Nerdy Ownership 2024 | Who Owns Nerdy Now?
Institutional Ownership
64.88%
Insider Ownership
34.50%
Retail Ownership
0.61%
Institutional Holders
89.00
Nerdy Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TPG GP A, LLC | 9.82% | 0.41% | 10,595,472 | - | - | 17,694,438 | Jun 30, 2024 |
| GREENVALE CAPITAL LLP | 8.34% | 1.00% | 9,000,000 | 509,004 | 5.99% | 15,029,999 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 6.68% | 0.00% | 7,212,286 | 3,523,818 | 95.54% | 12,044,518 | Jun 30, 2024 |
| BLACKROCK INC. | 4.46% | 0.00% | 4,817,934 | 432,111 | 9.85% | 8,045,950 | Jun 30, 2024 |
| DIVISAR CAPITAL MANAGEMENT LLC | 4.42% | 1.51% | 4,768,065 | -685,429 | -12.57% | 7,962,669 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 3.72% | 0.00% | 4,021,020 | -84,305 | -2.05% | 6,715,104 | Jun 30, 2024 |
| TECHNOLOGY CROSSOVER MANAGEMENT VIII, LTD. | 3.66% | 0.74% | 3,949,791 | - | - | 6,596,151 | Jun 30, 2024 |
| MORGAN STANLEY | 3.63% | 0.00% | 3,918,340 | -17,843 | -0.45% | 6,543,628 | Jun 30, 2024 |
| VANGUARD GROUP INC | 3.09% | 0.00% | 3,331,986 | 230,542 | 7.43% | 5,564,417 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 1.84% | 0.00% | 1,981,167 | 970,803 | 96.08% | 3,308,549 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 1.82% | 0.00% | 1,960,393 | 224,049 | 12.90% | 3,273,859 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 1.74% | 0.00% | 1,876,105 | 1,486,910 | 382.05% | 3,133,095 | Jun 30, 2024 |
| CLEARLINE CAPITAL LP | 1.71% | 0.09% | 1,846,737 | 471,603 | 34.30% | 3,084,051 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.46% | 0.00% | 1,573,072 | 136,647 | 9.51% | 2,627,321 | Jun 30, 2024 |
| STATE STREET CORP | 1.15% | 0.00% | 1,241,942 | 23,270 | 1.91% | 2,074,043,000 | Jun 30, 2024 |
| ACR ALPINE CAPITAL RESEARCH, LLC | 0.92% | 0.05% | 991,332 | 39,270 | 4.12% | 1,655,524 | Jun 30, 2024 |
| WHETSTONE CAPITAL ADVISORS, LLC | 0.80% | 0.67% | 862,069 | 862,069 | 100.00% | 1,440,000 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.71% | 0.00% | 766,353 | -788,020 | -50.70% | 1,279,810 | Jun 30, 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.56% | 0.00% | 600,000 | - | - | 1,002,000 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.51% | 0.00% | 554,276 | -9,395 | -1.67% | 925,641,000 | Jun 30, 2024 |
Nerdy's largest institutional shareholder is TPG GP A, LLC, holding 9.82% of the company's total share outstanding, currently valued at $17.69M. The top 10 institutional shareholders own together 49.65% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DIVISAR CAPITAL MANAGEMENT LLC | 4.42% | 1.51% | 4,768,065 | -685,429 | -12.57% | 7,962,669 | Jun 30, 2024 |
| GREENVALE CAPITAL LLP | 8.34% | 1.00% | 9,000,000 | 509,004 | 5.99% | 15,029,999 | Jun 30, 2024 |
| TECHNOLOGY CROSSOVER MANAGEMENT VIII, LTD. | 3.66% | 0.74% | 3,949,791 | - | - | 6,596,151 | Jun 30, 2024 |
| WHETSTONE CAPITAL ADVISORS, LLC | 0.80% | 0.67% | 862,069 | 862,069 | 100.00% | 1,440,000 | Jun 30, 2024 |
| TPG GP A, LLC | 9.82% | 0.41% | 10,595,472 | - | - | 17,694,438 | Jun 30, 2024 |
| REPERTOIRE PARTNERS LP | 0.09% | 0.32% | 100,000 | 100,000 | 100.00% | 167,000 | Jun 30, 2024 |
| LIGHT STREET CAPITAL MANAGEMENT, LLC | 0.44% | 0.18% | 475,000 | -117,454 | -19.82% | 793,250 | Jun 30, 2024 |
| SILVER ROCK FINANCIAL LP | 0.02% | 0.12% | 17,668 | -20 | -0.11% | 29,506 | Jun 30, 2024 |
| CLEARLINE CAPITAL LP | 1.71% | 0.09% | 1,846,737 | 471,603 | 34.30% | 3,084,051 | Jun 30, 2024 |
| KIM, LLC | 0.36% | 0.06% | 385,000 | - | - | 642,950 | Jun 30, 2024 |
