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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 2024

Institutional positions in 2U, LLC as of Mar 31, 2024. 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
89
−36 vs. Q4 2023
Shares held
51.3M
−16.0M (−23.8%) vs. Q4 2023
Total value
$19.7M
−$63.1M (−76.2%) vs. Q4 2023
New holders
9
21 more added
Sold out
45
36 more reduced

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 89 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 2024: $19.7M
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, Q1 2024

Shares, value and share of portfolio for each institution holding 2U, LLC; share changes are against Q4 2023.

Institutions holding TWOU in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
ARK Investment Management LLCSuperinvestorARK Invest8,267,605$3.22M0.02%−1,308,321−13.7%Reduced
BlackRock Inc.6,099,488$2.38M0.00%−663,218−9.8%Reduced
Vanguard Group Inc4,511,601$1.76M0.00%−286,322−6.0%Reduced
AQR Capital Management LLC4,135,095$1.61M0.00%+1,923,508+87.0%Added
Greenvale Capital LLP3,452,353$1.35M0.10%00.0%Unchanged
D. E. Shaw & Co., Inc.3,021,312$1.18M0.00%−122,106−3.9%Reduced
Millennium Management LLC1,770,765$690.1K0.00%−832,872−32.0%Reduced
Geode Capital Management, LLC1,705,875$664.9K0.00%−57,916−3.3%Reduced
State Street Corp1,612,804$628.5K0.00%−2,286−0.1%Reduced
Two Sigma Advisers, LP1,472,900$574.0K0.00%+958,800+186.5%Added
Invesco Ltd.1,408,591$548.9K0.00%+1,227,381+677.3%Added
Blantyre Capital Ltd1,215,087$473.9K0.26%00.0%Unchanged
Two Sigma Investments, LP992,628$386.8K0.00%+491,120+97.9%Added
Renaissance Technologies LLC872,200$340.0K0.00%+31,979+3.8%Added
BNP Paribas Arbitrage, SA849,361$331.0K0.00%−482,121−36.2%Reduced
Acadian Asset Management LLC818,005$317.0K0.00%+31,126+4.0%Added
Citigroup Inc715,567$278.9K0.00%+1,470+0.2%Added
FMR LLC673,089$262.3K0.00%+25,933+4.0%Added
Northern Trust Corp669,952$261.1K0.00%−38,723−5.5%Reduced
Charles Schwab Investment Management Inc651,888$254.0K0.00%−18,377−2.7%Reduced
Los Angeles Capital Management LLC627,394$244.5K0.00%+271,133+76.1%Added
Goldman Sachs Group Inc620,385$241.8K0.00%+143,970+30.2%Added
Bank of America Corp573,230$223.0K0.00%+150,800+35.7%Added
Morgan Stanley490,791$191.3K0.00%−471,611−49.0%Reduced
Price T Rowe Associates Inc361,725$141.0K0.00%+252,800+232.1%Added
Bank of New York Mellon Corp244,338$95.2K0.00%−26,929−9.9%Reduced
Jane Street Group, LLC208,620$81.3K0.00%−448,683−68.3%Reduced
Group One Trading, L.P.190,085$74.1K0.00%+110,073+137.6%Added
DekaBank Deutsche Girozentrale179,882$71.0K0.00%00.0%Unchanged
Keynote Financial Services LLC178,291$69.5K0.06%+178,291New
Susquehanna International Group, LLP172,323$67.2K0.00%−140,889−45.0%Reduced
Barclays PLC159,681$62.2K0.00%−50,932−24.2%Reduced
JPMorgan Chase & Co153,917$60.0K0.00%−63,840−29.3%Reduced
Tudor Investment Corp Et Al137,181$53.5K0.00%00.0%Unchanged
Rhumbline Advisers131,325$51.2K0.00%+9,332+7.6%Added
Wealth Enhancement Advisory Services, LLC131,145$51.1K0.00%−321−0.2%Reduced
Two Sigma Securities, LLC108,884$42.4K0.00%+108,884New
Cerity Partners LLC101,634$39.6K0.00%+101,634New
UBS Group AG82,455$32.2K0.00%+3,220+4.1%Added
Alliancebernstein L.P.76,280$29.7K0.00%−8,600−10.1%Reduced
Ieq Capital, LLC55,181$21.5K0.00%00.0%Unchanged
Simplex Trading, LLC54,054$21.0K0.00%+36,171+202.3%Added
