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 2025
Institutional positions in Nerdy Inc. as of Jun 30, 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
- 88
- −3 vs. Q1 2025
- Shares held
- 26.8M
- −1.21M (−4.3%) vs. Q1 2025
- Total value
- $43.7M
- +$3.93M (+9.9%) vs. Q1 2025
- New holders
- 13
- 24 more added
- Sold out
- 16
- 30 more reduced
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Nerdy Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 3 | $5 | 0.00% | +3 | New |
| The PNC Financial Services Group, Inc. | 5 | $8 | 0.00% | −168−97.1% | Reduced |
| True Wealth Design, LLC | 45 | $74 | 0.00% | +19+73.1% | Added |
| SBI Securities Co., Ltd. | 49 | $80 | 0.00% | −45−47.9% | Reduced |
| New England Capital Financial Advisors LLC | 86 | $141 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 181 | $295 | 0.00% | +107+144.6% | Added |
| Parallel Advisors, LLC | 204 | $332 | 0.00% | +204 | New |
| CIBC Private Wealth Group, LLC | 250 | $408 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 408 | $665 | 0.00% | −162−28.4% | Reduced |
| Washington Trust Advisors, Inc. | 913 | $1.49K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1,000 | $1.63K | 0.00% | −150−13.0% | Reduced |
| Comerica Bank | 1,107 | $1.80K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,410 | $2.24K | 0.00% | +1,410 | New |
| Raymond James Financial Inc | 1,724 | $2.81K | 0.00% | +1,724 | New |
| Alerus Financial NA | 1,800 | $2.93K | 0.00% | +1,800 | New |
| Simplex Trading, LLC | 2,073 | $3.00K | 0.00% | −14,264−87.3% | Reduced |
| Medallion Wealth Advisors, LLC | 1,967 | $3.21K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,035 | $3.31K | 0.00% | +1,265+164.3% | Added |
| Amalgamated Bank | 2,679 | $4.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,131 | $5.00K | 0.00% | −731−18.9% | Reduced |
| Nisa Investment Advisors, LLC | 3,438 | $5.60K | 0.00% | +195+6.0% | Added |
| Ameritas Investment Partners, Inc. | 4,065 | $6.63K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 4,633 | $7.55K | 0.00% | −3,039−39.6% | Reduced |
| California State Teachers Retirement System | 5,275 | $8.60K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 6,750 | $11.0K | 0.00% | −2,490−26.9% | Reduced |
| Royal Bank of Canada | 8,578 | $14.0K | 0.00% | +1,355+18.8% | Added |
| New York State Common Retirement Fund | 9,647 | $15.7K | 0.00% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 10,990 | $17.9K | 0.00% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 11,000 | $17.9K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 11,555 | $18.8K | 0.00% | −768−6.2% | Reduced |
| ProShare Advisors LLC | 11,856 | $19.3K | 0.00% | −4,966−29.5% | Reduced |
| Prudential Financial Inc | 11,985 | $19.5K | 0.00% | +11,985 | New |
| AlTi Global, Inc. | 12,000 | $19.6K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 12,012 | $19.6K | 0.00% | +7,176+148.4% | Added |
| JustInvest LLC | 14,335 | $23.4K | 0.00% | −2,112−12.8% | Reduced |
| Colony Group, LLC | 15,475 | $25.2K | 0.00% | +508+3.4% | Added |
| Kestra Private Wealth Services, LLC | 16,200 | $26.4K | 0.00% | 00.0% | Unchanged |
| Jain Global LLC | 16,500 | $26.9K | 0.00% | +16,500 | New |
| Silver Rock Financial LP | 17,668 | $28.8K | 0.04% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 20,000 | $32.6K | 0.00% | −8,225−29.1% | Reduced |
| Invesco Ltd. | 21,088 | $34.4K | 0.00% | −1,660−7.3% | Reduced |
| Citigroup Inc | 21,219 | $34.6K | 0.00% | −34,626−62.0% | Reduced |
| Tower Research Capital LLC (TRC) | 21,503 | $35.0K | 0.00% | +13,492+168.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 22,889 | $37.3K | 0.00% | 00.0% | Unchanged |
| Zacks Investment Management | 24,751 | $40.3K | 0.00% | +24,751 | New |
| Marotta Asset Management | 25,000 | $40.8K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 29,264 | $47.7K | 0.00% | −10,425−26.3% | Reduced |
