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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.

LRNHD
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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
8
Reported value
$391m
Buyers
5
Sellers
4

Breadth +1 among 95 comparable managers.

Consumer discretionary
HD

Home Depot Inc

Holders
36
Reported value
$33.0bn
Buyers
13
Sellers
26

Breadth -13 among 95 comparable managers.

Consumer discretionary

Who holds both, Q3 2025

Among the 39 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only LRN (3)

Bridgewater Associates LP, PDT Partners LLC, Polen Capital Management LLC

Only HD (31)

AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, and 6 more

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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