Nerdy Ownership | Who Owns Nerdy?

Overview Forecast RevenueFinancials Chart Transcripts

Nerdy Ownership Summary

Nerdy is owned by 64.88% institutional investors, 33.55% insiders, and 1.56% retail investors. Tpg gp a is the largest institutional shareholder, holding 9.82% of NRDY shares. Franklin Small Cap Growth Adv is the top mutual fund, with 3.36% of its assets in Nerdy shares.

NRDY Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Nerdy	64.88%	33.55%	1.56%
Sector	Technology Stocks	52.78%	10.49%	36.73%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Tpg gp a	10.60M	9.82%	$17.69M
Goldman sachs group	7.21M	6.68%	$12.04M
Blackrock	4.82M	4.46%	$8.05M
Franklin resources	4.02M	3.72%	$6.72M
Technology crossover management viii	3.95M	3.66%	$6.60M
Morgan stanley	3.92M	3.63%	$6.54M
Vanguard group	3.33M	3.09%	$5.56M
Deutsche bank ag\	1.98M	1.84%	$3.31M
Marshall wace, llp	1.96M	1.82%	$3.27M
Millennium management	1.88M	1.74%	$3.13M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Technology crossover management viii	3.95M	0.74%	$6.60M
Whetstone capital advisors	862.07K	0.67%	$1.44M
Tpg gp a	10.60M	0.41%	$17.69M
Silver rock financial lp	17.67K	0.12%	$29.51K
Clearline capital lp	1.85M	0.09%	$3.08M
Acr alpine capital research	991.33K	0.05%	$1.66M
State of wyoming	55.38K	0.02%	$92.49K
Marotta asset management	25.00K	0.01%	$40.25K
Quinn opportunity partners	30.00K	0.01%	$50.10K
Cutter & co brokerage	11.00K	0.00%	$18.37K

Top Buyers

Holder	Shares	% Assets	Change
Goldman sachs group	7.21M	0.00%	3.52M
Millennium management	1.88M	0.00%	1.49M
Deutsche bank ag\	1.98M	0.00%	970.80K
Whetstone capital advisors	862.07K	0.67%	862.07K
Clearline capital lp	1.85M	0.09%	471.60K

Top Sellers

Holder	Shares	% Assets	Change
Greenvale capital llp	-	-	-9.00M
Divisar capital management	-	-	-4.77M
Kent lake capital	-	-	-1.00M
Nuveen asset management	766.35K	0.00%	-788.02K
B. riley asset management	-	-	-591.66K

New Positions

Holder	Shares	% Assets	Change	Value
Whetstone capital advisors	862.07K	0.67%	862.07K	$1.44M
Corebridge financial	39.17K	0.00%	39.17K	$65.41K
Mirae asset global etfs	32.54K	0.00%	32.54K	$54.34K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-13.00
Gradient investments	-50.00
Mather group, llc.	-332.00
Jnba financial advisors	-500.00
Newbridge financial services group	-500.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	134	24.07%	66,204,870	1.73%	70	1.39%	73	7.35%	33	50.00%
Jun 30, 2023	108	16.13%	65,078,301	4.42%	70	1.54%	68	25.93%	22	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Franklin Small Cap Growth Adv	3.79M	3.36%	-
Franklin US Small Cap Growth Equity	3.79M	3.36%	-38.92K
iShares Russell 2000 ETF	1.89M	1.64%	-4.26K
Vanguard Total Stock Mkt Idx Inv	1.89M	1.64%	-
CS (Lux) Edutainment Equity SBP USD	1.14M	1.01%	-48.00K
Vanguard Institutional Extnd Mkt Idx Tr	1.01M	0.90%	-
Fidelity Small Cap Index	760.59K	0.68%	9.45K
ACR Equity Partners	642.90K	0.57%	1.57K
iShares Russell 2000 Growth ETF	647.37K	0.56%	-
Fidelity Extended Market Index	460.85K	0.41%	28.41K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 15, 2024	Cohn Charles K.	Chief Executive Officer	Buy	$20.07K
Nov 14, 2024	Cohn Charles K.	Chief Executive Officer	Buy	$181.59K
Nov 14, 2024	Cohn Charles K.	Chief Executive Officer	Buy	-
Nov 12, 2024	Cohn Charles K.	Chief Executive Officer	Buy	$6.98M
Nov 12, 2024	Cohn Charles K.	Chief Executive Officer	Buy	$250.00K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	2	-
2024 Q3	5	2
2024 Q2	7	3
2024 Q1	5	4
2023 Q4	-	2

NRDY Ownership FAQ

Who owns the most shares of Nerdy?

Nerdy’s largest shareholders are Tpg gp a (10.6M shares, 9.82%), Goldman sachs group (7.21M shares, 6.68%), and Blackrock (4.82M shares, 4.46%). Together, they hold 20.96% of Nerdy’s total shares outstanding.

Does Blackrock own Nerdy?

Yes, BlackRock owns 4.46% of Nerdy, totaling 4.82M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 8.05M$. In the last quarter, BlackRock increased its holdings by 432.11K shares, a 9.85% change.

Who is Nerdy’s biggest shareholder by percentage of total assets invested?

Technology crossover management viii is Nerdy’s biggest shareholder by percentage of total assets invested, with 0.74% of its assets in 3.95M Nerdy shares, valued at 6.6M$.

Who is the top mutual fund holder of Nerdy shares?

Franklin Small Cap Growth Adv is the top mutual fund holder of Nerdy shares, with 3.36% of its total shares outstanding invested in 3.79M Nerdy shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools