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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, Q1 2023

Institutional positions in 2U, LLC as of Mar 31, 2023. 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
177
−12 vs. Q4 2022
Shares held
80.8M
+3.37M (+4.4%) vs. Q4 2022
Total value
$552.4M
+$67.4M (+13.9%) vs. Q4 2022
New holders
21
60 more added
Sold out
33
56 more reduced

1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 177 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 heldQ1 2023: $552.4M
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, Q1 2023

Shares, value and share of portfolio for each institution holding 2U, LLC; share changes are against Q4 2022.

Institutions holding TWOU in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
ARK Investment Management LLCSuperinvestorARK Invest9,325,605$63.9M0.44%+159,590+1.7%Added
Vanguard Group Inc7,340,196$50.3M0.00%−48,401−0.7%Reduced
BlackRock Inc.6,398,870$43.8M0.00%+178,363+2.9%Added
Sumitomo Mitsui Trust Holdings, Inc.5,484,853$37.6M0.03%−32,872−0.6%Reduced
Nikko Asset Management Americas, Inc.5,484,853$36.8M0.42%−32,872−0.6%Reduced
Morgan Stanley5,355,028$36.7M0.00%+246,064+4.8%Added
Greenvale Capital LLP5,303,819$36.3M2.84%+456,655+9.4%Added
D. E. Shaw & Co., Inc.2,959,580$20.3M0.03%−140,683−4.5%Reduced
JPMorgan Chase & Co1,817,383$12.4M0.00%+77,706+4.5%Added
State Street Corp1,652,682$11.3M0.00%+96,136+6.2%Added
Geode Capital Management, LLC1,574,102$10.8M0.00%+51,192+3.4%Added
Healthcare of Ontario Pension Plan Trust Fund1,560,500$10.7M0.06%+109,400+7.5%Added
Jacobs Levy Equity Management, Inc1,548,196$10.6M0.06%−36,623−2.3%Reduced
Credit Suisse AG1,465,113$10.0M0.01%−83,245−5.4%Reduced
Intrinsic Edge Capital Management LLC1,456,515$9.98M1.01%+1,456,515New
Invesco Ltd.1,323,355$9.06M0.00%+123,977+10.3%Added
Bank of New York Mellon Corp1,260,523$8.63M0.00%−274,686−17.9%Reduced
Dimensional Fund Advisors LP1,240,572$8.50M0.00%+518,509+71.8%Added
Citadel Advisors LLC1,200,406$8.22M0.01%+873,787+267.5%Added
Nordea Investment Management AB1,184,787$8.12M0.01%−72,909−5.8%Reduced
Norges Bank914,926$6.27M0.00%−554,725−37.7%Reduced
Mirae Asset Global Investments Co., Ltd.763,269$5.23M0.01%+5,683+0.8%Added
Northern Trust Corp735,250$5.04M0.00%−969−0.1%Reduced
Marshall Wace, LLP687,386$4.71M0.01%+49,372+7.7%Added
Frontier Capital Management Co LLC661,143$4.53M0.05%−59,856−8.3%Reduced
Goldman Sachs Group Inc660,064$4.52M0.00%+16,758+2.6%Added
Citigroup Inc646,017$4.43M0.01%−130,048−16.8%Reduced
Charles Schwab Investment Management Inc581,837$3.99M0.00%+9,629+1.7%Added
Two Sigma Advisers, LP581,000$3.98M0.01%+19,900+3.5%Added
Great West Life Assurance Co577,725$3.95M0.01%−132,440−18.6%Reduced
Voloridge Investment Management, LLC337,678$2.31M0.01%−110,555−24.7%Reduced
HRT Financial LP334,491$2.29M0.03%+334,491New
Renaissance Technologies LLC288,110$1.97M0.00%−1000.0%Reduced
Fuller & Thaler Asset Management, Inc.273,095$1.87M0.01%−230−0.1%Reduced
Two Sigma Investments, LP266,373$1.82M0.01%+194,524+270.7%Added
Algert Global LLC264,949$1.81M0.09%+66,086+33.2%Added
Oberweis Asset Management Inc264,300$1.81M0.28%+264,300New
Federated Hermes, Inc.243,901$1.67M0.00%−94,883−28.0%Reduced
Ameriprise Financial Inc225,538$1.54M0.00%+89,041+65.2%Added
Susquehanna International Group, LLP223,539$1.53M0.00%+114,391+104.8%Added
Bank of America Corp214,824$1.47M0.00%+26,874+14.3%Added
Dynamic Technology Lab Private Ltd205,330$1.41M0.13%+205,330New
Nuveen Asset Management, LLC199,563$1.37M0.00%−160,559−44.6%Reduced
Tudor Investment Corp Et Al197,896$1.36M0.03%+11,820+6.4%Added
FMR LLC196,868$1.35M0.00%+129,521+192.3%Added
Trexquant Investment LP196,798$1.35M0.04%+94,196+91.8%Added
Gsa Capital Partners LLP195,246$1.34M0.13%+139,158+248.1%Added
Squarepoint Ops LLC193,898$1.33M0.01%−23,655−10.9%Reduced
Qube Research & Technologies Ltd193,183$1.32M0.01%+193,183New
Cubist Systematic Strategies, LLC186,156$1.28M0.01%−198,796−51.6%Reduced
Guggenheim Capital LLC174,057$1.19M0.01%+5,095+3.0%Added
Swiss National Bank168,800$1.16M0.00%−18,300−9.8%Reduced
River & Mercantile Asset Management LLP160,431$1.10M0.22%+12,130+8.2%Added
Los Angeles Capital Management LLC151,561$1.04M0.00%+96,346+174.5%Added
ExodusPoint Capital Management, LP148,847$1.02M0.01%−9,746−6.1%Reduced
Russell Investments Group, Ltd.142,374$975.3K0.00%+2,900+2.1%Added
Tocqueville Asset Management L.P.136,530$935.2K0.02%−1,090−0.8%Reduced
AQR Capital Management LLC125,344$858.6K0.00%+83,863+202.2%Added
Rhumbline Advisers124,717$854.0K0.00%+5,760+4.8%Added
DekaBank Deutsche Girozentrale129,882$831.0K0.00%00.0%Unchanged
Wellington Management Group LLP115,250$789.5K0.00%−24,630−17.6%Reduced
Victory Capital Management Inc106,660$730.6K0.00%−46,050−30.2%Reduced
UBS Asset Management Americas Inc105,998$726.1K0.00%+11,909+12.7%Added
Millennium Management LLC101,055$692.0K0.00%+41,370+69.3%Added
California State Teachers Retirement System97,223$666.0K0.00%−374−0.4%Reduced
Sycomore Asset Management97,149$657.0K0.19%00.0%Unchanged
Thrivent Financial for Lutherans94,654$649.0K0.00%00.0%Unchanged
Amundi105,413$644.1K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio92,562$634.0K0.00%00.0%Unchanged
Alliancebernstein L.P.90,627$620.8K0.00%−500−0.5%Reduced
Barclays PLC75,870$519.7K0.00%+32,383+74.5%Added
PDT Partners, LLC67,819$464.6K0.06%−24,487−26.5%Reduced
Price T Rowe Associates Inc66,971$459.0K0.00%−4,567−6.4%Reduced
BNP Paribas Arbitrage, SA59,081$404.7K0.00%+5,904+11.1%Added
Carolina Wealth Advisors, LLC57,102$391.1K0.23%+57,102New
Ieq Capital, LLC55,181$378.0K0.01%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.50,759$347.7K0.00%−165,356−76.5%Reduced
Blair William & Co50,039$342.8K0.00%+7,341+17.2%Added
Jump Financial, LLC49,699$340.4K0.01%−5,651−10.2%Reduced
Deutsche Bank AG47,393$324.6K0.00%+11,465+31.9%Added
Engineers Gate Manager LP45,368$310.8K0.01%+11,167+32.7%Added
Davy Global Fund Management Ltd41,373$283.4K0.05%−29,948−42.0%Reduced
New York State Common Retirement Fund40,868$279.9K0.00%−10,841−21.0%Reduced
Walleye Trading LLC39,866$273.1K0.01%−8,922−18.3%Reduced
MetLife Investment Management39,475$270.4K0.00%00.0%Unchanged
Franklin Resources Inc37,130$254.3K0.00%−59−0.2%Reduced
American International Group, Inc.37,024$253.6K0.00%+1,143+3.2%Added
American Century Companies Inc35,576$243.7K0.00%+35,576New
Legal & General Group Plc34,951$239.4K0.00%−33,829−49.2%Reduced
Janus Henderson Group PLC34,451$235.8K0.00%+19,421+129.2%Added
Stephens Inc34,338$235.2K0.00%00.0%Unchanged
Wells Fargo & Company32,336$221.5K0.00%+14,699+83.3%Added
Massachusetts Financial Services Co31,607$216.5K0.00%+31,607New
DC Investments Management, LLC30,814$211.1K0.25%+30,814New
Lazard Asset Management LLC30,899$211.0K0.00%+21,851+241.5%Added
State Board of Administration of Florida Retirement System30,783$210.9K0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The29,970$205.3K0.00%00.0%Unchanged
Ellevest, Inc.29,774$204.0K0.02%00.0%Unchanged
Voya Investment Management LLC28,552$195.6K0.00%−3,323−10.4%Reduced
Counterpoint Mutual Funds LLC27,956$191.5K0.17%+14,387+106.0%Added