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 |
|---|---|---|---|---|---|
| New England Capital Financial Advisors LLC | 86 | $360 | 0.00% | 00.0% | Unchanged |
| Greenhaven Road Investment Management, L.P. | 352,903 | $794 | 0.05% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 331 | $1.38K | 0.00% | +331 | New |
| Parkside Financial Bank & Trust | 670 | $2.80K | 0.00% | +375+127.1% | Added |
| Washington Trust Advisors, Inc. | 913 | $3.82K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,100 | $4.60K | 0.00% | +1,000+1,000.0% | Added |
| Metropolitan Life Insurance Co | 1,755 | $7.34K | 0.00% | +1,755 | New |
| FMR LLC | 2,218 | $9.27K | 0.00% | +1,704+331.5% | Added |
| Ameritas Investment Partners, Inc. | 4,065 | $17.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,970 | $21.0K | 0.00% | +4,820+3,213.3% | Added |
| Tower Research Capital LLC (TRC) | 6,229 | $26.0K | 0.00% | +1,568+33.6% | Added |
| Quadrant Capital Group LLC | 6,734 | $28.1K | 0.00% | +2,920+76.6% | Added |
| Amalgamated Bank | 7,716 | $32.0K | 0.00% | −984−11.3% | Reduced |
| Royal Bank of Canada | 8,929 | $37.0K | 0.00% | −7,085−44.2% | Reduced |
| New York State Common Retirement Fund | 9,600 | $40.1K | 0.00% | −29,800−75.6% | Reduced |
| Jane Street Group, LLC | 10,223 | $42.7K | 0.00% | −10,750−51.3% | Reduced |
| Moloney Securities Asset Management, LLC | 10,375 | $43.4K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 19,415 | $43.7K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 10,531 | $45.0K | 0.00% | +10,531 | New |
| Legal & General Group Plc | 10,910 | $45.5K | 0.00% | +1,039+10.5% | Added |
| FourThought Financial Partners, LLC | 11,244 | $47.0K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 11,500 | $48.1K | 0.04% | +1,500+15.0% | Added |
| Wells Fargo & Company | 11,514 | $48.1K | 0.00% | +10,814+1,544.9% | Added |
| Allspring Global Investments Holdings, LLC | 13,594 | $56.8K | 0.00% | +13,594 | New |
| Leonteq Securities AG | 14,500 | $60.6K | 0.01% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 17,000 | $71.1K | 0.01% | −84,044−83.2% | Reduced |
| Graham Capital Management, L.P. | 17,974 | $75.1K | 0.00% | +17,974 | New |
| Schonfeld Strategic Advisors LLC | 19,100 | $79.8K | 0.00% | +19,100 | New |
| California State Teachers Retirement System | 20,754 | $86.8K | 0.00% | −1,531−6.9% | Reduced |
| Toroso Investments, LLC | 20,786 | $87.0K | 0.00% | −4,580−18.1% | Reduced |
| Voya Investment Management LLC | 21,498 | $89.9K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 23,106 | $96.6K | 0.00% | +1,198+5.5% | Added |
| State of Wyoming | 23,233 | $97.1K | 0.03% | +23,233 | New |
| Gsa Capital Partners LLP | 24,015 | $100.0K | 0.01% | +24,015 | New |
| Manufacturers Life Insurance Company, The | 24,432 | $102.1K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 24,579 | $102.7K | 0.00% | +24,579 | New |
| American International Group, Inc. | 26,942 | $112.6K | 0.00% | +536+2.0% | Added |
| Barclays PLC | 28,194 | $117.9K | 0.00% | +13,205+88.1% | Added |
| Davy Global Fund Management Ltd | 28,800 | $120.4K | 0.02% | −10,153−26.1% | Reduced |
| Bank of America Corp | 28,836 | $120.5K | 0.00% | −5,258−15.4% | Reduced |
| PFS Investments Inc. | 30,786 | $122.0K | 0.00% | +10,095+48.8% | Added |
| Tudor Investment Corp Et Al | 32,068 | $134.0K | 0.00% | +32,068 | New |
| MetLife Investment Management | 32,464 | $135.7K | 0.00% | +32,464 | New |
| Cubist Systematic Strategies, LLC | 34,819 | $145.5K | 0.00% | +34,819 | New |
