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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, Q3 2022

Institutional positions in 2U, LLC as of Sep 30, 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
198
+9 vs. Q2 2022
Shares held
80.1M
+1.20M (+1.5%) vs. Q2 2022
Total value
$501.3M
−$311.2M (−38.3%) vs. Q2 2022
New holders
30
65 more added
Sold out
21
63 more reduced

Compare with Q2 2022: 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 holdersQ3 2022: 198 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 heldQ3 2022: $501.3M
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, Q3 2022

Shares, value and share of portfolio for each institution holding 2U, LLC; share changes are against Q2 2022.

Institutions holding TWOU in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
ARK Investment Management LLCSuperinvestorARK Invest9,412,719$58.8M0.41%−173,346−1.8%Reduced
Vanguard Group Inc7,153,185$44.7M0.00%+458,189+6.8%Added
BlackRock Inc.6,090,810$38.1M0.00%+97,036+1.6%Added
Greenvale Capital LLP5,934,270$37.1M4.66%+59,791+1.0%Added
Nikko Asset Management Americas, Inc.5,517,725$34.6M0.44%−77,772−1.4%Reduced
Sumitomo Mitsui Trust Holdings, Inc.5,517,725$34.5M0.03%−77,772−1.4%Reduced
Morgan Stanley4,165,007$26.0M0.00%+78,980+1.9%Added
D. E. Shaw & Co., Inc.2,408,533$15.1M0.03%+507,729+26.7%Added
ArrowMark Colorado Holdings LLC2,055,251$12.8M0.16%−3,198,913−60.9%Reduced
Credit Suisse AG1,648,025$10.3M0.01%−217,819−11.7%Reduced
Jacobs Levy Equity Management, Inc1,609,386$10.1M0.08%+108,530+7.2%Added
Bank of New York Mellon Corp1,577,531$9.86M0.00%+69,662+4.6%Added
Healthcare of Ontario Pension Plan Trust Fund1,571,300$9.82M0.05%+786,800+100.3%Added
State Street Corp1,555,595$9.72M0.00%+42,522+2.8%Added
Norges Bank1,457,533$9.11M0.00%+675,700+86.4%Added
Geode Capital Management, LLC1,389,990$8.69M0.00%+41,562+3.1%Added
Nordea Investment Management AB1,283,398$8.30M0.01%−4,768−0.4%Reduced
Invesco Ltd.1,142,951$7.14M0.00%−485,482−29.8%Reduced
Goldman Sachs Group Inc916,797$5.73M0.00%+686,010+297.2%Added
Mirae Asset Global Investments Co., Ltd.821,262$5.13M0.01%−34,753−4.1%Reduced
Northern Trust Corp732,222$4.58M0.00%−7,801−1.1%Reduced
Frontier Capital Management Co LLC723,127$4.52M0.05%−3,854−0.5%Reduced
JPMorgan Chase & Co711,201$4.44M0.00%+547,917+335.6%Added
Voloridge Investment Management, LLC709,926$4.44M0.02%−124,191−14.9%Reduced
Great West Life Assurance Co691,332$4.32M0.01%+32,706+5.0%Added
Citigroup Inc645,327$4.03M0.01%−519,184−44.6%Reduced
Two Sigma Advisers, LP621,800$3.89M0.01%−27,000−4.2%Reduced
Dimensional Fund Advisors LP608,721$3.81M0.00%+105,763+21.0%Added
Cooper Creek Partners Management LLC565,204$3.53M0.37%−200,000−26.1%Reduced
Charles Schwab Investment Management Inc554,470$3.47M0.00%+14,781+2.7%Added
Citadel Advisors LLC536,999$3.36M0.00%+473,004+739.1%Added
Cubist Systematic Strategies, LLC424,172$2.65M0.02%+310,446+273.0%Added
Nuveen Asset Management, LLC382,948$2.39M0.00%−9,993−2.5%Reduced
Weiss Multi-Strategy Advisers LLC380,375$2.38M0.06%+380,375New
Liontrust Investment Partners LLP370,000$2.31M0.04%00.0%Unchanged
Squarepoint Ops LLC349,847$2.19M0.02%+349,847New
ExodusPoint Capital Management, LP342,779$2.14M0.03%+342,779New
Fuller & Thaler Asset Management, Inc.269,900$1.69M0.01%+3,750+1.4%Added
Blair William & Co268,554$1.68M0.01%−86,900−24.4%Reduced
Susquehanna International Group, LLP252,951$1.58M0.00%−30,557−10.8%Reduced
Renaissance Technologies LLC210,200$1.31M0.00%+98,600+88.4%Added
Dynamic Technology Lab Private Ltd202,276$1.26M0.12%+202,276New
