What is the 13F Pro Quality Score for LRN?

13F Pro ranks Stride, Inc. (LRN) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View LRN's current score at https://13fpro.ai/company/LRN (free sign-up required for the full ranking).

Which hedge funds own the most LRN stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of LRN include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, Jupiter Topco. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/LRN as soon as new 13F filings post.

Where does 13F Pro source LRN data?

All Stride, Inc. fundamentals and ownership data come directly from SEC EDGAR. Stride, Inc. files with the SEC under CIK 1157408. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is LRN in?

Stride, Inc. (LRN) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

What drives LRN's revenue?

Per Stride, Inc.'s latest 10-K filed with the SEC on 2026-08-05, the biggest revenue drivers are: General Education ($1,417.8M, -2.1% YoY); Career Learning ($1,100.3M, +15.0% YoY); Middle - High School ($1,043.7M, +19.1% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/LRN.

What are LRN's largest expenses?

Stride, Inc.'s latest 10-K reports these as the largest expense items: Instructional costs and services ($1,567.5M, +7.3% YoY); Selling, general, and administrative expenses ($499.8M, -4.7% YoY). Sourced directly from SEC EDGAR filing text for FY2026 (year ended June 30, 2026).

How often is LRN research updated on 13F Pro?

LRN's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Stride, Inc.(LRN)Stock Analysis

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SEC EDGAR: CIK 1157408 LRN stock profile & AI dashboard →

13F Pro Quality Score

64.5/100

Rank #540 of 2,961 stocksTOP 25%

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

62.9/100

Profitability

72.6/100

Balance Sheet

92.4/100

Earnings Quality

39.8/100

Free Cash Flow

68.8/100

Institutional Flow

25.6/100

Revenue Scale

66.8/100

Dilution Risk

44.6/100

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Why LRN Scores 65/100

exact factor attribution · 2026-09-11

LRN's composite is driven by capital efficiency and profitability, held back by institutional flow and earnings quality. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Capital efficiency

+4.2 pts

92th pct

Profitability

+3.4 pts

73th pct

Free cash flow

+2.8 pts

69th pct

Revenue growth

+2.6 pts

63th pct

Scale

+2.5 pts

67th pct

Earnings growth

+1.4 pts

79th pct

Shareholder dilution

-0.3 pts

45th pct

Earnings quality

-1.0 pts

40th pct

Institutional flow

-1.2 pts

26th pct

Latest change (2026-08-05): 71 → 66 · ↓ Revenue growth 70→53; ↓ Earnings growth 84→63

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

LRN Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Stride, Inc. (LRN), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores LRN at 64.5/100 on a 32-signal composite quality model, placing it at rank #540 of 2,961 stocks — the top 25% of the AI-ranked universe. LRN scores in the top quartile across balance sheet strength (92.4). Areas of concern include institutional flow (25.6) and earnings quality (39.8), which score below median versus the broader universe. Shareholder dilution risk is elevated at 44.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Stride, Inc. reports quarterly revenue of $636.1M, net income of $81.4M, an operating margin of 16.6%. Top institutional holders of LRN by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, Jupiter Topco, based on the most recent SEC filings. LRN trades on the NYSE exchange and files with the SEC under CIK 1157408. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate LRN daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Stride, Inc. directly from SEC EDGAR. Stride, Inc.'s 13F Pro composite quality score has ranged between 52 and 75 since 2021, currently 64.5 — an improving long-term trajectory across 66 quarterly and live scoring snapshots.

✦

Fun facts about Stride, Inc.

Quirks, history, and lore behind LRN — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. Consumer Discretionary company · listed on the NYSE · headquartered in Virginia · operates entirely online.
2
The Numbers
Annual revenue in the range of $1–2 billion, serving roughly 170,000+ students at any given time — a mid-cap built on subscriptions, not storefronts.
3
The History
Founded around 2000, it was early to bet that the internet could replace the traditional classroom — and spent years proving skeptics wrong one school district at a time.
4
The Secret
Its customers are mostly K-12 students, and its biggest clients are public school systems — meaning taxpayers are quietly funding a for-profit education giant.
5
The Lore
The company rebranded in 2021, dropping a name tied to its original curriculum roots to signal it was now a broader career and workforce training platform too.
6
The Giveaway
It's the largest online K-12 education provider in the U.S., and its ticker — LRN — is possibly the most on-the-nose symbol on Wall Street.

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What's Driving LRN's Business? Latest 10-K Breakdown

✓ 30/30 datapoints verified

AI-extracted from Stride, Inc.'s 10-K filed 2026-08-05 — FY2026 (year ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Stride's revenue grew 4.7% to $2,518.1M as Career Learning surged 15.0% and offset a 2.1% decline in General Education, driving operating income up 25.2% to $450.8M.

Biggest Revenue Drivers

General Education$1,417.8M-2.1% YoY

Decrease driven by changes in school mix and a 2.5% decrease in enrollments

Career Learning$1,100.3M+15.0% YoY

Increase primarily due to a 13.9% increase in enrollments and school mix

Biggest Revenue Drivers

Total revenue: $2,518.1M+4.7% YoY

General Education$1,417.8M-2.1% YoY

Decrease driven by changes in school mix and a 2.5% decrease in enrollments

Career Learning$1,100.3M+15.0% YoY

Increase primarily due to a 13.9% increase in enrollments and school mix

Within Career Learning

Middle - High School$1,043.7M+19.1% YoY

Adult$56.6M-29.6% YoY

Largest Expense Items

Instructional costs and services$1,567.5M+7.3% YoY

Hiring of personnel and salary increases, student computer costs, and amortization of technology investments, partially offset by a lease termination gain

Selling, general, and administrative expenses$499.8M-4.7% YoY

Decrease primarily due to a $21.8 million decrease in personnel and related benefit costs

Margins: Gross margin fell to 37.8% from 39.2% as instructional costs grew faster than revenue, but operating margin rose to 17.9% from 15.0% on revenue growth, lower SG&A, and the absence of the prior year's $59.5M impairment charge.