| Wells Fargo & Company | 30,583 | $49.9K | 0.00% | −7,246−19.2% | Reduced |
| Am Investment Strategies LLC | 31,140 | $50.0K | 0.01% | +1,140+3.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 31,562 | $51.4K | 0.00% | −12,220−27.9% | Reduced |
| Envestnet Asset Management Inc | 32,417 | $52.8K | 0.00% | +4,794+17.4% | Added |
| Intech Investment Management LLC | 35,790 | $58.3K | 0.00% | −11,125−23.7% | Reduced |
| Virtu Financial LLC | 38,611 | $63.0K | 0.00% | +38,611 | New |
| STRS Ohio | 39,200 | $63.9K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 40,457 | $66.0K | 0.00% | +6,846+20.4% | Added |
| AQR Capital Management LLC | 43,791 | $71.4K | 0.00% | +6,131+16.3% | Added |
| Brighton Jones LLC | 49,281 | $80.3K | 0.00% | −1,997−3.9% | Reduced |
| Rhumbline Advisers | 60,168 | $98.1K | 0.00% | −4,588−7.1% | Reduced |
| Deutsche Bank AG | 78,694 | $128.3K | 0.00% | −787,130−90.9% | Reduced |
| Jane Street Group, LLC | 83,470 | $136.1K | 0.00% | +17,768+27.0% | Added |
| Quinn Opportunity Partners LLC | 84,155 | $137.2K | 0.01% | −52,000−38.2% | Reduced |
| Moneta Group Investment Advisors LLC | 87,883 | $143.2K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 94,965 | $154.8K | 0.00% | +1,107+1.2% | Added |
| Barclays PLC | 109,164 | $177.9K | 0.00% | +24,653+29.2% | Added |
| Verition Fund Management LLC | 116,316 | $189.6K | 0.00% | +116,316 | New |
| Bank of America Corp | 123,534 | $201.4K | 0.00% | +86,791+236.2% | Added |
| Citadel Advisors LLC | 129,183 | $210.6K | 0.00% | +129,183 | New |
| HRT Financial LP | 130,267 | $212.0K | 0.00% | +130,267 | New |
| Marshall Wace, LLP | 135,576 | $221.0K | 0.00% | +135,576 | New |
| Alliancebernstein L.P. | 137,250 | $223.7K | 0.00% | +34,300+33.3% | Added |
| Bridgeway Capital Management, LLC | 152,800 | $249.1K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 170,107 | $277.3K | 0.00% | −117,347−40.8% | Reduced |
| Charles Schwab Investment Management Inc | 184,318 | $300.4K | 0.00% | −45,911−19.9% | Reduced |
| Bank of New York Mellon Corp | 221,303 | $360.7K | 0.00% | −2,454−1.1% | Reduced |
| Ritholtz Wealth Management | 280,358 | $457.0K | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 541,704 | $883.0K | 0.00% | −124,506−18.7% | Reduced |
| Nuveen, LLC | 550,604 | $897.5K | 0.00% | +192,760+53.9% | Added |
| Gsa Capital Partners LLP | 577,906 | $942.0K | 0.07% | +120,945+26.5% | Added |
| Renaissance Technologies LLC | 814,665 | $1.33M | 0.00% | +149,553+22.5% | Added |
| Goldman Sachs Group Inc | 890,432 | $1.45M | 0.00% | +485,371+119.8% | Added |
| Morgan Stanley | 899,098 | $1.47M | 0.00% | +272,687+43.5% | Added |
| Millennium Management LLC | 963,909 | $1.57M | 0.00% | −603,006−38.5% | Reduced |
| State Street Corp | 1,364,571 | $2.22M | 0.00% | +56,986+4.4% | Added |
| Geode Capital Management, LLC | 1,625,693 | $2.65M | 0.00% | −211,374−11.5% | Reduced |
| Vanguard Group Inc | 3,506,556 | $5.72M | 0.00% | −70,111−2.0% | Reduced |
| Franklin Resources Inc | 3,650,255 | $5.95M | 0.00% | +15,674+0.4% | Added |
| Technology Crossover Management VIII, Ltd. | 3,949,791 | $6.44M | 1.40% | 00.0% | Unchanged |
| BlackRock, Inc. | 4,321,217 | $7.04M | 0.00% | −788,708−15.4% | Reduced |
| XTX Topco Ltd | 0 | $0 | 0.00% | −132,497−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −60,793−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −38,070−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −34,384−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −26,359−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −20,942−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −17,243−100.0% | Sold out |
| Cutter & CO Brokerage, Inc. | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −10,278−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |