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.
| 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 2023
Shares, value and share of portfolio for each institution holding 2U, LLC; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 28 | $0 | 0.00% | −49−63.6% | Reduced |
| Covestor Ltd | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 15 | $103 | 0.00% | +15 | New |
| TCI Wealth Advisors, Inc. | 35 | $240 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 36 | $247 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 48 | $328 | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 53 | $363 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 75 | $514 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 90 | $617 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 100 | $627 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 125 | $856 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 134 | $918 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 143 | $980 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 186 | $1.27K | 0.00% | +79+73.8% | Added |
| Proequities, Inc. | 200 | $1.37K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 200 | $1.37K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 200 | $1.37K | 0.00% | +200 | New |
| Ridgewood Investments LLC | 200 | $1.37K | 0.00% | +200 | New |
| Signaturefd, LLC | 211 | $1.45K | 0.00% | +33+18.5% | Added |
| Group One Trading, L.P. | 218 | $1.49K | 0.00% | +218 | New |
| CWM, LLC | 353 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 293 | $2.01K | 0.00% | −30−9.3% | Reduced |
| EverSource Wealth Advisors, LLC | 325 | $2.23K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 346 | $2.37K | 0.00% | +214+162.1% | Added |
| C M Bidwell & Associates Ltd | 406 | $2.78K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 500 | $3.42K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 613 | $4.00K | 0.00% | +34+5.9% | Added |
| US Bancorp | 619 | $4.24K | 0.00% | −97−13.5% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 694 | $5.00K | 0.00% | +233+50.5% | Added |
| Antonetti Capital Management LLC | 800 | $5.48K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,000 | $6.85K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,100 | $7.54K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 1,175 | $8.05K | 0.01% | 00.0% | Unchanged |
| Natixis | 1,695 | $11.6K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,937 | $13.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,266 | $16.0K | 0.00% | +1,500+195.8% | Added |
| National Bank of Canada | 2,400 | $16.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,612 | $17.9K | 0.00% | +105+4.2% | Added |
| Cutler Group LP | 3,348 | $22.0K | 0.00% | −903−21.2% | Reduced |
| Metropolitan Life Insurance Co | 3,396 | $23.3K | 0.00% | −1,214−26.3% | Reduced |
| State of Wyoming | 3,415 | $23.4K | 0.01% | +3,415 | New |
| Shell Asset Management Co | 4,377 | $30.0K | 0.00% | −13−0.3% | Reduced |
| Farther Finance Advisors, LLC | 4,449 | $30.5K | 0.01% | +4,449 | New |
| Bank of Montreal | 4,959 | $34.2K | 0.00% | −46,807−90.4% | Reduced |
| Royal Bank of Canada | 5,708 | $38.0K | 0.00% | −9,121−61.5% | Reduced |
| Ameritas Investment Partners, Inc. | 5,625 | $38.5K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 7,729 | $53.0K | 0.00% | −1,937−20.0% | Reduced |
| Public Employees Retirement Association of Colorado | 9,822 | $67.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 10,787 | $73.9K | 0.01% | +10,787 | New |
| ProShare Advisors LLC | 10,827 | $74.2K | 0.00% | +10,827 | New |
| Quantamental Technologies LLC | 10,999 | $75.3K | 0.04% | +10,999 | New |
