2U, LLC
TWOUDelisted Sep 6, 2024- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001459417
2U, LLC was delisted on Sep 6, 2024; its insiders filed their last Form 4 on Jul 3, 2024; 59 institutions reported holding it in 13F filings for Q2 2024, worth $5.44M in total; no superinvestor held it.
13F holders, Q2 2021
Institutional positions in 2U, LLC as of Jun 30, 2021. 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
- 273
- +4 vs. Q1 2021
- Shares held
- 86.2M
- +2.38M (+2.8%) vs. Q1 2021
- Total value
- $3.59B
- +$386.3M (+12.0%) vs. Q1 2021
- New holders
- 51
- 96 more added
- Sold out
- 47
- 85 more reduced
3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TWOU 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 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 2 | $58 |
| Q2 2024 | 59 | $5.44M |
| Q1 2024 | 89 | $19.7M |
| Q4 2023 | 126 | $82.7M |
| Q3 2023 | 156 | $179.4M |
| Q2 2023 | 167 | $300.6M |
| Q1 2023 | 177 | $552.4M |
| Q4 2022 | 190 | $485.8M |
| Q3 2022 | 198 | $501.3M |
| Q2 2022 | 189 | $812.5M |
| Q1 2022 | 220 | $1.06B |
| Q4 2021 | 240 | $1.66B |
| Q3 2021 | 259 | $2.87B |
| Q2 2021 | 273 | $3.59B |
| Q1 2021 | 272 | $3.26B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding 2U, LLC; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evermay Wealth Management LLC | 4 | $0 | 0.00% | +4 | New |
| Modus Advisors, LLC | 6 | $0 | 0.00% | +6 | New |
| Tarbox Family Office, Inc. | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 31 | $1.00K | 0.00% | +31 | New |
| CVA Family Office, LLC | 35 | $1.00K | 0.00% | +35 | New |
| Newbridge Financial Services Group, Inc. | 18 | $1.00K | 0.00% | +12+200.0% | Added |
| Brewin Dolphin Ltd | 27 | $1.13K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 40 | $2.00K | 0.00% | +40 | New |
| Selective Wealth Management, Inc. | 39 | $2.00K | 0.00% | +39 | New |
| Sutton Wealth Advisors Inc. | 55 | $2.29K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 82 | $3.00K | 0.00% | −63−43.4% | Reduced |
| Smithfield Trust Co | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 76 | $3.00K | 0.00% | +19+33.3% | Added |
| FinTrust Capital Advisors, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 106 | $4.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 93 | $4.00K | 0.00% | +9+10.7% | Added |
| Duncker Streett & Co Inc | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 125 | $5.21K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 134 | $6.00K | 0.00% | −258,307−99.9% | Reduced |
| CWM, LLC | 155 | $6.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 153 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 174 | $7.00K | 0.00% | +174 | New |
| Covington Capital Management | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 198 | $8.00K | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 186 | $8.00K | 0.00% | +186 | New |
| Canada Pension Plan Investment Board | 222 | $9.00K | 0.00% | −6,387−96.6% | Reduced |
| Quadrant Capital Group LLC | 216 | $9.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 233 | $10.0K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 250 | $10.0K | 0.01% | +250 | New |
| Baillie Gifford & Co | 273 | $11.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 348 | $14.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 344 | $14.0K | 0.01% | +344 | New |
| Advisory Services Network, LLC | 370 | $15.0K | 0.00% | +370 | New |
| Tradition Wealth Management, LLC | 442 | $18.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 491 | $20.0K | 0.01% | −102−17.2% | Reduced |
| Arkadios Wealth Advisors | 517 | $21.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 516 | $22.0K | 0.00% | +41+8.6% | Added |
| Neo Ivy Capital Management | 546 | $23.0K | 0.02% | +546 | New |
| Psagot Investment House Ltd. | 584 | $24.0K | 0.00% | +584 | New |
| Benjamin Edwards Inc | 654 | $27.0K | 0.02% | −365−35.8% | Reduced |
| IFP Advisors, Inc | 719 | $29.0K | 0.00% | +100+16.2% | Added |
| Cullen/Frost Bankers, Inc. | 774 | $32.0K | 0.00% | −38−4.7% | Reduced |
| Rockefeller Capital Management L.P. | 893 | $36.0K | 0.00% | +265+42.2% | Added |
