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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.

Q4 2021 vs. Q3 2021

How the institutions holding 2U, LLC changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of TWOU: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders2594240−15
Shares85.7M15.7K82.9M−2.79M (−3.3%)
Value$2.87B$528.0K$1.66B−$1.21B (−42.2%)

4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (46)

Institutions that held 2U, LLC at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to TWOU in Q4 2021
InstitutionSharesValue% of portfolio
Healthcare of Ontario Pension Plan Trust Fund634,200$12.7M0.03%
Jacobs Levy Equity Management, Inc233,091$4.68M0.03%
Liontrust Investment Partners LLP180,000$3.61M0.04%
Equius Partners, Inc.130,720$2.62M1.11%
Engineers Gate Manager LP119,380$2.40M0.11%
Renaissance Technologies LLC100,800$2.02M0.00%
Holocene Advisors, LP97,748$1.96M0.01%
Duality Advisers, LP95,640$1.92M0.21%
Dynamic Technology Lab Private Ltd60,201$1.21M0.13%
Boothbay Fund Management, LLC47,573$955.0K0.03%
Ergoteles LLC37,439$751.0K0.03%
Jump Financial, LLC33,295$668.0K0.04%
Allspring Global Investments Holdings, LLC29,694$595.0K0.00%
Nomura Holdings Inc28,556$574.0K0.00%
Campbell & CO Investment Adviser LLC25,250$507.0K0.17%
PEAK6 Investments LLC24,855$499.0K0.01%
Qube Research & Technologies Ltd21,887$439.0K0.00%
Paloma Partners Management Co21,551$433.0K0.01%
Yarbrough Capital, LLC16,297$327.0K0.02%
Twinbeech Capital LP13,554$272.0K0.02%
Caption Management, LLC12,792$257.0K0.02%
Pluribus Labs, LLC12,733$256.0K0.27%
Axxcess Wealth Management, LLC12,611$253.0K0.02%
American Trust11,378$228.0K0.02%
Yorktown Management & Research Co Inc10,920$219.0K0.15%
Ensign Peak Advisors, Inc8,280$166.0K0.00%
Vienna Asset Management LLC4,577$92.0K0.08%
Bank Julius Baer & Co. Ltd, Zurich3,095$62.0K0.00%
National Bank of Canada2,451$49.0K0.00%
Sageworth Trust Co of South Dakota1,133$23.0K0.04%
Dixon Hughes Goodman Wealth Advisors LLC1,000$20.0K0.01%
Confluence Wealth Services, Inc.514$10.0K0.00%
KRS Capital Management, LLC350$7.00K0.01%
Eagle Bay Advisors LLC318$6.00K0.00%
Blue Bell Private Wealth Management, LLC200$4.00K0.00%
CWM, LLC215$4.00K0.00%
EverSource Wealth Advisors, LLC172$3.00K0.00%
Northwestern Mutual Wealth Management Co62$1.00K0.00%
Motley Fool Asset Management LLC34$1.00K0.00%
Surevest, LLC58$1.00K0.00%
BerganKDV Wealth Management, LLC46$1.00K0.00%
Sierra Capital LLC41$1.00K0.00%
Amplius Wealth Advisors, LLC92$1.00K0.00%
JFS Wealth Advisors, LLC9$00.00%
Schubert & Co5$00.00%
Covestor Ltd18$00.00%

Sold out (61)

Institutions that held 2U, LLC at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of TWOU in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
TimesSquare Capital Management, LLC1,386,355$46.5M
Melqart Asset Management (UK) Ltd640,371$21.5M
Silvercrest Asset Management Group LLC527,172$17.7M
Westfield Capital Management Co LP446,378$15.0M
Tenzing Global Management, LLC300,000$10.1M
Premier Fund Managers Ltd181,381$6.06M
Tudor Investment Corp Et Al126,140$4.24M
Granite Investment Partners, LLC119,047$4.00M
State of New Jersey Common Pension Fund D74,690$2.51M
Amitell Capital Pte Ltd63,842$2.14M
M&G Investment Management Ltd53,877$1.83M
Bank of Montreal44,437$1.50M
Mirador Capital Partners LP40,380$1.36M
Gsa Capital Partners LLP37,388$1.25M
ExodusPoint Capital Management, LP28,230$948.0K
Picton Mahoney Asset Management27,820$935.0K
Seven Eight Capital, LP27,135$911.0K
Cresset Asset Management, LLC26,312$883.0K
Essex Investment Management Co LLC21,482$721.0K
Icon Wealth Partners, LLC20,961$704.0K
Juncture Wealth Strategies, LLC18,964$637.0K
Wedbush Securities Inc16,891$567.0K
Element Pointe Advisors, LLC13,807$464.0K
Rathbone Brothers plc13,300$446.0K
Ameriprise Financial Inc12,505$420.0K
Tiedemann Advisors, LLC12,000$403.0K
Transcend Wealth Collective, LLC12,060$375.0K
Pearl River Capital, LLC10,999$369.0K
Wrapmanager Inc10,943$367.0K
Wellington Shields Capital Management, LLC9,960$334.0K
Blueshift Asset Management, LLC9,566$321.0K
Victory Capital Management Inc9,178$308.0K
MML Investors Services, LLC8,724$293.0K
Proficio Capital Partners LLC8,603$289.0K
Franklin Resources Inc7,540$253.0K
CAPROCK Group, Inc.7,500$252.0K
We Are One Seven, LLC7,185$212.0K
Mount Yale Investment Advisors, LLC6,279$211.0K
Commonwealth Equity Services, LLC6,114$205.0K
Silicon Hills Wealth Management, LLC6,003$202.0K
Maverick Capital LtdSuperinvestorMaverick Capital2,663$89.0K
Point72 Hong Kong Ltd2,583$87.0K
First Pacific Advisors, LP2,295$77.0K
O'Shaughnessy Asset Management, LLC1,954$66.0K
Daiwa Securities Group Inc.1,365$46.0K
Global Retirement Partners, LLC1,172$39.0K
EMC Capital Management1,190$35.0K
Neo Ivy Capital Management762$29.0K
Psagot Value Holdings Ltd. / (Israel)584$20.0K
Arkadios Wealth Advisors515$17.0K
Tradition Wealth Management, LLC442$15.0K
Dark Forest Capital Management LP383$13.0K
Clean Yield Group344$12.0K
Covington Capital Management200$7.00K
Exane Derivatives130$4.36K
Plante Moran Financial Advisors, LLC124$4.00K
Meeder Asset Management Inc92$3.00K
Pacifica Partners Inc.50$2.00K
Perkins Coie Trust Co40$1.00K
Brewin Dolphin Ltd27$906
SRS Capital Advisors, Inc.14$0

Not filed for Q4 2021 yet (4)

Institutions that held 2U, LLC at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding TWOU in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
First Mercantile Trust Co10,844$364.0K
Heritage Wealth Management, LLC4,212$141.0K
Psagot Investment House Ltd.584$20.0K
Berman Capital Advisors, LLC106$3.00K