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