Who owns Nerdy (NRDY)
Which tracked institutional funds hold NRDY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NRDY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
5 tracked funds added or opened NRDY while 6 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
NRDY’s largest tracked holder by dollar value, Technology Crossover Management VIII, Ltd., sizes it at 1.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in NRDY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 77 tracked filers holding NRDY, 44 increased or opened the position and 58 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in NRDY between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- RBF Capital, LLC$704K
Full exits 2
- FRANKLIN RESOURCES INC$2M
- GSA CAPITAL PARTNERS LLP$536K
Largest adds
- MONETA GROUP INVESTMENT ADVISORS LLC$688K
- AQR CAPITAL MANAGEMENT LLC$441K
- Technology Crossover Management VIII, Ltd.$395K
- JANE STREET GROUP, LLC$256K
Largest trims
- BlackRock, Inc.$3M
- STATE STREET CORP$758K
- GEODE CAPITAL MANAGEMENT, LLC$663K
- NORTHERN TRUST CORP$270K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Technology Crossover Management VIII, Ltd. | 3,949,791 | $4M | 16.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 2,501,004 | $2M | 10.4% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 1,029,701 | $943K | 4.3% | 2026-Q2 |
| BlackRock, Inc. trimmed | 1,017,288 | $932K | 4.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 878,617 | $805K | 3.6% | 2026-Q2 |
| RBF Capital, LLC new | 768,988 | $704K | 3.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 766,178 | $702K | 3.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 503,931 | $462K | 2.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 499,158 | $457K | 2.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 497,888 | $456K | 2.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 393,970 | $361K | 1.6% | 2026-Q2 |
| STATE STREET CORP trimmed | 364,101 | $334K | 1.5% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 187,700 | $172K | 0.8% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 152,435 | $140K | 0.6% | 2026-Q2 |
| MARSHALL WACE, LLP added | 149,847 | $138K | 0.6% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 148,679 | $136K | 0.6% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 138,361 | $127K | 0.6% | 2026-Q2 |
| XTX Topco Ltd trimmed | 124,093 | $114K | 0.5% | 2026-Q2 |
| Crewe Advisors LLC added | 102,108 | $94K | 0.4% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 93,000 | $85K | 0.4% | 2026-Q2 |
| Qube Research & Technologies Ltd new | 54,351 | $50K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 53,699 | $49K | 0.2% | 2026-Q2 |
| Mariner, LLC added | 45,691 | $42K | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 44,847 | $41K | 0.2% | 2026-Q2 |
| THOMPSON DAVIS & CO., INC. trimmed | 40,000 | $37K | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 38,512 | $35K | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 35,569 | $33K | 0.1% | 2026-Q2 |
| Ground Swell Capital, LLC new | 31,618 | $29K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 28,887 | $26K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 26,501 | $24K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 26,476 | $24K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 24,648 | $23K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 23,600 | $22K | 0.1% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 23,222 | $21K | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 22,859 | $21K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 22,498 | $21K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 19,197 | $17K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS new | 16,993 | $16K | 0.1% | 2026-Q2 |
| Creative Planning new | 16,666 | $15K | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 14,730 | $13K | 0.1% | 2026-Q2 |
| IMC-Chicago, LLC added | 14,588 | $13K | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC new | 13,566 | $12K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 14,046 | $12K | 0.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 12,628 | $12K | 0.1% | 2026-Q2 |
| BRIGHTON JONES LLC trimmed | 12,471 | $11K | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 10,699 | $10K | 0.0% | 2026-Q2 |
| Pallas Capital Advisors LLC new | 10,082 | $9K | 0.0% | 2026-Q2 |
| CITIGROUP INC trimmed | 8,989 | $8K | 0.0% | 2026-Q2 |
| FMR LLC added | 8,480 | $8K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 6,274 | $6K | 0.0% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. | 5,000 | $5K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 3,799 | $3K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 3,110 | $3K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 3,076 | $3K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 2,771 | $3K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 2,325 | $2K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 2,261 | $2K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 2,000 | $2K | 0.0% | 2026-Q2 |
| Medallion Wealth Advisors, LLC | 1,967 | $2K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 1,667 | $1K | 0.0% | 2026-Q2 |
| Physician Wealth Advisors, Inc. | 1,244 | $1K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. | 1,174 | $1K | 0.0% | 2026-Q2 |
| Optiver Holding B.V. | 1,090 | $999 | 0.0% | 2026-Q2 |
| Essential Partners LLC trimmed | 833 | $763 | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 661 | $604 | 0.0% | 2026-Q2 |
| Marquette Asset Management, LLC new | 623 | $571 | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 439 | $402 | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 328 | $300 | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC | 203 | $186 | 0.0% | 2026-Q2 |
| True Wealth Design, LLC added | 182 | $167 | 0.0% | 2026-Q2 |
| Fortitude Family Office, LLC new | 140 | $128 | 0.0% | 2026-Q2 |
| Strive Financial Group ,LLC | 100 | $92 | 0.0% | 2026-Q2 |
| Wealth Enhancement Trust Services, Inc. new | 62 | $57 | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC new | 43 | $40 | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 42 | $38 | 0.0% | 2026-Q2 |
| SJS Investment Consulting Inc. new | 26 | $24 | 0.0% | 2026-Q2 |
| JPL Wealth Management, LLC new | 3 | $3 | 0.0% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 2,307,449 | $2M | 8.5% | 2026-Q1 stale (1 quarter behind) |
| GSA CAPITAL PARTNERS LLP added | 656,212 | $536K | 2.4% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 354,899 | $290K | 1.3% | 2026-Q1 stale (1 quarter behind) |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 184,366 | $150K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Bank of New York Mellon Corp trimmed | 182,563 | $149K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Nuveen, LLC added | 182,350 | $149K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| ALLIANCEBERNSTEIN L.P. trimmed | 137,750 | $143K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| RHUMBLINE ADVISERS added | 41,856 | $34K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| PRICE T ROWE ASSOCIATES INC /MD/ | 40,457 | $34K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| STRS OHIO | 39,200 | $32K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Quinn Opportunity Partners LLC | 39,155 | $32K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC trimmed | 3,328,262 | $3M | 15.7% | 2025-Q4 stale (2 quarters behind) |
| Dauntless Investment Group, LLC new | 332,141 | $345K | 1.6% | 2025-Q4 stale (2 quarters behind) |
| Centiva Capital, LP new | 107,585 | $112K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Jefferies Financial Group Inc. added | 75,000 | $78K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Abel Hall, LLC new | 64,494 | $67K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Verition Fund Management LLC trimmed | 44,710 | $46K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| AM INVESTMENT STRATEGIES LLC | 31,140 | $39K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Marotta Asset Management | 25,000 | $31K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Graham Capital Management, L.P. trimmed | 23,765 | $30K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| RITHOLTZ WEALTH MANAGEMENT | 280,358 | $457K | 2.1% | 2025-Q2 stale (4 quarters behind) |
| HRT FINANCIAL LP new | 130,267 | $212K | 1.0% | 2025-Q2 stale (4 quarters behind) |
| ZACKS INVESTMENT MANAGEMENT new | 24,751 | $40K | 0.2% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.