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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 2023

Institutional positions in 2U, LLC as of Dec 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
126
−28 vs. Q3 2023
Shares held
67.3M
−5.27M (−7.3%) vs. Q3 2023
Total value
$82.7M
−$96.6M (−53.9%) vs. Q3 2023
New holders
17
39 more added
Sold out
45
47 more reduced

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 126 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 2023: $82.7M
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 2023

Shares, value and share of portfolio for each institution holding 2U, LLC; share changes are against Q3 2023.

Institutions holding TWOU in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
ARK Investment Management LLCSuperinvestorARK Invest9,575,926$11.8M0.07%−189,196−1.9%Reduced
BlackRock Inc.6,762,706$8.32M0.00%+63,562+0.9%Added
Sumitomo Mitsui Trust Holdings, Inc.5,296,327$6.51M0.00%−76,736−1.4%Reduced
Nikko Asset Management Americas, Inc.5,296,327$6.41M0.06%−76,736−1.4%Reduced
Vanguard Group Inc4,797,923$5.90M0.00%+10,938+0.2%Added
Greenvale Capital LLP3,452,353$4.25M0.36%−2,393,966−40.9%Reduced
D. E. Shaw & Co., Inc.3,143,418$3.87M0.01%+522,701+19.9%Added
Millennium Management LLC2,603,637$3.20M0.00%+2,025,606+350.4%Added
AQR Capital Management LLC2,211,587$2.72M0.01%+871,855+65.1%Added
Jacobs Levy Equity Management, Inc2,004,590$2.47M0.01%+244,858+13.9%Added
Geode Capital Management, LLC1,763,791$2.17M0.00%+92,994+5.6%Added
State Street Corp1,615,090$1.99M0.00%−117,687−6.8%Reduced
BNP Paribas Arbitrage, SA1,331,482$1.64M0.00%+438,007+49.0%Added
Blantyre Capital Ltd1,215,087$1.59M1.11%+1,215,087New
Morgan Stanley962,402$1.18M0.00%−3,202,400−76.9%Reduced
Renaissance Technologies LLC840,221$1.03M0.00%+840,221New
Mirae Asset Global Investments Co., Ltd.836,251$1.03M0.00%+50,366+6.4%Added
Acadian Asset Management LLC786,879$966.0K0.00%+786,879New
Bridgeway Capital Management, LLC744,403$915.6K0.02%+744,403New
Citigroup Inc714,097$878.3K0.00%+137,532+23.9%Added
Northern Trust Corp708,675$871.7K0.00%−31,825−4.3%Reduced
Charles Schwab Investment Management Inc670,265$824.4K0.00%+88,104+15.1%Added
Jane Street Group, LLC657,303$808.5K0.00%+546,280+492.0%Added
FMR LLC647,156$796.0K0.00%+303,506+88.3%Added
Dimensional Fund Advisors LP530,656$653.0K0.00%−324,873−38.0%Reduced
Two Sigma Advisers, LP514,100$632.3K0.00%+155,700+43.4%Added
Two Sigma Investments, LP501,508$616.9K0.00%+501,508New
Goldman Sachs Group Inc476,415$586.0K0.00%+74,417+18.5%Added
Bank of America Corp422,430$519.6K0.00%+114,661+37.3%Added
Los Angeles Capital Management LLC356,261$438.2K0.00%+141,119+65.6%Added
Vestmark Advisory Solutions, Inc.324,185$398.7K0.02%+324,185New
Susquehanna International Group, LLP313,212$385.3K0.00%+189,330+152.8%Added
XTX Topco Ltd279,028$343.2K0.08%+201,782+261.2%Added
Bank of New York Mellon Corp271,267$333.7K0.00%−1,125−0.4%Reduced
Federated Hermes, Inc.254,944$313.6K0.00%−938−0.4%Reduced
Walleye Capital LLC224,384$276.0K0.00%−409,813−64.6%Reduced
JPMorgan Chase & Co217,757$267.8K0.00%−61,470−22.0%Reduced
Ameriprise Financial Inc215,027$264.5K0.00%+16,372+8.2%Added
Barclays PLC210,613$259.1K0.00%+84,293+66.7%Added
DekaBank Deutsche Girozentrale179,882$231.0K0.00%00.0%Unchanged
Invesco Ltd.181,210$222.9K0.00%−681,065−79.0%Reduced
Marshall Wace, LLP180,461$222.0K0.00%−232,973−56.4%Reduced
Panagora Asset Management Inc180,305$221.8K0.00%00.0%Unchanged
