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, Q1 2023
Institutional positions in Nerdy Inc. as of Mar 31, 2023. 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
- 87
- +12 vs. Q4 2022
- Shares held
- 62.3M
- −1.54M (−2.4%) vs. Q4 2022
- Total value
- $259.1M
- +$115.3M (+80.2%) vs. Q4 2022
- New holders
- 21
- 31 more added
- Sold out
- 9
- 22 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 80 | $14.5M |
| Q1 2026 | 90 | $18.0M |
| Q4 2025 | 93 | $24.6M |
| Q3 2025 | 84 | $31.1M |
| Q2 2025 | 88 | $43.7M |
| Q1 2025 | 91 | $39.8M |
| Q4 2024 | 92 | $45.9M |
| Q3 2024 | 90 | $45.6M |
| Q2 2024 | 88 | $117.0M |
| Q1 2024 | 111 | $201.3M |
| Q4 2023 | 114 | $233.0M |
| Q3 2023 | 131 | $245.0M |
| Q2 2023 | 102 | $271.5M |
| Q1 2023 | 87 | $259.1M |
| Q4 2022 | 76 | $143.8M |
| Q3 2022 | 78 | $129.2M |
| Q2 2022 | 78 | $146.1M |
| Q1 2022 | 80 | $356.2M |
| Q4 2021 | 81 | $398.1M |
| Q3 2021 | 51 | $652.4M |
| Q2 2021 | 65 | $399.7M |
| Q1 2021 | 66 | $361.5M |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Nerdy Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TPG GP A, LLC | 11,723,250 | $49.0M | 0.80% | 00.0% | Unchanged |
| Greenvale Capital LLP | 8,031,700 | $33.6M | 2.63% | −4,100−0.1% | Reduced |
| Goldman Sachs Group Inc | 5,865,485 | $24.5M | 0.01% | −1,065,818−15.4% | Reduced |
| Franklin Resources Inc | 4,270,850 | $17.9M | 0.01% | −615,757−12.6% | Reduced |
| Light Street Capital Management, LLC | 3,849,857 | $16.1M | 3.93% | −1,052,895−21.5% | Reduced |
| Technology Crossover Management VIII, Ltd. | 3,843,155 | $16.1M | 1.36% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,800,946 | $11.7M | 0.00% | +1,1430.0% | Added |
| BlackRock Inc. | 2,769,640 | $11.6M | 0.00% | −59,666−2.1% | Reduced |
| Rubric Capital Management LP | 2,601,118 | $10.9M | 0.43% | −849,288−24.6% | Reduced |
| Credit Suisse AG | 2,031,532 | $8.49M | 0.01% | −42,263−2.0% | Reduced |
| Kent Lake Capital LLC | 1,750,000 | $7.32M | 4.95% | +725,160+70.8% | Added |
| Divisadero Street Capital Management, LP | 1,185,000 | $4.95M | 2.17% | +1,185,000 | New |
| G2 Investment Partners Management LLC | 1,180,686 | $4.94M | 1.42% | +540,686+84.5% | Added |
| Geode Capital Management, LLC | 1,076,439 | $4.50M | 0.00% | +54,131+5.3% | Added |
| State Street Corp | 906,021 | $3.79M | 0.00% | +11,886+1.3% | Added |
| Clearline Capital LP | 873,845 | $3.65M | 0.55% | −185,653−17.5% | Reduced |
| Kim, LLC | 777,790 | $3.25M | 0.23% | −2,900−0.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 681,345 | $2.85M | 0.02% | −590−0.1% | Reduced |
| ACR Alpine Capital Research, LLC | 648,702 | $2.71M | 0.11% | +74,922+13.1% | Added |
| Morgan Stanley | 541,790 | $2.26M | 0.00% | +421,085+348.9% | Added |
| Northern Trust Corp | 473,046 | $1.98M | 0.00% | +7,511+1.6% | Added |
| Soviero Asset Management, LP | 430,000 | $1.80M | 0.91% | +430,000 | New |
| AIGH Capital Management LLC | 400,000 | $1.67M | 0.62% | +400,000 | New |
| Renaissance Technologies LLC | 368,100 | $1.54M | 0.00% | −76,385−17.2% | Reduced |
| D. E. Shaw & Co., Inc. | 268,281 | $1.12M | 0.00% | +91,935+52.1% | Added |
| EAM Investors, LLC | 257,655 | $1.08M | 0.21% | +257,655 | New |
| Citadel Advisors LLC | 250,917 | $1.05M | 0.00% | +205,341+450.5% | Added |
| Nuveen Asset Management, LLC | 206,954 | $865.0K | 0.00% | +116,570+129.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 192,700 | $805.5K | 0.00% | −407,300−67.9% | Reduced |
| Bank of New York Mellon Corp | 156,191 | $652.9K | 0.00% | +80.0% | Added |
| Charles Schwab Investment Management Inc | 154,162 | $644.4K | 0.00% | +3,015+2.0% | Added |
| Panagora Asset Management Inc | 111,621 | $466.6K | 0.00% | +111,621 | New |
| Worth Venture Partners, LLC | 98,400 | $411.3K | 0.20% | +98,400 | New |
| Advisory Research Inc | 88,541 | $370.1K | 0.06% | +88,541 | New |
| Occudo Quantitative Strategies LP | 84,603 | $353.6K | 0.03% | +84,603 | New |
| Rhumbline Advisers | 70,657 | $295.0K | 0.00% | +1,836+2.7% | Added |
| UBS Group AG | 55,296 | $231.1K | 0.00% | +30,882+126.5% | Added |
| Ergoteles LLC | 50,500 | $211.1K | 0.01% | +50,500 | New |
| JPMorgan Chase & Co | 42,924 | $180.0K | 0.00% | +12,084+39.2% | Added |
| STRS Ohio | 41,700 | $174.0K | 0.00% | −32,800−44.0% | Reduced |
