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 2024
Institutional positions in Nerdy Inc. as of Sep 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
- 90
- +4 vs. Q2 2024
- Shares held
- 46.2M
- −19.0M (−29.2%) vs. Q2 2024
- Total value
- $45.6M
- −$63.3M (−58.1%) vs. Q2 2024
- New holders
- 25
- 22 more added
- Sold out
- 21
- 21 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Nerdy Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 307 | $0 | 0.00% | +227+283.8% | Added |
| Sterling Capital Management LLC | 74 | $73 | 0.00% | +74 | New |
| Claris Advisors, LLC | 85 | $84 | 0.00% | +85 | New |
| New England Capital Financial Advisors LLC | 86 | $85 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 200 | $197 | 0.00% | +200 | New |
| Quantbot Technologies LP | 200 | $197 | 0.00% | +200 | New |
| CIBC Private Wealth Group, LLC | 250 | $246 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 420 | $413 | 0.00% | +420 | New |
| Harbour Investments, Inc. | 625 | $614 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 700 | $688 | 0.00% | +700 | New |
| Washington Trust Advisors, Inc. | 913 | $898 | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 934 | $918 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,107 | $1.09K | 0.00% | +862+351.8% | Added |
| Advisor Group Holdings, Inc. | 1,595 | $1.56K | 0.00% | +235+17.3% | Added |
| Nisa Investment Advisors, LLC | 1,651 | $1.62K | 0.00% | −10,164−86.0% | Reduced |
| VisionPoint Advisory Group, LLC | 2,000 | $1.97K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,881 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,065 | $4.00K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 5,275 | $5.19K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,734 | $6.62K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 6,875 | $6.76K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 8,425 | $8.28K | 0.00% | +5,915+235.7% | Added |
| New York State Common Retirement Fund | 9,647 | $9.48K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,667 | $9.50K | 0.00% | −10,197−51.3% | Reduced |
| Jefferies Financial Group Inc. | 10,223 | $10.1K | 0.00% | +10,223 | New |
| Cutter & CO Brokerage, Inc. | 11,000 | $10.8K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 11,000 | $10.8K | 0.00% | +11,000 | New |
| Wolverine Trading, LLC | 11,338 | $11.1K | 0.00% | +11,338 | New |
| Simplex Trading, LLC | 14,182 | $13.0K | 0.00% | −527−3.6% | Reduced |
| ProShare Advisors LLC | 13,756 | $13.5K | 0.00% | +13,756 | New |
| Royal Bank of Canada | 13,331 | $14.0K | 0.00% | +681+5.4% | Added |
| Virtu Financial LLC | 14,639 | $14.0K | 0.00% | +14,639 | New |
| Neuberger Berman Group LLC | 14,732 | $14.5K | 0.00% | +14,732 | New |
| Colony Group, LLC | 15,459 | $15.2K | 0.00% | +15,459 | New |
| Prestige Wealth Management Group LLC | 16,500 | $16.2K | 0.00% | +16,500 | New |
| Silver Rock Financial LP | 17,668 | $17.4K | 0.03% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 18,725 | $18.4K | 0.00% | +18,725 | New |
| Gsa Capital Partners LLP | 21,124 | $21.0K | 0.00% | +21,124 | New |
| Wells Fargo & Company | 23,122 | $22.7K | 0.00% | −886−3.7% | Reduced |
| Invesco Ltd. | 23,252 | $22.9K | 0.00% | +2,665+12.9% | Added |
| Price T Rowe Associates Inc | 22,656 | $23.0K | 0.00% | 00.0% | Unchanged |
| Marotta Asset Management | 25,000 | $24.6K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 26,363 | $25.9K | 0.00% | +26,363 | New |
| SG Americas Securities, LLC | 29,556 | $29.0K | 0.00% | +29,556 | New |
| Am Investment Strategies LLC | 30,000 | $29.0K | 0.01% | +30,000 | New |
| JPMorgan Chase & Co | 33,550 | $33.0K | 0.00% | +958+2.9% | Added |
| UBS Group AG | 34,627 | $34.0K | 0.00% | +12,292+55.0% | Added |
| Corebridge Financial, Inc. | 38,926 | $38.3K | 0.00% | −240−0.6% | Reduced |
| STRS Ohio | 39,200 | $38.5K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 39,945 | $39.3K | 0.00% | +7,405+22.8% | Added |