Squarepoint Ops LLC156,111$192.0K0.00%+144,591+1,255.1%Added
Tudor Investment Corp Et Al137,181$168.7K0.00%−65,754−32.4%Reduced
Wealth Enhancement Advisory Services, LLC131,466$161.7K0.00%+192+0.1%Added
Rhumbline Advisers121,993$150.0K0.00%−321−0.3%Reduced
River & Mercantile Asset Management LLP122,620$149.0K0.03%−143,338−53.9%Reduced
Price T Rowe Associates Inc108,925$134.0K0.00%+37,328+52.1%Added
Point72 Middle East FZE107,896$132.7K0.01%+9,046+9.2%Added
Russell Investments Group, Ltd.104,280$128.3K0.00%−8,614−7.6%Reduced
Public Employees Retirement System of Ohio97,862$120.4K0.00%00.0%Unchanged
Guggenheim Capital LLC96,756$119.0K0.00%−38,929−28.7%Reduced
Connor, Clark & Lunn Investment Management Ltd.95,317$117.2K0.00%+95,317New
Citadel Advisors LLC88,959$109.4K0.00%−900,988−91.0%Reduced
Thrivent Financial for Lutherans86,020$106.0K0.00%−4,201−4.7%Reduced
Alliancebernstein L.P.84,880$104.4K0.00%−2,200−2.5%Reduced
SG Americas Securities, LLC82,317$101.0K0.00%+25,710+45.4%Added
Group One Trading, L.P.80,012$98.4K0.00%+36,297+83.0%Added
UBS Group AG79,235$97.5K0.00%+72,205+1,027.1%Added
Engineers Gate Manager LP78,028$96.0K0.00%+78,028New
Qube Research & Technologies Ltd65,451$80.5K0.00%−148,839−69.5%Reduced
Ieq Capital, LLC55,181$67.9K0.00%00.0%Unchanged
Deutsche Bank AG48,054$59.1K0.00%−3,246−6.3%Reduced
Wells Fargo & Company43,984$54.1K0.00%+15,178+52.7%Added
American International Group, Inc.39,859$49.0K0.00%+331+0.8%Added
Franklin Resources Inc35,598$43.8K0.00%−37,931−51.6%Reduced
Stephens Inc33,900$41.7K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)33,283$40.9K0.00%+2,257+7.3%Added
Voya Investment Management LLC32,002$39.4K0.00%00.0%Unchanged
Oak Thistle LLC31,321$38.5K0.01%+31,321New
Envestnet Asset Management Inc30,917$38.0K0.00%+5,863+23.4%Added
State Board of Administration of Florida Retirement System30,863$38.0K0.00%00.0%Unchanged
DC Investments Management, LLC30,814$37.9K0.04%00.0%Unchanged
Erste Asset Management GmbH26,078$34.2K0.00%00.0%Unchanged
LPL Financial LLC27,649$34.0K0.00%+4,534+19.6%Added
Prudential Financial Inc24,810$30.5K0.00%−49,200−66.5%Reduced
New York State Common Retirement Fund24,542$30.2K0.00%−13,880−36.1%Reduced
Advisor Group Holdings, Inc.24,479$30.1K0.00%+7,688+45.8%Added
Wexford Capital LP19,800$24.4K0.01%+19,800New
Royal Bank of Canada20,176$24.0K0.00%+5,667+39.1%Added
Samalin Investment Counsel, LLC18,680$23.0K0.01%−5,926−24.1%Reduced
Simplex Trading, LLC17,883$21.0K0.00%+17,883New
Stifel Financial Corp17,027$20.9K0.00%−3,008−15.0%Reduced
Cim Investment Mangement Inc17,027$20.9K0.01%00.0%Unchanged
Cubist Systematic Strategies, LLC16,561$20.4K0.00%−27,873−62.7%Reduced
HSBC Holdings PLC14,257$17.3K0.00%+70+0.5%Added
NinePointTwo Capital14,174$17.0K0.01%00.0%Unchanged
ProShare Advisors LLC13,271$16.3K0.00%+2,980+29.0%Added
California State Teachers Retirement System13,199$16.2K0.00%−71,712−84.5%Reduced
Ironwood Investment Management LLC11,554$14.2K0.01%−1,437−11.1%Reduced
Cresset Asset Management, LLC11,554$14.2K0.00%−370−3.1%Reduced
Ellevest, Inc.11,309$13.9K0.00%−18,465−62.0%Reduced
Principal Financial Group Inc11,237$13.8K0.00%00.0%Unchanged
New England Research & Management, Inc.10,550$13.0K0.01%+10,550New
Occudo Quantitative Strategies LP10,224$12.6K0.00%+10,224New
Legal & General Group Plc10,189$12.5K0.00%−35,258−77.6%Reduced
Walleye Trading LLC8,626$10.6K0.00%−43,270−83.4%Reduced
Ameritas Investment Partners, Inc.7,725$9.50K0.00%00.0%Unchanged
Amalgamated Bank6,955$9.00K0.00%−744−9.7%Reduced