Nerdy Inc. 13F holders
80 funds reported a position in Nerdy Inc. in their 13F for the quarter ended 30 June 2026, together 1.1 million shares worth $14.6 million. Against the quarter before, 23 opened a position, 23 added, 23 trimmed and 31 sold out; together they sold a net 408,607 shares. The largest holders: Technology Crossover Management VIII, Ltd., Vanguard Capital Management LLC and Moneta Group Investment Advisors LLC.
Funds holding80-11 on Q1 2026
Shares they held1.1Mworth $14.6 million
Net sold on the quarter408,607 sharesabout $5.6 million at the funds' values
Funds buying to selling46 to 54opened or added, to cut or sold
Opened 23Added 23Held 12Trimmed 23Sold out 31
What each fund did in NRDY against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in NRDY in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 9 reported a position in Nerdy Inc.: 0 opened one, 0 added, 7 trimmed and 5 sold out, a net 4,108 shares sold.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| SBI Securities Co., Ltd. | -35 | 43 | trimmed | 13F |
| Essential Partners LLC | -28 | 28 | trimmed | 13F |
| Farther Finance Advisors, LLC | -22 | 22 | trimmed | 13F |
| IFP Advisors, Inc | -18 | 4 | trimmed | 13F |
| True Wealth Design, LLC | -8 | 4 | trimmed | 13F |
| Fortitude Family Office, LLC | -3 | 6 | trimmed | 13F |
| Physician Wealth Advisors, Inc. | -1 | 82 | trimmed | 13F |
| Kestra Private Wealth Services, LLC | -1,573 | 0 | sold out | 13F |
| Marquette Asset Management, LLC | -42 | 0 | sold out | 13F |
| SJS Investment Consulting Inc. | -2 | 0 | sold out | 13F |
| Wealth Enhancement Advisory Services, LLC | -2,371 | 0 | sold out | 13F |
| Wealth Enhancement Trust Services, Inc. | -4 | 0 | sold out | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 6 reported a position in Nerdy Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 51,079 shares worth $702,472, 0.0% of its reported book. New this quarter: Millennium Management, Point72 Asset Management. In the quarter, 5 funds added or opened a position and 1 trimmed or sold out; together they sold a net 13,050 shares, about $179,330 at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 51,079 | $702,472 | 0.0% | -60,377 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 33,277 | $457,279 | 0.0% | +33,277 | new | 30 June 2026 | 13F |
| Point72 Asset Management | 9,912 | $136,205 | 0.0% | +9,912 | new | 30 June 2026 | 13F |
| Renaissance Technologies | 6,200 | $85,197 | 0.0% | +1,467 | added | 30 June 2026 | 13F |
| Citadel Advisors | 3,580 | $49,194 | 0.0% | +2,563 | added | 30 June 2026 | 13F |
| FMR LLC | 565 | $7,769 | 0.0% | +109 | added | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Technology Crossover Management VIII, Ltd. | 263,319 | 24.83% | $3.6 million | 1.05% | no change | 13F |
| Vanguard Capital Management LLC | 166,734 | 15.72% | $2.3 million | 0.00% | -2,704 | 13F |
| Moneta Group Investment Advisors LLC | 68,647 | 6.47% | $943,309 | 0.01% | +47,788 | 13F |
| BlackRock, Inc. | 67,819 | 6.39% | $931,938 | 0.00% | -217,418 | 13F |
| AQR Capital Management LLC | 58,574 | 5.52% | $804,900 | 0.00% | +28,847 | 13F |
| Gsa Capital Partners LLP | 54,073 | 5.10% | $743,000 | 0.05% | +10,325 | 13F |
| RBF Capital, LLC | 51,266 | 4.83% | $704,470 | 0.03% | new | 13F |
| Geode Capital Management, LLC | 51,079 | 4.82% | $702,472 | 0.00% | -60,377 | 13F |
| Jane Street Group, LLC | 33,595 | 3.17% | $461,651 | 0.00% | +16,757 | 13F |
| Millennium Management LLC | 33,277 | 3.14% | $457,279 | 0.00% | new | 13F |
| Goldman Sachs Group Inc. | 33,193 | 3.13% | $456,115 | 0.00% | +8,583 | 13F |
| Vanguard Fiduciary Trust Co. | 26,265 | 2.48% | $360,877 | 0.00% | -3,344 | 13F |
| State Street Corp. | 24,273 | 2.29% | $333,553 | 0.00% | -64,849 | 13F |
| Bridgeway Capital Management, LLC | 12,513 | 1.18% | $171,952 | 0.00% | no change | 13F |
| Northern Trust Corp. | 10,162 | 0.96% | $139,646 | 0.00% | -23,333 | 13F |
| Marshall Wace, LLP | 9,990 | 0.94% | $137,859 | 0.00% | new | 13F |
| Point72 Asset Management, L.P. | 9,912 | 0.93% | $136,205 | 0.00% | new | 13F |
| Ieq Capital, LLC | 9,224 | 0.87% | $126,752 | 0.00% | +4,975 | 13F |
| XTX Topco Ltd | 8,273 | 0.78% | $113,682 | 0.00% | -6,028 | 13F |
| Crewe Advisors LLC | 6,807 | 0.64% | $93,542 | 0.01% | +3,474 | 13F |
