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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 29,773 | $395.4K | 0.00% | −6,982−19.0% | Reduced |
| Ellevest, Inc. | 29,774 | $395.0K | 0.03% | 00.0% | Unchanged |
| Ergoteles LLC | 29,597 | $393.0K | 0.01% | −7,842−20.9% | Reduced |
| Voya Investment Management LLC | 28,552 | $379.0K | 0.00% | +763+2.7% | Added |
| Penbrook Management LLC | 27,670 | $367.0K | 0.24% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 27,099 | $360.0K | 0.00% | −42,601−61.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 26,380 | $350.0K | 0.00% | −3,314−11.2% | Reduced |
| LPL Financial LLC | 25,846 | $343.0K | 0.00% | −14,187−35.4% | Reduced |
| Erste Asset Management GmbH | 26,078 | $341.1K | 0.01% | +15,500+146.5% | Added |
| HSBC Holdings PLC | 25,317 | $336.0K | 0.00% | −1,910−7.0% | Reduced |
| Yorktown Management & Research Co Inc | 24,050 | $319.0K | 0.27% | +13,130+120.2% | Added |
| M&T Bank Corp | 23,078 | $306.0K | 0.00% | −24,855−51.9% | Reduced |
| Mirador Capital Partners LP | 22,915 | $304.0K | 0.06% | +22,915 | New |
| Transcend Wealth Collective, LLC | 22,500 | $299.0K | 0.03% | +22,500 | New |
| Public Employees Retirement System of Ohio | 21,980 | $292.0K | 0.00% | +21,980 | New |
| Stifel Financial Corp | 21,571 | $287.0K | 0.00% | −78,510−78.4% | Reduced |
| Holocene Advisors, LP | 21,492 | $285.0K | 0.00% | −76,256−78.0% | Reduced |
| Jane Street Group, LLC | 21,166 | $281.0K | 0.00% | −45,412−68.2% | Reduced |
| Duality Advisers, LP | 21,072 | $280.0K | 0.03% | −74,568−78.0% | Reduced |
| Yarbrough Capital, LLC | 20,997 | $279.0K | 0.02% | +4,700+28.8% | Added |
| Bank of Montreal | 21,013 | $275.0K | 0.00% | +21,013 | New |
| Arizona State Retirement System | 20,374 | $271.0K | 0.00% | +291+1.4% | Added |
| First Trust Advisors LP | 20,057 | $266.0K | 0.00% | +5,092+34.0% | Added |
| Jefferies Group LLC | 19,000 | $252.3K | 0.01% | +19,000 | New |
| Vontobel Holding Ltd. | 18,800 | $250.0K | 0.00% | +1,496+8.6% | Added |
| Caxton Associates LP | 17,231 | $229.0K | 0.02% | +17,231 | New |
| PEAK6 Investments LLC | 17,024 | $226.0K | 0.01% | −7,831−31.5% | Reduced |
| Cim Investment Mangement Inc | 16,431 | $218.0K | 0.07% | +16,431 | New |
| Spearhead Capital Advisors, LLC | 15,938 | $212.0K | 0.03% | +5,016+45.9% | Added |
| Teacher Retirement System of Texas | 15,404 | $205.0K | 0.00% | +741+5.1% | Added |
| Janus Henderson Group PLC | 15,023 | $199.0K | 0.00% | −13,447−47.2% | Reduced |
| Franklin Resources Inc | 14,886 | $197.0K | 0.00% | +14,886 | New |
| Handelsbanken Fonder AB | 14,316 | $190.0K | 0.00% | 00.0% | Unchanged |
| American Trust | 14,257 | $189.0K | 0.01% | +2,879+25.3% | Added |
| Ironwood Investment Management LLC | 14,123 | $188.0K | 0.10% | +658+4.9% | Added |
| American Portfolios Advisors | 13,680 | $181.7K | 0.01% | +407+3.1% | Added |
| ProShare Advisors LLC | 13,626 | $181.0K | 0.00% | −2,238−14.1% | Reduced |
| Toroso Investments, LLC | 13,264 | $176.0K | 0.01% | −4,235−24.2% | Reduced |
| STRS Ohio | 13,100 | $173.0K | 0.00% | +13,100 | New |
| Corton Capital Inc. | 12,313 | $164.0K | 0.07% | +12,313 | New |
| UBS Group AG | 12,280 | $163.0K | 0.00% | −143,397−92.1% | Reduced |
| Principal Financial Group Inc | 12,166 | $162.0K | 0.00% | +719+6.3% | Added |
| 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 |
| 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 |
| Villere St Denis J & Co LLC | 11,000 | $146.0K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 10,465 | $139.0K | 0.00% | +10,465 | New |
| Wolverine Trading, LLC | 10,474 | $137.0K | 0.00% | +10,474 | New |
| 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 |
| Public Employees Retirement Association of Colorado | 9,822 | $130.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 9,475 | $125.8K | 0.00% | −8,412−47.0% | Reduced |
| Ensign Peak Advisors, Inc | 8,280 | $110.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,503 | $86.0K | 0.00% | −97,208−93.7% | Reduced |
| Advisor Group Holdings, Inc. | 7,496 | $84.0K | 0.00% | −18,766−71.5% | Reduced |
| Ameritas Investment Partners, Inc. | 5,625 | $75.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 5,125 | $68.0K | 0.00% | −758−12.9% | Reduced |
| Metropolitan Life Insurance Co | 4,610 | $61.2K | 0.00% | −15,021−76.5% | Reduced |
| US Bancorp | 4,140 | $55.0K | 0.00% | −14,284−77.5% | Reduced |
| Macquarie Group Ltd | 3,592 | $48.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,806 | $38.0K | 0.00% | +1,353+93.1% | Added |
| IFP Advisors, Inc | 1,196 | $33.0K | 0.00% | +334+38.7% | Added |
| National Bank of Canada | 2,400 | $32.0K | 0.00% | −51−2.1% | Reduced |
| Banque Cantonale Vaudoise | 2,000 | $27.0K | 0.00% | +1,100+122.2% | Added |
| Cutler Group LP | 2,013 | $26.0K | 0.00% | +1,998+13,320.0% | Added |
| Geneos Wealth Management Inc. | 1,702 | $22.0K | 0.00% | −2,248−56.9% | Reduced |
| Captrust Financial Advisors | 1,212 | $16.0K | 0.00% | −766−38.7% | Reduced |
| 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 |
| Signaturefd, LLC | 1,072 | $14.0K | 0.00% | +967+921.0% | 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 |
| 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 |
| 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 |
| Newbridge Financial Services Group, Inc. | 595 | $8.00K | 0.00% | +111+22.9% | Added |
| Lindbrook Capital, LLC | 618 | $8.00K | 0.00% | +618 | New |
| Concord Wealth Partners | 555 | $7.00K | 0.00% | +108+24.2% | Added |
| Tortoise Investment Management, LLC | 500 | $7.00K | 0.00% | +500 | New |
| Benjamin Edwards Inc | 453 | $6.00K | 0.00% | −6−1.3% | 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 |
| Koshinski Asset Management, Inc. | 360 | $4.78K | 0.00% | −575−61.5% | Reduced |
| 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 |
| 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 |
| Wolverine Asset Management LLC | 198 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 168 | $2.00K | 0.00% | +168 | New |
| Federation des caisses Desjardins du Quebec | 125 | $1.66K | 0.00% | 00.0% | Unchanged |