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, Q2 2023
Institutional positions in Nerdy Inc. as of Jun 30, 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
- 102
- +15 vs. Q1 2023
- Shares held
- 65.1M
- +2.76M (+4.4%) vs. Q1 2023
- Total value
- $271.5M
- +$12.4M (+4.8%) vs. Q1 2023
- New holders
- 27
- 40 more added
- Sold out
- 12
- 22 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Nerdy Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Signaturefd, LLC | 49 | $204 | 0.00% | +49 | New |
| New England Capital Financial Advisors LLC | 86 | $359 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 100 | $417 | 0.00% | −1,000−90.9% | Reduced |
| Bellevue Asset Management, LLC | 331 | $1.38K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 647 | $2.70K | 0.00% | +647 | New |
| Parkside Financial Bank & Trust | 670 | $2.79K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 913 | $3.81K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,997 | $8.33K | 0.00% | −221−10.0% | Reduced |
| Metropolitan Life Insurance Co | 3,377 | $14.1K | 0.00% | +1,622+92.4% | Added |
| Ameritas Investment Partners, Inc. | 4,065 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,761 | $19.9K | 0.00% | −1,468−23.6% | Reduced |
| Nisa Investment Advisors, LLC | 4,970 | $20.7K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 6,500 | $27.1K | 0.00% | +6,500 | New |
| Quadrant Capital Group LLC | 6,734 | $28.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 7,268 | $30.3K | 0.00% | −3,642−33.4% | Reduced |
| Amalgamated Bank | 8,833 | $37.0K | 0.00% | +1,117+14.5% | Added |
| Royal Bank of Canada | 9,453 | $39.0K | 0.00% | +524+5.9% | Added |
| New York State Common Retirement Fund | 9,544 | $39.8K | 0.00% | −56−0.6% | Reduced |
| Goodwin Daniel L | 10,000 | $41.7K | 0.02% | +10,000 | New |
| FourThought Financial Partners, LLC | 10,005 | $41.7K | 0.01% | −1,239−11.0% | Reduced |
| Moloney Securities Asset Management, LLC | 10,375 | $43.3K | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 11,044 | $47.0K | 0.00% | +513+4.9% | Added |
| Register Financial Advisors LLC | 11,500 | $48.0K | 0.03% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 11,763 | $49.1K | 0.00% | −6,211−34.6% | Reduced |
| Barclays PLC | 11,795 | $49.2K | 0.00% | −16,399−58.2% | Reduced |
| My Personal CFO, LLC | 12,482 | $52.0K | 0.04% | +12,482 | New |
| Alliancebernstein L.P. | 12,530 | $52.3K | 0.00% | +12,530 | New |
| AQR Capital Management LLC | 12,975 | $54.1K | 0.00% | +12,975 | New |
| SG Americas Securities, LLC | 13,205 | $55.0K | 0.00% | +13,205 | New |
| Bayesian Capital Management, LP | 14,622 | $61.0K | 0.01% | +14,622 | New |
| State Board of Administration of Florida Retirement System | 16,830 | $70.2K | 0.00% | +16,830 | New |
| Belvedere Trading LLC | 17,082 | $71.2K | 0.02% | +17,082 | New |
| Citigroup Inc | 17,652 | $73.6K | 0.00% | +17,652 | New |
| Susquehanna International Group, LLP | 17,734 | $74.0K | 0.00% | −6,845−27.8% | Reduced |
| California State Teachers Retirement System | 19,716 | $82.2K | 0.00% | −1,038−5.0% | Reduced |
| Marotta Asset Management | 20,000 | $83.4K | 0.02% | +20,000 | New |
| Leonteq Securities AG | 20,291 | $84.6K | 0.01% | +5,791+39.9% | Added |
| Schonfeld Strategic Advisors LLC | 20,600 | $85.9K | 0.00% | +1,500+7.9% | Added |
| Toroso Investments, LLC | 20,754 | $87.0K | 0.00% | −32−0.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 21,069 | $87.9K | 0.00% | +7,475+55.0% | Added |
| Voya Investment Management LLC | 24,052 | $100.3K | 0.00% | +2,554+11.9% | Added |
| Invesco Ltd. | 24,774 | $103.3K | 0.00% | +1,668+7.2% | Added |
| Verition Fund Management LLC | 25,053 | $104.5K | 0.00% | +25,053 | New |
| Wells Fargo & Company | 25,449 | $106.1K | 0.00% | +13,935+121.0% | Added |
| Manufacturers Life Insurance Company, The | 26,130 | $109.0K | 0.00% | +1,698+6.9% | Added |
| Davy Global Fund Management Ltd | 26,880 | $112.1K | 0.02% | −1,920−6.7% | Reduced |
| Deutsche Bank AG | 28,037 | $116.9K | 0.00% | −7,839−21.9% | Reduced |
| American International Group, Inc. | 28,529 | $119.0K | 0.00% | +1,587+5.9% | Added |
