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Nerdy Inc.

NRDY
Exchange
NYSE
Industry
Services-Educational Services
SEC CIK
0001819404

In the last 90 days, Nerdy Inc. insiders filed 0 open-market purchases and 5 sales; 80 institutions reported holding it in 13F filings for Q2 2026, worth $14.5M in total; no superinvestor holds it.

13F holders, Q4 2022

Institutional positions in Nerdy Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
76
−1 vs. Q3 2022
Shares held
63.9M
+2.65M (+4.3%) vs. Q3 2022
Total value
$143.8M
+$14.6M (+11.3%) vs. Q3 2022
New holders
9
25 more added
Sold out
10
20 more reduced

1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting NRDY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 76 institutions
Q1 2021: 66 institutionsQ2 2021: 65 institutionsQ3 2021: 51 institutionsQ4 2021: 81 institutionsQ1 2022: 80 institutionsQ2 2022: 78 institutionsQ3 2022: 78 institutionsQ4 2022: 76 institutionsQ1 2023: 87 institutionsQ2 2023: 102 institutionsQ3 2023: 131 institutionsQ4 2023: 114 institutionsQ1 2024: 111 institutionsQ2 2024: 88 institutionsQ3 2024: 90 institutionsQ4 2024: 92 institutionsQ1 2025: 91 institutionsQ2 2025: 88 institutionsQ3 2025: 84 institutionsQ4 2025: 93 institutionsQ1 2026: 90 institutionsQ2 2026: 80 institutions
Value heldQ4 2022: $143.8M
Q1 2021: $361.5MQ2 2021: $399.7MQ3 2021: $652.4MQ4 2021: $398.1MQ1 2022: $356.2MQ2 2022: $146.1MQ3 2022: $129.2MQ4 2022: $143.8MQ1 2023: $259.1MQ2 2023: $271.5MQ3 2023: $245.0MQ4 2023: $233.0MQ1 2024: $201.3MQ2 2024: $117.0MQ3 2024: $45.6MQ4 2024: $45.9MQ1 2025: $39.8MQ2 2025: $43.7MQ3 2025: $31.1MQ4 2025: $24.6MQ1 2026: $18.0MQ2 2026: $14.5M
Institutions holding NRDY and their total value by quarter
QuarterHoldersValue
Q2 202680$14.5M
Q1 202690$18.0M
Q4 202593$24.6M
Q3 202584$31.1M
Q2 202588$43.7M
Q1 202591$39.8M
Q4 202492$45.9M
Q3 202490$45.6M
Q2 202488$117.0M
Q1 2024111$201.3M
Q4 2023114$233.0M
Q3 2023131$245.0M
Q2 2023102$271.5M
Q1 202387$259.1M
Q4 202276$143.8M
Q3 202278$129.2M
Q2 202278$146.1M
Q1 202280$356.2M
Q4 202181$398.1M
Q3 202151$652.4M
Q2 202165$399.7M
Q1 202166$361.5M

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Nerdy Inc.; share changes are against Q3 2022.

