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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.

13F holders, Q1 2022

Institutional positions in 2U, LLC as of Mar 31, 2022. 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
220
−16 vs. Q4 2021
Shares held
79.9M
−3.03M (−3.7%) vs. Q4 2021
Total value
$1.06B
−$601.5M (−36.2%) vs. Q4 2021
New holders
46
77 more added
Sold out
62
70 more reduced

4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2022: 220 institutions
Q1 2021: 272 institutionsQ2 2021: 273 institutionsQ3 2021: 259 institutionsQ4 2021: 240 institutionsQ1 2022: 220 institutionsQ2 2022: 189 institutionsQ3 2022: 198 institutionsQ4 2022: 190 institutionsQ1 2023: 177 institutionsQ2 2023: 167 institutionsQ3 2023: 156 institutionsQ4 2023: 126 institutionsQ1 2024: 89 institutionsQ2 2024: 59 institutionsQ3 2024: 2 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ1 2022: $1.06B
Q1 2021: $3.26BQ2 2021: $3.59BQ3 2021: $2.87BQ4 2021: $1.66BQ1 2022: $1.06BQ2 2022: $812.5MQ3 2022: $501.3MQ4 2022: $485.8MQ1 2023: $552.4MQ2 2023: $300.6MQ3 2023: $179.4MQ4 2023: $82.7MQ1 2024: $19.7MQ2 2024: $5.44MQ3 2024: $58Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding TWOU and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20242$58
Q2 202459$5.44M
Q1 202489$19.7M
Q4 2023126$82.7M
Q3 2023156$179.4M
Q2 2023167$300.6M
Q1 2023177$552.4M
Q4 2022190$485.8M
Q3 2022198$501.3M
Q2 2022189$812.5M
Q1 2022220$1.06B
Q4 2021240$1.66B
Q3 2021259$2.87B
Q2 2021273$3.59B
Q1 2021272$3.26B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding 2U, LLC; share changes are against Q4 2021.