| ACR ALPINE CAPITAL RESEARCH, LLC | 0.92% | 0.05% | 991,332 | 39,270 | 4.12% | 1,655,524 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.17% | 0.03% | 184,001 | 168,206 | 1064.93% | 307,282 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.02% | 0.02% | 20,500 | 20,500 | 100.00% | 34,235 | Jun 30, 2024 |
| STATE OF WYOMING | 0.05% | 0.02% | 55,385 | 42,460 | 328.51% | 92,493 | Jun 30, 2024 |
| MAROTTA ASSET MANAGEMENT | 0.02% | 0.01% | 25,000 | - | - | 40,250 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.10% | 0.01% | 111,026 | 70,140 | 171.55% | 185,000 | Jun 30, 2024 |
| QUINN OPPORTUNITY PARTNERS LLC | 0.03% | 0.01% | 30,000 | - | - | 50,100 | Jun 30, 2024 |
| CUTTER & CO BROKERAGE, INC. | 0.01% | 0.00% | 11,000 | - | - | 18,370 | Jun 30, 2024 |
| PORTOLAN CAPITAL MANAGEMENT, LLC | 0.03% | 0.00% | 32,100 | -2,890,060 | -98.90% | 53,607 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 1.82% | 0.00% | 1,960,393 | 224,049 | 12.90% | 3,273,859 | Jun 30, 2024 |
The largest Nerdy shareholder by % of total assets is DIVISAR CAPITAL MANAGEMENT LLC. The company owns 4.77M shares of Nerdy (NRDY), representing 1.51% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 6.68% | 0.00% | 7,212,286 | 3,523,818 | 95.54% | 12,044,518 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 1.74% | 0.00% | 1,876,105 | 1,486,910 | 382.05% | 3,133,095 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 1.84% | 0.00% | 1,981,167 | 970,803 | 96.08% | 3,308,549 | Jun 30, 2024 |
| WHETSTONE CAPITAL ADVISORS, LLC | 0.80% | 0.67% | 862,069 | 862,069 | 100.00% | 1,440,000 | Jun 30, 2024 |
| GREENVALE CAPITAL LLP | 8.34% | 1.00% | 9,000,000 | 509,004 | 5.99% | 15,029,999 | Jun 30, 2024 |
| CLEARLINE CAPITAL LP | 1.71% | 0.09% | 1,846,737 | 471,603 | 34.30% | 3,084,051 | Jun 30, 2024 |
| BLACKROCK INC. | 4.46% | 0.00% | 4,817,934 | 432,111 | 9.85% | 8,045,950 | Jun 30, 2024 |
| VANGUARD GROUP INC | 3.09% | 0.00% | 3,331,986 | 230,542 | 7.43% | 5,564,417 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 1.82% | 0.00% | 1,960,393 | 224,049 | 12.90% | 3,273,859 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.24% | 0.00% | 259,822 | 192,635 | 286.71% | 433,903 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.20% | 0.00% | 216,708 | 182,925 | 541.47% | 361,902 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.17% | 0.03% | 184,001 | 168,206 | 1064.93% | 307,282 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.46% | 0.00% | 1,573,072 | 136,647 | 9.51% | 2,627,321 | Jun 30, 2024 |
| REPERTOIRE PARTNERS LP | 0.09% | 0.32% | 100,000 | 100,000 | 100.00% | 167,000 | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | 0.09% | 0.00% | 97,815 | 97,815 | 100.00% | 162,862 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 0.10% | 0.00% | 102,950 | 80,910 | 367.11% | 171,927 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.10% | 0.01% | 111,026 | 70,140 | 171.55% | 185,000 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.06% | 0.00% | 63,752 | 63,752 | 100.00% | 106,466 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.24% | 0.00% | 261,917 | 58,152 | 28.54% | 437,401 | Jun 30, 2024 |
| STATE OF WYOMING | 0.05% | 0.02% | 55,385 | 42,460 | 328.51% | 92,493 | Jun 30, 2024 |
As of Jun 30 2024, Nerdy's largest institutional buyer is GOLDMAN SACHS GROUP INC. The company purchased 3.52M stocks of NRDY, valued at $12.04M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PORTOLAN CAPITAL MANAGEMENT, LLC | 0.03% | 0.00% | 32,100 | -2,890,060 | -98.90% | 53,607 | Jun 30, 2024 |
| KENT LAKE CAPITAL LLC | - | - | - | -1,000,000 | -100.00% | - | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.71% | 0.00% | 766,353 | -788,020 | -50.70% | 1,279,810 | Jun 30, 2024 |
