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, Q3 2021
Institutional positions in 2U, LLC as of Sep 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
- 259
- −11 vs. Q2 2021
- Shares held
- 85.7M
- +34.3K (0.0%) vs. Q2 2021
- Total value
- $2.87B
- −$698.0M (−19.6%) vs. Q2 2021
- New holders
- 35
- 78 more added
- Sold out
- 46
- 93 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding 2U, LLC; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evermay Wealth Management LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 14 | $0 | 0.00% | +14 | New |
| Bell Investment Advisors, Inc | 14 | $0 | 0.00% | +14 | New |
| Brewin Dolphin Ltd | 27 | $906 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $1.00K | 0.00% | −8−44.4% | Reduced |
| First Manhattan Co | 48 | $1.00K | 0.00% | +48 | New |
| Sutton Wealth Advisors Inc. | 55 | $1.85K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 57 | $2.00K | 0.00% | −19−25.0% | Reduced |
| Pacifica Partners Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 64 | $2.00K | 0.00% | +64 | New |
| Quadrant Capital Group LLC | 91 | $3.00K | 0.00% | −125−57.9% | Reduced |
| FMR LLC | 99 | $3.00K | 0.00% | −35−26.1% | Reduced |
| Meeder Asset Management Inc | 92 | $3.00K | 0.00% | −1−1.1% | Reduced |
| FinTrust Capital Advisors, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 106 | $3.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 82 | $3.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 88 | $3.00K | 0.00% | +88 | New |
| Duncker Streett & Co Inc | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 124 | $4.00K | 0.00% | +124 | New |
| Federation des caisses Desjardins du Quebec | 125 | $4.20K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 130 | $4.36K | 0.00% | −4,186−97.0% | Reduced |
| TCI Wealth Advisors, Inc. | 140 | $5.00K | 0.00% | +140 | New |
| Wolverine Asset Management LLC | 198 | $6.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 233 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 231 | $8.00K | 0.00% | +78+51.0% | Added |
| Carroll Financial Associates, Inc. | 348 | $11.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 319 | $11.0K | 0.00% | +46+16.8% | Added |
| Concord Wealth Partners | 360 | $12.0K | 0.00% | −131−26.7% | Reduced |
| Clean Yield Group | 344 | $12.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 383 | $13.0K | 0.00% | +383 | New |
| Tradition Wealth Management, LLC | 442 | $15.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 440 | $15.0K | 0.01% | +440 | New |
| Huntington National Bank | 516 | $17.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 515 | $17.0K | 0.00% | −2−0.4% | Reduced |
| Benjamin Edwards Inc | 535 | $18.0K | 0.01% | −119−18.2% | Reduced |
| Psagot Investment House Ltd. | 584 | $20.0K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 584 | $20.0K | 0.00% | +584 | New |
| Rockefeller Capital Management L.P. | 696 | $22.0K | 0.00% | −197−22.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 774 | $26.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 862 | $29.0K | 0.00% | +143+19.9% | Added |
| Neo Ivy Capital Management | 762 | $29.0K | 0.03% | +216+39.6% | Added |
| Banque Cantonale Vaudoise | 900 | $30.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,019 | $34.0K | 0.00% | −10,969−91.5% | Reduced |
| Parallel Advisors, LLC | 1,027 | $34.0K | 0.00% | −28−2.7% | Reduced |
| Johnson Financial Group, Inc. | 1,000 | $34.0K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 1,190 | $35.0K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,070 | $36.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,100 | $36.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,172 | $39.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,196 | $40.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,331 | $44.7K | 0.00% | +1,331 | New |
| Daiwa Securities Group Inc. | 1,365 | $46.0K | 0.00% | −200−12.8% | Reduced |
| Canada Pension Plan Investment Board | 1,437 | $48.0K | 0.00% | +1,215+547.3% | Added |
| Sageworth Trust Co | 1,479 | $50.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,611 | $54.0K | 0.00% | +28+1.8% | Added |
| First Horizon Advisors, Inc. | 1,808 | $60.0K | 0.00% | +155+9.4% | Added |
| O'Shaughnessy Asset Management, LLC | 1,954 | $66.0K | 0.00% | +1,954 | New |
| Fifth Third Bancorp | 2,053 | $69.0K | 0.00% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 2,295 | $77.0K | 0.00% | +2,295 | New |
| TD Private Client Wealth LLC | 2,517 | $84.5K | 0.00% | −14−0.6% | Reduced |
| Point72 Hong Kong Ltd | 2,583 | $87.0K | 0.01% | −4,892−65.4% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,663 | $89.0K | 0.00% | −20,344−88.4% | Reduced |
| Parkside Financial Bank & Trust | 2,678 | $90.0K | 0.03% | +29+1.1% | Added |
| Geneos Wealth Management Inc. | 3,950 | $135.0K | 0.01% | −500−11.2% | Reduced |
| Heritage Wealth Management, LLC | 4,212 | $141.0K | 0.05% | −199−4.5% | Reduced |
| Tower Research Capital LLC (TRC) | 5,330 | $179.0K | 0.00% | +3,266+158.2% | Added |
| Ameritas Investment Partners, Inc. | 5,625 | $189.0K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 5,747 | $193.0K | 0.00% | −250−4.2% | Reduced |
| Silicon Hills Wealth Management, LLC | 6,003 | $202.0K | 0.14% | 00.0% | Unchanged |
| Millennium Management LLC | 6,071 | $204.0K | 0.00% | −243,672−97.6% | Reduced |
| Commonwealth Equity Services, LLC | 6,114 | $205.0K | 0.00% | −165−2.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,279 | $211.0K | 0.02% | +987+18.7% | Added |
| We Are One Seven, LLC | 7,185 | $212.0K | 0.03% | +65+0.9% | Added |
| Virginia Retirement Systems Et Al | 6,700 | $225.0K | 0.00% | +6,700 | New |
| AlphaCrest Capital Management LLC | 6,769 | $227.0K | 0.01% | −9,812−59.2% | Reduced |
| NEXT Financial Group, Inc | 7,073 | $237.0K | 0.02% | +71+1.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,459 | $250.0K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 7,500 | $252.0K | 0.02% | +7,500 | New |
| Franklin Resources Inc | 7,540 | $253.0K | 0.00% | +1,916+34.1% | Added |
| Marshall Wace, LLP | 8,497 | $285.0K | 0.00% | +8,497 | New |
| Proficio Capital Partners LLC | 8,603 | $289.0K | 0.04% | 00.0% | Unchanged |
| MML Investors Services, LLC | 8,724 | $293.0K | 0.00% | +649+8.0% | Added |
| Prudential Financial Inc | 8,488 | $304.0K | 0.00% | +440+5.5% | Added |
| ProShare Advisors LLC | 9,178 | $308.0K | 0.00% | −9,434−50.7% | Reduced |
| Victory Capital Management Inc | 9,178 | $308.0K | 0.00% | −671−6.8% | Reduced |
| Cubist Systematic Strategies, LLC | 9,561 | $321.0K | 0.00% | −110,218−92.0% | Reduced |
| Blueshift Asset Management, LLC | 9,566 | $321.0K | 0.02% | −9,105−48.8% | Reduced |
| Public Employees Retirement Association of Colorado | 9,822 | $330.0K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 9,960 | $334.0K | 0.05% | 00.0% | Unchanged |
| Toroso Investments, LLC | 10,328 | $346.0K | 0.01% | −6,953−40.2% | Reduced |
| The PNC Financial Services Group, Inc. | 10,559 | $355.0K | 0.00% | 00.0% | Unchanged |
| Spearhead Capital Advisors, LLC | 10,750 | $361.0K | 0.05% | −45−0.4% | Reduced |
| Simplex Trading, LLC | 8,793 | $363.0K | 0.01% | +100+1.2% | Added |
| First Mercantile Trust Co | 10,844 | $364.0K | 0.05% | −740−6.4% | Reduced |
| Fulcrum Asset Management LLP | – | $364.0K | 0.18% | – | New |