NRDY · Nerdy Inc. · Holdings

$9.46 +0.36 (+3.96%) At close · Sep 11

Market Cap

$120.84M

12.77M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 80

Total Value: $14,647,693

Total Shares: 15,990,994

Institutional Ownership Trend

23 quarters

Holder Concentration

Across 80 13F filers · Δ vs Mar 31, 2026

Top Holder

24.7%

+5.7 pts

Top 5

58.6%

−6.8 pts

Top 10

79.8%

−0.7 pts

HHI

1,088

Broadly held+58

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -10

Institutional value: -20.3%

Shares held: -29.0%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mid MONETA GROUP INVESTMENT ADVISORS LLC	+47,788	68,647
Mega AQR CAPITAL MANAGEMENT LLC	+28,846	58,574
Mid GSA CAPITAL PARTNERS LLP	+10,326	54,073
Mega GOLDMAN SACHS GROUP INC	+8,584	33,193
Mega JANE STREET GROUP, LLC	+8,118	35,529

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega BlackRock, Inc.	−217,418	67,819
Mega STATE STREET CORP	−64,850	24,273
Mega GEODE CAPITAL MANAGEMENT, LLC	−60,377	51,079
Mega NORTHERN TRUST CORP	−23,333	10,162
Mega UBS Group AG	−10,959	1,767

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid RBF Capital, LLC	51,266	$704,393
Mega MILLENNIUM MANAGEMENT LLC	33,277	$457,228
Large MARSHALL WACE, LLP	9,990	$137,259
Large Point72 Asset Management, L.P.	9,912	$136,189
Mega Qube Research & Technologies Ltd	3,623	$49,785

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega FRANKLIN RESOURCES INC	153,830	$1,882,877
Mega VANGUARD PORTFOLIO MANAGEMENT LLC	23,660	$289,597
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC	12,291	$150,442
Mega Bank of New York Mellon Corp	12,171	$148,969
Mega Nuveen, LLC	12,157	$148,796

Filter: New 23 Increased 22 Reduced 24 Sold out 33 Unchanged 11

Showing 83 of 83

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Technology Crossover Management VIII, Ltd.

$3,618,008

24.70%

3,949,791

VANGUARD CAPITAL MANAGEMENT LLC

$2,290,919

15.64%

2,501,004

MONETA GROUP INVESTMENT ADVISORS LLC

$943,206

6.44%

1,029,701

BlackRock, Inc.

$931,835

6.36%

1,017,288

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	43,368	$39,725	4.3%	Sole
BlackRock Investment Management, LLC	53	$48	0.0%	Sole
BlackRock Institutional Trust Company, N.A.	973,867	$892,062	95.7%	Sole

AQR CAPITAL MANAGEMENT LLC

$804,809

5.49%

878,617

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Petros Family Wealth, LLC	13	$11	0.0%	Other
RF&L WEALTH MANAGEMENT, LLC	34	$31	0.0%	Other
Prism Planning Partners LLC	156	$142	0.0%	Other
Compound Planning, Inc.	33	$30	0.0%	Other
Arax Advisory Partners	26,207	$24,005	3.0%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	7,925	$7,259	0.9%	Other
Stokes Family Office, LLC	4,167	$3,816	0.5%	Other
Held directly	840,082	$769,515	95.6%	Defined

GSA CAPITAL PARTNERS LLP

$742,957

5.07%

811,089

RBF Capital, LLC

$704,393

4.81%

768,988

GEODE CAPITAL MANAGEMENT, LLC

$701,818

4.79%

766,178

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	158,223	$144,932	20.7%	Defined
Held directly	607,955	$556,886	79.3%	Defined

JANE STREET GROUP, LLC

$461,600

3.15%

503,931

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	181,330	$166,098	36.0%	Defined
Jane Street Global Trading, LLC	322,601	$295,502	64.0%	Defined

MILLENNIUM MANAGEMENT LLC

$457,228

3.12%

499,158

GOLDMAN SACHS GROUP INC

$456,064

3.11%

497,888

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	196,111	$179,637	39.4%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	301,777	$276,427	60.6%	Defined

VANGUARD FIDUCIARY TRUST CO

$360,876

2.46%

393,970

STATE STREET CORP

$333,516

2.28%

364,101

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS TRUST COMPANY	364,101	$333,516	100.0%	Defined

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$171,933

1.17%

187,700

NORTHERN TRUST CORP

$139,629

0.95%

152,435

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	152,435	$139,629	100.0%	Defined

MARSHALL WACE, LLP

$137,259

0.94%

149,847

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	149,847	$137,259	100.0%	Other

Point72 Asset Management, L.P.

$136,189

0.93%

148,679

IEQ CAPITAL, LLC

$126,738

0.87%

138,361

XTX Topco Ltd

$113,669

0.78%

124,093

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	124,093	$113,669	100.0%	Defined

Crewe Advisors LLC

$93,530

0.64%

102,108

RENAISSANCE TECHNOLOGIES LLC

$85,188

0.58%

93,000

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$60,272

0.41%

65,800

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	65,800	$60,272	100.0%	Other

Qube Research & Technologies Ltd

$49,785

0.34%

54,351

CITADEL ADVISORS LLC

$49,188

0.34%

53,699

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	53,699	$49,188	100.0%	Defined

Mariner, LLC

$41,852

0.29%

45,691

Cerity Partners LLC

$41,079

0.28%

44,847

THOMPSON DAVIS & CO., INC.

