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 2024
Institutional positions in Nerdy Inc. as of Mar 31, 2024. 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
- 111
- −3 vs. Q4 2023
- Shares held
- 69.2M
- +1.20M (+1.8%) vs. Q4 2023
- Total value
- $201.3M
- −$31.7M (−13.6%) vs. Q4 2023
- New holders
- 15
- 33 more added
- Sold out
- 18
- 38 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Nerdy Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 1 | $0 | 0.00% | +1 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 | $37 | 0.00% | +13 | New |
| New England Capital Financial Advisors LLC | 86 | $251 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 177 | $515 | 0.00% | +27+18.0% | Added |
| CIBC Private Wealth Group, LLC | 250 | $740 | 0.00% | +250 | New |
| Newbridge Financial Services Group, Inc. | 500 | $1.46K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 500 | $1.46K | 0.00% | +500 | New |
| Harbour Investments, Inc. | 625 | $1.82K | 0.00% | +625 | New |
| Washington Trust Advisors, Inc. | 913 | $2.66K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 934 | $2.72K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,000 | $2.91K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,273 | $3.70K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,370 | $3.99K | 0.00% | −2,007−59.4% | Reduced |
| Parkside Financial Bank & Trust | 1,543 | $4.49K | 0.00% | −1,170−43.1% | Reduced |
| Amalgamated Bank | 1,881 | $5.00K | 0.00% | −6,392−77.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,877 | $5.46K | 0.00% | −13,174−87.5% | Reduced |
| VisionPoint Advisory Group, LLC | 2,000 | $5.82K | 0.00% | +2,000 | New |
| FMR LLC | 2,371 | $6.90K | 0.00% | +1,353+132.9% | Added |
| Advisor Group Holdings, Inc. | 2,450 | $7.13K | 0.00% | +1,940+380.4% | Added |
| GWM Advisors LLC | 2,500 | $7.28K | 0.00% | +2,500 | New |
| Register Financial Advisors LLC | 4,000 | $11.6K | 0.01% | +4,000 | New |
| Ameritas Investment Partners, Inc. | 4,065 | $11.8K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 4,941 | $14.4K | 0.00% | −6,378−56.3% | Reduced |
| California State Teachers Retirement System | 6,519 | $19.0K | 0.00% | −3,778−36.7% | Reduced |
| Quadrant Capital Group LLC | 6,734 | $19.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 6,875 | $20.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 7,257 | $21.0K | 0.00% | −19,585−73.0% | Reduced |
| Simplex Trading, LLC | 8,948 | $26.0K | 0.00% | −6,570−42.3% | Reduced |
| New York State Common Retirement Fund | 9,605 | $28.0K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 10,216 | $29.7K | 0.00% | +10,216 | New |
| Moloney Securities Asset Management, LLC | 10,275 | $29.9K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 10,699 | $31.1K | 0.00% | +2,023+23.3% | Added |
| FourThought Financial Partners, LLC | 10,990 | $32.0K | 0.00% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 11,000 | $32.0K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 11,463 | $33.4K | 0.00% | −43,098−79.0% | Reduced |
| ProShare Advisors LLC | 11,649 | $33.9K | 0.00% | +1,294+12.5% | Added |
| State of Wyoming | 12,925 | $37.6K | 0.01% | −13,468−51.0% | Reduced |
| Leonteq Securities AG | 14,000 | $40.7K | 0.01% | −500−3.4% | Reduced |
| Two Sigma Advisers, LP | 14,900 | $43.4K | 0.00% | −1,400−8.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 14,954 | $43.5K | 0.00% | 00.0% | Unchanged |
| Camden Capital, LLC | 15,000 | $43.6K | 0.00% | −20,000−57.1% | Reduced |
| XTX Topco Ltd | 15,795 | $46.0K | 0.01% | −115,714−88.0% | Reduced |
| Price T Rowe Associates Inc | 17,248 | $51.0K | 0.00% | +2,923+20.4% | Added |
| Silver Rock Financial LP | 17,688 | $51.5K | 0.25% | 00.0% | Unchanged |
| MetLife Investment Management | 18,016 | $52.4K | 0.00% | −14,448−44.5% | Reduced |
| Nebula Research & Development LLC | 18,965 | $55.2K | 0.01% | +8,781+86.2% | Added |
| Wells Fargo & Company | 20,115 | $58.5K | 0.00% | −16,833−45.6% | Reduced |
| Invesco Ltd. | 20,587 | $59.9K | 0.00% | −151−0.7% | Reduced |
| Voya Investment Management LLC | 21,421 | $62.3K | 0.00% | −3,948−15.6% | Reduced |
| Alliancebernstein L.P. | 22,040 | $64.1K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 23,047 | $67.1K | 0.01% | 00.0% | Unchanged |
| Marotta Asset Management | 25,000 | $72.8K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 25,432 | $74.0K | 0.00% | −310,140−92.4% | Reduced |
| Manufacturers Life Insurance Company, The | 26,130 | $76.0K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 26,475 | $77.0K | 0.00% | +26,475 | New |
| Centiva Capital, LP | 29,299 | $85.3K | 0.00% | +29,299 | New |
| Quinn Opportunity Partners LLC | 30,000 | $87.3K | 0.01% | +30,000 | New |
| State of Wisconsin Investment Board | 30,900 | $89.9K | 0.00% | +30,900 | New |
| American International Group, Inc. | 31,952 | $93.0K | 0.00% | +858+2.8% | Added |
| Qube Research & Technologies Ltd | 33,783 | $98.3K | 0.00% | +4,670+16.0% | Added |
| Jane Street Group, LLC | 34,520 | $100.5K | 0.00% | −12,363−26.4% | Reduced |
| Bayesian Capital Management, LP | 34,800 | $101.3K | 0.01% | +34,800 | New |
| STRS Ohio | 39,200 | $114.0K | 0.00% | −2,500−6.0% | Reduced |
| Two Sigma Investments, LP | 39,673 | $115.4K | 0.00% | −57,636−59.2% | Reduced |
| Algert Global LLC | 40,886 | $119.0K | 0.00% | +3,896+10.5% | Added |
| Barclays PLC | 45,591 | $132.7K | 0.00% | −40,193−46.9% | Reduced |
| Brighton Jones LLC | 49,264 | $143.4K | 0.01% | +30.0% | Added |
| JPMorgan Chase & Co | 56,981 | $165.8K | 0.00% | +12,870+29.2% | Added |
| Cubist Systematic Strategies, LLC | 67,187 | $195.5K | 0.00% | −129,428−65.8% | Reduced |
| ExodusPoint Capital Management, LP | 72,644 | $211.0K | 0.00% | −77,330−51.6% | Reduced |
| Rhumbline Advisers | 75,905 | $220.9K | 0.00% | +1,324+1.8% | Added |
| Moneta Group Investment Advisors LLC | 79,283 | $230.7K | 0.00% | +499+0.6% | Added |
| Lombard Odier Asset Management (USA) Corp | 83,297 | $242.4K | 0.03% | +83,297 | New |
| Panagora Asset Management Inc | 95,152 | $276.9K | 0.00% | −9,990−9.5% | Reduced |
| S Squared Technology, LLC | 100,000 | $291.0K | 0.13% | −104,786−51.2% | Reduced |
| UBS Group AG | 116,515 | $339.1K | 0.00% | +55,054+89.6% | Added |
| Susquehanna International Group, LLP | 134,880 | $392.5K | 0.00% | +58,931+77.6% | Added |
| Renaissance Technologies LLC | 142,900 | $416.0K | 0.00% | −368,700−72.1% | Reduced |
| Tudor Investment Corp Et Al | 150,222 | $437.1K | 0.01% | −277,567−64.9% | Reduced |
| Charles Schwab Investment Management Inc | 168,437 | $490.2K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 172,238 | $501.0K | 0.04% | −129,311−42.9% | Reduced |
| Bank of New York Mellon Corp | 203,765 | $593.0K | 0.00% | −8,249−3.9% | Reduced |
| HRT Financial LP | 204,427 | $594.0K | 0.00% | +111,672+120.4% | Added |
| Boothbay Fund Management, LLC | 290,595 | $845.6K | 0.03% | −97,909−25.2% | Reduced |
| Soviero Asset Management, LP | 350,000 | $1.02M | 0.70% | +10,000+2.9% | Added |
| Kim, LLC | 385,000 | $1.12M | 0.14% | 00.0% | Unchanged |
| Millennium Management LLC | 389,195 | $1.13M | 0.00% | +76,341+24.4% | Added |
| Squarepoint Ops LLC | 484,953 | $1.41M | 0.01% | −86,076−15.1% | Reduced |
| Northern Trust Corp | 563,671 | $1.64M | 0.00% | +3,986+0.7% | Added |
| B. Riley Asset Management, LLC | 591,660 | $1.72M | 0.69% | +135,000+29.6% | Added |
| Light Street Capital Management, LLC | 592,454 | $1.72M | 0.43% | +174,377+41.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 600,000 | $1.75M | 0.01% | 00.0% | Unchanged |
| ACR Alpine Capital Research, LLC | 952,062 | $2.77M | 0.08% | +129,090+15.7% | Added |
| Kent Lake Capital LLC | 1,000,000 | $2.91M | 1.27% | −1,600,000−61.5% | Reduced |
| Deutsche Bank AG | 1,010,364 | $2.94M | 0.00% | +984,269+3,771.9% | Added |
| Credit Suisse AG | 1,119,458 | $3.26M | 0.00% | −273,870−19.7% | Reduced |
| State Street Corp | 1,218,672 | $3.55M | 0.00% | +49,191+4.2% | Added |
| Clearline Capital LP | 1,375,134 | $4.00M | 0.39% | +156,758+12.9% | Added |
| Geode Capital Management, LLC | 1,436,425 | $4.18M | 0.00% | +83,138+6.1% | Added |
| Nuveen Asset Management, LLC | 1,554,373 | $4.52M | 0.00% | +84,190+5.7% | Added |