Institutions holding TWOU in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
ARK Investment Management LLCSuperinvestorARK Invest9,186,461$122.0M0.51%+236,995+2.6%Added
Vanguard Group Inc7,013,123$93.1M0.00%+397,314+6.0%Added
BlackRock Inc.6,375,637$84.7M0.00%−29,627−0.5%Reduced
Greenvale Capital LLP5,838,269$77.5M9.83%+948,269+19.4%Added
Sumitomo Mitsui Trust Holdings, Inc.5,733,984$76.1M0.05%+460,723+8.7%Added
Nikko Asset Management Americas, Inc.5,733,984$74.5M0.55%+460,723+8.7%Added
ArrowMark Colorado Holdings LLC5,512,182$73.2M0.64%−2,284,602−29.3%Reduced
Morgan Stanley2,721,440$36.1M0.00%+1,251,061+85.1%Added
Credit Suisse AG2,162,137$28.7M0.02%+86,196+4.2%Added
Invesco Ltd.1,769,009$23.5M0.01%+177,100+11.1%Added
State Street Corp1,486,230$19.7M0.00%+39,959+2.8%Added
Bank of New York Mellon Corp1,461,914$19.4M0.00%+519,324+55.1%Added
D. E. Shaw & Co., Inc.1,412,717$18.8M0.02%+285,443+25.3%Added
Citigroup Inc1,376,701$18.3M0.02%−196,951−12.5%Reduced
Pictet Asset Management SA1,228,927$16.3M0.02%+268,353+27.9%Added
Jacobs Levy Equity Management, Inc1,224,912$16.3M0.11%+991,821+425.5%Added
Geode Capital Management, LLC1,190,328$15.8M0.00%−394,697−24.9%Reduced
Nordea Investment Management AB1,120,764$14.8M0.02%+676,511+152.3%Added
Wellington Management Group LLP773,207$10.3M0.00%+114,854+17.4%Added
Frontier Capital Management Co LLC747,887$9.93M0.09%+156,000+26.4%Added
Northern Trust Corp739,923$9.83M0.00%−199,062−21.2%Reduced
Mirae Asset Global Investments Co., Ltd.738,197$9.80M0.02%−64,019−8.0%Reduced
Norges Bank652,984$8.67M0.00%−13,134−2.0%Reduced
Great West Life Assurance Co623,618$8.48M0.02%+301,269+93.5%Added
Two Sigma Advisers, LP629,400$8.36M0.02%+350,100+125.3%Added
Voloridge Investment Management, LLC548,518$7.28M0.04%+501,176+1,058.6%Added
Charles Schwab Investment Management Inc544,499$7.23M0.00%+16,795+3.2%Added
Dimensional Fund Advisors LP537,212$7.13M0.00%−5,901−1.1%Reduced
FMR LLC442,550$5.88M0.00%+442,519+1,427,480.6%Added
Two Sigma Investments, LP439,699$5.84M0.02%+326,411+288.1%Added
Sycomore Asset Management429,649$5.83M1.02%+69,685+19.4%Added
Blair William & Co420,322$5.58M0.02%+2,167+0.5%Added
Healthcare of Ontario Pension Plan Trust Fund418,300$5.55M0.02%−215,900−34.0%Reduced
DekaBank Deutsche Girozentrale411,882$5.39M0.01%+228,700+124.8%Added
Liontrust Investment Partners LLP370,000$4.91M0.06%+190,000+105.6%Added
Walleye Capital LLC334,102$4.44M0.13%+11,633+3.6%Added
Goldman Sachs Group Inc274,281$3.64M0.00%−132,618−32.6%Reduced
Fuller & Thaler Asset Management, Inc.264,450$3.51M0.02%+264,450New
Nuveen Asset Management, LLC278,523$3.30M0.00%+4,820+1.8%Added
Cubist Systematic Strategies, LLC215,069$2.86M0.02%+17,113+8.6%Added
Schonfeld Strategic Advisors LLC203,400$2.70M0.03%+166,100+445.3%Added
Bridgewater Associates, LP200,989$2.67M0.01%+48,544+31.8%Added
Guggenheim Capital LLC197,827$2.63M0.02%−106−0.1%Reduced
Occudo Quantitative Strategies LP196,231$2.61M0.22%+137,224+232.6%Added
Walleye Trading LLC186,752$2.48M0.05%−28,596−13.3%Reduced
Parametric Portfolio Associates LLC181,778$2.41M0.00%−12,443−6.4%Reduced
Swiss National Bank178,200$2.37M0.00%+13,800+8.4%Added
Bank of America Corp161,530$2.14M0.00%−289,731−64.2%Reduced
JPMorgan Chase & Co160,967$2.14M0.00%−1,974−1.2%Reduced
Victory Capital Management Inc158,470$2.10M0.00%+158,470New
Natixis152,182$2.02M0.01%−184,872−54.8%Reduced
River & Mercantile Asset Management LLP148,200$1.97M0.26%+148,200New
Jupiter Asset Management Ltd142,449$1.89M0.02%+142,449New
Capital Fund Management S.A.140,272$1.86M0.05%+27,334+24.2%Added
Equius Partners, Inc.130,720$1.74M0.75%00.0%Unchanged
Amitell Capital Pte Ltd118,834$1.58M1.14%+118,834New
Algert Global LLC113,491$1.51M0.10%+99,036+685.1%Added
Citadel Advisors LLC108,598$1.44M0.00%+37,557+52.9%Added
Blueshift Asset Management, LLC106,123$1.41M0.13%+106,123New
Renaissance Technologies LLC104,000$1.38M0.00%+3,200+3.2%Added
Gsa Capital Partners LLP95,304$1.27M0.17%+95,304New
California State Teachers Retirement System95,045$1.26M0.00%−7,609−7.4%Reduced
State of Wisconsin Investment Board94,150$1.25M0.00%00.0%Unchanged
Tocqueville Asset Management L.P.92,690$1.23M0.02%−1,800−1.9%Reduced
Weiss Multi-Strategy Advisers LLC91,743$1.22M0.03%+91,743New
Susquehanna International Group, LLP90,719$1.21M0.00%+65,246+256.1%Added
Jennison Associates LLC90,738$1.21M0.00%+90,738New
UBS Asset Management Americas Inc89,719$1.19M0.00%+455+0.5%Added
Alliancebernstein L.P.88,900$1.18M0.00%+194+0.2%Added
Gilder Gagnon Howe & Co LLC85,652$1.14M0.01%−92−0.1%Reduced
Rhumbline Advisers80,342$1.07M0.00%+281+0.4%Added
Primecap Management Co75,000$996.0K0.00%00.0%Unchanged
Kore Private Wealth LLC75,000$996.0K0.13%00.0%Unchanged
Ieq Capital, LLC70,332$934.0K0.02%+151+0.2%Added
Legal & General Group Plc66,314$880.0K0.00%+965+1.5%Added
Davy Global Fund Management Ltd60,814$808.0K0.13%+39,119+180.3%Added
Russell Investments Group, Ltd.60,274$800.0K0.00%+5,134+9.3%Added
Engineers Gate Manager LP58,050$771.0K0.03%−61,330−51.4%Reduced
Wells Fargo & Company58,088$771.0K0.00%−21,010−26.6%Reduced
Price T Rowe Associates Inc54,248$720.0K0.00%+11,418+26.7%Added
New York State Common Retirement Fund51,712$687.0K0.00%−138,218−72.8%Reduced
Jeneq Management, LP50,800$675.0K0.18%+50,800New
Panagora Asset Management Inc49,824$662.0K0.00%+49,824New
Marshall Wace, LLP48,046$638.0K0.00%−13,674−22.2%Reduced
Deutsche Bank AG47,805$635.0K0.00%−2,713−5.4%Reduced
Tudor Investment Corp Et Al47,852$635.0K0.02%+47,852New
Ameriprise Financial Inc45,123$600.0K0.00%+45,123New
Connor, Clark & Lunn Investment Management Ltd.40,290$535.0K0.00%−146,271−78.4%Reduced
Barclays PLC38,808$516.0K0.00%−77,851−66.7%Reduced
Man Group plc38,209$508.0K0.00%+26,789+234.6%Added
MetLife Investment Management37,181$493.8K0.00%+11,581+45.2%Added
Los Angeles Capital Management LLC36,956$491.0K0.00%+13,665+58.7%Added
HighTower Advisors, LLC36,216$482.0K0.00%−8,344−18.7%Reduced
American International Group, Inc.36,083$479.0K0.00%−2,539−6.6%Reduced
ExodusPoint Capital Management, LP34,697$461.0K0.01%+34,697New
Stephens Inc34,338$456.0K0.01%−331−1.0%Reduced
AQR Capital Management LLC34,575$455.0K0.00%+34,575New
Balyasny Asset Management LLC33,618$446.0K0.00%+33,618New
Eaton Vance Management33,002$438.0K0.00%+20.0%Added
State Board of Administration of Florida Retirement System31,413$417.0K0.00%00.0%Unchanged