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.
| 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 2024
Shares, value and share of portfolio for each institution holding 2U, LLC; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 261 | $0 | 0.00% | −139−34.8% | Reduced |
| Capital Advisors, Ltd. LLC | 554 | $0 | 0.00% | +554 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17 | $6 | 0.00% | +17 | New |
| Creekmur Asset Management LLC | 34 | $13 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 36 | $14 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 48 | $18 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 53 | $21 | 0.00% | −1,611−96.8% | Reduced |
| Farther Finance Advisors, LLC | 60 | $25 | 0.00% | +38+172.7% | Added |
| Blue Bell Private Wealth Management, LLC | 100 | $39 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 105 | $41 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 111 | $44 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 125 | $49 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 200 | $77 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 1,000 | $390 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,300 | $413 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 1,099 | $428 | 0.00% | −76−6.5% | Reduced |
| Heritage Wealth Advisors | 1,100 | $429 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,091 | $519 | 0.00% | +1,531+273.4% | Added |
| Advisor Group Holdings, Inc. | 1,434 | $557 | 0.00% | −23,045−94.1% | Reduced |
| Royal Bank of Canada | 2,925 | $1.00K | 0.00% | −17,251−85.5% | Reduced |
| Amalgamated Bank | 2,502 | $1.00K | 0.00% | −4,453−64.0% | Reduced |
| Avion Wealth | 1,545 | $1.00K | 0.00% | +1,545 | New |
| SRS Capital Advisors, Inc. | 2,856 | $1.11K | 0.00% | +2,347+461.1% | Added |
| Walleye Trading LLC | 3,359 | $1.31K | 0.00% | −5,267−61.1% | Reduced |
| Legal & General Group Plc | 6,471 | $2.52K | 0.00% | −3,718−36.5% | Reduced |
| Ameritas Investment Partners, Inc. | 7,725 | $3.01K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 9,106 | $3.55K | 0.00% | −4,093−31.0% | Reduced |
| New England Research & Management, Inc. | 10,550 | $4.00K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 11,237 | $4.38K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 14,407 | $5.62K | 0.00% | +1,136+8.6% | Added |
| LPL Financial LLC | 15,457 | $6.02K | 0.00% | −12,192−44.1% | Reduced |
| Cim Investment Mangement Inc | 17,027 | $6.63K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 20,162 | $7.86K | 0.00% | −13,121−39.4% | Reduced |
| HSBC Holdings PLC | 23,393 | $9.12K | 0.00% | +9,136+64.1% | Added |
| Connectus Wealth, LLC | 23,800 | $9.28K | 0.00% | +23,800 | New |
| New York State Common Retirement Fund | 24,542 | $9.56K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 24,810 | $9.67K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 24,907 | $9.71K | 0.00% | +24,907 | New |
| SG Americas Securities, LLC | 26,579 | $10.0K | 0.00% | −55,738−67.7% | Reduced |
| Wells Fargo & Company | 30,253 | $11.8K | 0.00% | −13,731−31.2% | Reduced |
| DC Investments Management, LLC | 30,814 | $12.0K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 33,684 | $13.1K | 0.00% | −44,344−56.8% | Reduced |
| American International Group, Inc. | 39,520 | $15.4K | 0.00% | −339−0.9% | Reduced |
| XTX Topco Ltd | 44,673 | $17.4K | 0.00% | −234,355−84.0% | Reduced |
| Fidelis Capital Partners, LLC | 46,471 | $18.1K | 0.00% | +46,471 | New |
| Simplex Trading, LLC | 54,054 | $21.0K | 0.00% | +36,171+202.3% | Added |
| Ieq Capital, LLC | 55,181 | $21.5K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 76,280 | $29.7K | 0.00% | −8,600−10.1% | Reduced |
| UBS Group AG | 82,455 | $32.2K | 0.00% | +3,220+4.1% | Added |
| Cerity Partners LLC | 101,634 | $39.6K | 0.00% | +101,634 | New |
