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LRN · HD in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • LRN
  • HD
0204060202120222023202420252026
Holders and value by quarter
QuarterLRNHD
Q3 2020none listed holders, n.a.34 holders, $35.3bn
Q4 20203 holders, $31m35 holders, $33.8bn
Q1 20212 holders, $20m28 holders, $38.9bn
Q2 20211 holders, $2.5m23 holders, $40.0bn
Q3 20212 holders, $7.3m19 holders, $40.3bn
Q4 20211 holders, $2.8m28 holders, $49.9bn
Q1 20221 holders, $2.2m38 holders, $33.3bn
Q2 20223 holders, $133m36 holders, $29.9bn
Q3 20223 holders, $59m33 holders, $29.8bn
Q4 20224 holders, $44m24 holders, $33.3bn
Q1 20234 holders, $56m25 holders, $31.2bn
Q2 20232 holders, $48m31 holders, $32.5bn
Q3 20233 holders, $60m37 holders, $31.3bn
Q4 20237 holders, $134m30 holders, $34.1bn
Q1 20246 holders, $105m31 holders, $36.5bn
Q2 20245 holders, $93m34 holders, $29.2bn
Q3 20244 holders, $125m37 holders, $34.4bn
Q4 20249 holders, $246m42 holders, $31.7bn
Q1 20258 holders, $303m36 holders, $27.8bn
Q2 202511 holders, $460m40 holders, $28.8bn
Q3 20258 holders, $391m36 holders, $33.0bn
Q4 20259 holders, $203m38 holders, $28.9bn
Q1 20265 holders, $208m35 holders, $30.6bn
Q2 20264 holders, $218m31 holders, $34.8bn
LRN

Stride Inc

Holders
5
Reported value
$93m
Buyers
3
Sellers
3

Breadth 0 among 94 comparable managers.

HD

Home Depot Inc

Holders
34
Reported value
$29.2bn
Buyers
22
Sellers
13

Breadth +9 among 94 comparable managers.

Who holds both, Q2 2024

Among the 37 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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