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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding 2U, LLC; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 45 | $0 | 0.00% | −471−91.3% | Reduced |
| Quadrant Capital Group LLC | 54 | $0 | 0.00% | −25−31.6% | 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 | 15 | $0 | 0.00% | +6+66.7% | Added |
| Schubert & Co | 6 | $0 | 0.00% | +1+20.0% | Added |
| Covestor Ltd | 14 | $0 | 0.00% | −4−22.2% | Reduced |
| Meeder Asset Management Inc | 31 | $0 | 0.00% | +31 | New |
| Disciplined Investments, LLC | 6 | $0 | 0.00% | +6 | New |
| Cordant, Inc. | 13 | $0 | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Quent Capital, LLC | 36 | $0 | 0.00% | +36 | New |
| Exane Derivatives | 7 | $93 | 0.00% | +7 | New |
| TD Private Client Wealth LLC | 20 | $266 | 0.00% | −84−80.8% | Reduced |
| Glassman Wealth Services | 98 | $1.00K | 0.00% | −27−21.6% | Reduced |
| FinTrust Capital Advisors, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 105 | $1.00K | 0.00% | +105 | New |
| SRS Capital Advisors, Inc. | 66 | $1.00K | 0.00% | +66 | New |
| Heritage Wealth Management, LLC | 80 | $1.00K | 0.00% | +80 | New |
| Federation des caisses Desjardins du Quebec | 125 | $1.66K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 198 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 168 | $2.00K | 0.00% | +168 | New |
| The PNC Financial Services Group, Inc. | 224 | $3.00K | 0.00% | −4,242−95.0% | Reduced |
| Proequities, Inc. | 200 | $3.00K | 0.00% | −1,285−86.5% | Reduced |
| Sageworth Trust Co of South Dakota | 208 | $3.00K | 0.01% | −925−81.6% | Reduced |
| Evoke Wealth, LLC | 233 | $3.00K | 0.00% | +233 | New |
| Simplex Trading, LLC | 360 | $4.00K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 319 | $4.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 300 | $4.00K | 0.00% | +100+50.0% | Added |
| Koshinski Asset Management, Inc. | 360 | $4.78K | 0.00% | −575−61.5% | Reduced |
| Rockefeller Capital Management L.P. | 442 | $5.00K | 0.00% | −189−30.0% | Reduced |
| Manchester Capital Management LLC | 351 | $5.00K | 0.00% | +212+152.5% | Added |
| Prospera Financial Services Inc | 383 | $5.00K | 0.00% | +383 | New |
| Elequin Capital LP | 363 | $5.00K | 0.00% | +363 | New |
| FourThought Financial, LLC | 350 | $5.00K | 0.00% | +350 | New |
| Benjamin Edwards Inc | 453 | $6.00K | 0.00% | −6−1.3% | Reduced |
| Concord Wealth Partners | 555 | $7.00K | 0.00% | +108+24.2% | Added |
| Tortoise Investment Management, LLC | 500 | $7.00K | 0.00% | +500 | New |
| Newbridge Financial Services Group, Inc. | 595 | $8.00K | 0.00% | +111+22.9% | Added |
| Lindbrook Capital, LLC | 618 | $8.00K | 0.00% | +618 | New |
| Migdal Insurance & Financial Holdings Ltd. | 702 | $9.00K | 0.00% | +288+69.6% | Added |
| CWM, LLC | 705 | $9.00K | 0.00% | +490+227.9% | Added |
| Antonetti Capital Management LLC | 800 | $11.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 800 | $11.0K | 0.00% | +430+116.2% | Added |
| Canada Pension Plan Investment Board | 1,005 | $13.0K | 0.00% | −1,004−50.0% | Reduced |
| Johnson Financial Group, Inc. | 1,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 1,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,072 | $14.0K | 0.00% | +967+921.0% | Added |
| Parallel Advisors, LLC | 1,131 | $15.0K | 0.00% | −158−12.3% | Reduced |
| Heritage Wealth Advisors | 1,100 | $15.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,212 | $16.0K | 0.00% | −766−38.7% | Reduced |
| Geneos Wealth Management Inc. | 1,702 | $22.0K | 0.00% | −2,248−56.9% | Reduced |
