 12, 2025 | Tax withholding | −2,508 | $157.38 | $394.71K | 112,189 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Jeaho Rhyu James Officer, Director | Aug 18, 2026 | 30,000 | $2.53M | Aug 18, 2026 | Performance Shares |
| Foundation Rhyu Officer, Director | Dec 15, 2025 | 7,827 | $500.40K | Dec 15, 2025 | Restricted Stock |
| Jeaho Rhyu James Officer, Director | Aug 19, 2025 | 13,961 | $2.27M | Aug 19, 2025 | Restricted Stock |
| Family Trust Barrett Retired from Board of Directors, December 5, 2024 | Feb 13, 2025 | 3,500 | $488.37K | Feb 13, 2025 | Restricted stock vesting under a registered plan |
| Family Trust Barrett Retired from Board of Directors, December 5, 2024 | Feb 12, 2025 | 3,500 | $490.04K | Feb 12, 2025 | Restricted stock vesting under a registered plan |
| Jeaho Rhyu James Officer, Director | Nov 7, 2024 | 5,683 | $561.03K | Nov 7, 2024 | Performance Shares |
| Vincent Mathis Officer | Nov 7, 2024 | 12,094 | $1.19M | Nov 7, 2024 | PERFORMANCE SHARES |
| Jeaho Rhyu James Officer, Director | Nov 6, 2024 | 23,187 | $2.26M | Nov 6, 2024 | Restricted Stock |
| Todd Goldthwaite Officer | Oct 25, 2024 | 8,028 | $734.92K | Oct 25, 2024 | RESTRICTED STOCK |
| Les Ottolenghi Officer | May 9, 2024 | 10,870 | $775.91K | May 6, 2024 | STOCK BONUS |
| Robert Cohen Director | Dec 11, 2023 | 4,362 | $261.72K | Dec 11, 2023 | RESTRICTED STOCK |
| Eliza McFadden Director | Nov 21, 2023 | 11,977 | $629.03K | Nov 21, 2023 | RESTRICTED STOCK |
| Les Ottolenghi Officer | Nov 7, 2023 | 6,150 | $343.60K | Nov 7, 2023 | Stock Bonus |
| Vincent Mathis Officer | Oct 27, 2023 | 10,587 | $569.68K | Oct 27, 2023 | PERFORMANCE SHARES |
| J. Rhyu James Officer, Director | Oct 25, 2023 | 25,000 | $1.26M | Oct 25, 2023 | Performance Shares |