Position in LRN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$511,403
+$91,979 QoQ
Shares Held
5,930
+24.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#228
of 409 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in LRN Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026Trail Ridge Investment Advisors, LLC holds $1,561,538 across 2 Education & Training Services names. LRN ranks #2 (32.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVSA |
Covista Inc.
|
8,424 | $1,050,135 | |
| 2 | LRN |
Stride, Inc.
This page
|
5,930 | $511,403 |
All Filings in LRN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,403 | 5,930 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $419,424 | 4,757 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $313,222 | 4,824 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $812,318 | 5,454 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $777,928 | 5,358 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $668,299 | 5,283 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $526,197 | 5,063 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $376,643 | 4,415 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||