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, Q4 2021
Institutional positions in 2U, LLC as of Dec 31, 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
- 240
- −15 vs. Q3 2021
- Shares held
- 82.9M
- −2.79M (−3.3%) vs. Q3 2021
- Total value
- $1.66B
- −$1.21B (−42.2%) vs. Q3 2021
- New holders
- 46
- 72 more added
- Sold out
- 61
- 86 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding 2U, LLC; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cutler Group LP | 15 | $0 | 0.00% | −49−76.6% | Reduced |
| First Manhattan Co | 48 | $0 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9 | $0 | 0.00% | +9 | New |
| Schubert & Co | 5 | $0 | 0.00% | +5 | New |
| Covestor Ltd | 18 | $0 | 0.00% | +18 | New |
| Harbour Investments, Inc. | 32 | $1.00K | 0.00% | −987−96.9% | Reduced |
| Private Capital Group, LLC | 60 | $1.00K | 0.00% | −171−74.0% | Reduced |
| FMR LLC | 31 | $1.00K | 0.00% | −68−68.7% | Reduced |
| Smithfield Trust Co | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 62 | $1.00K | 0.00% | +62 | New |
| Motley Fool Asset Management LLC | 34 | $1.00K | 0.00% | +34 | New |
| Surevest, LLC | 58 | $1.00K | 0.00% | +58 | New |
| BerganKDV Wealth Management, LLC | 46 | $1.00K | 0.00% | +46 | New |
| Sierra Capital LLC | 41 | $1.00K | 0.00% | +41 | New |
| Amplius Wealth Advisors, LLC | 92 | $1.00K | 0.00% | +92 | New |
| Sutton Wealth Advisors Inc. | 55 | $1.10K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 79 | $2.00K | 0.00% | −12−13.2% | Reduced |
| Spire Wealth Management | 82 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 105 | $2.00K | 0.00% | +48+84.2% | Added |
| Bell Investment Advisors, Inc | 116 | $2.00K | 0.00% | +102+728.6% | Added |
| TD Private Client Wealth LLC | 104 | $2.09K | 0.00% | −2,413−95.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 125 | $2.51K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 125 | $3.00K | 0.00% | −108−46.4% | Reduced |
| Wolverine Asset Management LLC | 198 | $3.00K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 125 | $3.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 139 | $3.00K | 0.00% | +51+58.0% | Added |
| EverSource Wealth Advisors, LLC | 172 | $3.00K | 0.00% | +172 | New |
| TCI Wealth Advisors, Inc. | 197 | $4.00K | 0.00% | +57+40.7% | Added |
| Blue Bell Private Wealth Management, LLC | 200 | $4.00K | 0.00% | +200 | New |
| CWM, LLC | 215 | $4.00K | 0.00% | +215 | New |
| Nisa Investment Advisors, LLC | 370 | $6.00K | 0.00% | −700−65.4% | Reduced |
| Baillie Gifford & Co | 319 | $6.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 318 | $6.00K | 0.00% | +318 | New |
| Simplex Trading, LLC | 360 | $7.00K | 0.00% | −8,433−95.9% | Reduced |
| Sageworth Trust Co | 341 | $7.00K | 0.00% | −1,138−76.9% | Reduced |
| Carroll Financial Associates, Inc. | 347 | $7.00K | 0.00% | −1−0.3% | Reduced |
| KRS Capital Management, LLC | 350 | $7.00K | 0.01% | +350 | New |
| Migdal Insurance & Financial Holdings Ltd. | 414 | $8.00K | 0.00% | −14,756−97.3% | Reduced |
| Benjamin Edwards Inc | 459 | $9.00K | 0.00% | −76−14.2% | Reduced |
| Concord Wealth Partners | 447 | $9.00K | 0.00% | +87+24.2% | Added |
| Steward Partners Investment Advisory, LLC | 499 | $10.0K | 0.00% | −11,185−95.7% | Reduced |
| Huntington National Bank | 516 | $10.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 484 | $10.0K | 0.00% | +474+4,740.0% | Added |
| Confluence Wealth Services, Inc. | 514 | $10.0K | 0.00% | +514 | New |
| Rockefeller Capital Management L.P. | 631 | $11.0K | 0.00% | −65−9.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 774 | $16.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 800 | $16.0K | 0.01% | +360+81.8% | Added |
