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 2026
Institutional positions in Nerdy Inc. as of Mar 31, 2026. 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
- 90
- 0 vs. Q4 2025
- Shares held
- 22.0M
- +1.76M (+8.7%) vs. Q4 2025
- Total value
- $18.0M
- −$3.08M (−14.6%) vs. Q4 2025
- New holders
- 20
- 29 more added
- Sold out
- 20
- 26 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Nerdy Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 82 | $67 | 0.00% | +82 | New |
| Wealth Preservation Advisors, LLC | 107 | $87 | 0.00% | +107 | New |
| MAI Capital Management | 139 | $114 | 0.00% | +139 | New |
| True Wealth Design, LLC | 155 | $127 | 0.00% | +155 | New |
| Parallel Advisors, LLC | 203 | $166 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 211 | $172 | 0.00% | +206+4,120.0% | Added |
| Root Financial Partners, LLC | 212 | $173 | 0.00% | +212 | New |
| SRS Capital Advisors, Inc. | 262 | $214 | 0.00% | +262 | New |
| Farther Finance Advisors, LLC | 311 | $250 | 0.00% | +211+211.0% | Added |
| Nisa Investment Advisors, LLC | 336 | $274 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 350 | $286 | 0.00% | +321+1,106.9% | Added |
| Sterling Capital Management LLC | 381 | $311 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 955 | $780 | 0.00% | +946+10,511.1% | Added |
| Fifth Third Bancorp | 1,002 | $818 | 0.00% | +1,002 | New |
| Optiver Holding B.V. | 1,090 | $890 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,174 | $958 | 0.00% | +12+1.0% | Added |
| UMA Financial Services, Inc. | 1,244 | $1.02K | 0.00% | +1,244 | New |
| EverSource Wealth Advisors, LLC | 1,482 | $1.21K | 0.00% | +1,183+395.7% | Added |
| Medallion Wealth Advisors, LLC | 1,967 | $1.60K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,596 | $2.08K | 0.00% | −2,171−45.5% | Reduced |
| Sunbelt Securities, Inc. | 3,060 | $2.50K | 0.00% | +3,052+38,150.0% | Added |
| Advisor Group Holdings, Inc. | 3,125 | $2.56K | 0.00% | +490+18.6% | Added |
| California State Teachers Retirement System | 3,217 | $2.63K | 0.00% | −441−12.1% | Reduced |
| Essential Partners LLC | 3,280 | $2.68K | 0.00% | +3,242+8,531.6% | Added |
| Ameritas Investment Partners, Inc. | 4,065 | $3.32K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 4,790 | $3.91K | 0.00% | −243−4.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,000 | $4.08K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 5,289 | $4.32K | 0.00% | −501−8.7% | Reduced |
| FMR LLC | 6,852 | $5.59K | 0.00% | −64,637−90.4% | Reduced |
| Royal Bank of Canada | 9,030 | $7.00K | 0.00% | −1,500−14.2% | Reduced |
| New York State Common Retirement Fund | 9,647 | $7.87K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 9,976 | $8.14K | 0.00% | −82,472−89.2% | Reduced |
| R Squared Ltd | 10,807 | $8.82K | 0.00% | +10,807 | New |
| AlTi Global, Inc. | 12,000 | $9.79K | 0.00% | −58−0.5% | Reduced |
| Mercer Global Advisors Inc | 12,443 | $10.2K | 0.00% | +12,443 | New |
| Tower Research Capital LLC (TRC) | 13,023 | $10.6K | 0.00% | −10.0% | Reduced |
| IMC-Chicago, LLC | 14,088 | $11.5K | 0.00% | +14,088 | New |
| BNP Paribas Arbitrage, SA | 14,318 | $11.7K | 0.00% | +741+5.5% | Added |
| Citadel Advisors LLC | 15,257 | $12.5K | 0.00% | −221,995−93.6% | Reduced |
| Intech Investment Management LLC | 15,538 | $12.7K | 0.00% | −12,098−43.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 16,499 | $13.5K | 0.00% | +16,499 | New |
| Silver Rock Financial LP | 17,668 | $14.4K | 0.03% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 18,352 | $15.0K | 0.00% | −3,699−16.8% | Reduced |
| Invesco Ltd. | 20,477 | $16.7K | 0.00% | −867−4.1% | Reduced |
| Wells Fargo & Company | 21,862 | $17.8K | 0.00% | −43,179−66.4% | Reduced |
| Vanguard Global Advisers, LLC | 22,498 | $18.4K | 0.00% | +22,498 | New |
