Stride Investments LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Stride Investments LLC
CRD #167037
SEC #801-118363
CIK #0001157408
AUM 200.9 M (2026-03-24)
Employees 8 (50% Investors, 0% Brokers)
Phone312-767-9166
Address1925 N Clybourn Ave
Chicago, IL 60614
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($M)
2502001501005002010201520212027
AUM Breakdown Accounts AUM ($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]
Form 13D/13G Filer Form 13D/13G Subject Filed
Janus Henderson Group PLC Stride Inc [2026-05-15]
Vanguard Capital Management LLC Stride Inc [2026-04-30]
Vanguard Portfolio Management LLC Stride Inc [2026-04-29]
William Blair Investment Management LLC Stride Inc [2025-02-12]
Boston Partners Stride Inc [2022-02-14]
BlackRock Inc Stride Inc [2021-02-05]
Dimensional Fund Advisors LP K12 Inc [2017-02-09]
Vanguard Group Inc K12 Inc [2016-02-10]
Highland Capital Management LP K12 Inc [2015-02-17]
BlackRock Inc K12 Inc [2015-02-03]
View All
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail
Form 3/4/5 Subject 2011 - 2026
McMullen Greerson Greene
K12 Inc
Blackman Donna
Goldthwaite Todd
Rhyu James Jeaho
McFadden Eliza
Alvarez AIDA
Verbrugge Joseph A
Knowling Robert E Jr
Fink Steven B
Smith Ralph R
Lawrence Allison
Mathis Vincent
Ottolenghi Les
Cohen Robert
Barrett Craig R
Davis Nathaniel A
Medina Timothy
Harker Victoria D
Chavous Kevin
McAlmont Shaun
Engler John M
BRON Guillermo
Polsky Howard D
Cleveland Allison
Udell Stuart
Zarella Joseph
Tisch Andrew H
Cloud Lynda
Cassell Fredda J
Cohn Adam
Kimball Rick
Reynolds Jon Q
Drew John
Marshall Christopher P
Trudeau Robert
Hoag Jay C
Murray Timothy
Futrell Mary H
Packard Ronald J
Learning Group LLC
Knowledge Universe Learning Group LLC
KCDL Holdings LLC
Milken Michael R
Knowledge Universe LLC
Hampstead Associates LLC
Milken Lowell J
Hawks Harry T
Olsen John Patrick
Hughes George B Jr
Davis Bruce J
Allentoff Howard L
Szalay Maria A
Stokes Celia M
Swift Jane
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
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
Comparable Firms State AUM
Brasil Plural Investment Advisor LLC
FL 201.6 M
Saul Wealth Advisors LLC
FL 201.5 M
Keystone Wealth Advisors Incorporated
MN 201.4 M
Strategic Advisory Services LLC
TN 201.2 M
Upper Left Wealth Management LLC
201.1 M
Risk Management Group LLC
MD 200.5 M
Emerald Bay Wealth Management LLC
CA 200.4 M
US Private Wealth LLC
FL 200.3 M
Comprehensive Money Management Services LLC
200.3 M
Laughlin Financial LLC
IN 200.2 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com