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 2024
Institutional positions in Nerdy Inc. as of Dec 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
- 92
- +2 vs. Q3 2024
- Shares held
- 28.4M
- −17.8M (−38.6%) vs. Q3 2024
- Total value
- $45.9M
- +$317.8K (+0.7%) vs. Q3 2024
- New holders
- 23
- 31 more added
- Sold out
- 21
- 16 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Nerdy Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 5 | $8 | 0.00% | +5 | New |
| Sterling Capital Management LLC | 74 | $120 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 77 | $125 | 0.00% | +77 | New |
| New England Capital Financial Advisors LLC | 86 | $140 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 250 | $420 | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 500 | $810 | 0.00% | +500 | New |
| IFP Advisors, Inc | 625 | $1.01K | 0.00% | −75−10.7% | Reduced |
| Washington Trust Advisors, Inc. | 913 | $1.48K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 934 | $1.51K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,107 | $1.79K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,203 | $1.95K | 0.00% | −448−27.1% | Reduced |
| Amalgamated Bank | 1,881 | $3.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,802 | $3.00K | 0.00% | +1,495+487.0% | Added |
| Medallion Wealth Advisors, LLC | 1,967 | $3.19K | 0.00% | +1,967 | New |
| Ameritas Investment Partners, Inc. | 4,065 | $6.58K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 5,275 | $8.55K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,209 | $10.1K | 0.00% | −3,458−35.8% | Reduced |
| Advisor Group Holdings, Inc. | 6,282 | $10.2K | 0.00% | +4,687+293.9% | Added |
| Legal & General Group Plc | 6,875 | $11.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 7,412 | $12.0K | 0.00% | −5,919−44.4% | Reduced |
| New York State Common Retirement Fund | 9,647 | $15.6K | 0.00% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 10,000 | $16.2K | 0.00% | +10,000 | New |
| Ameriprise Financial Inc | 10,095 | $16.4K | 0.00% | +10,095 | New |
| BNP Paribas Arbitrage, SA | 10,233 | $16.6K | 0.00% | +10,233 | New |
| Manufacturers Life Insurance Company, The | 10,744 | $17.4K | 0.00% | +10,744 | New |
| FourThought Financial Partners, LLC | 10,990 | $17.8K | 0.00% | +10,990 | New |
| Cutter & CO Brokerage, Inc. | 11,000 | $17.8K | 0.00% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 11,000 | $17.8K | 0.00% | +11,000 | New |
| Atom Investors LP | 11,154 | $18.1K | 0.00% | +11,154 | New |
| AlTi Global, Inc. | 12,000 | $19.4K | 0.00% | +12,000 | New |
| FMR LLC | 14,540 | $23.6K | 0.00% | +6,115+72.6% | Added |
| Colony Group, LLC | 15,476 | $25.1K | 0.00% | +17+0.1% | Added |
| Kestra Private Wealth Services, LLC | 15,600 | $25.3K | 0.00% | +4,600+41.8% | Added |
| Prestige Wealth Management Group LLC | 16,000 | $25.9K | 0.01% | −500−3.0% | Reduced |
| Covestor Ltd | 16,059 | $26.0K | 0.02% | +16,059 | New |
| JustInvest LLC | 16,798 | $27.2K | 0.00% | +16,798 | New |
| Silver Rock Financial LP | 17,668 | $28.6K | 0.05% | 00.0% | Unchanged |
| ProShare Advisors LLC | 21,350 | $34.6K | 0.00% | +7,594+55.2% | Added |
| AQR Capital Management LLC | 22,426 | $36.3K | 0.00% | +22,426 | New |
| Police & Firemen's Retirement System of New Jersey | 22,889 | $37.1K | 0.00% | +22,889 | New |
| Virtu Financial LLC | 23,294 | $38.0K | 0.00% | +8,655+59.1% | Added |
| Invesco Ltd. | 23,879 | $38.7K | 0.00% | +627+2.7% | Added |
| Marotta Asset Management | 25,000 | $39.3K | 0.01% | 00.0% | Unchanged |
| Winton Group Ltd | 24,811 | $40.2K | 0.00% | +24,811 | New |
| Quantbot Technologies LP | 28,550 | $46.3K | 0.00% | +28,350+14,175.0% | Added |
| Moloney Securities Asset Management, LLC | 28,725 | $46.5K | 0.01% | +10,000+53.4% | Added |
| Am Investment Strategies LLC | 30,000 | $49.0K | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 30,263 | $50.0K | 0.00% | +7,607+33.6% | Added |
