Stride, Inc.
LRN · Services-Educational Services · 42.5M shares · +1%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: $7M (gross $28M, SBC $20M)
Reference price $162.66 · est. market cap ~$6.9B — last insider sale, 2025-08-19 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B82gen composite 76pct→82
Notable findings
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Strong balance sheetStrong balance sheet — $985M cash & investments
- Notable holderHeld by 5 notable fund(s): STATE STREET CORP, FMR LLC, CITADEL ADVISORS LLC +2 more (as of 2026-03-31)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
39.2%
Operating margin
15.0%
Net margin
12.0%
Return on equity
19.5%
Return on assets
12.6%
ROIC
15.0%
Revenue growth (QoQ)
2.7%
Net-income growth
41.0%
Debt / equity
0.3×
Net debt / EBITDA
-1.2×
Current ratio
5.4×
Free cash flow
$431M
EBITDA
$475M
Tangible book value
$1.2B
Cash & investments
$985M
Stock comp / revenue
1.5%
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| Rhyu James Jeaho | CHIEF EXECUTIVE OFFICER | — |
| Blackman Donna | CHIEF FINANCIAL OFFICER | — |
| Donna BlackmanChief Financial Officer | Officer | $6M FY2025 |
| Goldthwaite Todd | MANAGING DIRECTOR | — |
| Greerson G. McMullen | Sr., Executive Vice President, General Counsel and Secretary | $2M FY2025 |
| James J. RhyuChief Executive Officer | Officer | $21M FY2025 |
| Todd GoldthwaiteManaging Director | Portfolio Companies | $2M FY2025 |
| Vincent W. MathisFormer | General Counsel and Secretary | $2M FY2025 |
| ALVAREZ AIDA | Director | — |
| FINK STEVEN B | Director | — |
| Lawrence Allison | Director | — |
| McFadden Eliza | Director | — |
| Robert E. Knowling | Director | $416K FY2025 |
| SMITH RALPH R | Director | — |
| Verbrugge Joseph A | Director | — |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-03-15 | McMullen Greerson Greene | Tax withheld | 363 | $84.36 |
| 2026-02-19 | Rhyu James Jeaho | Gift | 1.4K | — |
| 2026-02-18 | Goldthwaite Todd | Tax withheld | 354 | $84.25 |
| 2026-02-18 | Blackman Donna | Tax withheld | 2.2K | $84.25 |
| 2026-02-18 | Rhyu James Jeaho | Tax withheld | 9.3K | $84.25 |
| 2026-02-09 | Goldthwaite Todd | Tax withheld | 88 | $87.51 |
| 2026-02-09 | Blackman Donna | Tax withheld | 1.1K | $87.51 |
| 2026-02-09 | Rhyu James Jeaho | Tax withheld | 6.5K | $87.51 |
| 2026-02-08 | McMullen Greerson Greene | Tax withheld | 95 | $87.83 |
| 2026-02-08 | Rhyu James Jeaho | Tax withheld | 1.6K | $87.83 |
| 2026-02-08 | Goldthwaite Todd | Tax withheld | 98 | $87.83 |
| 2026-02-08 | Blackman Donna | Tax withheld | 394 | $87.83 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-04-28 | ResultsExhibits | filing ↗ |
| 2026-01-27 | ResultsExhibits | filing ↗ |
| 2025-12-10 | Exec/director changeShareholder voteExhibits | filing ↗ |
| 2025-11-03 | Reg FDOtherExhibits | filing ↗ |
| 2025-10-28 | ResultsExhibits | filing ↗ |
| 2025-09-19 | Exec/director change | filing ↗ |
| 2025-08-05 | ResultsExhibits | filing ↗ |
| 2025-04-29 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 10-Q | 2026-04-29 | 2026-03-31 | 0001104659-26-050510 ↗ |
| 8-K | 2026-04-28 | 2026-04-28 | 0001171843-26-002775 ↗ |
| 10-Q | 2026-01-28 | 2025-12-31 | 0001104659-26-007063 ↗ |
| 8-K | 2026-01-27 | 2026-01-27 | 0001171843-26-000444 ↗ |
| 8-K | 2025-12-10 | 2025-12-04 | 0001104659-25-120014 ↗ |
| 8-K | 2025-11-03 | 2025-11-03 | 0001104659-25-105334 ↗ |
| 10-Q | 2025-10-29 | 2025-09-30 | 0001104659-25-103288 ↗ |
| 8-K | 2025-10-28 | 2025-10-28 | 0001171843-25-006722 ↗ |
| DEF 14A | 2025-10-24 | 2025-12-04 | 0001140361-25-039264 ↗ |
| 8-K | 2025-09-19 | 2025-09-16 | 0001104659-25-091691 ↗ |
| 10-K | 2025-08-06 | 2025-06-30 | 0001558370-25-010334 ↗ |
| 8-K | 2025-08-05 | 2025-08-05 | 0001171843-25-005051 ↗ |