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 2025
Institutional positions in Nerdy Inc. as of Sep 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
- 84
- −4 vs. Q2 2025
- Shares held
- 24.7M
- −2.14M (−8.0%) vs. Q2 2025
- Total value
- $31.1M
- −$12.6M (−28.9%) vs. Q2 2025
- New holders
- 10
- 14 more added
- Sold out
- 14
- 38 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Nerdy Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 7 | $9 | 0.00% | +7 | New |
| True Wealth Design, LLC | 15 | $19 | 0.00% | −30−66.7% | Reduced |
| SBI Securities Co., Ltd. | 39 | $49 | 0.00% | −10−20.4% | Reduced |
| New England Capital Financial Advisors LLC | 86 | $109 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 142 | $179 | 0.00% | −39−21.5% | Reduced |
| Parallel Advisors, LLC | 203 | $256 | 0.00% | −1−0.5% | Reduced |
| CIBC Private Wealth Group, LLC | 250 | $315 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 261 | $329 | 0.00% | −147−36.0% | Reduced |
| SRS Capital Advisors, Inc. | 414 | $521 | 0.00% | +414 | New |
| Aventura Private Wealth, LLC | 769 | $969 | 0.00% | +769 | New |
| Wealth Watch Advisors, INC | 902 | $1.14K | 0.00% | +902 | New |
| Washington Trust Advisors, Inc. | 913 | $1.15K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,090 | $1.37K | 0.00% | +1,090 | New |
| Comerica Bank | 1,107 | $1.40K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,203 | $1.52K | 0.00% | −2,235−65.0% | Reduced |
| Jones Financial Companies LLLP | 1,410 | $1.83K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 1,800 | $2.27K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 1,967 | $2.48K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,123 | $3.00K | 0.00% | −1,008−32.2% | Reduced |
| Amalgamated Bank | 2,679 | $3.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,435 | $3.14K | 0.00% | +400+19.7% | Added |
| Citigroup Inc | 2,894 | $3.65K | 0.00% | −18,325−86.4% | Reduced |
| Group One Trading, L.P. | 3,933 | $4.96K | 0.00% | −700−15.1% | Reduced |
| Ameritas Investment Partners, Inc. | 4,065 | $5.12K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 4,790 | $6.04K | 0.00% | +4,790 | New |
| California State Teachers Retirement System | 5,278 | $6.65K | 0.00% | +3+0.1% | Added |
| Legal & General Group Plc | 6,750 | $8.51K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 7,369 | $9.00K | 0.00% | −1,209−14.1% | Reduced |
| Tower Research Capital LLC (TRC) | 8,835 | $11.1K | 0.00% | −12,668−58.9% | Reduced |
| New York State Common Retirement Fund | 9,647 | $12.2K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 10,000 | $12.6K | 0.00% | +10,000 | New |
| ProShare Advisors LLC | 10,031 | $12.6K | 0.00% | −1,825−15.4% | Reduced |
| Huntleigh Advisors, Inc. | 11,000 | $13.9K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 11,790 | $14.9K | 0.00% | −71,680−85.9% | Reduced |
| AlTi Global, Inc. | 12,000 | $15.1K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 12,442 | $15.7K | 0.00% | +430+3.6% | Added |
| Simplex Trading, LLC | 13,575 | $17.0K | 0.00% | +11,502+554.8% | Added |
| JustInvest LLC | 13,529 | $17.0K | 0.00% | −806−5.6% | Reduced |
| R Squared Ltd | 16,093 | $20.3K | 0.01% | +16,093 | New |
| Colony Group, LLC | 16,173 | $20.4K | 0.00% | +698+4.5% | Added |
| Kestra Private Wealth Services, LLC | 16,200 | $20.4K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 16,710 | $21.1K | 0.00% | +5,155+44.6% | Added |
| Silver Rock Financial LP | 17,668 | $22.3K | 0.03% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 20,000 | $25.2K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 21,049 | $26.5K | 0.00% | −39−0.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 22,889 | $28.8K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 23,765 | $29.9K | 0.00% | +23,765 | New |
