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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, Q2 2023

Institutional positions in 2U, LLC as of Jun 30, 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
167
−10 vs. Q1 2023
Shares held
74.5M
−6.23M (−7.7%) vs. Q1 2023
Total value
$300.6M
−$251.8M (−45.6%) vs. Q1 2023
New holders
20
45 more added
Sold out
30
68 more reduced

Compare with Q1 2023: 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 holdersQ2 2023: 167 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 heldQ2 2023: $300.6M
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, Q2 2023

Shares, value and share of portfolio for each institution holding 2U, LLC; share changes are against Q1 2023.

Institutions holding TWOU in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Legal & General Group Plc70,057$282.3K0.00%+35,106+100.4%Added
Nuveen Asset Management, LLC80,061$322.6K0.00%−119,502−59.9%Reduced
Franklin Resources Inc81,297$327.6K0.00%+44,167+119.0%Added
Alliancebernstein L.P.89,107$359.1K0.00%−1,520−1.7%Reduced
Thrivent Financial for Lutherans90,221$364.0K0.00%−4,433−4.7%Reduced
Public Employees Retirement System of Ohio92,562$373.0K0.00%00.0%Unchanged
California State Teachers Retirement System92,592$373.1K0.00%−4,631−4.8%Reduced
Amundi99,674$384.7K0.00%−5,739−5.4%Reduced
Sycomore Asset Management97,149$385.0K0.09%00.0%Unchanged
Victory Capital Management Inc95,770$386.0K0.00%−10,890−10.2%Reduced
Squarepoint Ops LLC96,597$389.3K0.00%−97,301−50.2%Reduced
Walleye Trading LLC98,474$396.9K0.02%+58,608+147.0%Added
Wellington Management Group LLP105,846$426.6K0.00%−9,404−8.2%Reduced
Rhumbline Advisers121,166$488.3K0.00%−3,551−2.8%Reduced
HRT Financial LP147,769$595.0K0.01%−186,722−55.8%Reduced
Russell Investments Group, Ltd.150,126$604.9K0.00%+7,752+5.4%Added
Los Angeles Capital Management LLC156,811$631.9K0.00%+5,250+3.5%Added
Jane Street Group, LLC160,364$646.3K0.00%+136,957+585.1%Added
ExodusPoint Capital Management, LP160,785$648.0K0.01%+11,938+8.0%Added
Swiss National Bank164,000$660.9K0.00%−4,800−2.8%Reduced
Cubist Systematic Strategies, LLC171,037$689.3K0.01%−15,119−8.1%Reduced
DekaBank Deutsche Girozentrale179,882$712.0K0.00%+50,000+38.5%Added
J. Goldman & Co LP180,000$725.4K0.04%+180,000New
UBS Asset Management Americas Inc105,998$726.1K0.00%00.0%Unchanged
Panagora Asset Management Inc180,305$726.6K0.00%+180,305New
Citadel Advisors LLC188,164$758.3K0.00%−1,012,242−84.3%Reduced
Guggenheim Capital LLC190,965$769.6K0.01%+16,908+9.7%Added
Prudential Financial Inc202,410$815.7K0.00%+202,410New
Susquehanna International Group, LLP226,086$911.1K0.00%+2,547+1.1%Added
Bank of America Corp237,440$956.9K0.00%+22,616+10.5%Added
Tocqueville Asset Management L.P.246,200$992.2K0.02%+109,670+80.3%Added
River & Mercantile Asset Management LLP263,611$1.06M0.21%+103,180+64.3%Added
Ameriprise Financial Inc270,310$1.09M0.00%+44,772+19.9%Added
Fuller & Thaler Asset Management, Inc.273,970$1.10M0.01%+875+0.3%Added
JPMorgan Chase & Co287,887$1.16M0.00%−1,529,496−84.2%Reduced
FMR LLC302,430$1.22M0.00%+105,562+53.6%Added
Qube Research & Technologies Ltd341,235$1.38M0.01%+148,052+76.6%Added
Algert Global LLC342,946$1.38M0.06%+77,997+29.4%Added
Goldman Sachs Group Inc393,409$1.59M0.00%−266,655−40.4%Reduced
Two Sigma Advisers, LP457,900$1.85M0.00%−123,100−21.2%Reduced