| Federated Hermes, Inc. | 852 | $36.0K | 0.00% | +852 | New |
| Banque Cantonale Vaudoise | 900 | $38.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,000 | $42.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,055 | $44.0K | 0.00% | +30+2.9% | Added |
| Nisa Investment Advisors, LLC | 1,070 | $45.0K | 0.00% | −1,230−53.5% | Reduced |
| Heritage Wealth Advisors | 1,100 | $45.8K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 1,190 | $49.0K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,172 | $49.0K | 0.01% | +253+27.5% | Added |
| Clearstead Advisors, LLC | 1,196 | $50.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 1,479 | $62.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 1,565 | $65.0K | 0.00% | −750−32.4% | Reduced |
| Proequities, Inc. | 1,583 | $66.0K | 0.00% | +252+18.9% | Added |
| First Horizon Advisors, Inc. | 1,653 | $68.0K | 0.00% | +84+5.4% | Added |
| TFC Financial Management | 1,645 | $69.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,064 | $86.0K | 0.00% | −43,746−95.5% | Reduced |
| Fifth Third Bancorp | 2,053 | $86.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,531 | $105.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,649 | $110.0K | 0.03% | +85+3.3% | Added |
| BNP Paribas Arbitrage, SA | 2,760 | $115.0K | 0.00% | −29,001−91.3% | Reduced |
| Panagora Asset Management Inc | 3,518 | $147.0K | 0.00% | −75−2.1% | Reduced |
| Heritage Wealth Management, LLC | 4,411 | $184.0K | 0.07% | +733+19.9% | Added |
| Geneos Wealth Management Inc. | 4,450 | $187.0K | 0.01% | −398−8.2% | Reduced |
| Exane Derivatives | 4,316 | $189.1K | 0.04% | +4,316 | New |
| Azzad Asset Management Inc | 4,914 | $204.8K | 0.03% | +4,914 | New |
| Petrus Trust Company, LTA | 5,100 | $213.0K | 0.02% | +5,100 | New |
| Mount Yale Investment Advisors, LLC | 5,292 | $221.0K | 0.03% | −62−1.2% | Reduced |
| Truist Financial Corp | 5,517 | $230.0K | 0.00% | +5,517 | New |
| Franklin Resources Inc | 5,624 | $234.0K | 0.00% | +5,624 | New |
| Ameritas Investment Partners, Inc. | 5,625 | $234.0K | 0.01% | +5,625 | New |
| LVZ Advisors, Inc. | 5,715 | $238.0K | 0.04% | +5,715 | New |
| Silicon Hills Wealth Management, LLC | 6,003 | $250.0K | 0.19% | 00.0% | Unchanged |
| Shell Asset Management Co | 5,997 | $250.0K | 0.00% | +320+5.6% | Added |
| Keebeck Alpha, LP | 6,039 | $252.0K | 0.09% | +353+6.2% | Added |
| Commonwealth Equity Services, LLC | 6,279 | $261.0K | 0.00% | −1,290−17.0% | Reduced |
| Private Advisor Group, LLC | 6,616 | $276.0K | 0.00% | −3,071−31.7% | Reduced |
| NEXT Financial Group, Inc | 7,002 | $292.0K | 0.02% | −7−0.1% | Reduced |
| Cerity Partners LLC | 7,031 | $293.0K | 0.01% | −100−1.4% | Reduced |
| Gotham Asset Management, LLC | 7,041 | $293.0K | 0.01% | +7,041 | New |
| Balyasny Asset Management LLC | 7,108 | $296.0K | 0.00% | +7,108 | New |
| We Are One Seven, LLC | 7,120 | $297.0K | 0.04% | +1,064+17.6% | Added |
| Point72 Hong Kong Ltd | 7,475 | $311.0K | 0.02% | −14,674−66.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,459 | $311.0K | 0.00% | −1,100−12.9% | Reduced |
| Teza Capital Management LLC | 7,662 | $319.0K | 0.05% | +7,662 | New |
| SG Americas Securities, LLC | 7,785 | $324.0K | 0.00% | +7,785 | New |
| Prudential Financial Inc | 8,048 | $335.0K | 0.00% | +8,048 | New |
| MML Investors Services, LLC | 8,075 | $336.0K | 0.00% | +8,075 | New |
| Oberweis Asset Management Inc | 8,200 | $342.0K | 0.07% | +2,200+36.7% | Added |
| Sigma Planning Corp | 8,304 | $346.0K | 0.01% | −325−3.8% | Reduced |
| Proficio Capital Partners LLC | 8,603 | $358.0K | 0.04% | 00.0% | Unchanged |
| Simplex Trading, LLC | 8,693 | $362.0K | 0.01% | +4,193+93.2% | Added |
| Teacher Retirement System of Texas | 8,934 | $372.0K | 0.00% | +1,411+18.8% | Added |
| Tiedemann Advisors, LLC | 9,000 | $375.0K | 0.02% | −700−7.2% | Reduced |
| Meitav Dash Investments Ltd | 9,000 | $375.0K | 0.01% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 9,259 | $386.0K | 0.12% | −255−2.7% | Reduced |
| Rafferty Asset Management, LLC | 9,424 | $393.0K | 0.00% | −1,786−15.9% | Reduced |
| Moloney Securities Asset Management, LLC | 9,445 | $394.0K | 0.07% | −915−8.8% | Reduced |