| Pictet Asset Management SA | 11,555 | $79.2K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,640 | $79.7K | 0.00% | −32−0.3% | Reduced |
| Mercer Global Advisors Inc | 12,133 | $83.0K | 0.00% | −6,129−33.6% | Reduced |
| American Trust | 12,889 | $88.3K | 0.01% | −266−2.0% | Reduced |
| Ironwood Investment Management LLC | 13,758 | $94.2K | 0.06% | +1,004+7.9% | Added |
| UBS Group AG | 14,602 | $100.0K | 0.00% | −25,354−63.5% | Reduced |
| Tower Research Capital LLC (TRC) | 15,834 | $108.0K | 0.00% | +14,996+1,789.5% | Added |
| Advisor Group Holdings, Inc. | 16,171 | $109.9K | 0.00% | +232+1.5% | Added |
| Stifel Financial Corp | 16,118 | $110.4K | 0.00% | +244+1.5% | Added |
| Point72 Middle East FZE | 16,387 | $112.3K | 0.01% | +12,418+312.9% | Added |
| Cim Investment Mangement Inc | 17,027 | $116.6K | 0.04% | +596+3.6% | Added |
| Man Group plc | – | $128.1K | 0.00% | – | New |
| LPL Financial LLC | 19,902 | $136.3K | 0.00% | −71−0.4% | Reduced |
| Samalin Investment Counsel, LLC | 21,606 | $148.0K | 0.09% | −11,500−34.7% | Reduced |
| Caxton Associates LP | 22,108 | $151.4K | 0.02% | +9,027+69.0% | Added |
| Delphia (USA) Inc. | 22,539 | $154.4K | 0.19% | −490−2.1% | Reduced |
| Arizona State Retirement System | 22,660 | $155.2K | 0.00% | +796+3.6% | Added |
| Axq Capital, LP | 23,391 | $160.2K | 0.06% | +23,391 | New |
| Jane Street Group, LLC | 23,407 | $160.3K | 0.00% | −19,088−44.9% | Reduced |
| Capital Impact Advisors, LLC | 23,467 | $160.7K | 0.20% | −5,757−19.7% | Reduced |
| Corton Capital Inc. | 24,342 | $166.7K | 0.12% | +2,623+12.1% | Added |
| Envestnet Asset Management Inc | 24,636 | $168.8K | 0.00% | −5,517−18.3% | Reduced |
| Erste Asset Management GmbH | 26,078 | $170.6K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 24,906 | $170.6K | 0.01% | +24,906 | New |
| Y-Intercept (Hong Kong) Ltd | 26,811 | $183.7K | 0.02% | +6,557+32.4% | Added |
| Counterpoint Mutual Funds LLC | 27,956 | $191.5K | 0.17% | +14,387+106.0% | Added |
| Voya Investment Management LLC | 28,552 | $195.6K | 0.00% | −3,323−10.4% | Reduced |
| Ellevest, Inc. | 29,774 | $204.0K | 0.02% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 29,970 | $205.3K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 30,783 | $210.9K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 30,899 | $211.0K | 0.00% | +21,851+241.5% | Added |
| DC Investments Management, LLC | 30,814 | $211.1K | 0.25% | +30,814 | New |
| Massachusetts Financial Services Co | 31,607 | $216.5K | 0.00% | +31,607 | New |
| Wells Fargo & Company | 32,336 | $221.5K | 0.00% | +14,699+83.3% | Added |
| Stephens Inc | 34,338 | $235.2K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 34,451 | $235.8K | 0.00% | +19,421+129.2% | Added |
| Legal & General Group Plc | 34,951 | $239.4K | 0.00% | −33,829−49.2% | Reduced |
| American Century Companies Inc | 35,576 | $243.7K | 0.00% | +35,576 | New |
| American International Group, Inc. | 37,024 | $253.6K | 0.00% | +1,143+3.2% | Added |
| Franklin Resources Inc | 37,130 | $254.3K | 0.00% | −59−0.2% | Reduced |
| MetLife Investment Management | 39,475 | $270.4K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 39,866 | $273.1K | 0.01% | −8,922−18.3% | Reduced |
| New York State Common Retirement Fund | 40,868 | $279.9K | 0.00% | −10,841−21.0% | Reduced |
| Davy Global Fund Management Ltd | 41,373 | $283.4K | 0.05% | −29,948−42.0% | Reduced |
| Engineers Gate Manager LP | 45,368 | $310.8K | 0.01% | +11,167+32.7% | Added |
| Deutsche Bank AG | 47,393 | $324.6K | 0.00% | +11,465+31.9% | Added |
| Jump Financial, LLC | 49,699 | $340.4K | 0.01% | −5,651−10.2% | Reduced |
| Blair William & Co | 50,039 | $342.8K | 0.00% | +7,341+17.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 50,759 | $347.7K | 0.00% | −165,356−76.5% | Reduced |