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 2025
Institutional positions in Nerdy Inc. as of Mar 31, 2025. 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
- 91
- 0 vs. Q4 2024
- Shares held
- 28.0M
- +84.6K (+0.3%) vs. Q4 2024
- Total value
- $39.8M
- −$5.47M (−12.1%) vs. Q4 2024
- New holders
- 12
- 24 more added
- Sold out
- 12
- 31 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Nerdy Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,109,925 | $7.26M | 0.00% | −64,064−1.2% | Reduced |
| Technology Crossover Management VIII, Ltd. | 3,949,791 | $5.61M | 1.19% | 00.0% | Unchanged |
| Franklin Resources Inc | 3,634,581 | $5.16M | 0.00% | +7,211+0.2% | Added |
| Vanguard Group Inc | 3,576,667 | $5.08M | 0.00% | +167,789+4.9% | Added |
| Geode Capital Management, LLC | 1,837,067 | $2.61M | 0.00% | +86,207+4.9% | Added |
| Millennium Management LLC | 1,566,915 | $2.23M | 0.00% | +151,476+10.7% | Added |
| State Street Corp | 1,307,585 | $1.86M | 0.00% | −24,775−1.9% | Reduced |
| Deutsche Bank AG | 865,824 | $1.23M | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 666,210 | $946.0K | 0.00% | −18,380−2.7% | Reduced |
| Renaissance Technologies LLC | 665,112 | $944.5K | 0.00% | −254,329−27.7% | Reduced |
| Morgan Stanley | 626,411 | $889.5K | 0.00% | +449,322+253.7% | Added |
| Gsa Capital Partners LLP | 456,961 | $649.0K | 0.06% | +456,961 | New |
| Goldman Sachs Group Inc | 405,061 | $575.2K | 0.00% | −107,220−20.9% | Reduced |
| Nuveen, LLC | 357,844 | $508.1K | 0.00% | +357,844 | New |
| UBS Group AG | 287,454 | $408.2K | 0.00% | +136,782+90.8% | Added |
| Ritholtz Wealth Management | 280,358 | $398.1K | 0.01% | −61,898−18.1% | Reduced |
| Charles Schwab Investment Management Inc | 230,229 | $326.9K | 0.00% | −309−0.1% | Reduced |
| Bank of New York Mellon Corp | 223,757 | $317.7K | 0.00% | +16,613+8.0% | Added |
| Bridgeway Capital Management, LLC | 152,800 | $217.0K | 0.01% | −52,200−25.5% | Reduced |
| Quinn Opportunity Partners LLC | 136,155 | $193.3K | 0.01% | −118,845−46.6% | Reduced |
| XTX Topco Ltd | 132,497 | $188.1K | 0.01% | +132,497 | New |
| Alliancebernstein L.P. | 102,950 | $146.2K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 93,858 | $133.3K | 0.00% | −65,146−41.0% | Reduced |
| Moneta Group Investment Advisors LLC | 87,883 | $124.8K | 0.00% | −75,000−46.0% | Reduced |
| Barclays PLC | 84,511 | $120.0K | 0.00% | −35,582−29.6% | Reduced |
| Jane Street Group, LLC | 65,702 | $93.3K | 0.00% | −14,173−17.7% | Reduced |
| Rhumbline Advisers | 64,756 | $91.9K | 0.00% | −2,887−4.3% | Reduced |
| Balyasny Asset Management LLC | 60,793 | $86.3K | 0.00% | −31,758−34.3% | Reduced |
| Citigroup Inc | 55,845 | $79.3K | 0.00% | −5,123−8.4% | Reduced |
| Brighton Jones LLC | 51,278 | $72.8K | 0.00% | +2,017+4.1% | Added |
| Intech Investment Management LLC | 46,915 | $66.6K | 0.00% | +10,973+30.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 43,782 | $62.2K | 0.00% | +1,956+4.7% | Added |
| JPMorgan Chase & Co | 39,689 | $56.4K | 0.00% | −49,596−55.5% | Reduced |
| STRS Ohio | 39,200 | $55.7K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 38,070 | $54.1K | 0.00% | +380+1.0% | Added |
| Wells Fargo & Company | 37,829 | $53.7K | 0.00% | +1,707+4.7% | Added |
| AQR Capital Management LLC | 37,660 | $53.5K | 0.00% | +15,234+67.9% | Added |
| Bank of America Corp | 36,743 | $52.2K | 0.00% | −23,822−39.3% | Reduced |
| SG Americas Securities, LLC | 34,384 | $49.0K | 0.00% | −723−2.1% | Reduced |
| Price T Rowe Associates Inc | 33,611 | $48.0K | 0.00% | +3,348+11.1% | Added |
| Am Investment Strategies LLC | 30,000 | $43.0K | 0.01% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 28,225 | $40.1K | 0.01% | −500−1.7% | Reduced |
| Envestnet Asset Management Inc | 27,623 | $39.2K | 0.00% | +27,623 | New |