| Cutler Group LP | 2,013 | $26.0K | 0.00% | +1,998+13,320.0% | Added |
| Banque Cantonale Vaudoise | 2,000 | $27.0K | 0.00% | +1,100+122.2% | Added |
| National Bank of Canada | 2,400 | $32.0K | 0.00% | −51−2.1% | Reduced |
| IFP Advisors, Inc | 1,196 | $33.0K | 0.00% | +334+38.7% | Added |
| Tower Research Capital LLC (TRC) | 2,806 | $38.0K | 0.00% | +1,353+93.1% | Added |
| Macquarie Group Ltd | 3,592 | $48.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,140 | $55.0K | 0.00% | −14,284−77.5% | Reduced |
| Metropolitan Life Insurance Co | 4,610 | $61.2K | 0.00% | −15,021−76.5% | Reduced |
| Shell Asset Management Co | 5,125 | $68.0K | 0.00% | −758−12.9% | Reduced |
| Ameritas Investment Partners, Inc. | 5,625 | $75.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,496 | $84.0K | 0.00% | −18,766−71.5% | Reduced |
| Royal Bank of Canada | 6,503 | $86.0K | 0.00% | −97,208−93.7% | Reduced |
| Ensign Peak Advisors, Inc | 8,280 | $110.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 9,475 | $125.8K | 0.00% | −8,412−47.0% | Reduced |
| Public Employees Retirement Association of Colorado | 9,822 | $130.0K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 10,000 | $133.0K | 0.00% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 10,000 | $133.0K | 0.01% | +10,000 | New |
| Wolverine Trading, LLC | 10,474 | $137.0K | 0.00% | +10,474 | New |
| Federated Hermes, Inc. | 10,465 | $139.0K | 0.00% | +10,465 | New |
| Villere St Denis J & Co LLC | 11,000 | $146.0K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 11,215 | $149.0K | 0.00% | −275,709−96.1% | Reduced |
| Axxcess Wealth Management, LLC | 11,214 | $149.0K | 0.01% | −1,397−11.1% | Reduced |
| Amalgamated Bank | 11,354 | $151.0K | 0.00% | −863−7.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,352 | $151.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Financial Corp. | 11,354 | $151.0K | 0.00% | +11,354 | New |
| Principal Financial Group Inc | 12,166 | $162.0K | 0.00% | +719+6.3% | Added |
| UBS Group AG | 12,280 | $163.0K | 0.00% | −143,397−92.1% | Reduced |
| Corton Capital Inc. | 12,313 | $164.0K | 0.07% | +12,313 | New |
| STRS Ohio | 13,100 | $173.0K | 0.00% | +13,100 | New |
| Toroso Investments, LLC | 13,264 | $176.0K | 0.01% | −4,235−24.2% | Reduced |
| ProShare Advisors LLC | 13,626 | $181.0K | 0.00% | −2,238−14.1% | Reduced |
| American Portfolios Advisors | 13,680 | $181.7K | 0.01% | +407+3.1% | Added |
| Ironwood Investment Management LLC | 14,123 | $188.0K | 0.10% | +658+4.9% | Added |
| American Trust | 14,257 | $189.0K | 0.01% | +2,879+25.3% | Added |
| Handelsbanken Fonder AB | 14,316 | $190.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 14,886 | $197.0K | 0.00% | +14,886 | New |
| Janus Henderson Group PLC | 15,023 | $199.0K | 0.00% | −13,447−47.2% | Reduced |
| Teacher Retirement System of Texas | 15,404 | $205.0K | 0.00% | +741+5.1% | Added |
| Spearhead Capital Advisors, LLC | 15,938 | $212.0K | 0.03% | +5,016+45.9% | Added |
| Cim Investment Mangement Inc | 16,431 | $218.0K | 0.07% | +16,431 | New |
| PEAK6 Investments LLC | 17,024 | $226.0K | 0.01% | −7,831−31.5% | Reduced |
| Caxton Associates LP | 17,231 | $229.0K | 0.02% | +17,231 | New |
| Vontobel Holding Ltd. | 18,800 | $250.0K | 0.00% | +1,496+8.6% | Added |
| Jefferies Group LLC | 19,000 | $252.3K | 0.01% | +19,000 | New |
| First Trust Advisors LP | 20,057 | $266.0K | 0.00% | +5,092+34.0% | Added |
| Arizona State Retirement System | 20,374 | $271.0K | 0.00% | +291+1.4% | Added |
| Bank of Montreal | 21,013 | $275.0K | 0.00% | +21,013 | New |