| MetLife Investment Management | 32,464 | $135.4K | 0.00% | 00.0% | Unchanged |
| PFS Investments Inc. | 34,246 | $143.0K | 0.00% | +3,460+11.2% | Added |
| Two Sigma Investments, LP | 34,592 | $144.2K | 0.00% | +34,592 | New |
| STRS Ohio | 41,700 | $173.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 42,014 | $175.2K | 0.05% | +18,781+80.8% | Added |
| JPMorgan Chase & Co | 46,130 | $192.4K | 0.00% | +3,206+7.5% | Added |
| Brighton Jones LLC | 49,261 | $205.4K | 0.01% | +49,261 | New |
| Moore Capital Management, LP | 50,000 | $208.5K | 0.01% | +50,000 | New |
| Bank of America Corp | 55,402 | $231.0K | 0.00% | +26,566+92.1% | Added |
| UBS Group AG | 59,599 | $248.5K | 0.00% | +4,303+7.8% | Added |
| Moneta Group Investment Advisors LLC | 66,546 | $277.5K | 0.01% | +27,000+68.3% | Added |
| Rhumbline Advisers | 73,637 | $307.1K | 0.00% | +2,980+4.2% | Added |
| Tudor Investment Corp Et Al | 75,568 | $315.1K | 0.01% | +43,500+135.6% | Added |
| XTX Topco Ltd | 75,606 | $315.3K | 0.06% | +75,606 | New |
| ExodusPoint Capital Management, LP | 86,247 | $360.0K | 0.00% | +86,247 | New |
| Cubist Systematic Strategies, LLC | 89,550 | $373.4K | 0.00% | +54,731+157.2% | Added |
| Occudo Quantitative Strategies LP | 103,147 | $430.1K | 0.04% | +18,544+21.9% | Added |
| Panagora Asset Management Inc | 105,142 | $438.4K | 0.00% | −6,479−5.8% | Reduced |
| Citadel Advisors LLC | 109,616 | $457.1K | 0.00% | −141,301−56.3% | Reduced |
| D. E. Shaw & Co., Inc. | 125,022 | $521.3K | 0.00% | −143,259−53.4% | Reduced |
| Jump Financial, LLC | 127,597 | $532.1K | 0.02% | +127,597 | New |
| Boothbay Fund Management, LLC | 151,855 | $633.2K | 0.02% | +151,855 | New |
| Charles Schwab Investment Management Inc | 162,308 | $676.8K | 0.00% | +8,146+5.3% | Added |
| Bank of New York Mellon Corp | 170,334 | $710.3K | 0.00% | +14,143+9.1% | Added |
| Jacobs Levy Equity Management, Inc | 191,006 | $796.5K | 0.00% | +191,006 | New |
| Marshall Wace, LLP | 193,365 | $806.3K | 0.00% | +193,365 | New |
| Squarepoint Ops LLC | 198,112 | $826.1K | 0.00% | +198,112 | New |
| Prudential Financial Inc | 206,315 | $860.3K | 0.00% | +206,315 | New |
| Morgan Stanley | 260,913 | $1.09M | 0.00% | −280,877−51.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 483,300 | $2.02M | 0.01% | +290,600+150.8% | Added |
| Northern Trust Corp | 508,952 | $2.12M | 0.00% | +35,906+7.6% | Added |
| Renaissance Technologies LLC | 551,300 | $2.30M | 0.00% | +183,200+49.8% | Added |
| Kim, LLC | 600,000 | $2.50M | 0.21% | −177,790−22.9% | Reduced |
| ACR Alpine Capital Research, LLC | 656,646 | $2.74M | 0.10% | +7,944+1.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 683,520 | $2.85M | 0.02% | +2,175+0.3% | Added |
| Nuveen Asset Management, LLC | 717,114 | $2.99M | 0.00% | +510,160+246.5% | Added |
| Clearline Capital LP | 733,760 | $3.06M | 0.40% | −140,085−16.0% | Reduced |
| Soviero Asset Management, LP | 880,000 | $3.67M | 1.82% | +450,000+104.7% | Added |
| Millennium Management LLC | 880,673 | $3.67M | 0.00% | +880,673 | New |
| State Street Corp | 1,019,861 | $4.25M | 0.00% | +113,840+12.6% | Added |
| Geode Capital Management, LLC | 1,142,983 | $4.77M | 0.00% | +66,544+6.2% | Added |
| Divisadero Street Capital Management, LP | 1,400,000 | $5.84M | 1.74% | +215,000+18.1% | Added |
| Credit Suisse AG | 1,699,777 | $7.09M | 0.01% | −331,755−16.3% | Reduced |
| Portolan Capital Management, LLC | 1,740,782 | $7.26M | 0.64% | +1,740,782 | New |
| G2 Investment Partners Management LLC | 1,892,993 | $7.89M | 1.94% | +712,307+60.3% | Added |
| Kent Lake Capital LLC | 2,045,779 | $8.53M | 3.92% | +295,779+16.9% | Added |
| Vanguard Group Inc | 2,856,366 | $11.9M | 0.00% | +55,420+2.0% | Added |
| Light Street Capital Management, LLC | 3,424,513 | $14.3M | 3.78% | −425,344−11.0% | Reduced |
| Technology Crossover Management VIII, Ltd. | 3,843,155 | $16.0M | 1.25% | 00.0% | Unchanged |
| BlackRock Inc. | 3,946,081 | $16.5M | 0.00% | +1,176,441+42.5% | Added |
| Franklin Resources Inc | 4,302,435 | $17.9M | 0.01% | +31,585+0.7% | Added |
| Goldman Sachs Group Inc | 5,484,832 | $22.9M | 0.01% | −380,653−6.5% | Reduced |