| Two Sigma Securities, LLC | 108,884 | $42.4K | 0.00% | +108,884 | New |
| Wealth Enhancement Advisory Services, LLC | 131,145 | $51.1K | 0.00% | −321−0.2% | Reduced |
| Rhumbline Advisers | 131,325 | $51.2K | 0.00% | +9,332+7.6% | Added |
| Tudor Investment Corp Et Al | 137,181 | $53.5K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 153,917 | $60.0K | 0.00% | −63,840−29.3% | Reduced |
| Barclays PLC | 159,681 | $62.2K | 0.00% | −50,932−24.2% | Reduced |
| Susquehanna International Group, LLP | 172,323 | $67.2K | 0.00% | −140,889−45.0% | Reduced |
| Keynote Financial Services LLC | 178,291 | $69.5K | 0.06% | +178,291 | New |
| DekaBank Deutsche Girozentrale | 179,882 | $71.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 190,085 | $74.1K | 0.00% | +110,073+137.6% | Added |
| Jane Street Group, LLC | 208,620 | $81.3K | 0.00% | −448,683−68.3% | Reduced |
| Bank of New York Mellon Corp | 244,338 | $95.2K | 0.00% | −26,929−9.9% | Reduced |
| Price T Rowe Associates Inc | 361,725 | $141.0K | 0.00% | +252,800+232.1% | Added |
| Morgan Stanley | 490,791 | $191.3K | 0.00% | −471,611−49.0% | Reduced |
| Bank of America Corp | 573,230 | $223.0K | 0.00% | +150,800+35.7% | Added |
| Goldman Sachs Group Inc | 620,385 | $241.8K | 0.00% | +143,970+30.2% | Added |
| Los Angeles Capital Management LLC | 627,394 | $244.5K | 0.00% | +271,133+76.1% | Added |
| Charles Schwab Investment Management Inc | 651,888 | $254.0K | 0.00% | −18,377−2.7% | Reduced |
| Northern Trust Corp | 669,952 | $261.1K | 0.00% | −38,723−5.5% | Reduced |
| FMR LLC | 673,089 | $262.3K | 0.00% | +25,933+4.0% | Added |
| Citigroup Inc | 715,567 | $278.9K | 0.00% | +1,470+0.2% | Added |
| Acadian Asset Management LLC | 818,005 | $317.0K | 0.00% | +31,126+4.0% | Added |
| BNP Paribas Arbitrage, SA | 849,361 | $331.0K | 0.00% | −482,121−36.2% | Reduced |
| Renaissance Technologies LLC | 872,200 | $340.0K | 0.00% | +31,979+3.8% | Added |
| Two Sigma Investments, LP | 992,628 | $386.8K | 0.00% | +491,120+97.9% | Added |
| Blantyre Capital Ltd | 1,215,087 | $473.9K | 0.26% | 00.0% | Unchanged |
| Invesco Ltd. | 1,408,591 | $548.9K | 0.00% | +1,227,381+677.3% | Added |
| Two Sigma Advisers, LP | 1,472,900 | $574.0K | 0.00% | +958,800+186.5% | Added |
| State Street Corp | 1,612,804 | $628.5K | 0.00% | −2,286−0.1% | Reduced |
| Geode Capital Management, LLC | 1,705,875 | $664.9K | 0.00% | −57,916−3.3% | Reduced |
| Millennium Management LLC | 1,770,765 | $690.1K | 0.00% | −832,872−32.0% | Reduced |
| D. E. Shaw & Co., Inc. | 3,021,312 | $1.18M | 0.00% | −122,106−3.9% | Reduced |
| Greenvale Capital LLP | 3,452,353 | $1.35M | 0.10% | 00.0% | Unchanged |
| AQR Capital Management LLC | 4,135,095 | $1.61M | 0.00% | +1,923,508+87.0% | Added |
| Vanguard Group Inc | 4,511,601 | $1.76M | 0.00% | −286,322−6.0% | Reduced |
| BlackRock Inc. | 6,099,488 | $2.38M | 0.00% | −663,218−9.8% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 8,267,605 | $3.22M | 0.02% | −1,308,321−13.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 778,856 | – | – | −57,395−6.9% | Reduced |
| State Board of Administration of Florida Retirement System | 30,783 | – | – | −80−0.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −5,296,327−100.0% | Sold out |
| Nikko Asset Management Americas, Inc. | 0 | $0 | 0.00% | −5,296,327−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −2,004,590−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −744,403−100.0% | Sold out |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −530,656−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −324,185−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −254,944−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −224,384−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −215,027−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −180,461−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −180,305−100.0% | Sold out |