Stride Inc (LRN) Institutional Investor Snapshot (418 Funds, Q2 2026)

LRN ranks #1467 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

LRN is a top-conviction position for Breach Inlet Capital Management, LLC — at 13.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in LRN belongs to BlackRock, Inc., but the position matters far more to Breach Inlet Capital Management, LLC, who has 13.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Voss Capital, LP has added to its LRN position for two straight quarters, increasing it by $67.4M to reach $76.4M today.

Israel Englander has trimmed its LRN position for two straight quarters, cutting it by $57.3M while still holding $224.2K.

LRN is up 0.7% today, and institutions have been net buyers of $550.6M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

LRN posted net income of $338.2M over the trailing twelve months, and currently trades at a P/E of 12.2.

• Profitable — net income of $338.2M over the trailing twelve months
• Revenue grew 4.7% year over year
• Net income improved year over year, from $287.9M to $338.2M
• Generated $433.8M in positive operating cash flow
• Current ratio of 5.94x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.49x equity — within a conventional range