Federated Hermes, Inc.486,908$1.96M0.00%+243,007+99.6%Added
Great West Life Assurance Co531,699$2.14M0.01%−46,026−8.0%Reduced
Charles Schwab Investment Management Inc554,712$2.24M0.00%−27,125−4.7%Reduced
Citigroup Inc626,525$2.52M0.00%−19,492−3.0%Reduced
Frontier Capital Management Co LLC654,443$2.64M0.03%−6,700−1.0%Reduced
Northern Trust Corp734,939$2.96M0.00%−3110.0%Reduced
Norges Bank775,016$3.12M0.00%−139,910−15.3%Reduced
Mirae Asset Global Investments Co., Ltd.834,334$3.36M0.01%+71,065+9.3%Added
AQR Capital Management LLC845,922$3.41M0.01%+720,578+574.9%Added
Dimensional Fund Advisors LP1,211,244$4.88M0.00%−29,328−2.4%Reduced
Nordea Investment Management AB1,235,698$4.99M0.01%+50,911+4.3%Added
Bank of New York Mellon Corp1,286,103$5.18M0.00%+25,580+2.0%Added
Invesco Ltd.1,380,997$5.57M0.00%+57,642+4.4%Added
Healthcare of Ontario Pension Plan Trust Fund1,521,300$6.13M0.03%−39,200−2.5%Reduced
Jacobs Levy Equity Management, Inc1,534,479$6.18M0.04%−13,717−0.9%Reduced
Credit Suisse AG1,565,264$6.31M0.01%+100,151+6.8%Added
Geode Capital Management, LLC1,660,971$6.69M0.00%+86,869+5.5%Added
State Street Corp1,741,508$7.02M0.00%+88,826+5.4%Added
D. E. Shaw & Co., Inc.2,628,274$10.6M0.02%−331,306−11.2%Reduced
Morgan Stanley5,037,195$20.3M0.00%−317,833−5.9%Reduced
Nikko Asset Management Americas, Inc.5,418,495$21.8M0.23%−66,358−1.2%Reduced
Sumitomo Mitsui Trust Holdings, Inc.5,418,495$21.8M0.02%−66,358−1.2%Reduced
Greenvale Capital LLP5,746,319$23.2M1.75%+442,500+8.3%Added
Vanguard Group Inc6,330,007$25.5M0.00%−1,010,189−13.8%Reduced
BlackRock Inc.6,808,633$27.4M0.00%+409,763+6.4%Added
ARK Investment Management LLCSuperinvestorARK Invest8,783,754$35.4M0.23%−541,851−5.8%Reduced
IFP Advisors, Inc95––−171−64.3%Reduced
Intrinsic Edge Capital Management LLC0$00.00%−1,456,515−100.0%Sold out
Marshall Wace, LLP0$00.00%−687,386−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−337,678−100.0%Sold out
Oberweis Asset Management Inc0$00.00%−264,300−100.0%Sold out
PDT Partners, LLC0$00.00%−67,819−100.0%Sold out
Jump Financial, LLC0$00.00%−49,699−100.0%Sold out
American Century Companies Inc0$00.00%−35,576−100.0%Sold out
Lazard Asset Management LLC0$00.00%−30,899−100.0%Sold out
Counterpoint Mutual Funds LLC0$00.00%−27,956−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−26,811−100.0%Sold out
Centiva Capital, LP0$00.00%−24,906−100.0%Sold out
Corton Capital Inc.0$00.00%−24,342−100.0%Sold out
Axq Capital, LP0$00.00%−23,391−100.0%Sold out
Delphia (USA) Inc.0$00.00%−22,539−100.0%Sold out
Caxton Associates LP0$00.00%−22,108−100.0%Sold out
Mercer Global Advisors Inc0$00.00%−12,133−100.0%Sold out
Quantbot Technologies LP0$00.00%−10,787−100.0%Sold out
Farther Finance Advisors, LLC0$00.00%−4,449−100.0%Sold out
State of Wyoming0$00.00%−3,415−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−500−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−346−100.0%Sold out
Lindbrook Capital, LLC0$00.00%−293−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−200−100.0%Sold out
Parallel Advisors, LLC0$00.00%−186−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−143−100.0%Sold out
Manchester Capital Management LLC0$00.00%−134−100.0%Sold out
Bell Investment Advisors, Inc0$00.00%−75−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−53−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−35−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−28−100.0%Sold out