NERDY INC (NRDY)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
79
Reporting holders
$14.0M
Reported value
1.5%
Held as options
-11
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Technology Crossover Management VIII, Ltd. | $3.6M | 3,949,791 | 1.05% | 20q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.3M | 2,501,004 | 0.00% | 2q | -1.6%-$37.2K |
| MONETA GROUP INVESTMENT ADVISORS LLC | $943.3K | 1,029,701 | 0.01% | 20q | +229.1%+$656.7K |
| BlackRock, Inc. | $931.9K | 1,017,288 | 0.00% | 8q | -76.2%-$3.0M |
| AQR CAPITAL MANAGEMENT LLC | $804.9K | 878,617 | 0.00% | 7q | +97.0%+$396.4K |
| RBF Capital, LLC | $704.5K | 768,988 | 0.03% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $702.5K | 766,178 | 0.00% | 19q | -54.2%-$830.4K |
| JANE STREET GROUP, LLC | $488.2K | 503,931 | 0.00% | 12q | +99.5%+$243.5K |
| MILLENNIUM MANAGEMENT LLC | $457.3K | 499,158 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $456.1K | 497,888 | 0.00% | 20q | +34.9%+$117.9K |
| VANGUARD FIDUCIARY TRUST CO | $360.9K | 393,970 | 0.00% | 2q | -11.3%-$45.9K |
| STATE STREET CORP | $333.6K | 364,101 | 0.00% | 19q | -72.8%-$891.1K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $172.0K | 187,700 | 0.00% | 8q | HELD |
| NORTHERN TRUST CORP | $139.6K | 152,435 | 0.00% | 19q | -69.7%-$320.6K |
| MARSHALL WACE, LLP | $137.9K | 149,847 | 0.00% | new | NEW |
| Point72 Asset Management, L.P. | $136.2K | 148,679 | 0.00% | new | NEW |
| IEQ CAPITAL, LLC | $126.8K | 138,361 | 0.00% | 2q | +117.1%+$68.4K |
| XTX Topco Ltd | $113.7K | 124,093 | 0.00% | 4q | -42.2%-$82.8K |
| Crewe Advisors LLC | $93.5K | 102,108 | 0.01% | 3q | +104.2%+$47.7K |
| RENAISSANCE TECHNOLOGIES LLC | $85.2K | 93,000 | 0.00% | 19q | +31.0%+$20.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $83.1K | 24,648 | 0.00% | 14q | -61.3%-$131.5K |
| CITADEL ADVISORS LLC | $65.9K | 53,699 | 0.00% | 3q | +252.0%+$47.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $52.9K | 57,774 | 0.00% | 2q | +364.3%+$41.5K |
| GROUP ONE TRADING LLC | $51.6K | options only | 0.00% | 8q | OPTIONS |
| Qube Research & Technologies Ltd | $49.8K | 54,351 | 0.00% | new | NEW |
| Mariner, LLC | $41.9K | 45,691 | 0.00% | 2q | +95.4%+$20.4K |
| Cerity Partners LLC | $41.1K | 44,847 | 0.00% | 2q | +48.3%+$13.4K |
| IMC-Chicago, LLC | $41.0K | 14,588 | 0.00% | 2q | +3.5%+$1.4K |
| THOMPSON DAVIS & CO., INC. | $36.6K | 40,000 | 0.02% | 3q | -50.6%-$37.6K |
| DEUTSCHE BANK AG\ | $35.4K | 38,512 | 0.00% | 17q | -76.2%-$113.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $32.9K | 35,569 | 0.00% | 2q | +115.6%+$17.7K |
| SIMPLEX TRADING, LLC | $32.9K | 3,076 | 0.00% | 3q | HELD |
| Ground Swell Capital, LLC | $29.0K | 31,618 | 0.03% | new | NEW |
| UBS Group AG | $24.3K | 26,501 | 0.00% | 19q | -86.1%-$150.6K |
| Arax Advisory Partners | $24.3K | 26,476 | 0.00% | 2q | +10005.3%+$24.0K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $21.6K | 23,600 | 0.00% | 8q | HELD |
| Tower Research Capital LLC (TRC) | $21.3K | 23,222 | 0.00% | 19q | +78.3%+$9.3K |
| Engineers Gate Manager LP | $20.9K | 22,859 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $20.6K | 22,498 | 0.00% | 2q | HELD |
| JPMORGAN CHASE & CO | $17.5K | 19,197 | 0.00% | 20q | -27.7%-$6.7K |
| Silver Rock Financial LP | $16.2K | 17,668 | 0.03% | 12q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $15.6K | 16,993 | 0.00% | new | NEW |
| Creative Planning | $15.3K | 16,666 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $13.5K | 14,730 | 0.00% | 18q | -75.9%-$42.5K |
| Schonfeld Strategic Advisors LLC | $12.4K | 13,566 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $12.0K | 14,046 | 0.00% | 19q | +59.2%+$4.5K |
