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 2025
Institutional positions in Nerdy Inc. as of Dec 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
- 93
- +10 vs. Q3 2025
- Shares held
- 23.6M
- −1.05M (−4.2%) vs. Q3 2025
- Total value
- $24.6M
- −$6.51M (−21.0%) vs. Q3 2025
- New holders
- 24
- 32 more added
- Sold out
- 14
- 22 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Nerdy Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 5 | $5 | 0.00% | +5 | New |
| Sunbelt Securities, Inc. | 8 | $8 | 0.00% | +8 | New |
| Allworth Financial LP | 9 | $10 | 0.00% | +9 | New |
| IFP Advisors, Inc | 29 | $30 | 0.00% | +22+314.3% | Added |
| Essential Partners LLC | 38 | $40 | 0.00% | +38 | New |
| Farther Finance Advisors, LLC | 100 | $104 | 0.00% | +100 | New |
| Strive Financial Group ,LLC | 100 | $104 | 0.00% | +100 | New |
| Transamerica Financial Advisors, Inc. | 189 | $197 | 0.00% | +189 | New |
| Parallel Advisors, LLC | 203 | $211 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 250 | $260 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 299 | $311 | 0.00% | +38+14.6% | Added |
| Nisa Investment Advisors, LLC | 336 | $349 | 0.00% | −867−72.1% | Reduced |
| Sterling Capital Management LLC | 381 | $396 | 0.00% | +239+168.3% | Added |
| Comerica Bank | 1,023 | $1.06K | 0.00% | −84−7.6% | Reduced |
| Optiver Holding B.V. | 1,090 | $1.13K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,162 | $1.21K | 0.00% | +1,123+2,879.5% | Added |
| Citigroup Inc | 1,346 | $1.40K | 0.00% | −1,548−53.5% | Reduced |
| Alerus Financial NA | 1,800 | $1.87K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,868 | $2.00K | 0.00% | −811−30.3% | Reduced |
| Medallion Wealth Advisors, LLC | 1,967 | $2.05K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 2,249 | $2.34K | 0.00% | +1,480+192.5% | Added |
| Advisor Group Holdings, Inc. | 2,635 | $2.74K | 0.00% | +200+8.2% | Added |
| CWM, LLC | 3,110 | $3.00K | 0.00% | +987+46.5% | Added |
| California State Teachers Retirement System | 3,658 | $3.80K | 0.00% | −1,620−30.7% | Reduced |
| Ameritas Investment Partners, Inc. | 4,065 | $4.23K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,767 | $4.96K | 0.00% | +3,357+238.1% | Added |
| Cullen/Frost Bankers, Inc. | 5,000 | $5.20K | 0.00% | +5,000 | New |
| Russell Investments Group, Ltd. | 5,033 | $5.23K | 0.00% | +243+5.1% | Added |
| Legal & General Group Plc | 5,790 | $6.02K | 0.00% | −960−14.2% | Reduced |
| Group One Trading, L.P. | 8,873 | $9.23K | 0.00% | +4,940+125.6% | Added |
| New York State Common Retirement Fund | 9,647 | $10.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 10,530 | $11.0K | 0.00% | +3,161+42.9% | Added |
| ProShare Advisors LLC | 10,860 | $11.3K | 0.00% | +829+8.3% | Added |
| AlTi Global, Inc. | 12,058 | $12.5K | 0.00% | +58+0.5% | Added |
| Sanctuary Advisors, LLC | 12,885 | $13.4K | 0.00% | +12,885 | New |
| Skopos Labs, Inc. | 12,647 | $13.5K | 0.00% | +12,647 | New |
| Tower Research Capital LLC (TRC) | 13,024 | $13.5K | 0.00% | +4,189+47.4% | Added |
| BNP Paribas Arbitrage, SA | 13,577 | $14.1K | 0.00% | +1,135+9.1% | Added |
| JustInvest LLC | 14,296 | $14.9K | 0.00% | +767+5.7% | Added |
| Crewe Advisors LLC | 15,000 | $15.6K | 0.00% | +15,000 | New |
| Colony Group, LLC | 16,544 | $17.2K | 0.00% | +371+2.3% | Added |
| Silver Rock Financial LP | 17,668 | $18.4K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 18,197 | $19.0K | 0.00% | +18,197 | New |
| Invesco Ltd. | 21,344 | $22.2K | 0.00% | +295+1.4% | Added |
| Two Sigma Securities, LLC | 22,051 | $22.9K | 0.00% | +22,051 | New |
| Police & Firemen's Retirement System of New Jersey | 22,889 | $23.8K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 23,600 | $24.5K | 0.00% | +7,400+45.7% | Added |
| Virtu Financial LLC | 24,252 | $25.0K | 0.00% | +24,252 | New |
| Symmetry Peak Management LLC | 25,000 | $26.0K | 0.55% | +25,000 | New |