| Colony Group, LLC | 22,589 | $18.4K | 0.00% | +6,045+36.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 22,889 | $18.7K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 23,380 | $19.1K | 0.00% | +23,380 | New |
| Kestra Private Wealth Services, LLC | 23,600 | $19.3K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 24,795 | $20.2K | 0.00% | +23,449+1,742.1% | Added |
| JustInvest LLC | 25,892 | $21.1K | 0.00% | +11,596+81.1% | Added |
| JPMorgan Chase & Co | 26,548 | $21.4K | 0.00% | +495+1.9% | Added |
| Nine Masts Capital Ltd | 27,877 | $22.8K | 0.00% | +27,877 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 28,226 | $23.0K | 0.00% | +680+2.5% | Added |
| Cerity Partners LLC | 30,239 | $24.7K | 0.00% | +30,239 | New |
| Morgan Stanley | 30,383 | $24.8K | 0.00% | −357,314−92.2% | Reduced |
| CWM, LLC | 31,169 | $25.4K | 0.00% | +28,059+902.2% | Added |
| Quinn Opportunity Partners LLC | 39,155 | $32.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 39,200 | $32.0K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 40,457 | $34.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 41,856 | $34.1K | 0.00% | +602+1.5% | Added |
| Crewe Advisors LLC | 50,000 | $40.8K | 0.00% | +35,000+233.3% | Added |
| Bank of America Corp | 61,171 | $49.9K | 0.00% | −17,044−21.8% | Reduced |
| Susquehanna International Group, LLP | 63,641 | $51.9K | 0.00% | −81,951−56.3% | Reduced |
| Ieq Capital, LLC | 63,743 | $52.0K | 0.00% | +63,743 | New |
| Renaissance Technologies LLC | 71,000 | $58.0K | 0.00% | +2,300+3.3% | Added |
| Thompson Davis & Co., Inc. | 81,000 | $66.1K | 0.04% | −16,000−16.5% | Reduced |
| Deutsche Bank AG | 161,744 | $132.6K | 0.00% | +70,621+77.5% | Added |
| Alliancebernstein L.P. | 137,750 | $143.3K | 0.00% | −9,500−6.5% | Reduced |
| Nuveen, LLC | 182,350 | $148.8K | 0.00% | +1,687+0.9% | Added |
| Bank of New York Mellon Corp | 182,563 | $149.0K | 0.00% | −2,868−1.5% | Reduced |
| Charles Schwab Investment Management Inc | 184,366 | $150.5K | 0.00% | −250.0% | Reduced |
| Bridgeway Capital Management, LLC | 187,700 | $153.2K | 0.00% | −77,400−29.2% | Reduced |
| UBS Group AG | 190,894 | $155.8K | 0.00% | +124,670+188.3% | Added |
| XTX Topco Ltd | 214,511 | $175.1K | 0.00% | +137,755+179.5% | Added |
| Jane Street Group, LLC | 252,570 | $206.1K | 0.00% | −136,457−35.1% | Reduced |
| Moneta Group Investment Advisors LLC | 312,883 | $255.4K | 0.00% | +150,000+92.1% | Added |
| Vanguard Portfolio Management LLC | 354,899 | $289.6K | 0.00% | +354,899 | New |
| Goldman Sachs Group Inc | 369,137 | $301.3K | 0.00% | −69,820−15.9% | Reduced |
| Vanguard Fiduciary Trust Co | 444,133 | $362.4K | 0.00% | +444,133 | New |
| AQR Capital Management LLC | 445,918 | $364.0K | 0.00% | +407,354+1,056.3% | Added |
| Northern Trust Corp | 502,424 | $410.1K | 0.00% | +17,695+3.7% | Added |
| Gsa Capital Partners LLP | 656,212 | $536.0K | 0.03% | +108,404+19.8% | Added |
| State Street Corp | 1,336,838 | $1.09M | 0.00% | +14,769+1.1% | Added |
| Geode Capital Management, LLC | 1,671,838 | $1.37M | 0.00% | +114,821+7.4% | Added |
| Franklin Resources Inc | 2,307,449 | $1.88M | 0.00% | −241,963−9.5% | Reduced |
| Vanguard Capital Management LLC | 2,541,565 | $2.07M | 0.00% | +2,541,565 | New |
| Technology Crossover Management VIII, Ltd. | 3,949,791 | $3.22M | 1.08% | 00.0% | Unchanged |
| BlackRock, Inc. | 4,278,560 | $3.49M | 0.00% | −85,176−2.0% | Reduced |
| Millennium Management LLC | 0 | $0 | 0.00% | −720,706−100.0% | Sold out |
| Dauntless Investment Group, LLC | 0 | $0 | 0.00% | −332,141−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −107,585−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Abel Hall, LLC | 0 | $0 | 0.00% | −64,494−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −55,622−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −44,710−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −26,890−100.0% | Sold out |
| Symmetry Peak Management LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −24,252−100.0% | Sold out |