Nerdy Ownership | Who Owns Nerdy?

Overview Forecast RevenueFinancials Chart Transcripts

Nerdy Ownership Summary

Nerdy is owned by 40.78% institutional investors, 41.21% insiders, and 18.01% 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	40.78%	41.21%	18.01%
Sector	Technology Stocks	54.54%	11.27%	34.19%

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 %
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%
Sep 30, 2023	134	24.07%	66,204,870	1.73%	70	1.39%	73	7.35%	33	50.00%

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	0.88%	-
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
Dec 16, 2024	Pello Jason H.	Chief Financial Officer	Sell	$55.65K
Dec 16, 2024	Cohn Charles K.	Chief Executive Officer	Buy	-
Dec 13, 2024	Cohn Charles K.	Chief Executive Officer	Buy	$5.10M
Dec 16, 2024	Cohn Charles K.	Chief Executive Officer	Buy	$3.98M
Dec 13, 2024	Swenson Christopher C.	Chief Legal Officer	Sell	$37.25K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	25	4
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.

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