| Bayesian Capital Management, LP | 31,491 | $51.0K | 0.01% | +31,491 | New |
| SG Americas Securities, LLC | 35,107 | $57.0K | 0.00% | +5,551+18.8% | Added |
| Intech Investment Management LLC | 35,942 | $58.2K | 0.00% | +35,942 | New |
| Wells Fargo & Company | 36,122 | $58.5K | 0.00% | +13,000+56.2% | Added |
| Simplex Trading, LLC | 36,993 | $59.0K | 0.00% | +22,811+160.8% | Added |
| Corebridge Financial, Inc. | 37,690 | $61.1K | 0.00% | −1,236−3.2% | Reduced |
| STRS Ohio | 39,200 | $63.5K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 41,826 | $67.8K | 0.00% | +1,881+4.7% | Added |
| Brighton Jones LLC | 49,261 | $79.8K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 60,565 | $98.1K | 0.00% | +17,889+41.9% | Added |
| Citigroup Inc | 60,968 | $98.8K | 0.00% | +8,372+15.9% | Added |
| Rhumbline Advisers | 67,643 | $109.6K | 0.00% | −4,101−5.7% | Reduced |
| Group One Trading, L.P. | 76,569 | $124.0K | 0.00% | +16,674+27.8% | Added |
| Jane Street Group, LLC | 79,875 | $129.4K | 0.00% | +33,061+70.6% | Added |
| GWM Advisors LLC | 80,000 | $129.6K | 0.00% | −315−0.4% | Reduced |
| JPMorgan Chase & Co | 89,285 | $144.6K | 0.00% | +55,735+166.1% | Added |
| Balyasny Asset Management LLC | 92,551 | $149.9K | 0.00% | +92,551 | New |
| Sargent Investment Group, LLC | 100,000 | $153.0K | 0.03% | +100,000 | New |
| Alliancebernstein L.P. | 102,950 | $166.8K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 120,093 | $194.6K | 0.00% | +16,133+15.5% | Added |
| Soviero Asset Management, LP | 150,000 | $243.0K | 0.17% | +150,000 | New |
| UBS Group AG | 150,672 | $244.1K | 0.00% | +116,045+335.1% | Added |
| Citizens Financial Group Inc | 155,000 | $251.1K | 0.00% | +15,000+10.7% | Added |
| Susquehanna International Group, LLP | 159,004 | $257.6K | 0.00% | +976+0.6% | Added |
| Moneta Group Investment Advisors LLC | 162,883 | $263.9K | 0.00% | +75,000+85.3% | Added |
| Morgan Stanley | 177,089 | $286.9K | 0.00% | −20,874−10.5% | Reduced |
| Bridgeway Capital Management, LLC | 205,000 | $332.1K | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 207,144 | $335.6K | 0.00% | −4,938−2.3% | Reduced |
| Charles Schwab Investment Management Inc | 230,538 | $373.5K | 0.00% | +57,846+33.5% | Added |
| Quinn Opportunity Partners LLC | 255,000 | $413.1K | 0.03% | 00.0% | Unchanged |
| Citadel Advisors LLC | 283,708 | $459.6K | 0.00% | +283,708 | New |
| Ritholtz Wealth Management | 342,256 | $554.5K | 0.02% | −540,000−61.2% | Reduced |
| Nuveen Asset Management, LLC | 410,523 | $665.0K | 0.00% | +204,760+99.5% | Added |
| Goldman Sachs Group Inc | 512,281 | $829.9K | 0.00% | −2,132,425−80.6% | Reduced |
| Northern Trust Corp | 684,590 | $1.11M | 0.00% | +74,233+12.2% | Added |
| Deutsche Bank AG | 865,824 | $1.40M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 919,441 | $1.49M | 0.00% | −999,250−52.1% | Reduced |
| State Street Corp | 1,332,360 | $2.16M | 0.00% | +78,697+6.3% | Added |
| Millennium Management LLC | 1,415,439 | $2.29M | 0.00% | −324,119−18.6% | Reduced |
| Geode Capital Management, LLC | 1,750,860 | $2.84M | 0.00% | +32,213+1.9% | Added |
| Vanguard Group Inc | 3,408,878 | $5.52M | 0.00% | −79,665−2.3% | Reduced |
| Franklin Resources Inc | 3,627,370 | $5.88M | 0.00% | −473,274−11.5% | Reduced |
| Technology Crossover Management VIII, Ltd. | 3,949,791 | $6.40M | 1.10% | 00.0% | Unchanged |
| BlackRock, Inc. | 5,173,989 | $8.38M | 0.00% | +104,819+2.1% | Added |
| TPG GP A, LLC | 0 | $0 | 0.00% | −10,595,472−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,209,548−100.0% | Sold out |
| ACR Alpine Capital Research, LLC | 0 | $0 | 0.00% | −944,866−100.0% | Sold out |
| Clearline Capital LP | 0 | $0 | 0.00% | −632,007−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −600,000−100.0% | Sold out |
| Whetstone Capital Advisors, LLC | 0 | $0 | 0.00% | −592,024−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −298,097−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −96,848−100.0% | Sold out |