NERDY INC (NRDY)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
82
Reporting holders
$15.2M
Reported value
1.5%
Calls
0.0%
Puts
-10
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| GSA CAPITAL PARTNERS LLP | $743.0K | 811,089 | 0.05% | 6q | +23.6%+$141.9K |
| 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 |
| STATE STREET CORP | $667.1K | 728,202 | 0.00% | 19q | -45.5%-$557.6K |
| 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 |
| 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 |
| CITADEL ADVISORS LLC | $131.7K | 107,398 | 0.00% | 3q | +603.9%+$113.0K |
| 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 |
| 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 |
| Virtu Financial LLC | $15.0K | 16,602 | 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 |
| SG Americas Securities, LLC | $10.0K | 11,351 | 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 |
| 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 |
| JPL Wealth Management, LLC | $3 | 3 | 0.00% | new | NEW |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-08 | 2026-09-01 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-12 | Cohn Charles K. | Chief Executive Officer | Bought | 251,081 | $251.1K |
| 2026-06-11 | Cohn Charles K. | Chief Executive Officer | Bought | 258,204 | $250.5K |
| 2026-06-15 | Cohn Charles K. | Chief Executive Officer | Bought | 250,007 | $250.0K |
| 2026-06-10 | Cohn Charles K. | Chief Executive Officer | Bought | 219,019 | $199.3K |
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 | 82 | $15.2M | 16,327,891 | 24 | 23 | 23 | 1.5% |
| Q1 2026 | 92 | $18.7M | 22,062,978 | 17 | 29 | 23 | 3.6% |
| Q4 2025 | 94 | $25.0M | 23,614,528 | 23 | 29 | 23 | 1.7% |
| Q3 2025 | 85 | $31.2M | 24,707,863 | 10 | 11 | 35 | 0.1% |
| Q2 2025 | 89 | $43.8M | 26,828,060 | 12 | 23 | 30 | 0.2% |
| Q1 2025 | 93 | $40.0M | 28,046,408 | 12 | 23 | 31 | 0.5% |
| Q4 2024 | 93 | $46.1M | 28,366,897 | 19 | 30 | 16 | 0.4% |
| Q3 2024 | 90 | $45.8M | 46,231,166 | 25 | 21 | 21 | 0.3% |
| Q2 2024 | 88 | $132.4M | 79,201,437 | 9 | 35 | 16 | 0.1% |
| Q1 2024 | 110 | $224.7M | 77,140,657 | 14 | 32 | 36 | 0.1% |
| Q4 2023 | 115 | $246.3M | 71,760,575 | 14 | 42 | 26 | 0.1% |
| Q3 2023 | 131 | $247.0M | 66,619,535 | 34 | 41 | 30 | 0.2% |
| Q2 2023 | 107 | $276.3M | 65,098,592 | 27 | 40 | 23 | 1.7% |
| Q1 2023 | 91 | $263.9M | 62,445,870 | 29 | 29 | 17 | 1.4% |
| Q4 2022 | 75 | $144.0M | 63,892,243 | 5 | 22 | 20 | 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% |