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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
Two Sigma Advisers, LP514,100$632.3K0.00%+155,700+43.4%Added
Dimensional Fund Advisors LP530,656$653.0K0.00%−324,873−38.0%Reduced
FMR LLC647,156$796.0K0.00%+303,506+88.3%Added
Jane Street Group, LLC657,303$808.5K0.00%+546,280+492.0%Added
Charles Schwab Investment Management Inc670,265$824.4K0.00%+88,104+15.1%Added
Northern Trust Corp708,675$871.7K0.00%−31,825−4.3%Reduced
Citigroup Inc714,097$878.3K0.00%+137,532+23.9%Added
Bridgeway Capital Management, LLC744,403$915.6K0.02%+744,403New
Acadian Asset Management LLC786,879$966.0K0.00%+786,879New
Mirae Asset Global Investments Co., Ltd.836,251$1.03M0.00%+50,366+6.4%Added
Renaissance Technologies LLC840,221$1.03M0.00%+840,221New
Morgan Stanley962,402$1.18M0.00%−3,202,400−76.9%Reduced
Blantyre Capital Ltd1,215,087$1.59M1.11%+1,215,087New
BNP Paribas Arbitrage, SA1,331,482$1.64M0.00%+438,007+49.0%Added
State Street Corp1,615,090$1.99M0.00%−117,687−6.8%Reduced
Geode Capital Management, LLC1,763,791$2.17M0.00%+92,994+5.6%Added
Jacobs Levy Equity Management, Inc2,004,590$2.47M0.01%+244,858+13.9%Added
AQR Capital Management LLC2,211,587$2.72M0.01%+871,855+65.1%Added
Millennium Management LLC2,603,637$3.20M0.00%+2,025,606+350.4%Added
D. E. Shaw & Co., Inc.3,143,418$3.87M0.01%+522,701+19.9%Added
Greenvale Capital LLP3,452,353$4.25M0.36%−2,393,966−40.9%Reduced
Vanguard Group Inc4,797,923$5.90M0.00%+10,938+0.2%Added
Nikko Asset Management Americas, Inc.5,296,327$6.41M0.06%−76,736−1.4%Reduced
Sumitomo Mitsui Trust Holdings, Inc.5,296,327$6.51M0.00%−76,736−1.4%Reduced
BlackRock Inc.6,762,706$8.32M0.00%+63,562+0.9%Added
ARK Investment Management LLCSuperinvestorARK Invest9,575,926$11.8M0.07%−189,196−1.9%Reduced
Credit Suisse AG0$00.00%−1,556,423−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−1,521,300−100.0%Sold out
Nordea Investment Management AB0$00.00%−1,235,703−100.0%Sold out
Frontier Capital Management Co LLC0$00.00%−647,992−100.0%Sold out
Norges Bank0$00.00%−618,518−100.0%Sold out
Tocqueville Asset Management L.P.0$00.00%−234,400−100.0%Sold out
Nuveen Asset Management, LLC0$00.00%−173,634−100.0%Sold out
Swiss National Bank0$00.00%−164,000−100.0%Sold out
UBS Asset Management Americas Inc0$00.00%−154,354−100.0%Sold out
Wellington Management Group LLP0$00.00%−109,920−100.0%Sold out
HRT Financial LP0$00.00%−100,416−100.0%Sold out
Blair William & Co0$00.00%−64,921−100.0%Sold out
Davy Global Fund Management Ltd0$00.00%−62,361−100.0%Sold out
Verition Fund Management LLC0$00.00%−56,635−100.0%Sold out
Virtus Investment Advisers, Inc.0$00.00%−55,529−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−54,731−100.0%Sold out
Man Group plc0$00.00%–Sold out
Dynamic Technology Lab Private Ltd0$00.00%−54,087−100.0%Sold out
Nebula Research & Development LLC0$00.00%−41,591−100.0%Sold out
MetLife Investment Management0$00.00%−39,475−100.0%Sold out
Janus Henderson Group PLC0$00.00%−34,420−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−34,100−100.0%Sold out
Capital Impact Advisors, LLC0$00.00%−33,443−100.0%Sold out
Manufacturers Life Insurance Company, The0$00.00%−32,730−100.0%Sold out
Arizona State Retirement System0$00.00%−21,753−100.0%Sold out
Xponance, Inc.0$00.00%−20,131−100.0%Sold out
Jump Financial, LLC0$00.00%−18,880−100.0%Sold out
Centiva Capital, LP0$00.00%−17,537−100.0%Sold out
Qtron Investments LLC0$00.00%−14,132−100.0%Sold out
Zurcher Kantonalbank (Zurich Cantonalbank)0$00.00%−11,640−100.0%Sold out
Pictet Asset Management Holding SA0$00.00%−11,555−100.0%Sold out
Axxcess Wealth Management, LLC0$00.00%−10,230−100.0%Sold out
American Trust0$00.00%−10,121−100.0%Sold out
Public Employees Retirement Association of Colorado0$00.00%−9,822−100.0%Sold out
Shell Asset Management Co0$00.00%−4,341−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−4,266−100.0%Sold out
Great West Life Assurance Co0$00.00%−4,164−100.0%Sold out
Natixis0$00.00%−1,695−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−1,000−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−683−100.0%Sold out
Grove Bank & Trust0$00.00%−175−100.0%Sold out
Versant Capital Management, Inc0$00.00%−117−100.0%Sold out
IFP Advisors, Inc0$00.00%−95−100.0%Sold out
Toronto Dominion Bank0$00.00%−78−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−60−100.0%Sold out
Quantamental Technologies LLC––––Not filed
Antonetti Capital Management LLC––––Not filed