| DIVISAR CAPITAL MANAGEMENT LLC | 4.42% | 1.51% | 4,768,065 | -685,429 | -12.57% | 7,962,669 | Jun 30, 2024 |
| B. RILEY ASSET MANAGEMENT, LLC | - | - | - | -591,660 | -100.00% | - | Jun 30, 2024 |
| SOVIERO ASSET MANAGEMENT, LP | - | - | - | -350,000 | -100.00% | - | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -290,595 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.20% | 0.00% | 220,945 | -264,008 | -54.44% | 368,978 | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -204,427 | -100.00% | - | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -172,238 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -150,222 | -100.00% | - | Jun 30, 2024 |
| LIGHT STREET CAPITAL MANAGEMENT, LLC | 0.44% | 0.18% | 475,000 | -117,454 | -19.82% | 793,250 | Jun 30, 2024 |
| S SQUARED TECHNOLOGY, LLC | - | - | - | -100,000 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | 0.02% | - | 22,335 | -94,180 | -80.83% | 37,299 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.05% | 0.00% | 57,500 | -85,400 | -59.76% | 96,025 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 3.72% | 0.00% | 4,021,020 | -84,305 | -2.05% | 6,715,104 | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (USA) CORP | - | - | - | -83,297 | -100.00% | - | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -72,644 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | - | - | - | -39,673 | -100.00% | - | Jun 30, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | - | - | - | -34,800 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Nerdy's biggest institutional seller is PORTOLAN CAPITAL MANAGEMENT, LLC. The company sold -2.89M shares of NRDY, valued at $53.61K.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WHETSTONE CAPITAL ADVISORS, LLC | 0.80% | 0.67% | 862,069 | 862,069 | 100.00% | 1,440,000 | Jun 30, 2024 |
| REPERTOIRE PARTNERS LP | 0.09% | 0.32% | 100,000 | 100,000 | 100.00% | 167,000 | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | 0.09% | 0.00% | 97,815 | 97,815 | 100.00% | 162,862 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.04% | 0.00% | 39,166 | 39,166 | 100.00% | 65,407 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.03% | 0.00% | 32,540 | 32,540 | 100.00% | 54,342 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.02% | 0.02% | 20,500 | 20,500 | 100.00% | 34,235 | Jun 30, 2024 |
| POINT72 (DIFC) LTD | 0.00% | 0.00% | 4,865 | 4,865 | 100.00% | 8,124 | Jun 30, 2024 |
| MATHER GROUP, LLC. | 0.00% | - | 332 | 332 | 100.00% | 967 | Jun 30, 2024 |
| GRADIENT INVESTMENTS LLC | - | - | 50 | 50 | 100.00% | 84 | Jun 30, 2024 |
Nerdy's largest new institutional shareholder by number of shares is WHETSTONE CAPITAL ADVISORS, LLC, purchased 862.07K shares, valued at $1.44M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| KENT LAKE CAPITAL LLC | - | - | - | -1,000,000 | -100.00% | - | Jun 30, 2024 |
| B. RILEY ASSET MANAGEMENT, LLC | - | - | - | -591,660 | -100.00% | - | Jun 30, 2024 |
| SOVIERO ASSET MANAGEMENT, LP | - | - | - | -350,000 | -100.00% | - | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -290,595 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -204,427 | -100.00% | - | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -172,238 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -150,222 | -100.00% | - | Jun 30, 2024 |
| S SQUARED TECHNOLOGY, LLC | - | - | - | -100,000 | -100.00% | - | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (USA) CORP | - | - | - | -83,297 | -100.00% | - | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -72,644 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | - | - | - | -39,673 | -100.00% | - | Jun 30, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | - | - | - | -34,800 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -31,952 | -100.00% | - | Jun 30, 2024 |
