SEC 13F Intelligence

Ophir Asset Management Pty Ltd / LRN

Ophir Asset Management Pty Ltd’s Stride Inc Position

Does Ophir Asset Management Pty Ltd own Stride Inc (LRN)? Not currently — the last reported position was 537.9K shares worth $35M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$35M
Q4 2025
Shares
537.9K
% of Portfolio
+3.92%
Quarters Held
20
position exited

Position History LRN

Reported value by quarter
Q1 ’21: $49MQ1 ’21Q2 ’21: $45MQ3 ’21: $56MQ4 ’21: $58MQ4 ’21Q1 ’22: $52MQ2 ’22: $6.9BQ3 ’22: $36MQ3 ’22Q4 ’22: $18MQ1 ’23: $28MQ2 ’23: $26MQ2 ’23Q3 ’23: $27MQ4 ’23: $30MQ1 ’24: $31MQ1 ’24Q2 ’24: $31MQ3 ’24: $32MQ4 ’24: $30MQ4 ’24Q1 ’25: $15MQ2 ’25: $9MQ3 ’25: $30MQ3 ’25Q4 ’25: $35Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025537.9K$35M+3.92%
Q3 2025203.0K$30M+3.73%
Q2 202568.5K$9M+1.41%
Q1 2025121.9K$15M+2.69%
Q4 2024286.1K$30M+4.43%
Q3 2024377.8K$32M+4.96%
Q2 2024432.7K$31M+5.41%
Q1 2024492.5K$31M+5.44%
Q4 2023505.0K$30M+5.95%
Q3 2023609.7K$27M+6.47%
Q2 2023705.7K$26M+5.48%
Q1 2023705.9K$28M+5.15%
Q4 2022589.5K$18M+3.55%
Q3 2022860.8K$36M+6.59%
Q2 20221.70M$6.9B+1.42%
Q1 20221.43M$52M+8.00%
Q4 20211.73M$58M+6.96%
Q3 20211.57M$56M+7.80%
Q2 20211.40M$45M+7.89%
Q1 20211.65M$49M+9.86%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ophir Asset Management Pty Ltd’s full portfolio or all institutional holders of LRN.