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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, 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.

Institutional holdersQ4 2022: 190 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 heldQ4 2022: $485.8M
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, Q4 2022

Shares, value and share of portfolio for each institution holding 2U, LLC; share changes are against Q3 2022.

Institutions holding TWOU in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Woodline Partners LP36,300$227.6K0.00%+36,300New
Franklin Resources Inc37,189$233.2K0.00%−1,930−4.9%Reduced
Balyasny Asset Management LLC38,869$243.7K0.00%+38,869New
MetLife Investment Management39,475$247.5K0.00%00.0%Unchanged
UBS Group AG39,956$250.5K0.00%+19,376+94.1%Added
Panagora Asset Management Inc39,970$250.6K0.00%−9,603−19.4%Reduced
AQR Capital Management LLC41,481$253.0K0.00%−78,474−65.4%Reduced
Jane Street Group, LLC42,495$266.4K0.00%−70,133−62.3%Reduced
Blair William & Co42,698$267.7K0.00%−225,856−84.1%Reduced
Barclays PLC43,487$272.7K0.00%+9,624+28.4%Added
Occudo Quantitative Strategies LP47,405$297.2K0.03%−16,440−25.7%Reduced
Walleye Trading LLC48,788$305.9K0.01%+15,053+44.6%Added
New York State Common Retirement Fund51,709$324.2K0.00%−8,349−13.9%Reduced
Bank of Montreal51,766$325.6K0.00%−422−0.8%Reduced
BNP Paribas Arbitrage, SA53,177$333.4K0.00%−5,281−9.0%Reduced
Ieq Capital, LLC55,181$346.0K0.01%00.0%Unchanged
Los Angeles Capital Management LLC55,215$346.2K0.00%+55,215New
Jump Financial, LLC55,350$347.0K0.02%+4,107+8.0%Added
Gsa Capital Partners LLP56,088$352.0K0.04%+56,088New
Millennium Management LLC59,685$374.0K0.00%−18,842−24.0%Reduced
FMR LLC67,347$422.3K0.00%+65,337+3,250.6%Added
Legal & General Group Plc68,780$431.3K0.00%+2,425+3.7%Added
Davy Global Fund Management Ltd71,321$447.2K0.09%00.0%Unchanged
Price T Rowe Associates Inc71,538$449.0K0.00%+11,039+18.2%Added
Two Sigma Investments, LP71,849$450.5K0.00%−55,851−43.7%Reduced
Alliancebernstein L.P.91,127$571.4K0.00%00.0%Unchanged
PDT Partners, LLC92,306$578.8K0.09%+4,601+5.2%Added
Sycomore Asset Management97,149$579.0K0.16%00.0%Unchanged
Public Employees Retirement System of Ohio92,562$580.0K0.00%−21,009−18.5%Reduced
UBS Asset Management Americas Inc94,089$589.9K0.00%+2,678+2.9%Added
Thrivent Financial for Lutherans94,654$594.0K0.00%00.0%Unchanged
California State Teachers Retirement System97,597$611.9K0.00%+1,803+1.9%Added
Trexquant Investment LP102,602$643.3K0.02%+71,483+229.7%Added
State of Wisconsin Investment Board106,440$667.4K0.00%+19,168+22.0%Added
Susquehanna International Group, LLP109,148$684.4K0.00%−143,803−56.9%Reduced
Rhumbline Advisers118,957$746.0K0.00%+4,353+3.8%Added
Amundi105,413$771.6K0.00%+5,413+5.4%Added
DekaBank Deutsche Girozentrale129,882$788.0K0.00%00.0%Unchanged
Equius Partners, Inc.130,720$819.6K0.25%00.0%Unchanged
Ameriprise Financial Inc136,497$856.0K0.00%−3,422−2.4%Reduced
Tocqueville Asset Management L.P.137,620$862.9K0.02%+900+0.7%Added
Russell Investments Group, Ltd.139,474$874.5K0.00%+16,563+13.5%Added
Wellington Management Group LLP139,880$877.0K0.00%+36,761+35.6%Added
River & Mercantile Asset Management LLP148,301$929.0K0.20%+61,054+70.0%Added
Victory Capital Management Inc152,710$957.5K0.00%00.0%Unchanged
ExodusPoint Capital Management, LP158,593$994.0K0.02%−184,186−53.7%Reduced
