This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/LRN/capital-change-brief"
Use Arkolith's capital_change_brief for LRN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $564.1M | 6.4M | ▼−2.2% Reduced · −144K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $203.3M | 2.3M | ▲New +2.3M sh | Q1 2026 | |
| 3 | JANUS HENDERSON GROUP PLC | $200.8M | 2.3M | ▲+61% Added · +863K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $161.3M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 5 | DIMENSIONAL FUND ADVISORS LP | $154.3M | 1.8M | ▲+5.5% Added · +91K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $142.0M | 1.6M | ▼−2.3% Reduced · −38K sh | Q1 2026 | |
| 7 | FRONTIER CAPITAL MANAGEMENT CO LLC | $136.6M | 1.5M | ▲+864% Added · +1.4M sh | Q1 2026 | |
| 8 | NORGES BANK | $72.9M | 1.1M | ▲+75% Added · +483K sh | Q4 2025 | |
| 9 | Impactive Capital LP | $98.2M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $98.1M | 1.1M | ▼−32% Reduced · −518K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $91.8M | 1.0M | ▼−1.1% Reduced · −11K sh | Q1 2026 | |
| 12 | PRINCIPAL FINANCIAL GROUP INC | $91.2M | 1.0M | ▲+41% Added · +300K sh | Q1 2026 | |
| 13 | Swedbank AB | $85.8M | 973K | —Held | Q1 2026 | |
| 14 | Voss Capital, LP | $74.9M | 850K | ▲+515% Added · +712K sh | Q1 2026 | |
| 15 | FMR LLC | $73.2M | 830K | ▲+150% Added · +498K sh | Q1 2026 | |
| 16 | DEUTSCHE BANK AG\ | $67.5M | 765K | ▲+9.9% Added · +69K sh | Q1 2026 | |
| 17 | Khrom Capital Management LLC | $66.1M | 750K | ▲+109% Added · +392K sh | Q1 2026 | |
| 18 | FULLER & THALER ASSET MANAGEMENT, INC. | $63.2M | 716K | ▲New +716K sh | Q1 2026 | |
| 19 | VICTORY CAPITAL MANAGEMENT INC | $57.9M | 656K | ▲+17% Added · +94K sh | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $56.9M | 646K | ▲+1.9% Added · +12K sh | Q1 2026 | |
| 21 | UBS Group AG | $52.6M | 596K | ▲+1.0% Added · +6K sh | Q1 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $52.4M | 594K | ▼−0.3% Reduced · −2K sh | Q1 2026 | |
| 23 | BREACH INLET CAPITAL MANAGEMENT, LLC | $48.5M | 551K | ▲+123% Added · +303K sh | Q1 2026 | |
| 24 | JANE STREET GROUP, LLC | $47.8M | 542K | ▲+21% Added · +94K sh | Q1 2026 | |
| 25 | NORTHERN TRUST CORP | $41.2M | 467K | ▲+10% Added · +44K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 15, 2026 | McMullen Greerson Greene | EVP, GENERAL COUNSEL | Tax withholding (F) | 363 | $31K |
| Feb 19, 2026 | Rhyu James Jeaho | CHIEF EXECUTIVE OFFICER, Director | Gift (G) | 1K | $0 |
| Feb 18, 2026 | Rhyu James Jeaho | CHIEF EXECUTIVE OFFICER, Director | Tax withholding (F) | 9K | $782K |
| Feb 18, 2026 | Blackman Donna | CHIEF FINANCIAL OFFICER | Tax withholding (F) | 2K | $188K |
| Feb 18, 2026 | Goldthwaite Todd | MANAGING DIRECTOR | Tax withholding (F) | 354 | $30K |
| Feb 9, 2026 | Rhyu James Jeaho | CHIEF EXECUTIVE OFFICER, Director | Tax withholding (F) | 7K | $571K |
| Feb 9, 2026 | Blackman Donna | CHIEF FINANCIAL OFFICER | Tax withholding (F) | 1K | $97K |
| Feb 9, 2026 | Goldthwaite Todd | MANAGING DIRECTOR | Tax withholding (F) | 88 | $8K |
| Feb 8, 2026 | McMullen Greerson Greene | EVP, GENERAL COUNSEL | Tax withholding (F) | 95 | $8K |
| Feb 8, 2026 | Rhyu James Jeaho | CHIEF EXECUTIVE OFFICER, Director | Tax withholding (F) | 2K | $143K |
| Feb 8, 2026 | Blackman Donna | CHIEF FINANCIAL OFFICER | Tax withholding (F) | 394 | $35K |
| Feb 8, 2026 | Goldthwaite Todd | MANAGING DIRECTOR | Tax withholding (F) | 98 | $9K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 136 funds | $63.1B |
| NVIDIA CORPNVDA | 133 funds | $83.9B |
| ELI LILLY & COLLY | 133 funds | $16.6B |
| BROADCOM INCAVGO | 132 funds | $32.5B |
| META PLATFORMS INC-CLASS AMETA | 132 funds | $29.6B |
| APPLE INCAAPL | 131 funds | $69.2B |
| UNITEDHEALTH GROUP INCUNH | 131 funds | $6.8B |
| ALPHABET INC-CL AGOOGL | 130 funds | $42.5B |
| VISA INC-CLASS A SHARESV | 130 funds | $13.9B |
| LAM RESEARCH CORPLRCX | 130 funds | $8.5B |
| BOSTON SCIENTIFIC CORPBSX | 130 funds | $3.6B |
| COSTCO WHOLESALE CORPCOST | 129 funds | $10.1B |
Ranked by how many of LRN's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LRN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.