LRN at a glance
Stride, Inc. (LRN, SEC CIK 1157408) filed its latest 10-K annual report on August 5, 2026, a 10-Q quarterly report on April 29, 2026, an 8-K current report on August 4, 2026 and Form 4 insider filings as recently as September 22, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended June 30, 2026 (FY2026), Stride, Inc. (LRN) reported revenue of $2.5 billion (up 4.7% from FY2025) and net income of $338.2 million. Diluted EPS was $7.14.
- As of June 30, 2026, 33 institutional investment managers tracked by SignalX reported holding Stride, Inc. (LRN) shares worth $1.8 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $2.5B
- +4.7% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 33 funds
- $1.8B · +1 vs prior quarter
- Latest 8-K
- Aug 4, 2026
- Item 2.02 · Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jun 30, 2026
Business Overview
- Core business: technology-driven educational platform delivering online K-12 and adult learning via school-as-a-service and stand-alone products
- Emphasis on Career Learning market expansion with 57 schools/programs nationwide and adult learning growth through Galvanize, Tech Elevator, MedCerts
- Strategic focus on AI-assisted learning, mobile-enabled products, and enhanced personalization within platform functionality and curriculum
- Employees approx. 9,200, managing 9,600 teachers including 5,900 direct employees and 3,700 employed by partner schools
- 2025-26 school year operating 92 General Education and 57 Career Learning schools in 31 and 25 states plus D.C. respectively, showing geographic expansion
Risk Factors
- Regulatory risk: Arkansas 2025 law mandates charter closure after 3 years of poor performance, risking contract termination and revenue loss
- Macroeconomic risk: Dependency on California schools (13 schools, none >10% revenue); statewide funding delays or cuts could materially impact finances
- Operational risk: Single logistics vendor manages all learning kits and materials from one warehouse; disruption could severely harm operations and revenue
- Competitive risk: Intense competition from traditional publishers and AI-enhanced education products may erode market share and margins
- Financial risk: Cash deposits exceed FDIC insured limits at major banks; failure of these institutions could disrupt access to uninsured funds and liquidity
Management Discussion & Analysis
- Revenue $2,518.1M, up 4.7% YoY from $2,405.3M; General Education down 2.1% to $1,417.8M, Career Learning up 15.0% to $1,100.3M
- Operating income $450.8M, up 25.2% YoY; operating margin 17.9% vs 15.0% in prior year
- Best segment: Career Learning revenue $1,100.3M, up 15.0%; Worst: General Education revenue $1,417.8M, down 2.1%
- Net cash from operations $433.8M; capital expenditures $18.8M increase YoY; stock repurchases $188.7M; cash & equivalents $754.5M at year-end
- Board authorized $500M buyback through Oct 31, 2026; management cites growth in adult learning and expanding distribution channels as key strategies; potential risks from audit adjustments and school funding variability
AI summary of the LRN 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Mar 31, 2026
Management Discussion & Analysis
- Revenue $629.9M, up $16.5M or 2.7% YoY
- Gross margin 36.8% vs 40.6% YoY; operating margin 20.5% vs 21.3%
- Career Learning best: $272.4M, up 12.3%; Adult worst: $12.9M, down 31.0%
- Cash and equivalents $614.1M; finance lease liability $117.8M vs $86.9M at June 30
Risk Factors
- No material changes to 10-K risk factors for fiscal year ended June 30, 2025
- No newly added risk factor or quarter-specific trigger disclosed
- Regulatory and compliance risks carried forward unchanged from the 10-K
- Operational, competitive, and market risks carried forward unchanged from the 10-K
- Financial risks carried forward unchanged from the 10-K
AI summary of the LRN 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q4 and full-year 2026 results announced for period ended June 30, 2026
- Press release furnished as Exhibit 99.1, containing the detailed financial results
Item 8.01: Other Events
- Repurchase authorization extended through October 31, 2027, preserving flexibility for shareholder returns
- Up to $311.3 million remains available for common-stock buybacks
Item EX-99.1: Item EX-99.1
- CEO succession effective July 29, with Robert Knowling replacing James Rhyu and signaling a strategic execution reset
- Steven Fink named Board Chair; Brian Shepherd joins Audit and Compensation Committees, strengthening technology and governance expertise