| MORGAN STANLEY | $11.6K | 12,628 | 0.00% | 20q | -58.4%-$16.3K |
| BRIGHTON JONES LLC | $11.4K | 12,471 | 0.00% | new | NEW |
| Focus Partners Wealth | $9.8K | 10,699 | 0.00% | 8q | -52.6%-$10.9K |
| Pallas Capital Advisors LLC | $9.2K | 10,082 | 0.00% | new | NEW |
| CITIGROUP INC | $8.2K | 8,989 | 0.00% | 13q | -63.7%-$14.5K |
| FMR LLC | $7.8K | 8,480 | 0.00% | 16q | +23.8%+$1.5K |
| BNP PARIBAS FINANCIAL MARKETS | $5.7K | 6,274 | 0.00% | 7q | -56.2%-$7.4K |
| Cullen/Frost Bankers, Inc. | $4.6K | 5,000 | 0.00% | 3q | HELD |
| BARCLAYS PLC | $3.5K | 3,799 | 0.00% | 18q | -61.9%-$5.7K |
| Integrated Wealth Concepts LLC | $2.8K | 3,110 | 0.00% | new | NEW |
| Allworth Financial LP | $2.5K | 2,771 | 0.00% | 3q | +190.2%+$1.7K |
| OSAIC HOLDINGS, INC. | $2.1K | 2,325 | 0.00% | 14q | -25.6% |
| EverSource Wealth Advisors, LLC | $2.1K | 2,261 | 0.00% | 6q | +52.6% |
| HARBOUR INVESTMENTS, INC. | $1.8K | 2,000 | 0.00% | new | NEW |
| Medallion Wealth Advisors, LLC | $1.8K | 1,967 | 0.00% | 7q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $1.4K | 1,667 | 0.00% | 5q | -35.8% |
| Physician Wealth Advisors, Inc. | $1.1K | 1,244 | 0.00% | 2q | HELD |
| SBI Securities Co., Ltd. | $1.1K | 1,174 | 0.00% | 7q | HELD |
| Optiver Holding B.V. | $999 | 1,090 | 0.00% | 4q | HELD |
| Essential Partners LLC | $763 | 833 | 0.00% | 3q | -74.6%-$2.2K |
| GSA CAPITAL PARTNERS LLP | $743 | 811,089 | 0.05% | 6q | +23.6% |
| Farther Finance Advisors, LLC | $604 | 661 | 0.00% | 3q | +112.5% |
| Marquette Asset Management, LLC | $571 | 623 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $402 | 439 | 0.00% | 3q | +108.1% |
| IFP Advisors, Inc | $300 | 328 | 0.00% | 4q | -6.3% |
| Parallel Advisors, LLC | $186 | 203 | 0.00% | 5q | HELD |
| Strive Financial Group ,LLC | $184 | 200 | 0.00% | new | NEW |
| True Wealth Design, LLC | $167 | 182 | 0.00% | 2q | +17.4% |
| Fortitude Family Office, LLC | $128 | 140 | 0.00% | new | NEW |
| Wealth Enhancement Trust Services, Inc. | $57 | 62 | 0.00% | new | NEW |
| Clearstead Advisors, LLC | $40 | 43 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $38 | 42 | 0.00% | 2q | -95.8% |
| SJS Investment Consulting Inc. | $24 | 26 | 0.00% | new | NEW |
| Virtu Financial LLC | $15 | 16,602 | 0.00% | new | NEW |
| SG Americas Securities, LLC | $10 | 11,351 | 0.00% | new | NEW |
| JPL Wealth Management, LLC | $3 | 3 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 79 | $14.0M | 15,071,049 | 22 | 22 | 23 | 1.5% |
| Q1 2026 | 90 | $18.1M | 21,366,309 | 17 | 28 | 23 | 3.7% |
| Q4 2025 | 88 | $24.3M | 22,978,836 | 21 | 27 | 22 | 1.7% |
| Q3 2025 | 79 | $30.4M | 24,083,808 | 10 | 10 | 33 | 0.1% |
| Q2 2025 | 82 | $42.5M | 26,001,796 | 10 | 20 | 28 | 0.2% |
| Q1 2025 | 86 | $39.2M | 27,450,574 | 10 | 20 | 29 | 0.5% |
| Q4 2024 | 86 | $45.8M | 28,191,498 | 17 | 26 | 16 | 0.4% |
| Q3 2024 | 82 | $44.8M | 45,207,007 | 20 | 21 | 19 | 0.3% |
| Q2 2024 | 85 | $130.7M | 78,300,122 | 8 | 33 | 16 | 0.1% |
| Q1 2024 | 103 | $222.6M | 76,481,171 | 14 | 30 | 30 | 0.1% |
| Q4 2023 | 107 | $242.2M | 70,610,307 | 12 | 39 | 24 | 0.1% |
| Q3 2023 | 121 | $241.8M | 65,223,785 | 30 | 39 | 29 | 0.2% |
| Q2 2023 | 99 | $272.6M | 64,331,263 | 25 | 36 | 21 | 1.6% |
| Q1 2023 | 77 | $258.7M | 61,123,005 | 25 | 23 | 15 | 1.3% |
| Q4 2022 | 60 | $135.8M | 60,243,831 | 5 | 16 | 17 | 0.1% |
| Q3 2022 | 77 | $129.8M | 61,252,368 | 13 | 27 | 22 | 0.4% |
| Q2 2022 | 77 | $146.3M | 68,586,037 | 24 | 35 | 10 | 0.2% |
| Q1 2022 | 79 | $357.8M | 70,209,791 | 20 | 22 | 24 | 0.5% |
| Q4 2021 | 82 | $417.5M | 88,875,613 | 49 | 17 | 11 | 4.7% |
| Q3 2021 | 56 | $665.2M | 65,370,857 | 58 | 0 | 0 | 1.9% |