$36,640

0.25%

40,000

DEUTSCHE BANK AG\

$35,276

0.24%

38,512

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	38,512	$35,276	100.0%	Defined

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$32,581

0.22%

35,569

Ground Swell Capital, LLC

$28,962

0.20%

31,618

JANE STREET GROUP, LLC

$26,564

0.18%

29,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	29,000	$26,564	100.0%	Defined

MERCER GLOBAL ADVISORS INC /ADV

$26,460

0.18%

28,887

UBS Group AG

$24,274

0.17%

26,501

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	140	$128	0.5%	Defined
UBS AG	1,161	$1,063	4.4%	Defined
UBS Securities LLC	25,200	$23,083	95.1%	Defined

Arax Advisory Partners

$24,252

0.17%

26,476

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$22,577

0.15%

24,648

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	24,648	$22,577	100.0%	Other

KESTRA PRIVATE WEALTH SERVICES, LLC

$21,617

0.15%

23,600

Tower Research Capital LLC (TRC)

$21,271

0.15%

23,222

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	23,222	$21,271	100.0%	Defined

Engineers Gate Manager LP

$20,938

0.14%

22,859

Vanguard Global Advisers, LLC

$20,608

0.14%

22,498

JPMORGAN CHASE & CO

$17,583

0.12%

19,197

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	94	$86	0.5%	Defined
J.P. Morgan Securities LLC	17,074	$15,639	88.9%	Defined
J.P. Morgan Securities plc	89	$81	0.5%	Defined
J.P. Morgan Markets Ltd	1,940	$1,777	10.1%	Defined

CITADEL ADVISORS LLC

$16,671

0.11%

18,200

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	18,200	$16,671	100.0%	Defined

Silver Rock Financial LP

$16,183

0.11%

17,668

CAPTRUST FINANCIAL ADVISORS

$15,565

0.11%

16,993

Creative Planning

$15,266

0.10%

16,666

Virtu Financial LLC

$15,207

0.10%

16,602

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtu Americas LLC	16,602	$15,207	100.0%	Defined

BANK OF AMERICA CORP /DE/

$13,492

0.09%

14,730

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BOFA SECURITIES, INC.	14,730	$13,492	100.0%	Defined

IMC-Chicago, LLC

$13,362

0.09%

14,588

ROYAL BANK OF CANADA

$12,864

0.09%

14,046

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	281	$257	2.0%	Defined
RBC Capital Markets, LLC	13,517	$12,381	96.2%	Defined
RBC Dominion Securities Inc.	175	$160	1.2%	Defined
Held directly	73	$66	0.5%	Sole

Schonfeld Strategic Advisors LLC

$12,426

0.08%

13,566

MORGAN STANLEY

$11,565

0.08%

12,628

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	4,259	$3,901	33.7%	Defined
MORGAN STANLEY & CO. LLC	4,008	$3,671	31.7%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	2,990	$2,738	23.7%	Defined
MORGAN STANLEY SMITH BARNEY LLC	1,371	$1,255	10.9%	Defined

BRIGHTON JONES LLC

$11,423

0.08%

12,471

SG Americas Securities, LLC

$10,397

0.07%

11,351

Focus Partners Wealth

$9,800

0.07%

10,699

Pallas Capital Advisors LLC

$9,235

0.06%

10,082

CITIGROUP INC

$8,233

0.06%

8,989

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	8,989	$8,233	100.0%	Defined

FMR LLC

$7,767

0.05%

8,480

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	8,480	$7,767	100.0%	Defined

BNP PARIBAS ARBITRAGE, SA

$5,746

0.04%

6,274

Cullen/Frost Bankers, Inc.

$4,580

0.03%

5,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Frost Bank - FWA	5,000	$4,580	100.0%	Defined

BARCLAYS PLC

$3,478

0.02%

3,799

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	1	$0	0.0%	Defined
BARCLAYS CAPITAL INC.	3,798	$3,478	100.0%	Defined

SIMPLEX TRADING, LLC

$2,817

0.02%

3,076

Allworth Financial LP

$2,538

0.02%

2,771

OSAIC HOLDINGS, INC.

$2,128

0.01%

2,325

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	2,025	$1,854	87.1%	Defined
OSAIC INSTITUTIONS, INC.	300	$274	12.9%	Defined

EverSource Wealth Advisors, LLC

$2,068

0.01%

2,261

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	350	$319	15.4%	Sole
Held directly	1,911	$1,749	84.6%	Sole

HARBOUR INVESTMENTS, INC.

$1,832

0.01%

2,000

Medallion Wealth Advisors, LLC

$1,801

0.01%

1,967

JONES FINANCIAL COMPANIES LLLP

$1,526

0.01%

1,667

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	1,667	$1,526	100.0%	Sole

Physician Wealth Advisors, Inc.

$1,139

0.01%

1,244

SBI Securities Co., Ltd.

$1,075

0.01%

1,174

Optiver Holding B.V.

$998

0.01%

1,090

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Optiver VOF	1,090	$998	100.0%	Defined

Essential Partners LLC

$763

0.01%

833

Farther Finance Advisors, LLC

$605

0.00%

661

Marquette Asset Management, LLC

$570

0.00%

623

ROTHSCHILD INVESTMENT LLC

$402

0.00%

439

IFP Advisors, Inc

$300

0.00%

328

Parallel Advisors, LLC

$185

0.00%

203

True Wealth Design, LLC

$166

0.00%

182

Fortitude Family Office, LLC

$128

0.00%

140

Strive Financial Group ,LLC

$91

0.00%

100

Wealth Enhancement Trust Services, Inc.

$56

0.00%

Clearstead Advisors, LLC

$39

0.00%

FIFTH THIRD BANCORP

$38

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	42	$38	100.0%	Defined

SJS Investment Consulting Inc.

$23

0.00%

JPL Wealth Management, LLC

0.00%

Key facts CIK 1819404 CUSIP 64081V109 13F (30d) 25 filings 25 filers Visit website Investor relations