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, Q3 2023
Institutional positions in Nerdy Inc. as of Sep 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
- 131
- +30 vs. Q2 2023
- Shares held
- 66.0M
- +962.5K (+1.5%) vs. Q2 2023
- Total value
- $245.0M
- −$26.3M (−9.7%) vs. Q2 2023
- New holders
- 37
- 41 more added
- Sold out
- 7
- 30 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Nerdy Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 29 | $107 | 0.00% | −17,623−99.8% | Reduced |
| Signaturefd, LLC | 49 | $181 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 50 | $185 | 0.00% | −50−50.0% | Reduced |
| New England Capital Financial Advisors LLC | 86 | $319 | 0.00% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 45,354 | $759 | 0.00% | +45,354 | New |
| Bellevue Asset Management, LLC | 331 | $1.22K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 407 | $1.50K | 0.00% | +407 | New |
| Newbridge Financial Services Group, Inc. | 500 | $1.85K | 0.00% | +500 | New |
| Parkside Financial Bank & Trust | 670 | $2.48K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 807 | $2.99K | 0.00% | −3,954−83.0% | Reduced |
| Cutler Group LP | 924 | $3.00K | 0.00% | +924 | New |
| Washington Trust Advisors, Inc. | 913 | $3.38K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 934 | $3.46K | 0.00% | +934 | New |
| Federation des caisses Desjardins du Quebec | 1,000 | $3.70K | 0.00% | +1,000 | New |
| Littlejohn & Co LLC | 1,249 | $4.62K | 0.00% | +1,249 | New |
| Comerica Bank | 1,273 | $4.71K | 0.00% | +1,273 | New |
| Federated Hermes, Inc. | 1,486 | $5.50K | 0.00% | +839+129.7% | Added |
| Qube Research & Technologies Ltd | 3,288 | $12.2K | 0.00% | +3,288 | New |
| Metropolitan Life Insurance Co | 3,377 | $12.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,065 | $15.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,970 | $18.4K | 0.00% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 5,027 | $18.6K | 0.01% | +5,027 | New |
| FMR LLC | 6,010 | $22.2K | 0.00% | +4,013+201.0% | Added |
| Legal & General Group Plc | 6,531 | $24.2K | 0.00% | −737−10.1% | Reduced |
| Elequin Capital LP | 6,600 | $24.4K | 0.00% | +6,600 | New |
| Northwestern Mutual Wealth Management Co | 6,699 | $24.8K | 0.00% | +6,699 | New |
| Quadrant Capital Group LLC | 6,734 | $24.9K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 7,752 | $28.7K | 0.00% | −13,317−63.2% | Reduced |
| Amalgamated Bank | 8,833 | $33.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 9,478 | $35.1K | 0.00% | −66−0.7% | Reduced |
| Goodwin Daniel L | 10,000 | $37.0K | 0.02% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 10,005 | $37.0K | 0.01% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 10,375 | $38.4K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 10,735 | $39.7K | 0.00% | −1,060−9.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 10,751 | $40.0K | 0.00% | +10,751 | New |
| Cutter & CO Brokerage, Inc. | 11,000 | $40.7K | 0.01% | +11,000 | New |
| Register Financial Advisors LLC | 11,500 | $42.5K | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 12,508 | $46.0K | 0.00% | +12,508 | New |
| My Personal CFO, LLC | 12,482 | $46.2K | 0.04% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 13,146 | $49.0K | 0.00% | +2,102+19.0% | Added |
| California State Teachers Retirement System | 13,430 | $49.7K | 0.00% | −6,286−31.9% | Reduced |
| Wolverine Trading, LLC | 13,957 | $51.6K | 0.00% | +13,957 | New |
| Atlas Capital Advisors LLC | 15,000 | $55.5K | 0.01% | +15,000 | New |
| PEAK6 Investments LLC | 15,127 | $56.0K | 0.00% | +15,127 | New |
| State of Wyoming | 15,139 | $56.0K | 0.01% | −26,875−64.0% | Reduced |
| Royal Bank of Canada | 15,746 | $58.0K | 0.00% | +6,293+66.6% | Added |
| Aigen Investment Management, LP | 15,909 | $58.9K | 0.01% | +15,909 | New |
| State Board of Administration of Florida Retirement System | 17,370 | $64.3K | 0.00% | +540+3.2% | Added |
| Group One Trading, L.P. | 17,574 | $65.0K | 0.00% | +17,574 | New |
| Silver Rock Financial LP | 17,688 | $65.4K | 0.40% | +17,688 | New |
| Toroso Investments, LLC | 19,832 | $73.4K | 0.00% | −922−4.4% | Reduced |
| Leonteq Securities AG | 21,043 | $77.9K | 0.01% | +752+3.7% | Added |
| Alliancebernstein L.P. | 22,040 | $81.5K | 0.00% | +9,510+75.9% | Added |
| Petrus Trust Company, LTA | 23,047 | $85.3K | 0.01% | +23,047 | New |
| Wildcat Capital Management, LLC | 24,646 | $91.2K | 0.04% | +24,646 | New |
| Invesco Ltd. | 24,774 | $91.7K | 0.00% | 00.0% | Unchanged |
| Marotta Asset Management | 25,000 | $92.5K | 0.02% | +5,000+25.0% | Added |
| Jane Street Group, LLC | 25,034 | $92.6K | 0.00% | +25,034 | New |
| Voya Investment Management LLC | 25,369 | $93.9K | 0.00% | +1,317+5.5% | Added |
| Manufacturers Life Insurance Company, The | 26,130 | $96.7K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 27,675 | $102.4K | 0.00% | −97,347−77.9% | Reduced |
| Deutsche Bank AG | 27,774 | $102.8K | 0.00% | −263−0.9% | Reduced |
| Wells Fargo & Company | 27,912 | $103.3K | 0.00% | +2,463+9.7% | Added |
| S Squared Technology, LLC | 30,000 | $111.0K | 0.06% | +30,000 | New |
| LMR Partners LLP | 30,005 | $111.0K | 0.00% | +30,005 | New |
| American International Group, Inc. | 30,374 | $112.4K | 0.00% | +1,845+6.5% | Added |
| Davy Global Fund Management Ltd | 30,641 | $113.4K | 0.02% | +3,761+14.0% | Added |
| Occudo Quantitative Strategies LP | 30,771 | $113.9K | 0.01% | −72,376−70.2% | Reduced |
| MetLife Investment Management | 32,464 | $120.1K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 34,096 | $126.2K | 0.00% | +22,333+189.9% | Added |
| Cornerstone Investment Partners, LLC | 34,640 | $128.2K | 0.01% | +34,640 | New |
| UBS Group AG | 36,029 | $133.3K | 0.00% | −23,570−39.5% | Reduced |
| XTX Topco Ltd | 37,053 | $137.1K | 0.02% | −38,553−51.0% | Reduced |
| State of Wisconsin Investment Board | 37,100 | $137.3K | 0.00% | +37,100 | New |
| JPMorgan Chase & Co | 40,297 | $149.1K | 0.00% | −5,833−12.6% | Reduced |
| Bank of America Corp | 40,638 | $150.4K | 0.00% | −14,764−26.6% | Reduced |
| STRS Ohio | 41,700 | $154.0K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 44,022 | $162.9K | 0.02% | +29,400+201.1% | Added |
| Walleye Capital LLC | 45,190 | $167.2K | 0.00% | +45,190 | New |
| CVI Holdings, LLC | 47,658 | $176.3K | 0.35% | +47,658 | New |
| Millennium Management LLC | 48,563 | $179.7K | 0.00% | −832,110−94.5% | Reduced |
| Brighton Jones LLC | 49,261 | $182.3K | 0.01% | 00.0% | Unchanged |
| Moore Capital Management, LP | 50,000 | $185.0K | 0.01% | 00.0% | Unchanged |
| UBS Oconnor LLC | 50,000 | $185.0K | 0.00% | +50,000 | New |
| Manatuck Hill Partners, LLC | 50,000 | $185.0K | 0.09% | +50,000 | New |
| Jump Financial, LLC | 54,084 | $200.1K | 0.01% | −73,513−57.6% | Reduced |
| HRT Financial LP | 57,303 | $212.0K | 0.00% | +57,303 | New |
| AQR Capital Management LLC | 57,996 | $214.6K | 0.00% | +45,021+347.0% | Added |
| Susquehanna International Group, LLP | 61,971 | $229.3K | 0.00% | +44,237+249.4% | Added |
| Numerai GP LLC | 62,492 | $231.2K | 0.08% | +62,492 | New |
| Cubist Systematic Strategies, LLC | 65,888 | $243.8K | 0.00% | −23,662−26.4% | Reduced |
| Two Sigma Investments, LP | 74,055 | $274.0K | 0.00% | +39,463+114.1% | Added |
| Rhumbline Advisers | 74,817 | $276.8K | 0.00% | +1,180+1.6% | Added |
| Moneta Group Investment Advisors LLC | 79,046 | $292.5K | 0.01% | +12,500+18.8% | Added |
| ExodusPoint Capital Management, LP | 93,514 | $346.0K | 0.00% | +7,267+8.4% | Added |
| Panagora Asset Management Inc | 105,142 | $389.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 135,421 | $501.1K | 0.00% | −125,492−48.1% | Reduced |
| Charles Schwab Investment Management Inc | 168,437 | $623.2K | 0.00% | +6,129+3.8% | Added |
| Bank of New York Mellon Corp | 210,466 | $778.7K | 0.00% | +40,132+23.6% | Added |
| Prudential Financial Inc | 226,115 | $836.6K | 0.00% | +19,800+9.6% | Added |