| Manufacturers Life Insurance Company, The | 26,359 | $37.4K | 0.00% | +15,615+145.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 22,889 | $32.5K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 22,748 | $32.3K | 0.00% | −1,131−4.7% | Reduced |
| Voya Investment Management LLC | 20,942 | $29.7K | 0.00% | +20,942 | New |
| Cambridge Investment Research Advisors, Inc. | 18,000 | $26.0K | 0.00% | +18,000 | New |
| Silver Rock Financial LP | 17,668 | $25.1K | 0.04% | 00.0% | Unchanged |
| Marotta Asset Management | 25,000 | $24.6K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 17,243 | $24.5K | 0.00% | +17,243 | New |
| ProShare Advisors LLC | 16,822 | $23.9K | 0.00% | −4,528−21.2% | Reduced |
| JustInvest LLC | 16,447 | $23.4K | 0.00% | −351−2.1% | Reduced |
| Kestra Private Wealth Services, LLC | 16,200 | $23.0K | 0.00% | +600+3.8% | Added |
| Simplex Trading, LLC | 16,337 | $23.0K | 0.00% | −20,656−55.8% | Reduced |
| Colony Group, LLC | 14,967 | $21.3K | 0.00% | −509−3.3% | Reduced |
| FMR LLC | 12,323 | $17.5K | 0.00% | −2,217−15.2% | Reduced |
| AlTi Global, Inc. | 12,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 11,000 | $15.6K | 0.00% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 11,000 | $15.6K | 0.00% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 10,990 | $15.6K | 0.00% | 00.0% | Unchanged |
| Atom Investors LP | 10,300 | $14.6K | 0.00% | −854−7.7% | Reduced |
| Ameriprise Financial Inc | 10,278 | $14.6K | 0.00% | +183+1.8% | Added |
| Steel Peak Wealth Management LLC | 10,000 | $14.2K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 9,647 | $13.7K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 9,240 | $13.1K | 0.00% | +2,365+34.4% | Added |
| Tower Research Capital LLC (TRC) | 8,011 | $11.4K | 0.00% | +1,802+29.0% | Added |
| Group One Trading, L.P. | 7,672 | $10.9K | 0.00% | −68,897−90.0% | Reduced |
| Royal Bank of Canada | 7,223 | $10.0K | 0.00% | −189−2.5% | Reduced |
| California State Teachers Retirement System | 5,275 | $7.49K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,836 | $6.87K | 0.00% | −5,397−52.7% | Reduced |
| Ameritas Investment Partners, Inc. | 4,065 | $5.77K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,862 | $5.00K | 0.00% | +2,060+114.3% | Added |
| Nisa Investment Advisors, LLC | 3,243 | $4.61K | 0.00% | +2,040+169.6% | Added |
| Amalgamated Bank | 2,679 | $4.00K | 0.00% | +798+42.4% | Added |
| Medallion Wealth Advisors, LLC | 1,967 | $2.79K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1,150 | $1.63K | 0.00% | +1,150 | New |
| Comerica Bank | 1,107 | $1.57K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 934 | $1.33K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 913 | $1.30K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 862 | $1.23K | 0.00% | +862 | New |
| Advisor Group Holdings, Inc. | 770 | $1.09K | 0.00% | −5,512−87.7% | Reduced |
| IFP Advisors, Inc | 625 | $888 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 570 | $809 | 0.00% | +570 | New |
| CIBC Private Wealth Group, LLC | 250 | $313 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 191 | $271 | 0.00% | +191 | New |
| The PNC Financial Services Group, Inc. | 173 | $246 | 0.00% | +168+3,360.0% | Added |
| SBI Securities Co., Ltd. | 94 | $133 | 0.00% | +17+22.1% | Added |
| New England Capital Financial Advisors LLC | 86 | $123 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 74 | $105 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 26 | $37 | 0.00% | +26 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −283,708−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −155,000−100.0% | Sold out |
| Soviero Asset Management, LP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Sargent Investment Group, LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −31,491−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −28,550−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −24,811−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −23,294−100.0% | Sold out |