| STATE OF WISCONSIN INVESTMENT BOARD | - | - | - | -30,900 | -100.00% | - | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -29,299 | -100.00% | - | Jun 30, 2024 |
| VIDENT ADVISORY, LLC | - | - | - | -26,475 | -100.00% | - | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | - | - | - | -26,130 | -100.00% | - | Jun 30, 2024 |
| PETRUS TRUST COMPANY, LTA | - | - | - | -23,047 | -100.00% | - | Jun 30, 2024 |
| VOYA INVESTMENT MANAGEMENT LLC | - | - | - | -21,421 | -100.00% | - | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | - | - | - | -18,965 | -100.00% | - | Jun 30, 2024 |
| METLIFE INVESTMENT MANAGEMENT, LLC | - | - | - | -18,016 | -100.00% | - | Jun 30, 2024 |
| CERTUITY, LLC | - | - | - | -15,000 | -100.00% | - | Jun 30, 2024 |
| PROSHARE ADVISORS LLC | - | - | - | -11,649 | -100.00% | - | Jun 30, 2024 |
| FOURTHOUGHT FINANCIAL PARTNERS, LLC | - | - | - | -10,990 | -100.00% | - | Jun 30, 2024 |
| MOLONEY SECURITIES ASSET MANAGEMENT, LLC | - | - | - | -10,275 | -100.00% | - | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | - | - | - | -4,941 | -100.00% | - | Jun 30, 2024 |
| REGISTER FINANCIAL ADVISORS LLC | - | - | - | -4,000 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,370 | -100.00% | - | Jun 30, 2024 |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
| JNBA FINANCIAL ADVISORS | - | - | - | -500 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -13 | -100.00% | - | Jun 30, 2024 |
Nerdy's largest sold out institutional shareholder by shares sold is KENT LAKE CAPITAL LLC, sold -1.00M shares, valued at -, as of undefined.
Nerdy Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| FRANKLIN STRATEGIC SERIES | 0.45% | 3,825,800 | - | - | Jan 31, 2024 |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0.19% | 1,350,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.08% | 40,600 | - | - | Mar 31, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.08% | 871,529 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.02% | 104,266 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.02% | 9,102 | - | - | Mar 31, 2024 |
| MORGAN STANLEY INSTITUTIONAL FUND INC | 0.01% | 875,487 | - | - | Mar 31, 2024 |
| Investment Managers Series Trust II | 0.01% | 157,000 | - | - | Feb 29, 2024 |
| Capitol Series Trust | 0.01% | 79,700 | - | - | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 2,523,176 | -869,456 | -25.63% | Mar 31, 2024 |
| Listed Funds Trust | 0.00% | 22,835 | - | - | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 168,437 | - | - | Jan 31, 2024 |
| GPS Funds I | 0.00% | 15,467 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 586,585 | 21,416 | 3.79% | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 4,065 | - | - | Mar 31, 2024 |
| Tidal ETF Trust | 0.00% | 19,832 | - | - | Jan 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 1,378,085 | 84,190 | 6.51% | Mar 31, 2024 |
| AdvisorShares Trust | 0.00% | 5,027 | - | - | Mar 28, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 26,054 | -2,779 | -9.64% | Mar 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 21,421 | -3,948 | -15.56% | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 2,782 | - | - | Mar 31, 2024 |
| Fidelity Rutland Square Trust II | 0.00% | 640,791 | -679,413 | -51.46% | Feb 29, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.00% | 2,100 | - | - | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 3,800 | - | - | Mar 28, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 35,216 | -1,365 | -3.73% | Feb 29, 2024 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 0.00% | 199,675 | - | - | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 911 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 21,100 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 3,795 | 479 | 14.45% | Mar 31, 2024 |