| Bank of America Corp | 42,676 | $42.0K | 0.00% | −10,469−19.7% | Reduced |
| Jane Street Group, LLC | 46,814 | $46.0K | 0.00% | −107,223−69.6% | Reduced |
| Graham Capital Management, L.P. | 48,044 | $47.2K | 0.00% | +6,819+16.5% | Added |
| Brighton Jones LLC | 49,261 | $48.4K | 0.00% | −975−1.9% | Reduced |
| Citigroup Inc | 52,596 | $51.7K | 0.00% | +36,757+232.1% | Added |
| Group One Trading, L.P. | 59,895 | $58.9K | 0.00% | +59,895 | New |
| State of Wyoming | 60,955 | $59.9K | 0.01% | +5,570+10.1% | Added |
| Rhumbline Advisers | 71,744 | $70.5K | 0.00% | −12,995−15.3% | Reduced |
| GWM Advisors LLC | 80,315 | $79.0K | 0.00% | +77,815+3,112.6% | Added |
| Moneta Group Investment Advisors LLC | 87,883 | $86.4K | 0.00% | +8,600+10.8% | Added |
| Panagora Asset Management Inc | 96,848 | $95.2K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 102,950 | $101.2K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 103,960 | $102.2K | 0.00% | +79,808+330.4% | Added |
| Citizens Financial Group Inc | 140,000 | $137.6K | 0.00% | +140,000 | New |
| Susquehanna International Group, LLP | 158,028 | $155.4K | 0.00% | −71,076−31.0% | Reduced |
| Charles Schwab Investment Management Inc | 172,692 | $169.8K | 0.00% | −27,826−13.9% | Reduced |
| Morgan Stanley | 197,963 | $194.6K | 0.00% | −3,720,377−94.9% | Reduced |
| Bridgeway Capital Management, LLC | 205,000 | $201.5K | 0.00% | +205,000 | New |
| Nuveen Asset Management, LLC | 205,763 | $202.3K | 0.00% | −560,590−73.2% | Reduced |
| Bank of New York Mellon Corp | 212,082 | $208.5K | 0.00% | −49,835−19.0% | Reduced |
| Quinn Opportunity Partners LLC | 255,000 | $250.7K | 0.02% | +225,000+750.0% | Added |
| ExodusPoint Capital Management, LP | 298,097 | $293.0K | 0.00% | +298,097 | New |
| Whetstone Capital Advisors, LLC | 592,024 | $582.0K | 0.28% | −270,045−31.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 600,000 | $589.9K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 610,357 | $600.0K | 0.00% | +56,081+10.1% | Added |
| Clearline Capital LP | 632,007 | $621.3K | 0.05% | −1,214,730−65.8% | Reduced |
| Deutsche Bank AG | 865,824 | $848.5K | 0.00% | −1,115,343−56.3% | Reduced |
| Ritholtz Wealth Management | 882,256 | $867.3K | 0.03% | +882,256 | New |
| ACR Alpine Capital Research, LLC | 944,866 | $928.9K | 0.03% | −46,466−4.7% | Reduced |
| Marshall Wace, LLP | 1,209,548 | $1.19M | 0.00% | −750,845−38.3% | Reduced |
| State Street Corp | 1,253,663 | $1.23M | 0.00% | +11,721+0.9% | Added |
| Geode Capital Management, LLC | 1,718,647 | $1.69M | 0.00% | +145,575+9.3% | Added |
| Millennium Management LLC | 1,739,558 | $1.71M | 0.00% | −136,547−7.3% | Reduced |
| Renaissance Technologies LLC | 1,918,691 | $1.89M | 0.00% | +1,861,191+3,236.9% | Added |
| Goldman Sachs Group Inc | 2,644,706 | $2.60M | 0.00% | −4,567,580−63.3% | Reduced |
| Vanguard Group Inc | 3,488,543 | $3.43M | 0.00% | +156,557+4.7% | Added |
| Technology Crossover Management VIII, Ltd. | 3,949,791 | $3.88M | 0.42% | 00.0% | Unchanged |
| Franklin Resources Inc | 4,100,644 | $4.22M | 0.00% | +79,624+2.0% | Added |
| BlackRock, Inc. | 5,069,170 | $4.98M | 0.00% | +5,069,170 | New |
| TPG GP A, LLC | 10,595,472 | $10.4M | 0.18% | 00.0% | Unchanged |
| Greenvale Capital LLP | 0 | $0 | 0.00% | −9,000,000−100.0% | Sold out |
| Divisar Capital Management LLC | 0 | $0 | 0.00% | −4,768,065−100.0% | Sold out |
| Light Street Capital Management, LLC | 0 | $0 | 0.00% | −475,000−100.0% | Sold out |
| Kim, LLC | 0 | $0 | 0.00% | −385,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −259,822−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −220,945−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −216,708−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −184,001−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −111,026−100.0% | Sold out |
| Repertoire Partners LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |