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 2026
Institutional positions in Nerdy Inc. as of Jun 30, 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
- 80
- −8 vs. Q1 2026
- Shares held
- 15.9M
- −6.13M (−27.9%) vs. Q1 2026
- Total value
- $14.5M
- −$3.45M (−19.2%) vs. Q1 2026
- New holders
- 23
- 23 more added
- Sold out
- 31
- 23 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Nerdy Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPL Wealth Management, LLC | 3 | $3 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 26 | $24 | 0.00% | +26 | New |
| Fifth Third Bancorp | 42 | $38 | 0.00% | −960−95.8% | Reduced |
| Clearstead Advisors, LLC | 43 | $40 | 0.00% | +43 | New |
| Wealth Enhancement Trust Services, Inc. | 62 | $57 | 0.00% | +62 | New |
| Strive Financial Group ,LLC | 100 | $92 | 0.00% | +100 | New |
| Fortitude Family Office, LLC | 140 | $128 | 0.00% | +140 | New |
| True Wealth Design, LLC | 182 | $167 | 0.00% | +27+17.4% | Added |
| Parallel Advisors, LLC | 203 | $186 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 328 | $300 | 0.00% | −22−6.3% | Reduced |
| Rothschild Investment LLC | 439 | $402 | 0.00% | +228+108.1% | Added |
| Marquette Asset Management, LLC | 623 | $571 | 0.00% | +623 | New |
| Farther Finance Advisors, LLC | 661 | $604 | 0.00% | +350+112.5% | Added |
| Essential Partners LLC | 833 | $763 | 0.00% | −2,447−74.6% | Reduced |
| Optiver Holding B.V. | 1,090 | $999 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,174 | $1.08K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,244 | $1.14K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,667 | $1.43K | 0.00% | −929−35.8% | Reduced |
| Medallion Wealth Advisors, LLC | 1,967 | $1.80K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,000 | $1.83K | 0.00% | +2,000 | New |
| EverSource Wealth Advisors, LLC | 2,261 | $2.07K | 0.00% | +779+52.6% | Added |
| Advisor Group Holdings, Inc. | 2,325 | $2.13K | 0.00% | −800−25.6% | Reduced |
| Allworth Financial LP | 2,771 | $2.54K | 0.00% | +1,816+190.2% | Added |
| Simplex Trading, LLC | 3,076 | $2.82K | 0.00% | +3,076 | New |
| Barclays PLC | 3,799 | $3.48K | 0.00% | −6,177−61.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,000 | $4.58K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 6,274 | $5.75K | 0.00% | −8,044−56.2% | Reduced |
| FMR LLC | 8,480 | $7.77K | 0.00% | +1,628+23.8% | Added |
| Citigroup Inc | 8,989 | $8.23K | 0.00% | −15,806−63.7% | Reduced |
| Pallas Capital Advisors LLC | 10,082 | $9.24K | 0.00% | +10,082 | New |
| Colony Group, LLC | 10,699 | $9.80K | 0.00% | −11,890−52.6% | Reduced |
| SG Americas Securities, LLC | 11,351 | $10.0K | 0.00% | +11,351 | New |
| Brighton Jones LLC | 12,471 | $11.4K | 0.00% | +12,471 | New |
| Morgan Stanley | 12,628 | $11.6K | 0.00% | −17,755−58.4% | Reduced |
| Royal Bank of Canada | 14,046 | $12.0K | 0.00% | +5,016+55.5% | Added |
| Schonfeld Strategic Advisors LLC | 13,566 | $12.4K | 0.00% | +13,566 | New |
| IMC-Chicago, LLC | 14,588 | $13.4K | 0.00% | +500+3.5% | Added |
| Bank of America Corp | 14,730 | $13.5K | 0.00% | −46,441−75.9% | Reduced |
| Virtu Financial LLC | 16,602 | $15.0K | 0.00% | +16,602 | New |
| Creative Planning | 16,666 | $15.3K | 0.00% | +16,666 | New |
| Captrust Financial Advisors | 16,993 | $15.6K | 0.00% | +16,993 | New |
| Silver Rock Financial LP | 17,668 | $16.2K | 0.03% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 19,197 | $17.5K | 0.00% | −7,351−27.7% | Reduced |
| Vanguard Global Advisers, LLC | 22,498 | $20.6K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 22,859 | $20.9K | 0.00% | +22,859 | New |
| Tower Research Capital LLC (TRC) | 23,222 | $21.3K | 0.00% | +10,199+78.3% | Added |
| Kestra Private Wealth Services, LLC | 23,600 | $21.6K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 24,648 | $22.6K | 0.00% | −38,993−61.3% | Reduced |
| SRS Capital Advisors, Inc. | 26,476 | $24.3K | 0.00% | +26,214+10,005.3% | Added |
| UBS Group AG | 26,501 | $24.3K | 0.00% | −164,393−86.1% | Reduced |
| Mercer Global Advisors Inc | 28,887 | $26.5K | 0.00% | +16,444+132.2% | Added |
| Ground Swell Capital, LLC | 31,618 | $29.0K | 0.03% | +31,618 | New |
| Wealth Enhancement Advisory Services, LLC | 35,569 | $32.9K | 0.00% | +19,070+115.6% | Added |
| Deutsche Bank AG | 38,512 | $35.4K | 0.00% | −123,232−76.2% | Reduced |
| Thompson Davis & Co., Inc. | 40,000 | $36.6K | 0.02% | −41,000−50.6% | Reduced |
| Cerity Partners LLC | 44,847 | $41.1K | 0.00% | +14,608+48.3% | Added |
| Mariner, LLC | 45,691 | $41.9K | 0.00% | +22,311+95.4% | Added |
| Citadel Advisors LLC | 53,699 | $49.2K | 0.00% | +38,442+252.0% | Added |
| Qube Research & Technologies Ltd | 54,351 | $49.8K | 0.00% | +54,351 | New |
| Renaissance Technologies LLC | 93,000 | $85.2K | 0.00% | +22,000+31.0% | Added |
| Crewe Advisors LLC | 102,108 | $93.5K | 0.01% | +52,108+104.2% | Added |
| XTX Topco Ltd | 124,093 | $113.7K | 0.00% | −90,418−42.2% | Reduced |
| Ieq Capital, LLC | 138,361 | $126.8K | 0.00% | +74,618+117.1% | Added |
| Point72 Asset Management, L.P. | 148,679 | $136.2K | 0.00% | +148,679 | New |
| Marshall Wace, LLP | 149,847 | $137.9K | 0.00% | +149,847 | New |
| Northern Trust Corp | 152,435 | $139.6K | 0.00% | −349,989−69.7% | Reduced |
| Bridgeway Capital Management, LLC | 187,700 | $172.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 364,101 | $333.6K | 0.00% | −972,737−72.8% | Reduced |
| Vanguard Fiduciary Trust Co | 393,970 | $360.9K | 0.00% | −50,163−11.3% | Reduced |
| Goldman Sachs Group Inc | 497,888 | $456.1K | 0.00% | +128,751+34.9% | Added |
| Millennium Management LLC | 499,158 | $457.3K | 0.00% | +499,158 | New |
| Jane Street Group, LLC | 503,931 | $461.7K | 0.00% | +251,361+99.5% | Added |
| Geode Capital Management, LLC | 766,178 | $702.5K | 0.00% | −905,660−54.2% | Reduced |
| RBF Capital, LLC | 768,988 | $704.5K | 0.03% | +768,988 | New |
| Gsa Capital Partners LLP | 811,089 | $743.0K | 0.05% | +154,877+23.6% | Added |
| AQR Capital Management LLC | 878,617 | $804.9K | 0.00% | +432,699+97.0% | Added |
| BlackRock, Inc. | 1,017,288 | $931.9K | 0.00% | −3,261,272−76.2% | Reduced |
| Moneta Group Investment Advisors LLC | 1,029,701 | $943.3K | 0.01% | +716,818+229.1% | Added |
| Vanguard Capital Management LLC | 2,501,004 | $2.29M | 0.00% | −40,561−1.6% | Reduced |
| Technology Crossover Management VIII, Ltd. | 3,949,791 | $3.62M | 1.05% | 00.0% | Unchanged |
| Franklin Resources Inc | 0 | $0 | 0.00% | −2,307,449−100.0% | Sold out |
| Vanguard Portfolio Management LLC | 0 | $0 | 0.00% | −354,899−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −184,366−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −182,563−100.0% | Sold out |
| Nuveen, LLC | 0 | $0 | 0.00% | −182,350−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −137,750−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −41,856−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −40,457−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −39,200−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −39,155−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −28,226−100.0% | Sold out |
| Nine Masts Capital Ltd | 0 | $0 | 0.00% | −27,877−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −25,892−100.0% | Sold out |
| Police & Firemen's Retirement System of New Jersey | 0 | $0 | 0.00% | −22,889−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −21,862−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −20,477−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −18,352−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −15,538−100.0% | Sold out |
| AlTi Global, Inc. | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −10,807−100.0% | Sold out |