Market Cap
$3.2B
LRN
Stride, Inc.
$78.89 ▲ +1.77%
Prev close $77.52Market cap$3.2B
12-mo target$109.00 (+38.2%)
29 New Institutional Positions21 Institutional Exits Services
Snapshot
The big-picture read on LRN right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Inst. Holders
50 funds
Inst. Value
$3.2B
Inst. Activity
29 buys / 21 sells
Social Sentiment
67° Warm
SEC Reports
2
Press Releases
11
Congressional
5 trades
Price chart 30d -8.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 16, 2026 Insider
Blackman Donna surrendered for taxes 8,747 shares
CHIEF FINANCIAL OFFICER @ $82.04 ($717.6K)
Sep 16, 2026 Insider
Blackman Donna acquired via exercise 12,890 shares
CHIEF FINANCIAL OFFICER
Sep 16, 2026 Insider
Blackman Donna was granted 4,834 shares
CHIEF FINANCIAL OFFICER
Sep 3, 2026 ftd
Jul 30, 2026 SEC FTD: LRN — 10,205 shares ($0.9M) failed to deliver
Settlement: 20260903, Price: $85.10, FTD Value: $868,445.5, STRIDE INC COM
Stride announced a planned CEO succession with board member Robert Knowling replacing James Rhyu, effective immediately,
8-K — Impact 6/10
Stride Inc. issued a press release announcing the date of its Q4 and full fiscal year 2026 earnings conference call sche
PRESS-RELEASE — Impact 3/10
Jun 30, 2026 Inst.
WILLIAM BLAIR INVESTMENT MANAGEMENT, — NEW
823,698 shares ($71.0M)
Jun 30, 2026 Inst.
AMERICAN CENTURY COMPANIES INC — DOUBLED
633,691 shares ($54.6M)
Analyst ratings buy % -4.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Apr 16, 2026 | Barrington Research | MAINTAIN | Outperform | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 3 | 3 | 0 | 0 | 67% | |
| Aug 1, 2026 | 3 | 3 | 3 | 0 | 0 | 67% | |
| Jul 1, 2026 | 4 | 3 | 2 | 0 | 0 | 78% | |
| Jun 1, 2026 | 4 | 3 | 2 | 0 | 0 | 78% | |
| May 1, 2026 | 4 | 3 | 2 | 0 | 0 | 78% | |
| Apr 1, 2026 | 4 | 3 | 2 | 0 | 0 | 78% | |
| Mar 1, 2026 | 4 | 3 | 3 | 0 | 0 | 70% | |
| Feb 1, 2026 | 4 | 3 | 3 | 0 | 0 | 70% |
Price targets
Where 2 covering analysts think LRN trades over the next 12 months.
$109.00 +38.2% upside Strong Buy
Current$78.89 Low$93.00 Median$109.00 High$125.00 2 analysts
$93.00$125.00
Analyst rating Hold· 2.7/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
67°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
2 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 1 neutral · avg impact 4.5/10.Plus 11 press releases.
BULLISH8-K6/10
Stride announced a planned CEO succession with board member Robert Knowling replacing James Rhyu, ef
Jul 30, 2026
NEUTRALPRESS-RELEASE3/10
Stride Inc. issued a press release announcing the date of its Q4 and full fiscal year 2026 earnings
Jul 21, 2026
NEUTRAL3/10
K12 (LRN) announced that enrollment is now open for the 2026–2027 school year at two tuition-free on
Mar 10, 2026
NEUTRAL3/10
K12 announced that enrollment is now open for the 2026–2027 school year at three tuition-free virtua
Mar 9, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 3, 2026
ftd
FTD: LRN — 10,205 shares ($0.9M) failed to deliver
Settlement: 20260903, Price: $85.10, FTD Value: $868,445.5, STRIDE INC COM
Aug 12, 2026
ftd
FTD: LRN — 50,577 shares ($4.0M) failed to deliver
Settlement: 20260812, Price: $79.09, FTD Value: $4,000,134.93, STRIDE INC COM
Aug 10, 2026
short_volume
Short Volume: LRN — 72.5% short (0.4M / 0.6M)
Short: 417,611 | Exempt: 0 | TRF Vol: 575,896 | Short Ratio: 72.5% | Off-exchange volume (dark pool + OTC)
Aug 7, 2026
ftd
FTD: LRN — 21,730 shares ($1.7M) failed to deliver
Settlement: 20260807, Price: $80.00, FTD Value: $1,738,400, STRIDE INC COM
Aug 6, 2026
ftd
FTD: LRN — 19,435 shares ($1.6M) failed to deliver
Settlement: 20260806, Price: $82.58, FTD Value: $1,604,942.3, STRIDE INC COM
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.30 | $1.23–$1.34 | -14.7% | +0.0% | 0↑ 1↓ | $0.6B | 3 |
| Next Q | $2.67 | $2.46–$2.85 | 6.8% | +0.0% | 0↑ 1↓ | $0.6B | 3 |
| Current FY | $8.73 | $8.56–$8.81 | 4.8% | +0.0% | 1↑ 1↓ | $2.6B | 3 |
| Next FY | $9.28 | $9.17–$9.36 | 6.3% | +0.0% | 1↑ 0↓ | $2.7B | 3 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.297 | — |
| 7d ago | $1.297 | — |
| 30d ago | $1.297 | — |
| 60d ago | $1.390 | -0.093 |