Watch Items from the Filing

Company has agreements with 13 schools in California; while no single school exceeds 10% of revenue, regulatory actions affecting all similarly situated schools in that state could adversely affect financial condition.
Adult Learning revenue (Galvanize, Tech Elevator, MedCerts) fell 29.6% YoY to $56.6M, following a $59.5M FY2025 impairment tied to Galvanize.
General Education enrollments declined 2.5% and revenue fell 2.1%, even as total enrollments grew 4.2% on Career Learning strength.
Board authorized a $500 million stock repurchase program (through October 31, 2026); $311.3 million remained available as of June 30, 2026 after $188.7M repurchased in FY2026.
Aggregate school funding estimates differed from actual reimbursements by approximately 0.8% of revenue in FY2025, illustrating ongoing estimation risk in funding-based revenue recognition.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-K on SEC EDGAR →Share on X

Revenue

Q2 2026

$636.1M

Net Income

Q2 2026

$81.4M

Free Cash Flow

Q2 2026

$316.9M

Operating Margin

Q2 2026

16.6%

ROIC

Q2 2026

20.6%

D/E Ratio

Q2 2026

0.26

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+4.7% YoY

$2.52BFY 2026

FY23 $1.84BFY24 $2.04BFY25 $2.41BFY26 $2.52B

Net Income

+17.5% YoY

$338.2MFY 2026

FY23 $126.9MFY24 $204.2MFY25 $287.9MFY26 $338.2M

Operating Income

+25.2% YoY

$450.8MFY 2026

FY23 $165.5MFY24 $249.6MFY25 $360.1MFY26 $450.8M

EPS (Diluted)

+20.0% YoY

$7.14FY 2026

FY23 $2.97FY24 $4.69FY25 $5.95FY26 $7.14

Total Assets

+6.2% YoY

$2.44BFY 2026

FY23 $1.76BFY24 $1.92BFY25 $2.29BFY26 $2.44B

Total Debt

+0.4% YoY

$418.0MFY 2026

FY23 $413.0MFY24 $414.7MFY25 $416.3MFY26 $418.0M

Op. Cash Flow

+0.2% YoY

$433.8MFY 2026

FY23 $203.2MFY24 $278.8MFY25 $432.8MFY26 $433.8M

Free Cash Flow

+0.5% YoY

$433.2MFY 2026

FY23 $198.8MFY24 $276.5MFY25 $431.0MFY26 $433.2M

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Revenue	$2.52B +4.7%	$2.41B +17.9%	$2.04B +11.0%	$1.84B +8.9%	$1.69B +9.8%	$1.54B
Net Income	$338.2M +17.5%	$287.9M +41.0%	$204.2M +60.9%	$126.9M +18.4%	$107.1M +49.9%	$71.5M
Operating Income	$450.8M +25.2%	$360.1M +44.3%	$249.6M +50.8%	$165.5M +5.7%	$156.6M +41.8%	$110.5M
EPS (Diluted)	$7.14 +20.0%	$5.95 +26.9%	$4.69 +57.9%	$2.97 +17.9%	$2.52 +47.4%	$1.71
Total Assets	$2.44B +6.2%	$2.29B +19.4%	$1.92B +9.1%	$1.76B +7.1%	$1.64B +4.2%	$1.58B
Total Debt	$418.0M +0.4%	$416.3M +0.4%	$414.7M +0.4%	$413.0M +0.4%	$411.4M +37.5%	$299.3M
Operating Cash Flow	$433.8M +0.2%	$432.8M +55.2%	$278.8M +37.2%	$203.2M -1.8%	$206.9M +54.2%	$134.2M
Free Cash Flow	$433.2M +0.5%	$431.0M +55.9%	$276.5M +39.1%	$198.8M +0.9%	$197.1M +51.0%	$130.6M

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Available Research

13F Pro tracks comprehensive data for Stride, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of LRN

BlackRock, Inc.
$555.4M6,439,716 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$204.7M2,373,668 sh
Jupiter Topco LLC
$199.7M2,315,672 sh
DIMENSIONAL FUND ADVISORS LP
$165.2M1,915,428 sh
VANGUARD CAPITAL MANAGEMENT LLC
$158.6M1,839,059 sh
STATE STREET CORP
$143.3M1,661,526 sh
LINDEN ADVISORS LP
$141.9M83,952,000 sh
JANE STREET GROUP, LLC
$129.7M1,504,000 sh
Impactive Capital LP
$112.4M1,303,636 sh
MORGAN STANLEY
$111.8M1,296,291 sh

Fund	Value	Shares
BlackRock, Inc.	$555.4M	6,439,716
VANGUARD PORTFOLIO MANAGEMENT LLC	$204.7M	2,373,668
Jupiter Topco LLC	$199.7M	2,315,672
DIMENSIONAL FUND ADVISORS LP	$165.2M	1,915,428
VANGUARD CAPITAL MANAGEMENT LLC	$158.6M	1,839,059
STATE STREET CORP	$143.3M	1,661,526
LINDEN ADVISORS LP	$141.9M	83,952,000
JANE STREET GROUP, LLC	$129.7M	1,504,000
Impactive Capital LP	$112.4M	1,303,636
MORGAN STANLEY	$111.8M	1,296,291

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Is LRN a good stock to buy?

13F Pro's AI-powered analysis of Stride, Inc. (LRN) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for LRN are available on the LRN stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. LRN is classified as a mid company.

Which hedge funds own LRN?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling LRN. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Stride, Inc.'s investment landscape.