| COLUMBIA FUNDS SERIES TRUST I | 0.00% | 1,465,439 | - | - | Feb 29, 2024 |
| NORTHERN FUNDS | 0.00% | 30,184 | 3,307 | 12.30% | Mar 28, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 4,201 | 856 | 25.59% | Mar 31, 2024 |
| VANGUARD WELLINGTON FUND | 0.00% | 73,367 | - | - | Feb 29, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 286,543 | 43,730 | 18.01% | Feb 29, 2024 |
| iSHARES TRUST | 0.00% | 2,257,761 | -123,634 | -5.19% | Mar 31, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 541 | - | - | Dec 31, 2023 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 11,165 | - | - | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 7,752 | - | - | Feb 29, 2024 |
| EQ ADVISORS TRUST | 0.00% | 131,483 | - | - | Mar 31, 2024 |
| PACE SELECT ADVISORS TRUST | 0.00% | 34,864 | - | - | Jan 31, 2024 |
| VALIC Co I | 0.00% | 24,007 | 556 | 2.37% | Feb 29, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 10,262 | - | - | Mar 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 268 | - | - | Dec 31, 2023 |
| PENN SERIES FUNDS INC | 0.00% | 1,800 | - | - | Mar 28, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 7,457 | -93 | -1.23% | Jan 31, 2024 |
| TIAA-CREF FUNDS | 0.00% | 169,039 | -4,834 | -2.78% | Jan 31, 2024 |
| ProFunds | 0.00% | 503 | -23 | -4.37% | Mar 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 8,890 | 1,250 | 16.36% | Jan 31, 2024 |
| PROSHARES TRUST | 0.00% | 9,166 | 1,306 | 16.62% | Feb 29, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 35 | - | - | Dec 31, 2023 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 2,768 | - | - | Feb 29, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 48,600 | - | - | Mar 31, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 7,087 | 164 | 2.37% | Jan 31, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 1,111 | - | - | Feb 29, 2024 |
| ETF Series Solutions | 0.00% | 273 | - | - | Jan 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 25,928 | - | - | Mar 31, 2024 |
| ADVANCED SERIES TRUST | 0.00% | 37,200 | - | - | Mar 28, 2024 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 1,000 | - | - | Mar 31, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 33,288 | 6,099 | 22.43% | Mar 31, 2024 |
| Brighthouse Funds Trust II | 0.00% | 6,382 | -14,448 | -69.36% | Mar 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 19,518 | - | - | Mar 31, 2024 |
| Series Portfolios Trust | 0.00% | 32 | - | - | Jan 31, 2024 |
| Bridge Builder Trust | 0.00% | 12,837 | 1,699 | 15.25% | Mar 31, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 8,498 | - | - | Mar 31, 2024 |
| Advisors' Inner Circle Fund III | 0.00% | 188 | -17 | -8.29% | Jan 31, 2024 |
| BLACKROCK FUNDS | 0.00% | 10,104 | - | - | Jan 31, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 8,923 | 2,919 | 48.62% | Jan 31, 2024 |
Nerdy's largest mutual fund holder by % of total assets is "FRANKLIN STRATEGIC SERIES", owning 3.83M shares, compromising 0.45% of its total assets.
Nerdy Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 89 | -20.54% |
| 31 Mar, 24 | 112 | -4.27% |
| 31 Dec, 23 | 117 | -12.69% |
| 30 Sep, 23 | 134 | 24.07% |
| 30 Jun, 23 | 108 | 16.13% |
| 31 Mar, 23 | 93 | 22.37% |
| 31 Dec, 22 | 76 | -3.80% |
| 30 Sep, 22 | 79 | 1.28% |
| 30 Jun, 22 | 78 | -1.27% |
| 31 Mar, 22 | 79 | -15.05% |
| 31 Dec, 21 | 93 | 47.62% |
| 30 Sep, 21 | 63 | - |