| Deutsche Bank AG | 35,876 | $150.0K | 0.00% | +11,673+48.2% | Added |
| Moneta Group Investment Advisors LLC | 39,546 | $165.3K | 0.00% | +14,959+60.8% | Added |
| Mercer Global Advisors Inc | 41,264 | $172.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 41,700 | $174.0K | 0.00% | −32,800−44.0% | Reduced |
| JPMorgan Chase & Co | 42,924 | $180.0K | 0.00% | +12,084+39.2% | Added |
| Ergoteles LLC | 50,500 | $211.1K | 0.01% | +50,500 | New |
| UBS Group AG | 55,296 | $231.1K | 0.00% | +30,882+126.5% | Added |
| Rhumbline Advisers | 70,657 | $295.0K | 0.00% | +1,836+2.7% | Added |
| Occudo Quantitative Strategies LP | 84,603 | $353.6K | 0.03% | +84,603 | New |
| Advisory Research Inc | 88,541 | $370.1K | 0.06% | +88,541 | New |
| Worth Venture Partners, LLC | 98,400 | $411.3K | 0.20% | +98,400 | New |
| Panagora Asset Management Inc | 111,621 | $466.6K | 0.00% | +111,621 | New |
| Charles Schwab Investment Management Inc | 154,162 | $644.4K | 0.00% | +3,015+2.0% | Added |
| Bank of New York Mellon Corp | 156,191 | $652.9K | 0.00% | +80.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 192,700 | $805.5K | 0.00% | −407,300−67.9% | Reduced |
| Nuveen Asset Management, LLC | 206,954 | $865.0K | 0.00% | +116,570+129.0% | Added |
| Citadel Advisors LLC | 250,917 | $1.05M | 0.00% | +205,341+450.5% | Added |
| EAM Investors, LLC | 257,655 | $1.08M | 0.21% | +257,655 | New |
| D. E. Shaw & Co., Inc. | 268,281 | $1.12M | 0.00% | +91,935+52.1% | Added |
| Renaissance Technologies LLC | 368,100 | $1.54M | 0.00% | −76,385−17.2% | Reduced |
| AIGH Capital Management LLC | 400,000 | $1.67M | 0.62% | +400,000 | New |
| Soviero Asset Management, LP | 430,000 | $1.80M | 0.91% | +430,000 | New |
| Northern Trust Corp | 473,046 | $1.98M | 0.00% | +7,511+1.6% | Added |
| Morgan Stanley | 541,790 | $2.26M | 0.00% | +421,085+348.9% | Added |
| ACR Alpine Capital Research, LLC | 648,702 | $2.71M | 0.11% | +74,922+13.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 681,345 | $2.85M | 0.02% | −590−0.1% | Reduced |
| Kim, LLC | 777,790 | $3.25M | 0.23% | −2,900−0.4% | Reduced |
| Clearline Capital LP | 873,845 | $3.65M | 0.55% | −185,653−17.5% | Reduced |
| State Street Corp | 906,021 | $3.79M | 0.00% | +11,886+1.3% | Added |
| Geode Capital Management, LLC | 1,076,439 | $4.50M | 0.00% | +54,131+5.3% | Added |
| G2 Investment Partners Management LLC | 1,180,686 | $4.94M | 1.42% | +540,686+84.5% | Added |
| Divisadero Street Capital Management, LP | 1,185,000 | $4.95M | 2.17% | +1,185,000 | New |
| Kent Lake Capital LLC | 1,750,000 | $7.32M | 4.95% | +725,160+70.8% | Added |
| Credit Suisse AG | 2,031,532 | $8.49M | 0.01% | −42,263−2.0% | Reduced |
| Rubric Capital Management LP | 2,601,118 | $10.9M | 0.43% | −849,288−24.6% | Reduced |
| BlackRock Inc. | 2,769,640 | $11.6M | 0.00% | −59,666−2.1% | Reduced |
| Vanguard Group Inc | 2,800,946 | $11.7M | 0.00% | +1,1430.0% | Added |
| Technology Crossover Management VIII, Ltd. | 3,843,155 | $16.1M | 1.36% | 00.0% | Unchanged |
| Light Street Capital Management, LLC | 3,849,857 | $16.1M | 3.93% | −1,052,895−21.5% | Reduced |
| Franklin Resources Inc | 4,270,850 | $17.9M | 0.01% | −615,757−12.6% | Reduced |
| Goldman Sachs Group Inc | 5,865,485 | $24.5M | 0.01% | −1,065,818−15.4% | Reduced |
| Greenvale Capital LLP | 8,031,700 | $33.6M | 2.63% | −4,100−0.1% | Reduced |
| TPG GP A, LLC | 11,723,250 | $49.0M | 0.80% | 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 |