Nerdy Ownership | Who Owns Nerdy?
Nerdy Ownership Summary
Nerdy is owned by 23.77% institutional investors, 50.11% insiders, and 26.12% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 4.57% of NRDY shares. Franklin US Small Cap Growth Equity is the top mutual fund, with 2.85% of its assets in Nerdy shares.
NRDY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Nerdy | 23.77% | 50.11% | 26.12% |
| Sector | Technology Stocks | 44.47% | 12.07% | 43.46% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 5.17M | 4.57% | $8.38M |
| Blackrock | 4.82M | 4.46% | $8.05M |
| Morgan stanley | 3.92M | 3.63% | $6.54M |
| Technology crossover management viii | 3.95M | 3.49% | $6.40M |
| Franklin resources | 3.63M | 3.20% | $5.88M |
| Vanguard group | 3.41M | 3.01% | $5.52M |
| Geode capital management | 1.75M | 1.55% | $2.84M |
| Millennium management | 1.42M | 1.25% | $2.29M |
| State street | 1.24M | 1.15% | $2.07M |
| Renaissance | 919.44K | 0.81% | $1.49M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Technology crossover management viii | 3.95M | 1.10% | $6.40M |
| Soviero asset management, lp | 150.00K | 0.15% | $243.00K |
| Quinn opportunity partners | 255.00K | 0.03% | $413.10K |
| Sargent investment group | 100.00K | 0.03% | $153.00K |
| Ritholtz wealth management | 342.26K | 0.02% | $554.46K |
| Covestor | 16.06K | 0.02% | $26.00K |
| Am investment strategies | 30.00K | 0.01% | $49.00K |
| Marotta asset management | 25.00K | 0.01% | $39.25K |
| Bridgeway capital management | 205.00K | 0.01% | $332.10K |
| Moloney securities asset management | 28.73K | 0.01% | $46.53K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 4.82M | 0.00% | 432.11K |
| Nuveen asset management | 410.52K | 0.00% | 204.76K |
| Cubist systematic strategies | 259.82K | 0.00% | 192.63K |
| Soviero asset management, lp | 150.00K | 0.15% | 150.00K |
| Ubs group | 150.67K | - | 116.05K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Tpg gp a | - | - | -10.60M |
| Greenvale capital llp | - | - | -9.00M |
| Divisar capital management | - | - | -4.77M |
| Goldman sachs group | 512.28K | 0.00% | -2.13M |
| Marshall wace, llp | - | - | -1.21M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Soviero asset management, lp | 150.00K | 0.15% | 150.00K | $243.00K |
| Sargent investment group | 100.00K | 0.03% | 100.00K | $153.00K |
| Balyasny asset management | 92.55K | 0.00% | 92.55K | $149.93K |
| Bayesian capital management, lp | 31.49K | 0.01% | 31.49K | $51.02K |
| Winton group | 24.81K | 0.00% | 24.81K | $40.19K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -13.00 |
| Gradient investments | -50.00 |
| Claris advisors, llc / mo / | -85.00 |
| Central trust | -200.00 |
| Mather group, llc. | -332.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 92 | - | 26,926,395 | -41.71% | 23 | 1.43% | 50 | 4.17% | 17 | -15.00% |
| Sep 30, 2024 | 91 | 2.25% | 46,196,916 | -34.05% | 40 | 0.97% | 47 | - | 20 | 17.65% |
| Jun 30, 2024 | 89 | -20.54% | 70,043,847 | 1.28% | 64 | 1.28% | 47 | 2.17% | 17 | -55.26% |
| Mar 31, 2024 | 112 | -4.27% | 69,156,454 | 1.76% | 71 | 1.45% | 46 | -20.69% | 38 | 31.03% |
| Dec 31, 2023 | 117 | -12.69% | 67,957,155 | 2.65% | 70 | 1.42% | 58 | -20.55% | 29 | -12.12% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Franklin US Small Cap Growth Equity | 3.29M | 2.85% | -500.00K |
| Franklin Small Cap Growth Adv | 3.29M | 2.78% | - |
| iShares Russell 2000 ETF | 1.91M | 1.61% | -16.55K |
| Vanguard Total Stock Mkt Idx Inv | 1.77M | 1.50% | - |
| CS (Lux) Edutainment Equity SBP USD | 1.14M | 1.01% | -48.00K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.17M | 0.99% | 136.86K |
| Fidelity Small Cap Index | 761.92K | 0.64% | -14.27K |
| iShares Russell 2000 Growth ETF | 713.61K | 0.60% | -3.40K |
| ACR Equity Partners | 642.90K | 0.57% | 1.57K |
| Xtrackers S&P 500 Swap ETF 1C | 444.83K | 0.38% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 17, 2025 | Pello Jason H. | Chief Financial Officer | Sell | $49.09K |
| Mar 17, 2025 | Swenson Christopher C. | Chief Legal Officer | Sell | $29.45K |
| Mar 12, 2025 | Pello Jason H. | Chief Financial Officer | Sell | $113.25K |
| Mar 10, 2025 | Blunt Abigail | - | Buy | $21.94K |
| Feb 18, 2025 | Pello Jason H. | Chief Financial Officer | Sell | $146.49K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | 1 | 5 |
| 2024 Q4 | 25 | 4 |
| 2024 Q3 | 5 | 2 |
| 2024 Q2 | 7 | 3 |
| 2024 Q1 | 5 | 4 |
NRDY Ownership FAQ
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