As of 30 Jun 24, 89 institutions are holding Nerdy's shares, representing a decrease of -20.54% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 70,043,847 | 1.28% |
| 31 Mar, 24 | 69,156,454 | 1.76% |
| 31 Dec, 23 | 67,957,155 | 2.65% |
| 30 Sep, 23 | 66,204,870 | 1.73% |
| 30 Jun, 23 | 65,078,301 | 4.42% |
| 31 Mar, 23 | 62,324,996 | -2.43% |
| 31 Dec, 22 | 63,877,934 | 4.31% |
| 30 Sep, 22 | 61,238,026 | -10.71% |
| 30 Jun, 22 | 68,586,238 | -2.15% |
| 31 Mar, 22 | 70,093,636 | -21.13% |
| 31 Dec, 21 | 88,875,613 | 39.31% |
| 30 Sep, 21 | 63,795,857 | - |
Nerdy (NRDY) has 70.04M shares outstanding as of 30 Jun 24, up 1.28% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 64.88% | 1.28% |
| 31 Mar, 24 | 71.18% | 1.45% |
| 31 Dec, 23 | 70.00% | 1.42% |
| 30 Sep, 23 | 70.10% | 1.39% |
| 30 Jun, 23 | 70.91% | 1.54% |
| 31 Mar, 23 | 67.91% | 1.23% |
| 31 Dec, 22 | 74.39% | 1.53% |
| 30 Sep, 22 | 69.82% | 1.11% |
| 30 Jun, 22 | 79.41% | 1.02% |
| 31 Mar, 22 | 88.04% | 0.70% |
| 31 Dec, 21 | 112.17% | 1.73% |
| 30 Sep, 21 | 80.52% | - |
As of 30 Jun 24, Nerdy is held by 64.88% institutional shareholders, representing a 1.28% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 47 | 2.17% |
| 31 Mar, 24 | 46 | -20.69% |
| 31 Dec, 23 | 58 | -20.55% |
| 30 Sep, 23 | 73 | 7.35% |
| 30 Jun, 23 | 68 | 25.93% |
| 31 Mar, 23 | 54 | 63.64% |
| 31 Dec, 22 | 33 | -15.38% |
| 30 Sep, 22 | 39 | -35.00% |
| 30 Jun, 22 | 60 | 39.53% |
| 31 Mar, 22 | 43 | -36.76% |
| 31 Dec, 21 | 68 | 25.93% |
| 30 Sep, 21 | 54 | - |
47 institutional shareholders have increased their position in NRDY stock as of 30 Jun 24 compared to 46 in the previous quarter (a 2.17% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 17 | -55.26% |
| 31 Mar, 24 | 38 | 31.03% |
| 31 Dec, 23 | 29 | -12.12% |
| 30 Sep, 23 | 33 | 50.00% |
| 30 Jun, 23 | 22 | - |
| 31 Mar, 23 | 22 | 10.00% |
| 31 Dec, 22 | 20 | -4.76% |
| 30 Sep, 22 | 21 | 90.91% |
| 30 Jun, 22 | 11 | -54.17% |
| 31 Mar, 22 | 24 | 118.18% |
| 31 Dec, 21 | 11 | - |
| 30 Sep, 21 | - | - |
17 institutional shareholders have reduced their position in NRDY stock as of 30 Jun 24 compared to 38 in the previous quarter (a -55.26% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 89 | -20.54% | 70,043,847 | 1.28% | 64.88% | 1.28% | 47 | 2.17% | 17 | -55.26% |
| 31 Mar, 24 | 112 | -4.27% | 69,156,454 | 1.76% | 71.18% | 1.45% | 46 | -20.69% | 38 | 31.03% |
| 31 Dec, 23 | 117 | -12.69% | 67,957,155 | 2.65% | 70.00% | 1.42% | 58 | -20.55% | 29 | -12.12% |
| 30 Sep, 23 | 134 | 24.07% | 66,204,870 | 1.73% | 70.10% | 1.39% | 73 | 7.35% | 33 | 50.00% |
| 30 Jun, 23 | 108 | 16.13% | 65,078,301 | 4.42% | 70.91% | 1.54% | 68 | 25.93% | 22 | - |
| 31 Mar, 23 | 93 | 22.37% | 62,324,996 | -2.43% | 67.91% | 1.23% | 54 | 63.64% | 22 | 10.00% |
| 31 Dec, 22 | 76 | -3.80% | 63,877,934 | 4.31% | 74.39% | 1.53% | 33 | -15.38% | 20 | -4.76% |
| 30 Sep, 22 | 79 | 1.28% | 61,238,026 | -10.71% | 69.82% | 1.11% | 39 | -35.00% | 21 | 90.91% |
| 30 Jun, 22 | 78 | -1.27% | 68,586,238 | -2.15% | 79.41% | 1.02% | 60 | 39.53% | 11 | -54.17% |
| 31 Mar, 22 | 79 | -15.05% | 70,093,636 | -21.13% | 88.04% | 0.70% | 43 | -36.76% | 24 | 118.18% |
| 31 Dec, 21 | 93 | 47.62% | 88,875,613 | 39.31% | 112.17% | 1.73% | 68 | 25.93% | 11 | - |
| 30 Sep, 21 | 63 | - | 63,795,857 | - | 80.52% | - | 54 | - | - | - |
Nerdy Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Nerdy's stock was made by Pello Jason H. on Jun 20 2024, selling 31,586 shares at $1.85 per share (valued at $58.43K). The last insider buy of NRDY was made by Cohn Charles K. on Jun 18 2024, buying 347,275 shares at $1.93 per share (worth $670.24K).