| Marotta Asset Management | 25,000 | $31.0K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 25,633 | $32.3K | 0.00% | −3,631−12.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 26,666 | $33.6K | 0.00% | −4,896−15.5% | Reduced |
| Intech Investment Management LLC | 27,636 | $34.8K | 0.00% | −8,154−22.8% | Reduced |
| AQR Capital Management LLC | 30,861 | $38.9K | 0.00% | −12,930−29.5% | Reduced |
| Am Investment Strategies LLC | 31,140 | $39.0K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 36,034 | $45.4K | 0.00% | +5,451+17.8% | Added |
| STRS Ohio | 39,200 | $49.4K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 40,457 | $51.0K | 0.00% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 49,155 | $61.9K | 0.00% | −35,000−41.6% | Reduced |
| Brighton Jones LLC | 49,292 | $62.1K | 0.00% | +110.0% | Added |
| Rhumbline Advisers | 55,188 | $69.5K | 0.00% | −4,980−8.3% | Reduced |
| UBS Group AG | 62,919 | $79.3K | 0.00% | −107,188−63.0% | Reduced |
| Verition Fund Management LLC | 70,175 | $88.4K | 0.00% | −46,141−39.7% | Reduced |
| Barclays PLC | 84,252 | $106.2K | 0.00% | −24,912−22.8% | Reduced |
| Marshall Wace, LLP | 87,973 | $110.8K | 0.00% | −47,603−35.1% | Reduced |
| Deutsche Bank AG | 91,123 | $114.8K | 0.00% | +12,429+15.8% | Added |
| Bank of America Corp | 116,609 | $146.9K | 0.00% | −6,925−5.6% | Reduced |
| XTX Topco Ltd | 117,637 | $148.2K | 0.01% | +117,637 | New |
| Alliancebernstein L.P. | 147,250 | $185.5K | 0.00% | +10,000+7.3% | Added |
| Bridgeway Capital Management, LLC | 162,700 | $205.0K | 0.00% | +9,900+6.5% | Added |
| Charles Schwab Investment Management Inc | 184,367 | $232.3K | 0.00% | +490.0% | Added |
| Bank of New York Mellon Corp | 214,801 | $270.6K | 0.00% | −6,502−2.9% | Reduced |
| Moneta Group Investment Advisors LLC | 237,883 | $299.7K | 0.00% | +150,000+170.7% | Added |
| Nuveen, LLC | 252,969 | $318.7K | 0.00% | −297,635−54.1% | Reduced |
| Northern Trust Corp | 512,058 | $645.2K | 0.00% | −29,646−5.5% | Reduced |
| Renaissance Technologies LLC | 515,023 | $648.9K | 0.00% | −299,642−36.8% | Reduced |
| Gsa Capital Partners LLP | 534,081 | $673.0K | 0.06% | −43,825−7.6% | Reduced |
| Morgan Stanley | 653,628 | $823.6K | 0.00% | −245,470−27.3% | Reduced |
| Millennium Management LLC | 750,494 | $945.6K | 0.00% | −213,415−22.1% | Reduced |
| Goldman Sachs Group Inc | 893,735 | $1.13M | 0.00% | +3,303+0.4% | Added |
| State Street Corp | 1,329,262 | $1.67M | 0.00% | −35,309−2.6% | Reduced |
| Geode Capital Management, LLC | 1,539,692 | $1.94M | 0.00% | −86,001−5.3% | Reduced |
| Vanguard Group Inc | 3,483,984 | $4.39M | 0.00% | −22,572−0.6% | Reduced |
| Franklin Resources Inc | 3,635,739 | $4.58M | 0.00% | −14,516−0.4% | Reduced |
| Technology Crossover Management VIII, Ltd. | 3,949,791 | $4.98M | 1.10% | 00.0% | Unchanged |
| BlackRock, Inc. | 4,279,534 | $5.39M | 0.00% | −41,683−1.0% | Reduced |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −280,358−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −130,267−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −129,183−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −94,965−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −38,611−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −32,417−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −24,751−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −11,985−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −10,990−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −1,724−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |