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 2023
Institutional positions in Nerdy Inc. as of Dec 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
- 114
- −16 vs. Q3 2023
- Shares held
- 68.0M
- +1.95M (+3.0%) vs. Q3 2023
- Total value
- $233.0M
- −$12.0M (−4.9%) vs. Q3 2023
- New holders
- 15
- 43 more added
- Sold out
- 31
- 28 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Nerdy Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| New England Capital Financial Advisors LLC | 86 | $295 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 150 | $515 | 0.00% | −4,820−97.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 250 | $858 | 0.00% | −6,449−96.3% | Reduced |
| Bellevue Asset Management, LLC | 331 | $1.14K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $1.72K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 510 | $1.75K | 0.00% | +460+920.0% | Added |
| Washington Trust Advisors, Inc. | 913 | $3.13K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 934 | $3.20K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,000 | $3.43K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,018 | $3.49K | 0.00% | −4,992−83.1% | Reduced |
| Comerica Bank | 1,273 | $4.37K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,713 | $9.31K | 0.00% | +2,043+304.9% | Added |
| Metropolitan Life Insurance Co | 3,377 | $11.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,065 | $13.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,734 | $23.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 6,875 | $23.6K | 0.00% | +344+5.3% | Added |
| Amalgamated Bank | 8,273 | $28.0K | 0.00% | −560−6.3% | Reduced |
| Citigroup Inc | 8,676 | $29.8K | 0.00% | +8,647+29,817.2% | Added |
| New York State Common Retirement Fund | 9,605 | $32.9K | 0.00% | +127+1.3% | Added |
| Nebula Research & Development LLC | 10,184 | $34.9K | 0.01% | +10,184 | New |
| Moloney Securities Asset Management, LLC | 10,275 | $35.2K | 0.01% | −100−1.0% | Reduced |
| California State Teachers Retirement System | 10,297 | $35.3K | 0.00% | −3,133−23.3% | Reduced |
| ProShare Advisors LLC | 10,355 | $35.5K | 0.00% | +10,355 | New |
| FourThought Financial Partners, LLC | 10,990 | $37.7K | 0.00% | +985+9.8% | Added |
| Cutter & CO Brokerage, Inc. | 11,000 | $37.7K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 11,319 | $38.8K | 0.00% | −6,255−35.6% | Reduced |
| Aigen Investment Management, LP | 12,987 | $44.5K | 0.01% | −2,922−18.4% | Reduced |
| Leonteq Securities AG | 14,500 | $49.7K | 0.01% | −6,543−31.1% | Reduced |
| Price T Rowe Associates Inc | 14,325 | $50.0K | 0.00% | +1,179+9.0% | Added |
| SG Americas Securities, LLC | 14,574 | $50.0K | 0.00% | +14,574 | New |
| Buckingham Strategic Wealth, LLC | 14,954 | $51.3K | 0.00% | +14,954 | New |
| Tower Research Capital LLC (TRC) | 15,051 | $51.6K | 0.00% | +14,244+1,765.1% | Added |
| Simplex Trading, LLC | 15,518 | $53.0K | 0.00% | +15,518 | New |
| Sherbrooke Park Advisers LLC | 15,618 | $53.6K | 0.03% | +15,618 | New |
| Two Sigma Advisers, LP | 16,300 | $55.9K | 0.00% | +16,300 | New |
| State Board of Administration of Florida Retirement System | 17,370 | $59.6K | 0.00% | 00.0% | Unchanged |
| Silver Rock Financial LP | 17,688 | $60.7K | 0.35% | 00.0% | Unchanged |
| Toroso Investments, LLC | 17,988 | $61.7K | 0.00% | −1,844−9.3% | Reduced |
| Invesco Ltd. | 20,738 | $71.1K | 0.00% | −4,036−16.3% | Reduced |
| Alliancebernstein L.P. | 22,040 | $75.6K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 23,047 | $79.1K | 0.01% | 00.0% | Unchanged |
| Wildcat Capital Management, LLC | 24,646 | $84.5K | 0.03% | 00.0% | Unchanged |
| Marotta Asset Management | 25,000 | $85.8K | 0.02% | 00.0% | Unchanged |
| Voya Investment Management LLC | 25,369 | $87.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 26,095 | $89.5K | 0.00% | −1,679−6.0% | Reduced |
| Manufacturers Life Insurance Company, The | 26,130 | $89.6K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 26,393 | $90.5K | 0.02% | +11,254+74.3% | Added |
| Royal Bank of Canada | 26,842 | $92.0K | 0.00% | +11,096+70.5% | Added |
| Graham Capital Management, L.P. | 27,249 | $93.5K | 0.00% | −6,847−20.1% | Reduced |
| Qube Research & Technologies Ltd | 29,113 | $99.9K | 0.00% | +25,825+785.4% | Added |
| Point72 Middle East FZE | 30,941 | $106.1K | 0.01% | +30,941 | New |
| American International Group, Inc. | 31,094 | $106.7K | 0.00% | +720+2.4% | Added |
| Man Group plc | 31,977 | $109.7K | 0.00% | – | – |
| MetLife Investment Management | 32,464 | $111.4K | 0.00% | 00.0% | Unchanged |
| Camden Capital, LLC | 35,000 | $120.0K | 0.01% | +35,000 | New |
| Wells Fargo & Company | 36,948 | $126.7K | 0.00% | +9,036+32.4% | Added |
| Algert Global LLC | 36,990 | $126.9K | 0.01% | +36,990 | New |
| STRS Ohio | 41,700 | $143.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 44,111 | $151.3K | 0.00% | +3,814+9.5% | Added |
| Jane Street Group, LLC | 46,883 | $160.8K | 0.00% | +21,849+87.3% | Added |
| Brighton Jones LLC | 49,261 | $169.0K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 54,561 | $187.1K | 0.00% | +13,923+34.3% | Added |
| EntryPoint Capital, LLC | 55,971 | $192.0K | 0.18% | +55,971 | New |
| UBS Group AG | 61,461 | $210.8K | 0.00% | +25,432+70.6% | Added |
| AQR Capital Management LLC | 71,839 | $246.4K | 0.00% | +13,843+23.9% | Added |
| Rhumbline Advisers | 74,581 | $255.8K | 0.00% | −236−0.3% | Reduced |
| Susquehanna International Group, LLP | 75,949 | $260.5K | 0.00% | +13,978+22.6% | Added |
| Moneta Group Investment Advisors LLC | 78,784 | $270.2K | 0.01% | −262−0.3% | Reduced |
| Barclays PLC | 85,784 | $294.2K | 0.00% | +75,049+699.1% | Added |
| HRT Financial LP | 92,755 | $318.0K | 0.00% | +35,452+61.9% | Added |
| Two Sigma Investments, LP | 97,309 | $333.8K | 0.00% | +23,254+31.4% | Added |
| Walleye Capital LLC | 99,509 | $341.3K | 0.00% | +54,319+120.2% | Added |
| Panagora Asset Management Inc | 105,142 | $360.6K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 131,509 | $451.1K | 0.10% | +94,456+254.9% | Added |
| ExodusPoint Capital Management, LP | 149,974 | $514.0K | 0.01% | +56,460+60.4% | Added |
| Connective Capital Management, LLC | 157,961 | $541.8K | 0.46% | +157,961 | New |
| Charles Schwab Investment Management Inc | 168,437 | $577.7K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 196,615 | $674.4K | 0.01% | +130,727+198.4% | Added |
| S Squared Technology, LLC | 204,786 | $702.4K | 0.34% | +174,786+582.6% | Added |
| Bank of New York Mellon Corp | 212,014 | $727.2K | 0.00% | +1,548+0.7% | Added |
| Divisadero Street Capital Management, LP | 250,000 | $857.5K | 0.19% | +250,000 | New |
| Gsa Capital Partners LLP | 301,549 | $1.03M | 0.09% | −343,622−53.3% | Reduced |
| Millennium Management LLC | 312,854 | $1.07M | 0.00% | +264,291+544.2% | Added |
| Citadel Advisors LLC | 335,572 | $1.15M | 0.00% | −174,522−34.2% | Reduced |
| Soviero Asset Management, LP | 340,000 | $1.17M | 0.73% | −393,000−53.6% | Reduced |
| Kim, LLC | 385,000 | $1.32M | 0.14% | −35,000−8.3% | Reduced |
| Boothbay Fund Management, LLC | 388,504 | $1.33M | 0.05% | +105,194+37.1% | Added |
| Light Street Capital Management, LLC | 418,077 | $1.43M | 0.43% | −2,806,868−87.0% | Reduced |
| B. Riley Asset Management, LLC | 456,660 | $1.45M | 0.52% | +456,660 | New |
| Tudor Investment Corp Et Al | 427,789 | $1.47M | 0.02% | +161,417+60.6% | Added |
| Renaissance Technologies LLC | 511,600 | $1.75M | 0.00% | −300−0.1% | Reduced |
| Northern Trust Corp | 559,685 | $1.92M | 0.00% | +16,573+3.1% | Added |
| Squarepoint Ops LLC | 571,029 | $1.96M | 0.01% | +173,803+43.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 600,000 | $2.06M | 0.01% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 658,270 | $2.26M | 0.01% | −550−0.1% | Reduced |
| G2 Investment Partners Management LLC | 800,000 | $2.74M | 0.84% | −1,454,722−64.5% | Reduced |
| ACR Alpine Capital Research, LLC | 822,972 | $2.82M | 0.10% | +114,654+16.2% | Added |
| State Street Corp | 1,169,481 | $4.01M | 0.00% | +86,794+8.0% | Added |
| Clearline Capital LP | 1,218,376 | $4.18M | 0.47% | +7,628+0.6% | Added |
| Geode Capital Management, LLC | 1,353,287 | $4.64M | 0.00% | +108,649+8.7% | Added |