| Mercer Global Advisors Inc | 41,264 | $172.0K | 0.00% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 39,546 | $165.3K | 0.00% | +14,959+60.8% | Added |
| Deutsche Bank AG | 35,876 | $150.0K | 0.00% | +11,673+48.2% | Added |
| Cubist Systematic Strategies, LLC | 34,819 | $145.5K | 0.00% | +34,819 | New |
| MetLife Investment Management | 32,464 | $135.7K | 0.00% | +32,464 | New |
| Tudor Investment Corp Et Al | 32,068 | $134.0K | 0.00% | +32,068 | New |
| PFS Investments Inc. | 30,786 | $122.0K | 0.00% | +10,095+48.8% | Added |
| Bank of America Corp | 28,836 | $120.5K | 0.00% | −5,258−15.4% | Reduced |
| Davy Global Fund Management Ltd | 28,800 | $120.4K | 0.02% | −10,153−26.1% | Reduced |
| Barclays PLC | 28,194 | $117.9K | 0.00% | +13,205+88.1% | Added |
| American International Group, Inc. | 26,942 | $112.6K | 0.00% | +536+2.0% | Added |
| Susquehanna International Group, LLP | 24,579 | $102.7K | 0.00% | +24,579 | New |
| Manufacturers Life Insurance Company, The | 24,432 | $102.1K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 24,015 | $100.0K | 0.01% | +24,015 | New |
| State of Wyoming | 23,233 | $97.1K | 0.03% | +23,233 | New |
| Invesco Ltd. | 23,106 | $96.6K | 0.00% | +1,198+5.5% | Added |
| Voya Investment Management LLC | 21,498 | $89.9K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 20,786 | $87.0K | 0.00% | −4,580−18.1% | Reduced |
| California State Teachers Retirement System | 20,754 | $86.8K | 0.00% | −1,531−6.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 19,100 | $79.8K | 0.00% | +19,100 | New |
| Graham Capital Management, L.P. | 17,974 | $75.1K | 0.00% | +17,974 | New |
| Clear Harbor Asset Management, LLC | 17,000 | $71.1K | 0.01% | −84,044−83.2% | Reduced |
| Leonteq Securities AG | 14,500 | $60.6K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 13,594 | $56.8K | 0.00% | +13,594 | New |
| Wells Fargo & Company | 11,514 | $48.1K | 0.00% | +10,814+1,544.9% | Added |
| Register Financial Advisors LLC | 11,500 | $48.1K | 0.04% | +1,500+15.0% | Added |
| FourThought Financial Partners, LLC | 11,244 | $47.0K | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 10,910 | $45.5K | 0.00% | +1,039+10.5% | Added |
| Price T Rowe Associates Inc | 10,531 | $45.0K | 0.00% | +10,531 | New |
| Buckingham Strategic Wealth, LLC | 19,415 | $43.7K | 0.00% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 10,375 | $43.4K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 10,223 | $42.7K | 0.00% | −10,750−51.3% | Reduced |
| New York State Common Retirement Fund | 9,600 | $40.1K | 0.00% | −29,800−75.6% | Reduced |
| Royal Bank of Canada | 8,929 | $37.0K | 0.00% | −7,085−44.2% | Reduced |
| Amalgamated Bank | 7,716 | $32.0K | 0.00% | −984−11.3% | Reduced |
| Quadrant Capital Group LLC | 6,734 | $28.1K | 0.00% | +2,920+76.6% | Added |
| Tower Research Capital LLC (TRC) | 6,229 | $26.0K | 0.00% | +1,568+33.6% | Added |
| Nisa Investment Advisors, LLC | 4,970 | $21.0K | 0.00% | +4,820+3,213.3% | Added |
| Ameritas Investment Partners, Inc. | 4,065 | $17.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,218 | $9.27K | 0.00% | +1,704+331.5% | Added |
| Metropolitan Life Insurance Co | 1,755 | $7.34K | 0.00% | +1,755 | New |
| Advisor Group Holdings, Inc. | 1,100 | $4.60K | 0.00% | +1,000+1,000.0% | Added |
| Washington Trust Advisors, Inc. | 913 | $3.82K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 670 | $2.80K | 0.00% | +375+127.1% | Added |
| Bellevue Asset Management, LLC | 331 | $1.38K | 0.00% | +331 | New |
| Greenhaven Road Investment Management, L.P. | 352,903 | $794 | 0.05% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 86 | $360 | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 0 | $0 | 0.00% | −932,416−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −776,206−100.0% | Sold out |
| Wildcat Capital Management, LLC | 0 | $0 | 0.00% | −547,800−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −21,367−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −17,195−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −3,588−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,025−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Marotta Asset Management | – | – | – | – | Not filed |