Impactive Capital LP: STRIDE INC (LRN): Quarterly 13F Position History
As of Q2 2026, Impactive Capital LP reported 1,303,636 shares of STRIDE INC (LRN), worth $112.4M and representing 8.0% of its 13F equity book. Quarter-over-quarter share count change: + 190,269 (+17.1%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 1,303,636Shares Held (Latest Filing)
- $112.4MReported Market Value (Latest Filing)
- 8.0%Portfolio Weight (% of 13F Equity Book)
- +190,269Quarter-over-Quarter Share Change
- +$14.3MQuarter-over-Quarter Value Change
- 1,303,636Peak Reported Shares (Historical)
Recent initiation: Impactive Capital LP first reported LRN on the Q1 2026 filing, so fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,303,636 | +190,269 | +17.1% | $112.4M | 8.0% | $86.2 |
| Q1 2026 | 1,113,367 | – | – | $98.2M | 7.1% | $88.2 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Impactive Capital LP first disclose a LRN position in 13F-HR filings?
Impactive Capital LP first reported STRIDE INC (LRN) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Impactive Capital LP's most recent quarter-over-quarter share-count change in LRN?
Between Q1 2026 and Q2 2026, Impactive Capital LP added 190,269 shares of LRN (+17.1%), bringing the total reported position to 1,303,636 shares at a market value of $112.4M.
Does the implied price-per-share represent Impactive Capital LP's cost basis in LRN?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.