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 2022
Institutional positions in 2U, LLC as of Dec 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
- 190
- −3 vs. Q3 2022
- Shares held
- 77.5M
- −2.56M (−3.2%) vs. Q3 2022
- Total value
- $485.8M
- −$15.1M (−3.0%) vs. Q3 2022
- New holders
- 26
- 63 more added
- Sold out
- 29
- 61 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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 2022
Shares, value and share of portfolio for each institution holding 2U, LLC; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 14 | $0 | 0.00% | −1−6.7% | Reduced |
| Ronald Blue Trust, Inc. | 77 | $0 | 0.00% | +77 | New |
| Northwestern Mutual Wealth Management Co | 2 | $13 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 6 | $50 | 0.00% | +6 | New |
| Concord Wealth Partners | 13 | $82 | 0.00% | +13 | New |
| Harbour Investments, Inc. | 32 | $201 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 35 | $219 | 0.00% | −556−94.1% | Reduced |
| Quent Capital, LLC | 36 | $226 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 48 | $300 | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 53 | $332 | 0.00% | +53 | New |
| Bell Investment Advisors, Inc | 75 | $470 | 0.00% | +75 | New |
| The PNC Financial Services Group, Inc. | 90 | $564 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 100 | $627 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 107 | $671 | 0.00% | −722−87.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 125 | $784 | 0.00% | 00.0% | Unchanged |
| Madden Securities Corp | 125 | $784 | 0.00% | +125 | New |
| Allspring Global Investments Holdings, LLC | 132 | $827 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 134 | $840 | 0.00% | +38+39.6% | Added |
| SRS Capital Advisors, Inc. | 143 | $897 | 0.00% | +143 | New |
| Global Retirement Partners, LLC | 168 | $1.05K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 178 | $1.12K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 200 | $1.25K | 0.00% | −200−50.0% | Reduced |
| Geneos Wealth Management Inc. | 200 | $1.25K | 0.00% | −250−55.6% | Reduced |
| Proequities, Inc. | 200 | $1.25K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 319 | $2.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 360 | $2.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 353 | $2.00K | 0.00% | +113+47.1% | Added |
| Lindbrook Capital, LLC | 323 | $2.02K | 0.00% | +119+58.3% | Added |
| EverSource Wealth Advisors, LLC | 325 | $2.04K | 0.00% | +325 | New |
| C M Bidwell & Associates Ltd | 406 | $2.55K | 0.00% | +301+286.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 461 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 500 | $3.13K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 587 | $3.68K | 0.00% | +587 | New |
| Benjamin Edwards Inc | 579 | $4.00K | 0.00% | +125+27.5% | Added |
| US Bancorp | 716 | $4.49K | 0.00% | −721−50.2% | Reduced |
| Tower Research Capital LLC (TRC) | 838 | $5.00K | 0.00% | −54,244−98.5% | Reduced |
| Nisa Investment Advisors, LLC | 766 | $5.00K | 0.00% | +83+12.2% | Added |
| Antonetti Capital Management LLC | 800 | $5.02K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,000 | $6.27K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,100 | $6.90K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 1,175 | $7.37K | 0.00% | +1,175 | New |
| Natixis | 1,695 | $10.6K | 0.00% | +1,695 | New |
| Macquarie Group Ltd | 1,937 | $12.1K | 0.00% | −1,093−36.1% | Reduced |
| National Bank of Canada | 2,400 | $15.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,507 | $15.7K | 0.00% | −367−12.8% | Reduced |
| Point72 Middle East FZE | 3,969 | $24.9K | 0.00% | +3,969 | New |
| Cutler Group LP | 4,251 | $26.0K | 0.00% | −7,326−63.3% | Reduced |
| Shell Asset Management Co | 4,390 | $28.0K | 0.00% | −254−5.5% | Reduced |
| Metropolitan Life Insurance Co | 4,610 | $28.9K | 0.00% | 00.0% | Unchanged |