| Banque Cantonale Vaudoise | 900 | $18.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 862 | $18.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 935 | $18.8K | 0.00% | −396−29.8% | Reduced |
| Johnson Financial Group, Inc. | 1,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 1,000 | $20.0K | 0.01% | +1,000 | New |
| Heritage Wealth Advisors | 1,100 | $22.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 1,133 | $23.0K | 0.04% | +1,133 | New |
| Clearstead Advisors, LLC | 1,196 | $24.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,289 | $26.0K | 0.00% | +262+25.5% | Added |
| Tower Research Capital LLC (TRC) | 1,453 | $29.0K | 0.00% | −3,877−72.7% | Reduced |
| Proequities, Inc. | 1,485 | $30.0K | 0.00% | −126−7.8% | Reduced |
| First Horizon Advisors, Inc. | 1,758 | $34.0K | 0.00% | −50−2.8% | Reduced |
| Captrust Financial Advisors | 1,978 | $40.0K | 0.00% | −11,529−85.4% | Reduced |
| Canada Pension Plan Investment Board | 2,009 | $40.0K | 0.00% | +572+39.8% | Added |
| Fifth Third Bancorp | 2,053 | $41.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 2,451 | $49.0K | 0.00% | +2,451 | New |
| Parkside Financial Bank & Trust | 2,478 | $50.0K | 0.01% | −200−7.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 3,095 | $62.0K | 0.00% | +3,095 | New |
| Macquarie Group Ltd | 3,592 | $72.0K | 0.00% | −323,929−98.9% | Reduced |
| Geneos Wealth Management Inc. | 3,950 | $79.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,466 | $90.0K | 0.00% | −6,093−57.7% | Reduced |
| Vienna Asset Management LLC | 4,577 | $92.0K | 0.08% | +4,577 | New |
| Ameritas Investment Partners, Inc. | 5,625 | $113.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 5,883 | $118.0K | 0.00% | +136+2.4% | Added |
| NEXT Financial Group, Inc | 8,142 | $163.0K | 0.01% | +1,069+15.1% | Added |
| Ensign Peak Advisors, Inc | 8,280 | $166.0K | 0.00% | +8,280 | New |
| Public Employees Retirement Association of Colorado | 9,822 | $197.0K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 10,000 | $201.0K | 0.00% | +3,300+49.3% | Added |
| Erste Asset Management GmbH | 10,578 | $211.6K | 0.00% | −4,150−28.2% | Reduced |
| Centiva Capital, LP | 10,722 | $215.0K | 0.01% | −143−1.3% | Reduced |
| Park Avenue Securities LLC | 10,931 | $219.0K | 0.00% | −1,021−8.5% | Reduced |
| Spearhead Capital Advisors, LLC | 10,922 | $219.0K | 0.03% | +172+1.6% | Added |
| Yorktown Management & Research Co Inc | 10,920 | $219.0K | 0.15% | +10,920 | New |
| Villere St Denis J & Co LLC | 11,000 | $220.0K | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 8,037 | $225.0K | 0.00% | −451−5.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,352 | $228.0K | 0.00% | +3,893+52.2% | Added |
| American Trust | 11,378 | $228.0K | 0.02% | +11,378 | New |
| Man Group plc | 11,420 | $230.0K | 0.00% | −8,080−41.4% | Reduced |
| Principal Financial Group Inc | 11,447 | $230.0K | 0.00% | −2,220−16.2% | Reduced |
| Amalgamated Bank | 12,217 | $245.0K | 0.00% | −25−0.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 12,249 | $246.0K | 0.01% | −256−2.0% | Reduced |
| Axxcess Wealth Management, LLC | 12,611 | $253.0K | 0.02% | +12,611 | New |
| Pluribus Labs, LLC | 12,733 | $256.0K | 0.27% | +12,733 | New |
| Caption Management, LLC | 12,792 | $257.0K | 0.02% | +12,792 | New |
| American Portfolios Advisors | 13,273 | $266.4K | 0.01% | −784−5.6% | Reduced |
| Ironwood Investment Management LLC | 13,465 | $270.0K | 0.13% | −137−1.0% | Reduced |
| Twinbeech Capital LP | 13,554 | $272.0K | 0.02% | +13,554 | New |
| SG Americas Securities, LLC | 14,113 | $283.0K | 0.00% | −10,762−43.3% | Reduced |
| Handelsbanken Fonder AB | 14,316 | $287.0K | 0.00% | 00.0% | Unchanged |