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CEO James J. Rhyu departed immediately July 29, 2026, also leaving the Board and Chair role without reported disagreements
- Robert E. Knowling Jr. appointed CEO immediately, bringing technology and education-sector leadership experience
Item 2.02: Results of Operations and Financial Condition
- Q3 fiscal 2026 results covered the quarter ended March 31, 2026
- Results were issued April 28, 2026, giving investors the latest operating update
AI summaries of LRN 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for LRN
Don't miss the next LRN filing
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- Fund moves. Which tracked funds opened, added or cut LRN, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Goldthwaite Todd | F | Sep 16, 2026 | 1,163 | $82.04 |
| Blackman Donna | M | Sep 16, 2026 | 12,890 | - |
| Blackman Donna | M | Sep 16, 2026 | 12,890 | - |
| Blackman Donna | F | Sep 16, 2026 | 8,747 | $82.04 |
| Goldthwaite Todd | M | Sep 16, 2026 | 1,840 | - |
| Blackman Donna | A | Sep 16, 2026 | 4,834 | - |
| Goldthwaite Todd | M | Sep 16, 2026 | 1,840 | - |
| Goldthwaite Todd | A | Sep 16, 2026 | 690 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | $2.0B | $2.4B | $2.5B |
| Gross Profit | - | $943.9M | $950.6M |
| Operating Income | - | $360.1M | $450.8M |
| Net Income | - | $287.9M | $338.2M |
| Gross Margin | - | 39.2% | 37.8% |
| Op. Margin | - | 15.0% | 17.9% |
| Net Margin | - | 12.0% | 13.4% |
| Balance Sheet | |||
| Total Assets | - | $2.3B | $2.4B |
| Equity | - | $1.5B | $1.6B |
| ROE | - | 19.5% | 20.7% |
| Per Share | |||
| EPS | - | $5.95 | $7.14 |
| Cash Flow | |||
| Operating CF | - | $432.8M | $433.8M |
| CapEx | $2.3M | $1.8M | $587K |
Source: XBRL data in Stride, Inc. (LRN)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate LRN share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 33 | $1.80B |
| Q1 2026 | 32 | $1.84B |
| Q4 2025 | 28 | $1.53B |
| Q3 2025 | 34 | $3.50B |
| Q2 2025 | 33 | $3.27B |
| Q1 2025 | 31 | $1.80B |
| Q4 2024 | 27 | $1.37B |
| Q3 2024 | 22 | $706.9M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 240 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
LRN filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 10-K | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 4 | Jul 31, 2026 | - | - | - |
| 4 | Jul 31, 2026 | - | - | - |
| 4 | Jul 31, 2026 | - | - | - |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| SC 13G | May 15, 2026 | - | - | |
| SC 13G | Apr 30, 2026 | - | - | |
| 10-Q | Apr 29, 2026 | Mar 31, 2026 | Analysis | |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Apr 28, 2026 | - | Analysis | - |
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LRN SEC filings: frequently asked questions
Which institutions hold LRN stock?
As of June 30, 2026, the largest Stride, Inc. (LRN) holders among the 13F filers tracked by SignalX were BlackRock ($555.4 million), Vanguard Portfolio Management LLC ($204.7 million), Dimensional Fund Advisors ($165.2 million), Vanguard Capital Management LLC ($158.6 million), State Street Corp ($143.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was LRN's revenue in fiscal year 2026?
For the fiscal year ended June 30, 2026 (FY2026), Stride, Inc. (LRN) reported revenue of $2.5 billion (up 4.7% from FY2025) and net income of $338.2 million. Diluted EPS was $7.14. The figures come from the XBRL data in the 10-K.
What are the main risks in LRN's latest 10-K?
In the 10-K filed August 5, 2026, Stride, Inc. (LRN) flagged: Regulatory risk: Arkansas 2025 law mandates charter closure after 3 years of poor performance, risking contract termination and revenue loss. Macroeconomic risk: Dependency on California schools (13 schools, none >10% revenue); statewide funding delays or cuts could materially impact finances. (AI summary of the Risk Factors section.)
What did LRN report in its latest 8-K?
Stride, Inc. (LRN) filed an 8-K on August 4, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 8.01 (Other Events). Fiscal Q4 and full-year 2026 results announced for period ended June 30, 2026.
What are the latest LRN SEC filings?
Stride, Inc. (LRN) filed its latest 10-K annual report on August 5, 2026, a 10-Q quarterly report on April 29, 2026, an 8-K current report on August 4, 2026 and a Form 4 insider filing on September 22, 2026.
What is LRN's SEC CIK number?
Stride, Inc. (LRN)'s SEC Central Index Key (CIK) is 1157408. EDGAR lists every LRN filing under that number.
Ask anything about LRN
The research agent reads LRN's filings, financials, insider trades and 13F holders, then answers with sources.