Guggenheim Capital LLC186,273$1.16M0.01%−4,897−2.6%Reduced
Swiss National Bank182,800$1.14M0.00%+4,600+2.6%Added
Federated Hermes, Inc.180,263$1.13M0.00%+153,095+563.5%Added
Algert Global LLC175,188$1.09M0.07%+59,527+51.5%Added
Bank of America Corp158,585$992.0K0.00%+2,303+1.5%Added
Connor, Clark & Lunn Investment Management Ltd.157,440$984.0K0.01%+85,095+117.6%Added
Victory Capital Management Inc152,710$954.0K0.00%−5,760−3.6%Reduced
HRT Financial LP152,076$950.0K0.01%+152,076New
Ameriprise Financial Inc139,919$875.0K0.00%+94,539+208.3%Added
Lazard Asset Management LLC139,096$869.0K0.00%+139,096New
Tocqueville Asset Management L.P.136,720$855.0K0.02%−13,200−8.8%Reduced
DekaBank Deutsche Girozentrale129,882$818.0K0.00%00.0%Unchanged
Equius Partners, Inc.130,720$817.0K0.29%00.0%Unchanged
Two Sigma Investments, LP127,700$798.0K0.00%−127,600−50.0%Reduced
Russell Investments Group, Ltd.122,911$766.0K0.00%+12,423+11.2%Added
Ergoteles LLC122,594$766.0K0.03%+122,594New
AQR Capital Management LLC119,955$750.0K0.00%+119,955New
Rhumbline Advisers114,604$716.0K0.00%+6,614+6.1%Added
Public Employees Retirement System of Ohio113,571$710.0K0.00%+15,891+16.3%Added
Jane Street Group, LLC112,628$704.0K0.00%+92,516+460.0%Added
Susquehanna Fundamental Investments, LLC107,708$673.0K0.01%+107,708New
Wellington Management Group LLP103,119$644.0K0.00%00.0%Unchanged
Amundi100,000$615.0K0.00%+100,000New
California State Teachers Retirement System95,794$599.0K0.00%−1,008−1.0%Reduced
Thrivent Financial for Lutherans94,654$591.0K0.00%+94,654New
Qube Research & Technologies Ltd92,511$578.0K0.00%+92,511New
UBS Asset Management Americas Inc91,411$571.3K0.00%−11,446−11.1%Reduced
Alliancebernstein L.P.91,127$570.0K0.00%+2,027+2.3%Added
Sycomore Asset Management97,149$564.0K0.16%−225,000−69.8%Reduced
PDT Partners, LLC87,705$548.0K0.08%+76,854+708.3%Added
River & Mercantile Asset Management LLP87,247$545.0K0.10%−46,020−34.5%Reduced
State of Wisconsin Investment Board87,272$545.0K0.00%+69,091+380.0%Added
Millennium Management LLC78,527$491.0K0.00%+78,527New
Primecap Management Co75,000$469.0K0.00%00.0%Unchanged
Davy Global Fund Management Ltd71,321$446.0K0.10%+7,183+11.2%Added
Legal & General Group Plc66,355$415.0K0.00%+2,336+3.6%Added
Schonfeld Strategic Advisors LLC65,700$411.0K0.00%+49,600+308.1%Added
Engineers Gate Manager LP64,250$402.0K0.03%−26,728−29.4%Reduced
Occudo Quantitative Strategies LP63,845$399.0K0.03%−32,267−33.6%Reduced
Price T Rowe Associates Inc60,499$379.0K0.00%+630+1.1%Added
New York State Common Retirement Fund60,058$375.0K0.00%+8,430+16.3%Added
BNP Paribas Arbitrage, SA58,458$365.4K0.00%+41,048+235.8%Added
Ieq Capital, LLC55,181$345.0K0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)55,082$344.0K0.01%+41,495+305.4%Added
Bank of Montreal52,188$337.0K0.00%+24,447+88.1%Added
Jump Financial, LLC51,243$320.0K0.01%−20,580−28.7%Reduced
Panagora Asset Management Inc49,573$310.0K0.00%−251−0.5%Reduced
ETF Managers Group, LLC46,433$290.0K0.01%+10,533+29.3%Added
Tudor Investment Corp Et Al43,365$271.0K0.01%−121,523−73.7%Reduced
Massachusetts Financial Services Co39,592$247.0K0.00%+39,592New
MetLife Investment Management39,475$246.7K0.00%00.0%Unchanged
Franklin Resources Inc39,119$245.0K0.00%+26,819+218.0%Added
American International Group, Inc.35,452$222.0K0.00%+500+1.4%Added
Capital Fund Management S.A.35,348$220.9K0.01%−13,999−28.4%Reduced
Stephens Inc34,338$215.0K0.00%00.0%Unchanged
Barclays PLC33,863$212.0K0.00%−9,088−21.2%Reduced
Walleye Trading LLC33,735$211.0K0.01%−33,183−49.6%Reduced
XTX Topco Ltd33,786$211.0K0.05%+33,786New