Position in LRN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,336,030
-$40,480 QoQ
Shares Held
15,492
-0.8% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#170
of 409 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LRN Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $3,303,463 across 8 Education & Training Services names. LRN ranks #2 (40.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTI |
Universal Technical Institute Inc
|
31,731 | $1,357,134 | |
| 2 | LRN |
Stride, Inc.
This page
|
15,492 | $1,336,030 | |
| 3 | EDU |
New Oriental Education & Technology Group Inc.
|
11,049 | $507,259 | |
| 4 | PRDO |
PERDOCEO EDUCATION Corp
|
2,752 | $88,064 | |
| 5 | COUR |
Coursera, Inc.
|
1,427 | $8,048 | |
| 6 | LOPE |
Grand Canyon Education, Inc.
|
46 | $6,583 | |
| 7 | SKIL |
Skillsoft Corp.
|
41 | $212 | |
| 8 | TAL |
TAL Education Group
|
14 | $133 |
All Filings in LRN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,336,030 | 15,492 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,376,510 | 15,612 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $953,626 | 14,687 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,020,685 | 6,853 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,055,966 | 7,273 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $968,357 | 7,655 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,808 | 104 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $8,531 | 100 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $11,874 | 200 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $22,515 | 500 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $22,338 | 600 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $35,325 | 900 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $31,280 | 1,000 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $42,030 | 1,000 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $40,790 | 1,000 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $61,761 | 1,700 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $59,994 | 1,800 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $143,760 | 4,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $131,733 | 4,100 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $130,978 | 4,350 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $95,535 | 4,500 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||