Fidelis Capital Partners, LLC46,471$18.1K0.00%+46,471New
XTX Topco Ltd44,673$17.4K0.00%−234,355−84.0%Reduced
American International Group, Inc.39,520$15.4K0.00%−339−0.9%Reduced
Engineers Gate Manager LP33,684$13.1K0.00%−44,344−56.8%Reduced
DC Investments Management, LLC30,814$12.0K0.01%00.0%Unchanged
Wells Fargo & Company30,253$11.8K0.00%−13,731−31.2%Reduced
SG Americas Securities, LLC26,579$10.0K0.00%−55,738−67.7%Reduced
JustInvest LLC24,907$9.71K0.00%+24,907New
Prudential Financial Inc24,810$9.67K0.00%00.0%Unchanged
New York State Common Retirement Fund24,542$9.56K0.00%00.0%Unchanged
Connectus Wealth, LLC23,800$9.28K0.00%+23,800New
HSBC Holdings PLC23,393$9.12K0.00%+9,136+64.1%Added
Tower Research Capital LLC (TRC)20,162$7.86K0.00%−13,121−39.4%Reduced
Cim Investment Mangement Inc17,027$6.63K0.00%00.0%Unchanged
LPL Financial LLC15,457$6.02K0.00%−12,192−44.1%Reduced
ProShare Advisors LLC14,407$5.62K0.00%+1,136+8.6%Added
Principal Financial Group Inc11,237$4.38K0.00%00.0%Unchanged
New England Research & Management, Inc.10,550$4.00K0.00%00.0%Unchanged
California State Teachers Retirement System9,106$3.55K0.00%−4,093−31.0%Reduced
Ameritas Investment Partners, Inc.7,725$3.01K0.00%00.0%Unchanged
Legal & General Group Plc6,471$2.52K0.00%−3,718−36.5%Reduced
Walleye Trading LLC3,359$1.31K0.00%−5,267−61.1%Reduced
SRS Capital Advisors, Inc.2,856$1.11K0.00%+2,347+461.1%Added
Royal Bank of Canada2,925$1.00K0.00%−17,251−85.5%Reduced
Amalgamated Bank2,502$1.00K0.00%−4,453−64.0%Reduced
Avion Wealth1,545$1.00K0.00%+1,545New
Advisor Group Holdings, Inc.1,434$5570.00%−23,045−94.1%Reduced
EverSource Wealth Advisors, LLC2,091$5190.00%+1,531+273.4%Added
Heritage Wealth Advisors1,100$4290.00%00.0%Unchanged
RFP Financial Group LLC1,099$4280.00%−76−6.5%Reduced
National Bank of Canada1,300$4130.00%00.0%Unchanged
NBT Bank N A1,000$3900.00%00.0%Unchanged
Proequities, Inc.200$770.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec125$490.00%00.0%Unchanged
Nemes Rush Group LLC111$440.00%00.0%Unchanged
C M Bidwell & Associates Ltd105$410.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC100$390.00%00.0%Unchanged
Farther Finance Advisors, LLC60$250.00%+38+172.7%Added
Comerica Bank53$210.00%−1,611−96.8%Reduced
First Manhattan Co48$180.00%00.0%Unchanged
Quent Capital, LLC36$140.00%00.0%Unchanged
Creekmur Asset Management LLC34$130.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC17$60.00%+17New
CWM, LLC261$00.00%−139−34.8%Reduced
Capital Advisors, Ltd. LLC554$00.00%+554New
Mirae Asset Global Investments Co., Ltd.778,856––−57,395−6.9%Reduced
State Board of Administration of Florida Retirement System30,783––−80−0.3%Reduced
Sumitomo Mitsui Trust Holdings, Inc.0$00.00%−5,296,327−100.0%Sold out
Nikko Asset Management Americas, Inc.0$00.00%−5,296,327−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−2,004,590−100.0%Sold out
Bridgeway Capital Management, LLC0$00.00%−744,403−100.0%Sold out
Dimensional Fund Advisors LP0$00.00%−530,656−100.0%Sold out
Vestmark Advisory Solutions, Inc.0$00.00%−324,185−100.0%Sold out
Federated Hermes, Inc.0$00.00%−254,944−100.0%Sold out
Walleye Capital LLC0$00.00%−224,384−100.0%Sold out
Ameriprise Financial Inc0$00.00%−215,027−100.0%Sold out
Marshall Wace, LLP0$00.00%−180,461−100.0%Sold out
Panagora Asset Management Inc0$00.00%−180,305−100.0%Sold out