Ownership history in RICE HALL JAMES & ASSOCIATES, LLC Β· 34 quarters on record
This page tracks every 13F SEC filing in which RICE HALL JAMES & ASSOCIATES, LLC reported a position in K12 Inc COM (LRN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π RICE HALL JAMES & ASSOCIATES, LLC outperformed the S&P 500 by +12.3% annually on this LRN position. Timing score: 30% (10/33 decisions correct). Average cost basis: $29.37. Maximum drawdown during holding period: β56.4%.
π₯ Exceptional β beat the S&P 500 by 12.3% per year on this position.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
10 of 33 add/trim decisions correct
Best entry: $18.86 (2020 Q1) Β· Worst: $64.93 (2025 Q4)
πͺ Held through 4 major drawdowns (>20%). Diamond-hands conviction.
11 adds Β· 23 trims. Bought during 4 of 12 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.53% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size