| Belvedere Trading LLC | 6,708 | $42.1K | 0.02% | +6,708 | New |
| Ameritas Investment Partners, Inc. | 5,625 | $43.3K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 8,914 | $55.0K | 0.00% | −308−3.3% | Reduced |
| Lazard Asset Management LLC | 9,048 | $56.0K | 0.00% | −130,048−93.5% | Reduced |
| Amalgamated Bank | 9,666 | $61.0K | 0.00% | +326+3.5% | Added |
| Public Employees Retirement Association of Colorado | 9,822 | $62.0K | 0.00% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 10,000 | $62.7K | 0.00% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 11,052 | $69.3K | 0.02% | +11,052 | New |
| Toroso Investments, LLC | 11,224 | $70.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 11,555 | $72.0K | 0.00% | +11,555 | New |
| SG Americas Securities, LLC | 11,715 | $73.0K | 0.00% | +11,715 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,672 | $73.2K | 0.00% | +2,213+23.4% | Added |
| Ironwood Investment Management LLC | 12,754 | $80.0K | 0.05% | −1,303−9.3% | Reduced |
| Caxton Associates LP | 13,081 | $82.0K | 0.01% | +13,081 | New |
| American Trust | 13,155 | $82.5K | 0.01% | −326−2.4% | Reduced |
| XTX Topco Ltd | 13,308 | $83.4K | 0.02% | −20,478−60.6% | Reduced |
| Counterpoint Mutual Funds LLC | 13,569 | $85.1K | 0.09% | −17,598−56.5% | Reduced |
| Vontobel Holding Ltd. | 13,931 | $87.3K | 0.00% | −5,269−27.4% | Reduced |
| Virtu Financial LLC | 14,190 | $89.0K | 0.01% | −3,142−18.1% | Reduced |
| Royal Bank of Canada | 14,829 | $93.0K | 0.00% | +11,998+423.8% | Added |
| Janus Henderson Group PLC | 15,030 | $94.2K | 0.00% | +20.0% | Added |
| Stifel Financial Corp | 15,874 | $99.5K | 0.00% | +381+2.5% | Added |
| Advisor Group Holdings, Inc. | 15,939 | $99.8K | 0.00% | +10,253+180.3% | Added |
| Cim Investment Mangement Inc | 16,431 | $103.0K | 0.04% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 17,500 | $109.7K | 0.00% | +17,500 | New |
| Wells Fargo & Company | 17,637 | $110.6K | 0.00% | −350−1.9% | Reduced |
| Mercer Global Advisors Inc | 18,262 | $115.0K | 0.00% | +1,745+10.6% | Added |
| Alpine Global Management, LLC | 19,102 | $120.0K | 0.04% | +19,102 | New |
| LPL Financial LLC | 19,973 | $125.2K | 0.00% | −3,076−13.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 20,254 | $127.0K | 0.02% | +8,690+75.1% | Added |
| Fox Run Management, L.L.C. | 20,306 | $127.3K | 0.05% | −10,262−33.6% | Reduced |
| STRS Ohio | 21,700 | $136.0K | 0.00% | 00.0% | Unchanged |
| Corton Capital Inc. | 21,719 | $136.2K | 0.11% | +6,093+39.0% | Added |
| Arizona State Retirement System | 21,864 | $137.1K | 0.00% | +920+4.4% | Added |
| ETF Managers Group, LLC | 21,942 | $137.6K | 0.01% | −24,491−52.7% | Reduced |
| Delphia (USA) Inc. | 23,029 | $144.4K | 0.17% | +3,821+19.9% | Added |
| Schonfeld Strategic Advisors LLC | 23,700 | $148.6K | 0.00% | −42,000−63.9% | Reduced |
| Bayesian Capital Management, LP | 24,890 | $156.1K | 0.02% | +24,890 | New |
| Erste Asset Management GmbH | 26,078 | $161.7K | 0.00% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 29,224 | $183.2K | 0.18% | +12,334+73.0% | Added |
| Ellevest, Inc. | 29,774 | $186.7K | 0.02% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 29,829 | $187.0K | 0.00% | −77,879−72.3% | Reduced |
| Manufacturers Life Insurance Company, The | 29,970 | $187.9K | 0.00% | +269+0.9% | Added |
| Envestnet Asset Management Inc | 30,153 | $189.1K | 0.00% | +826+2.8% | Added |
| State Board of Administration of Florida Retirement System | 30,783 | $193.0K | 0.00% | −640−2.0% | Reduced |
| Voya Investment Management LLC | 31,875 | $199.9K | 0.00% | −578−1.8% | Reduced |
| Samalin Investment Counsel, LLC | 33,106 | $207.6K | 0.13% | +15,956+93.0% | Added |
| Engineers Gate Manager LP | 34,201 | $214.4K | 0.01% | −30,049−46.8% | Reduced |
| Stephens Inc | 34,338 | $215.3K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 35,881 | $225.0K | 0.00% | +429+1.2% | Added |
| Deutsche Bank AG | 35,928 | $225.3K | 0.00% | +5,603+18.5% | Added |