Guggenheim Capital LLC168,962$1.06M0.01%−17,311−9.3%Reduced
Tudor Investment Corp Et Al186,076$1.17M0.03%+142,711+329.1%Added
Swiss National Bank187,100$1.17M0.00%+4,300+2.4%Added
Bank of America Corp187,950$1.18M0.00%+29,365+18.5%Added
Algert Global LLC198,863$1.25M0.07%+23,675+13.5%Added
Connor, Clark & Lunn Investment Management Ltd.216,115$1.36M0.01%+58,675+37.3%Added
Squarepoint Ops LLC217,553$1.36M0.01%−132,294−37.8%Reduced
Fuller & Thaler Asset Management, Inc.273,325$1.71M0.01%+3,425+1.3%Added
Renaissance Technologies LLC288,210$1.81M0.00%+78,010+37.1%Added
Citadel Advisors LLC326,619$2.05M0.00%−210,380−39.2%Reduced
Federated Hermes, Inc.338,784$2.12M0.01%+158,521+87.9%Added
Nuveen Asset Management, LLC360,122$2.26M0.00%−22,826−6.0%Reduced
Liontrust Investment Partners LLP370,000$2.32M0.04%00.0%Unchanged
Cubist Systematic Strategies, LLC384,952$2.41M0.02%−39,220−9.2%Reduced
Voloridge Investment Management, LLC448,233$2.81M0.02%−261,693−36.9%Reduced
Two Sigma Advisers, LP561,100$3.52M0.01%−60,700−9.8%Reduced
Charles Schwab Investment Management Inc572,208$3.59M0.00%+17,738+3.2%Added
Marshall Wace, LLP638,014$4.00M0.01%+638,014New
Goldman Sachs Group Inc643,306$4.03M0.00%−273,491−29.8%Reduced
Great West Life Assurance Co710,165$4.45M0.01%+18,833+2.7%Added
Frontier Capital Management Co LLC720,999$4.52M0.05%−2,128−0.3%Reduced
Dimensional Fund Advisors LP722,063$4.53M0.00%+113,342+18.6%Added
Northern Trust Corp736,219$4.62M0.00%+3,997+0.5%Added
Mirae Asset Global Investments Co., Ltd.757,586$4.75M0.01%−63,676−7.8%Reduced
Citigroup Inc776,065$4.87M0.01%+130,738+20.3%Added
Invesco Ltd.1,199,378$7.52M0.00%+56,427+4.9%Added
Nordea Investment Management AB1,257,696$7.67M0.01%−25,702−2.0%Reduced
Healthcare of Ontario Pension Plan Trust Fund1,451,100$9.10M0.05%−120,200−7.6%Reduced
Norges Bank1,469,651$9.21M0.00%+12,118+0.8%Added
Geode Capital Management, LLC1,522,910$9.55M0.00%+132,920+9.6%Added
Bank of New York Mellon Corp1,535,209$9.63M0.00%−42,322−2.7%Reduced
Credit Suisse AG1,548,358$9.71M0.01%−99,667−6.0%Reduced
State Street Corp1,556,546$9.76M0.00%+951+0.1%Added
Jacobs Levy Equity Management, Inc1,584,819$9.94M0.07%−24,567−1.5%Reduced
JPMorgan Chase & Co1,739,677$10.9M0.00%+1,028,476+144.6%Added
D. E. Shaw & Co., Inc.3,100,263$19.4M0.03%+691,730+28.7%Added
Greenvale Capital LLP4,847,164$30.4M2.95%−1,087,106−18.3%Reduced
Morgan Stanley5,108,964$32.0M0.00%+943,957+22.7%Added
Nikko Asset Management Americas, Inc.5,517,725$34.5M0.50%00.0%Unchanged
Sumitomo Mitsui Trust Holdings, Inc.5,517,725$34.6M0.03%00.0%Unchanged
BlackRock Inc.6,220,507$39.0M0.00%+129,697+2.1%Added
Vanguard Group Inc7,388,597$46.3M0.00%+235,412+3.3%Added
ARK Investment Management LLCSuperinvestorARK Invest9,166,015$57.5M0.50%−246,704−2.6%Reduced
IFP Advisors, Inc266––−68−20.4%Reduced
ArrowMark Colorado Holdings LLC0$00.00%−2,055,251−100.0%Sold out
Cooper Creek Partners Management LLC0$00.00%−565,204−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−380,375−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−202,276−100.0%Sold out
HRT Financial LP0$00.00%−152,076−100.0%Sold out
Ergoteles LLC0$00.00%−122,594−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−92,511−100.0%Sold out
Primecap Management Co0$00.00%−75,000−100.0%Sold out
Massachusetts Financial Services Co0$00.00%−39,592−100.0%Sold out
Capital Fund Management S.A.0$00.00%−35,348−100.0%Sold out