| JPMorgan Chase & Co | 26,053 | $27.1K | 0.00% | +420+1.6% | Added |
| Engineers Gate Manager LP | 26,890 | $28.0K | 0.00% | +26,890 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 27,546 | $28.6K | 0.00% | +880+3.3% | Added |
| Intech Investment Management LLC | 27,636 | $28.7K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 38,564 | $40.1K | 0.00% | +7,703+25.0% | Added |
| Quinn Opportunity Partners LLC | 39,155 | $40.7K | 0.00% | −10,000−20.3% | Reduced |
| STRS Ohio | 39,200 | $40.8K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 41,254 | $42.9K | 0.00% | −13,934−25.2% | Reduced |
| Price T Rowe Associates Inc | 40,457 | $43.0K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 44,710 | $46.5K | 0.00% | −25,465−36.3% | Reduced |
| Point72 Asset Management, L.P. | 55,622 | $57.8K | 0.00% | +55,622 | New |
| Abel Hall, LLC | 64,494 | $67.1K | 0.02% | +64,494 | New |
| Wells Fargo & Company | 65,041 | $67.6K | 0.00% | +29,007+80.5% | Added |
| UBS Group AG | 66,224 | $68.9K | 0.00% | +3,305+5.3% | Added |
| Renaissance Technologies LLC | 68,700 | $71.4K | 0.00% | −446,323−86.7% | Reduced |
| FMR LLC | 71,489 | $74.3K | 0.00% | +54,779+327.8% | Added |
| Jefferies Financial Group Inc. | 75,000 | $78.0K | 0.00% | +75,000 | New |
| XTX Topco Ltd | 76,756 | $79.8K | 0.00% | −40,881−34.8% | Reduced |
| Bank of America Corp | 78,215 | $81.3K | 0.00% | −38,394−32.9% | Reduced |
| Deutsche Bank AG | 91,123 | $94.8K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 92,448 | $96.1K | 0.00% | +8,196+9.7% | Added |
| Thompson Davis & Co., Inc. | 97,000 | $100.9K | 0.06% | +97,000 | New |
| Centiva Capital, LP | 107,585 | $111.9K | 0.01% | +107,585 | New |
| Susquehanna International Group, LLP | 145,592 | $151.4K | 0.00% | +145,592 | New |
| Alliancebernstein L.P. | 147,250 | $153.1K | 0.00% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 162,883 | $169.4K | 0.00% | −75,000−31.5% | Reduced |
| Nuveen, LLC | 180,663 | $187.9K | 0.00% | −72,306−28.6% | Reduced |
| Charles Schwab Investment Management Inc | 184,391 | $191.8K | 0.00% | +240.0% | Added |
| Bank of New York Mellon Corp | 185,431 | $192.8K | 0.00% | −29,370−13.7% | Reduced |
| Citadel Advisors LLC | 237,252 | $246.7K | 0.00% | +237,252 | New |
| Bridgeway Capital Management, LLC | 265,100 | $275.7K | 0.01% | +102,400+62.9% | Added |
| Dauntless Investment Group, LLC | 332,141 | $345.4K | 1.27% | +332,141 | New |
| Morgan Stanley | 387,697 | $403.2K | 0.00% | −265,931−40.7% | Reduced |
| Jane Street Group, LLC | 389,027 | $404.6K | 0.00% | +377,237+3,199.6% | Added |
| Goldman Sachs Group Inc | 438,957 | $456.5K | 0.00% | −454,778−50.9% | Reduced |
| Northern Trust Corp | 484,729 | $504.1K | 0.00% | −27,329−5.3% | Reduced |
| Gsa Capital Partners LLP | 547,808 | $570.0K | 0.05% | +13,727+2.6% | Added |
| Millennium Management LLC | 720,706 | $749.5K | 0.00% | −29,788−4.0% | Reduced |
| State Street Corp | 1,322,069 | $1.37M | 0.00% | −7,193−0.5% | Reduced |
| Geode Capital Management, LLC | 1,557,017 | $1.62M | 0.00% | +17,325+1.1% | Added |
| Franklin Resources Inc | 2,549,412 | $2.65M | 0.00% | −1,086,327−29.9% | Reduced |
| Vanguard Group Inc | 3,328,262 | $3.46M | 0.00% | −155,722−4.5% | Reduced |
| Technology Crossover Management VIII, Ltd. | 3,949,791 | $4.11M | 1.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 4,363,736 | $4.54M | 0.00% | +84,202+2.0% | Added |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −87,973−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −49,292−100.0% | Sold out |
| Am Investment Strategies LLC | 0 | $0 | 0.00% | −31,140−100.0% | Sold out |
| Marotta Asset Management | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −23,765−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −16,093−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −13,575−100.0% | Sold out |