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 2024
Institutional positions in Nerdy Inc. as of Jun 30, 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
- 88
- −22 vs. Q1 2024
- Shares held
- 70.1M
- +2.01M (+2.9%) vs. Q1 2024
- Total value
- $117.0M
- −$81.0M (−40.9%) vs. Q1 2024
- New holders
- 11
- 37 more added
- Sold out
- 33
- 16 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Nerdy Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 80 | $0 | 0.00% | +79+7,900.0% | Added |
| Gradient Investments LLC | 50 | $84 | 0.00% | +50 | New |
| New England Capital Financial Advisors LLC | 86 | $144 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 250 | $395 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 245 | $409 | 0.00% | −1,028−80.8% | Reduced |
| Mather Group, LLC. | 332 | $967 | 0.00% | +332 | New |
| Harbour Investments, Inc. | 625 | $1.04K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 913 | $1.52K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 934 | $1.56K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,360 | $2.27K | 0.00% | −1,090−44.5% | Reduced |
| Parkside Financial Bank & Trust | 1,543 | $2.58K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,881 | $3.00K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2,000 | $3.34K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,500 | $4.17K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,510 | $4.19K | 0.00% | +139+5.9% | Added |
| Ameritas Investment Partners, Inc. | 4,065 | $6.79K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 4,865 | $8.12K | 0.00% | +4,865 | New |
| California State Teachers Retirement System | 5,275 | $8.81K | 0.00% | −1,244−19.1% | Reduced |
| Quadrant Capital Group LLC | 6,734 | $11.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 6,875 | $11.5K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 9,647 | $16.1K | 0.00% | +42+0.4% | Added |
| Cutter & CO Brokerage, Inc. | 11,000 | $18.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 11,815 | $19.7K | 0.00% | +11,638+6,575.1% | Added |
| Royal Bank of Canada | 12,650 | $21.0K | 0.00% | +5,393+74.3% | Added |
| Leonteq Securities AG | 14,000 | $23.4K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 14,709 | $24.0K | 0.00% | +5,761+64.4% | Added |
| Buckingham Strategic Wealth, LLC | 14,954 | $25.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 15,839 | $26.5K | 0.00% | +5,140+48.0% | Added |
| Silver Rock Financial LP | 17,668 | $29.5K | 0.12% | −20−0.1% | Reduced |
| Two Sigma Advisers, LP | 19,100 | $31.9K | 0.00% | +4,200+28.2% | Added |
| Tower Research Capital LLC (TRC) | 19,864 | $33.2K | 0.00% | +17,987+958.3% | Added |
| nVerses Capital, LLC | 20,500 | $34.2K | 0.02% | +20,500 | New |
| Invesco Ltd. | 20,587 | $34.4K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 22,335 | $37.3K | 0.00% | −94,180−80.8% | Reduced |
| Price T Rowe Associates Inc | 22,656 | $38.0K | 0.00% | +5,408+31.4% | Added |
| Wells Fargo & Company | 24,008 | $40.1K | 0.00% | +3,893+19.4% | Added |
| Marotta Asset Management | 25,000 | $40.3K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 24,152 | $40.3K | 0.00% | −21,439−47.0% | Reduced |
| Quinn Opportunity Partners LLC | 30,000 | $50.1K | 0.01% | 00.0% | Unchanged |
| Portolan Capital Management, LLC | 32,100 | $53.6K | 0.00% | −2,890,060−98.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 32,540 | $54.3K | 0.00% | +32,540 | New |
| JPMorgan Chase & Co | 32,592 | $54.4K | 0.00% | −24,389−42.8% | Reduced |
| Corebridge Financial, Inc. | 39,166 | $65.4K | 0.00% | +39,166 | New |
| STRS Ohio | 39,200 | $65.5K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 39,426 | $65.8K | 0.00% | +29,210+285.9% | Added |
| Graham Capital Management, L.P. | 41,225 | $68.8K | 0.00% | +41,225 | New |
| Brighton Jones LLC | 50,236 | $83.9K | 0.00% | +972+2.0% | Added |
| Bank of America Corp | 53,145 | $88.8K | 0.00% | +41,682+363.6% | Added |