| 90d ago | $1.500 | -0.203 |
Institutional ownership
Which big funds own LRN (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.2B total value (37,147,352 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, Jupiter. Net buying activity: 29 institutions added/increased vs 21 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 6,439,716 | $555.4M | 17.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,373,668 | $204.7M | 6.4% | — |
| Jupiter Topco LLC | 2,315,672 | $199.7M | 6.2% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,915,428 | $165.2M | 5.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,839,059 | $158.6M | 5.0% | — |
| STATE STREET CORP | 1,661,526 | $143.3M | 4.5% | — |
| JANE STREET GROUP, LLC | 1,504,000 | $129.7M | 4.0% | TRIM -58.5% |
| MORGAN STANLEY | 1,296,291 | $111.8M | 3.5% | — |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 1,191,710 | $102.8M | 3.2% | — |
| PRINCIPAL FINANCIAL GROUP INC | 1,113,535 | $96.0M | 3.0% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | NEW | — | 823,698 | — | $71.0M |
| AMERICAN CENTURY COMPANIES INC | DOUBLED | 21,814 | 633,691 | +2805.0% | $54.6M |
| NORGES BANK | NEW | — | 571,610 | — | $49.3M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 227,517 | 340,740 | +49.8% | $29.4M |
| CITIGROUP INC | DOUBLED | 68,350 | 279,735 | +309.3% | $24.1M |
| Fiera Capital Corp | TRIM | 418,766 | 239,269 | -42.9% | $20.6M |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | ADD | 175,749 | 236,610 | +34.6% | $20.4M |
| JANE STREET GROUP, LLC | TRIM | 541,797 | 224,619 | -58.5% | $19.4M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 410,806 | 218,113 | -46.9% | $18.8M |
| BANK OF MONTREAL /CAN/ | DOUBLED | 15,501 | 184,407 | +1089.6% | $15.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
6 insiders, 48 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 16, 2026 | Blackman Donna | CHIEF FINANCIAL OFFICER | TAX W/H | 8,747 | $82.04 | $717.6K |
| Sep 16, 2026 | Blackman Donna | CHIEF FINANCIAL OFFICER | EXERCISE | 12,890 | — | — |
| Sep 16, 2026 | Blackman Donna | CHIEF FINANCIAL OFFICER | AWARD | 4,834 | — | — |
| Sep 16, 2026 | Goldthwaite Todd | MANAGING DIRECTOR | EXERCISE | 1,840 | — | — |
| Sep 16, 2026 | Goldthwaite Todd | MANAGING DIRECTOR | AWARD | 690 | — | — |
| Sep 16, 2026 | Goldthwaite Todd | MANAGING DIRECTOR | TAX W/H | 1,163 | $82.04 | $95.4K |
| Sep 15, 2026 | McMullen Greerson Greene | EVP, GENERAL COUNSEL | TAX W/H | 648 | $83.56 | $54.1K |
| Aug 20, 2026 | Shepherd Brian A. | Director | AWARD | 186 | — | — |
| Aug 20, 2026 | Shepherd Brian A. | Director | AWARD | 122 | — | — |
| Aug 18, 2026 | Blackman Donna | CHIEF FINANCIAL OFFICER | TAX W/H | 3,395 | $83.76 | $284.4K |
Congressional trades
LRN trades disclosed by members of Congress, with disclosure delay.
1 members · 3 buys / 2 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 4, 2026 | Markwayne Mullin | R | SENATE | BUY | $15,001 - $50,000 | Stride Inc | Mar 2, 2026(27d) |
| Jan 5, 2026 | Markwayne Mullin | R | SENATE | BUY | $15,001 - $50,000 | Stride Inc | Feb 4, 2026(31d) |
| Jan 5, 2026 | Markwayne Mullin | R | SENATE | BUY | $15,001 - $50,000 | Stride Inc | Feb 4, 2026(31d) |
| Dec 18, 2025 | Markwayne Mullin | R | SENATE | SELL | $1,001 - $15,000 | Stride Inc | Jan 14, 2026(27d) |
| Dec 18, 2025 | Markwayne Mullin | R | SENATE | SELL | $1,001 - $15,000 | Stride Inc | Jan 14, 2026(27d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for LRN.
Shares short
8,017,474
Settlement Sep 15, 2026
Change vs prior
+6.7%
Semi-monthly cycle
Days to cover
11.7
At avg daily volume
Of shares outstanding
≈19.3%
Estimate — not % of float
All LRN filing & press-release reports (13)
- 8-K reportJul 30, 2026
- PRESS-RELEASE reportJul 21, 2026
- PRESS-RELEASE reportMar 10, 2026
- PRESS-RELEASE reportMar 9, 2026
- PRESS-RELEASE reportMar 9, 2026
- PRESS-RELEASE reportMar 6, 2026
- PRESS-RELEASE reportMar 5, 2026
- PRESS-RELEASE reportMar 5, 2026
- PRESS-RELEASE reportMar 4, 2026
- PRESS-RELEASE reportMar 4, 2026
- PRESS-RELEASE reportMar 3, 2026
- PRESS-RELEASE reportMar 3, 2026
- PRESS-RELEASE reportMar 2, 2026