Nerdy Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 16 | 3 | 533.33% |
| Q1 2024 | 5 | 4 | 125.00% |
| Q4 2023 | - | 2 | - |
| Q3 2023 | 32 | 31 | 103.23% |
| Q2 2023 | 22 | 2 | 1100.00% |
| Q1 2023 | - | 7 | - |
| Q4 2022 | 4 | 6 | 66.67% |
| Q3 2022 | 4 | 8 | 50.00% |
| Q2 2022 | 42 | 10 | 420.00% |
| Q1 2022 | 1 | 1 | 100.00% |
| Q4 2021 | 14 | 5 | 280.00% |
| Q3 2021 | 46 | 19 | 242.11% |
| Q2 2021 | 8 | - | - |
| Q1 2021 | 6 | - | - |
| Q4 2020 | 1 | 9 | 11.11% |
16 total buy trades, and 3 total sell trades (buy/sell ratio of 5.33%) were made by Nerdy's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 5 | 2 | 250.00% |
| Q1 2024 | 5 | 4 | 125.00% |
| Q4 2023 | - | 2 | - |
| Q3 2023 | 9 | 5 | 180.00% |
| Q2 2023 | 8 | 2 | 400.00% |
| Q1 2023 | - | 7 | - |
| Q4 2022 | 4 | 5 | 80.00% |
| Q3 2022 | 1 | 7 | 14.29% |
| Q2 2022 | 21 | 9 | 233.33% |
| Q1 2022 | 1 | - | - |
| Q4 2021 | 6 | - | - |
| Q3 2021 | 25 | - | - |
| Q2 2021 | 8 | - | - |
| Q1 2021 | 6 | - | - |
| Q4 2020 | - | - | - |
As of Q2 2024, Insider owners conducted 5 open market buy trades and 2 open market sell trades of Nerdy's stocks.
Nerdy Peer Ownership
| Ticker | Company |
|---|---|
| DCBO | Docebo Inc. |
| GWRE | Guidewire Software, Inc. |
| INST | Instructure Holdings, Inc. |
| PDFS | PDF Solutions, Inc. |
| WALD | Waldencast plc |
| MLNK | MeridianLink, Inc. |
| PRO | PROS Holdings, Inc. |
| PWSC | PowerSchool Holdings, Inc. |
| PRCH | Porch Group, Inc. |
| ML | MoneyLion Inc. |
| PET | Wag! Group Co. |
| PYCR | Paycor HCM, Inc. |
| ONTF | ON24, Inc. |
| ENFN | Enfusion, Inc. |
NRDY Ownership FAQ
Who Owns Nerdy?
Nerdy is owned by institutional shareholders (64.88%), insiders (34.50%), and public (0.61%). The largest institutional shareholder of Nerdy is TPG GP A, LLC (9.82% of total shares) and the top mutual fund owner is FRANKLIN STRATEGIC SERIES (0.45% of total shares).
Who are the major institutional shareholders of Nerdy?
Nerdy's major institutional shareholders are TPG GP A, LLC, GREENVALE CAPITAL LLP, GOLDMAN SACHS GROUP INC, BLACKROCK INC., and DIVISAR CAPITAL MANAGEMENT LLC. The top five shareholders own together 33.71% of the company's share outstanding.
How many Nerdy shareholders are there?
As of Jun 2024, there are 89 institutional shareholders of Nerdy.
What percentage of Nerdy is owned by TPG GP A, LLC?
TPG GP A, LLC owns 10.6M shares of Nerdy, representing 9.82% of the company's total shares outstanding, valued at $17.69M (as of Jun 2024).
What percentage of Nerdy is owned by GREENVALE CAPITAL LLP?
As of Jun 2024, GREENVALE CAPITAL LLP holds 9M shares of Nerdy (NRDY), compromising 8.34% of the company, valued at $15.03M.
What percentage of Nerdy is owned by GOLDMAN SACHS GROUP INC?
GOLDMAN SACHS GROUP INC is the third largest holder of Nerdy. The company owns 7.21M of the company's shares outstanding (worth $12.04M).