| State of Wyoming | 55,385 | $92.5K | 0.02% | +42,460+328.5% | Added |
| Renaissance Technologies LLC | 57,500 | $96.0K | 0.00% | −85,400−59.8% | Reduced |
| Walleye Capital LLC | 63,752 | $106.5K | 0.00% | +63,752 | New |
| Moneta Group Investment Advisors LLC | 79,283 | $132.4K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 84,739 | $141.5K | 0.00% | +8,834+11.6% | Added |
| Panagora Asset Management Inc | 96,848 | $161.7K | 0.00% | +1,696+1.8% | Added |
| Quadrature Capital Ltd | 97,815 | $162.9K | 0.00% | +97,815 | New |
| Repertoire Partners LP | 100,000 | $167.0K | 0.32% | +100,000 | New |
| Alliancebernstein L.P. | 102,950 | $171.9K | 0.00% | +80,910+367.1% | Added |
| Algert Global LLC | 111,026 | $185.4K | 0.01% | +70,140+171.6% | Added |
| Jane Street Group, LLC | 154,037 | $257.2K | 0.00% | +119,517+346.2% | Added |
| XTX Topco Ltd | 184,001 | $307.3K | 0.03% | +168,206+1,064.9% | Added |
| Charles Schwab Investment Management Inc | 200,518 | $334.9K | 0.00% | +32,081+19.0% | Added |
| Qube Research & Technologies Ltd | 216,708 | $361.9K | 0.00% | +182,925+541.5% | Added |
| Squarepoint Ops LLC | 220,945 | $369.0K | 0.00% | −264,008−54.4% | Reduced |
| Susquehanna International Group, LLP | 229,104 | $382.6K | 0.00% | +94,224+69.9% | Added |
| Cubist Systematic Strategies, LLC | 259,822 | $433.9K | 0.01% | +192,635+286.7% | Added |
| Bank of New York Mellon Corp | 261,917 | $437.4K | 0.00% | +58,152+28.5% | Added |
| Kim, LLC | 385,000 | $643.0K | 0.07% | 00.0% | Unchanged |
| Light Street Capital Management, LLC | 475,000 | $793.3K | 0.19% | −117,454−19.8% | Reduced |
| Northern Trust Corp | 554,276 | $925.6K | 0.00% | −9,395−1.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 600,000 | $1.00M | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 766,353 | $1.28M | 0.00% | −788,020−50.7% | Reduced |
| Whetstone Capital Advisors, LLC | 862,069 | $1.44M | 0.67% | +862,069 | New |
| ACR Alpine Capital Research, LLC | 991,332 | $1.66M | 0.05% | +39,270+4.1% | Added |
| State Street Corp | 1,241,942 | $2.07M | 0.00% | +23,270+1.9% | Added |
| Geode Capital Management, LLC | 1,573,072 | $2.63M | 0.00% | +136,647+9.5% | Added |
| Clearline Capital LP | 1,846,737 | $3.08M | 0.27% | +471,603+34.3% | Added |
| Millennium Management LLC | 1,876,105 | $3.13M | 0.00% | +1,486,910+382.0% | Added |
| Marshall Wace, LLP | 1,960,393 | $3.27M | 0.00% | +224,049+12.9% | Added |
| Deutsche Bank AG | 1,981,167 | $3.31M | 0.00% | +970,803+96.1% | Added |
| Vanguard Group Inc | 3,331,986 | $5.56M | 0.00% | +230,542+7.4% | Added |
| Morgan Stanley | 3,918,340 | $6.54M | 0.00% | −17,843−0.5% | Reduced |
| Technology Crossover Management VIII, Ltd. | 3,949,791 | $6.60M | 0.74% | 00.0% | Unchanged |
| Franklin Resources Inc | 4,021,020 | $6.72M | 0.00% | −84,305−2.1% | Reduced |
| Divisar Capital Management LLC | 4,768,065 | $7.96M | 1.51% | −685,429−12.6% | Reduced |
| BlackRock Inc. | 4,817,934 | $8.05M | 0.00% | +432,111+9.9% | Added |
| Goldman Sachs Group Inc | 7,212,286 | $12.0M | 0.00% | +3,523,818+95.5% | Added |
| Greenvale Capital LLP | 9,000,000 | $15.0M | 1.01% | +509,004+6.0% | Added |
| TPG GP A, LLC | 10,595,472 | $17.7M | 0.28% | 00.0% | Unchanged |
| Kent Lake Capital LLC | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| B. Riley Asset Management, LLC | 0 | $0 | 0.00% | −591,660−100.0% | Sold out |
| Soviero Asset Management, LP | 0 | $0 | 0.00% | −350,000−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −290,595−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −204,427−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −172,238−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −150,222−100.0% | Sold out |
| S Squared Technology, LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −83,297−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −72,644−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −39,673−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −34,800−100.0% | Sold out |