Institutions holding NRDY in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Advisor Group Holdings, Inc.100$00.00%00.0%Unchanged
Nisa Investment Advisors, LLC150$00.00%+150New
New England Capital Financial Advisors LLC86$2340.00%+86New
Parkside Financial Bank & Trust295$6640.00%+295New
Citigroup Inc375$8440.00%−444−54.2%Reduced
FMR LLC514$1.16K0.00%−1,283−71.4%Reduced
Wells Fargo & Company700$1.57K0.00%−1,716−71.0%Reduced
Simplex Trading, LLC1,025$2.00K0.00%−53,270−98.1%Reduced
Washington Trust Advisors, Inc.913$2.05K0.00%00.0%Unchanged
Group One Trading, L.P.3,588$8.07K0.00%−1,158−24.4%Reduced
Quadrant Capital Group LLC3,814$8.58K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)4,661$10.0K0.00%−802−14.7%Reduced
Ameritas Investment Partners, Inc.4,065$10.7K0.00%00.0%Unchanged
Activest Wealth Management5,000$11.3K0.00%00.0%Unchanged
Amalgamated Bank8,700$20.0K0.00%00.0%Unchanged
Legal & General Group Plc9,871$21.9K0.00%00.0%Unchanged
Register Financial Advisors LLC10,000$22.5K0.01%+10,000New
Moloney Securities Asset Management, LLC10,375$23.3K0.01%00.0%Unchanged
FourThought Financial Partners, LLC11,244$25.3K0.00%+11,244New
Leonteq Securities AG14,500$32.6K0.00%00.0%Unchanged
Barclays PLC14,989$33.7K0.00%+12,691+552.3%Added
Marotta Asset Management15,000$33.8K0.01%−10,000−40.0%Reduced
Royal Bank of Canada16,014$36.0K0.00%+9,579+148.9%Added
Marshall Wace, LLP17,195$38.7K0.00%−89,486−83.9%Reduced
Buckingham Strategic Wealth, LLC19,415$43.7K0.00%+7,061+57.2%Added
PFS Investments Inc.20,691$47.0K0.00%+3,667+21.5%Added
Jane Street Group, LLC20,973$47.2K0.00%+20,973New
XTX Topco Ltd21,367$48.1K0.01%+1,828+9.4%Added
Voya Investment Management LLC21,498$48.4K0.00%00.0%Unchanged
Invesco Ltd.21,908$49.3K0.00%−2,319−9.6%Reduced
California State Teachers Retirement System22,285$50.1K0.00%+892+4.2%Added
Deutsche Bank AG24,203$54.5K0.00%+567+2.4%Added
UBS Group AG24,414$54.9K0.00%−13,086−34.9%Reduced
Manufacturers Life Insurance Company, The24,432$55.0K0.00%+11,498+88.9%Added
Toroso Investments, LLC25,366$57.0K0.00%00.0%Unchanged
American International Group, Inc.26,406$59.4K0.00%+675+2.6%Added
JPMorgan Chase & Co30,840$69.0K0.00%+1,126+3.8%Added
Moneta Group Investment Advisors LLC24,587$69.8K0.00%−3,849−13.5%Reduced
Bank of America Corp34,094$76.7K0.00%+19,245+129.6%Added
Davy Global Fund Management Ltd38,953$87.6K0.02%00.0%Unchanged
New York State Common Retirement Fund39,400$88.7K0.00%00.0%Unchanged
Mercer Global Advisors Inc41,264$93.0K0.00%00.0%Unchanged
Citadel Advisors LLC45,576$102.5K0.00%−62,872−58.0%Reduced
Rhumbline Advisers68,821$155.0K0.00%+1,423+2.1%Added
STRS Ohio74,500$167.0K0.00%00.0%Unchanged
Nuveen Asset Management, LLC90,384$204.0K0.00%+13,640+17.8%Added
Clear Harbor Asset Management, LLC101,044$227.3K0.03%−74,298−42.4%Reduced
Morgan Stanley120,705$271.6K0.00%−27,585−18.6%Reduced
Charles Schwab Investment Management Inc151,147$340.1K0.00%+6,629+4.6%Added
Bank of New York Mellon Corp156,183$351.4K0.00%00.0%Unchanged
D. E. Shaw & Co., Inc.176,346$396.8K0.00%+25,542+16.9%Added
Greenhaven Road Investment Management, L.P.352,903$794.0K0.51%00.0%Unchanged
Renaissance Technologies LLC444,485$1.00M0.00%−530,812−54.4%Reduced
Northern Trust Corp465,535$1.05M0.00%+13,887+3.1%Added
Wildcat Capital Management, LLC547,800$1.23M0.47%00.0%Unchanged
ACR Alpine Capital Research, LLC573,780$1.29M0.06%−6,673−1.1%Reduced
Healthcare of Ontario Pension Plan Trust Fund600,000$1.35M0.01%00.0%Unchanged
G2 Investment Partners Management LLC640,000$1.44M0.43%−214,249−25.1%Reduced
Fuller & Thaler Asset Management, Inc.681,935$1.53M0.01%+8,525+1.3%Added
Invenomic Capital Management LP776,206$1.75M0.13%+776,206New
Kim, LLC780,690$1.76M0.10%00.0%Unchanged
State Street Corp894,135$2.01M0.00%+40,484+4.7%Added
Bank of Montreal932,416$2.11M0.00%+932,416New
Geode Capital Management, LLC1,022,308$2.30M0.00%+43,587+4.5%Added
Kent Lake Capital LLC1,024,840$2.31M1.38%+1,024,840New
Clearline Capital LP1,059,498$2.38M0.43%−1,264,014−54.4%Reduced
Credit Suisse AG2,073,795$4.67M0.01%+19,939+1.0%Added
Vanguard Group Inc2,799,803$6.30M0.00%+12,471+0.4%Added
BlackRock Inc.2,829,306$6.37M0.00%+158,591+5.9%Added
Rubric Capital Management LP3,450,406$7.76M0.34%00.0%Unchanged
Technology Crossover Management VIII, Ltd.3,843,155$8.65M1.00%00.0%Unchanged
Franklin Resources Inc4,886,607$11.0M0.01%−25,623−0.5%Reduced
Light Street Capital Management, LLC4,902,752$11.0M4.11%+23,500+0.5%Added
Goldman Sachs Group Inc6,931,303$15.6M0.00%+3,839,995+124.2%Added
Greenvale Capital LLP8,035,800$18.1M1.75%+35,800+0.4%Added
TPG GP A, LLC11,723,250$26.4M0.52%−1,500,000−11.3%Reduced
Atlas Capital Advisors LLC0$00.00%−300,000−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−107,341−100.0%Sold out
MYDA Advisors LLC0$00.00%−70,000−100.0%Sold out
BNP Paribas Arbitrage, SA0$00.00%−32,078−100.0%Sold out
AQR Capital Management LLC0$00.00%−22,226−100.0%Sold out
Lombard Odier Asset Management (USA) Corp0$00.00%−20,266−100.0%Sold out
Whittier Trust Co0$00.00%−1,600−100.0%Sold out
Cutler Group LP0$00.00%−700−100.0%Sold out
CWM, LLC0$00.00%−131−100.0%Sold out
Versant Capital Management, Inc0$00.00%−99−100.0%Sold out
FourThought Financial, LLC––––Not filed