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| Keyboard |
| Stride Investments LLC
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|
|---|---|
| CRD # | 167037 |
| SEC # | 801-118363 |
| CIK # | 0001157408 |
| AUM | 200.9 M (2026-03-24) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 312-767-9166 |
| Address | 1925 N Clybourn Ave Chicago, IL 60614 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 448 | 108.2 |
| (b) Individuals (high net worth individuals) | 76 | 88.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 3.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,522 | 200.9 |
| By Discretionary | ||
| Discretionary | 1,115 | 171.3 |
| Non-Discretionary | 407 | 29.6 |
| Total | 1,522 | 200.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 200.9 | |
| Total | 1,522 | 200.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0001157408] | |
| 10-Q | [0001157408] | |
| 3 | [0001157408] | |
| 4 | [0001157408] | |
| 5 | [0001157408] | |
| 8-K | [0001157408] | |
| SC 13G | [0001157408] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| McMullen Greerson Greene | |
| K12 Inc | |
| Blackman Donna | |
| Goldthwaite Todd | |
| Rhyu James Jeaho | |
| McFadden Eliza | |
| Alvarez AIDA | |
| Verbrugge Joseph A | |
| Knowling Robert E Jr | |
| Fink Steven B | |
| View All | |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
K12 Inc LRN
Common Stock
|
2026-03-15 | Tax withheld | 363 | $84.36 | 30,623 |
|
K12 Inc LRN
Common Stock
|
2026-02-19 | Gift | 1,350 | $0.00 | |
|
K12 Inc LRN
Common Stock
|
2026-02-18 | Tax withheld | 354 | $84.25 | 29,824 |
|
K12 Inc LRN
Common Stock
|
2026-02-18 | Tax withheld | 9,282 | $84.25 | 782,008 |
|
K12 Inc LRN
Common Stock
|
2026-02-18 | Tax withheld | 2,235 | $84.25 | 188,299 |
|
K12 Inc LRN
Common Stock
|
2026-02-09 | Tax withheld | 6,527 | $87.51 | 571,178 |
|
K12 Inc LRN
Common Stock
|
2026-02-09 | Tax withheld | 88 | $87.51 | 7,701 |
|
K12 Inc LRN
Common Stock
|
2026-02-09 | Tax withheld | 1,109 | $87.51 | 97,049 |
|
K12 Inc LRN
Common Stock
|
2026-02-08 | Tax withheld | 394 | $87.83 | 34,605 |
|
K12 Inc LRN
Common Stock
|
2026-02-08 | Tax withheld | 1,623 | $87.83 | 142,548 |
|
K12 Inc LRN
Common Stock
|
2026-02-08 | Tax withheld | 98 | $87.83 | 8,607 |
|
K12 Inc LRN
Common Stock
|
2026-02-08 | Tax withheld | 95 | $87.83 | 8,344 |
|
K12 Inc LRN
Common Stock
|
2025-12-04 | Grant | 4,097 | $0.00 | |
|
K12 Inc LRN
Common Stock
|
2025-12-04 | Grant | 4,097 | $0.00 | |
|
K12 Inc LRN
Common Stock
|
2025-12-04 | Grant | 4,097 | $0.00 | |
|
K12 Inc LRN
Deferred Stock Unit · derivative
|
2025-12-04 | Grant | 4,097 | $0.00 | |
|
K12 Inc LRN
Common Stock
|
2025-12-04 | Grant | 4,097 | $0.00 | |
|
K12 Inc LRN
Deferred Stock Unit · derivative
|
2025-12-04 | Grant | 4,097 | $0.00 | |
|
K12 Inc LRN
Deferred Stock Unit · derivative
|
2025-12-04 | Grant | 4,097 | $0.00 | |
|
K12 Inc LRN
Common Stock
|
2025-11-19 | Gift | 25,177 | $0.00 | |
| showing 20 of 200 most recent transactions | |||||
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