| Renaissance Technologies LLC | 6,200 | 0.58% | $85,197 | 0.00% | +1,467 | 13F |
| Qube Research & Technologies Ltd | 3,623 | 0.34% | $49,791 | 0.00% | new | 13F |
| Citadel Advisors LLC | 3,580 | 0.34% | $49,194 | 0.00% | +2,563 | 13F |
| Mariner, LLC | 3,046 | 0.29% | $41,857 | 0.00% | +1,487 | 13F |
| Cerity Partners LLC | 2,990 | 0.28% | $41,085 | 0.00% | +974 | 13F |
| Thompson Davis & Co., Inc. | 2,667 | 0.25% | $36,644 | 0.02% | -2,733 | 13F |
| Deutsche Bank AG | 2,567 | 0.24% | $35,431 | 0.00% | -8,215 | 13F |
| Wealth Enhancement Advisory Services, LLC | 2,371 | 0.22% | $32,923 | 0.00% | +1,271 | 13F |
| Ground Swell Capital, LLC | 2,108 | 0.20% | $28,965 | 0.03% | new | 13F |
| BFC Planning, Inc. | 2,000 | 0.19% | $27,483 | 0.00% | no change | 13F |
| Mercer Global Advisors Inc. | 1,926 | 0.18% | $26,463 | 0.00% | +1,096 | 13F |
| UBS Group AG | 1,767 | 0.17% | $24,274 | 0.00% | -10,960 | 13F |
| Arax Advisory Partners | 1,765 | 0.17% | $24,254 | 0.00% | +1,748 | 13F |
| Susquehanna International Group, LLP | 1,643 | 0.15% | $22,580 | 0.00% | -2,600 | 13F |
| Kestra Private Wealth Services, LLC | 1,573 | 0.15% | $21,620 | 0.00% | no change | 13F |
| Tower Research Capital LLC (TRC) | 1,548 | 0.15% | $21,274 | 0.00% | +680 | 13F |
| Engineers Gate Manager LP | 1,524 | 0.14% | $20,941 | 0.00% | new | 13F |
| Vanguard Global Advisers, LLC | 1,500 | 0.14% | $20,608 | 0.00% | no change | 13F |
| JPMorgan Chase & Co. | 1,280 | 0.12% | $17,459 | 0.00% | -490 | 13F |
| Silver Rock Financial LP | 1,178 | 0.11% | $16,186 | 0.06% | no change | 13F |
| Captrust Financial Advisors | 1,133 | 0.11% | $15,567 | 0.00% | new | 13F |
| Creative Planning | 1,111 | 0.10% | $15,268 | 0.00% | new | 13F |
| Virtu Financial LLC | 1,107 | 0.10% | $15,000 | 0.00% | new | 13F |
| Bank of America Corp. | 982 | 0.09% | $13,493 | 0.00% | -3,096 | 13F |
| IMC-Chicago, LLC | 973 | 0.09% | $13,364 | 0.00% | +33 | 13F |
| Schonfeld Strategic Advisors LLC | 904 | 0.09% | $12,427 | 0.00% | new | 13F |
| Royal Bank of Canada | 936 | 0.09% | $12,000 | 0.00% | +334 | 13F |
| Morgan Stanley | 842 | 0.08% | $11,569 | 0.00% | -1,184 | 13F |
| Brighton Jones LLC | 831 | 0.08% | $11,425 | 0.00% | new | 13F |
| SG Americas Securities, LLC | 757 | 0.07% | $10,000 | 0.00% | new | 13F |
The 50 largest of the 80 funds that reported a position in NRDY in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. NRDY changed its CUSIP in the period, and shares a fund reported under the earlier one are counted on today's basis. What is a 13F?Options the funds reported on NRDY
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 1,213 | $16,673 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 21 August 2026 | 13D/A | Technology Crossover Management VIII, Ltd. and 5 others | 1.4 million | 14.2% | 19 August 2026 | EDGAR | |
| 17 June 2026 | 13D/A | Charles Cohn and 1 other | 79.8 million | 48.7% | 11 June 2026 | The Reporting Persons acquired the Common Stock for investment purposes. Depending on the factors discussed herein, the Reporting Persons may, from time to time, investigate, evaluate, discuss, negotiate or agree to acquire additional share | EDGAR |
| 11 December 2025 | 13D/A | Charles Cohn and 1 other | 77.9 million | 48.7% | 9 December 2025 | The Reporting Persons acquired the Common Stock for investment purposes. Depending on the factors discussed herein, the Reporting Persons may, from time to time, investigate, evaluate, discuss, negotiate or agree to acquire additional share | EDGAR |
| 1 December 2025 | 13D/A | Charles Cohn and 1 other | 77.0 million | 48.2% | 26 November 2025 | The Reporting Persons acquired the Common Stock for investment purposes. Depending on the factors discussed herein, the Reporting Persons may, from time to time, investigate, evaluate, discuss, negotiate or agree to acquire additional share | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 31 August 2026 | 1,470 | $10.32 | SEC |
| 28 August 2026 | 1,569 | $10.35 | SEC |
| 27 August 2026 | 82 | $10.39 | SEC |
| 25 August 2026 | 548 | $10.32 | SEC |
| 24 August 2026 | 567 | $10.56 | SEC |
| 21 August 2026 | 1,477 | $9.94 | SEC |
| 20 August 2026 | 2,141 | $10.10 | SEC |
| 19 August 2026 | 1,501 | $0.65 | SEC |
| 18 August 2026 | 61,139 | $0.69 | SEC |
| 17 August 2026 | 1,960 | $0.71 | SEC |
| 14 August 2026 | 10,945 | $0.72 | SEC |
| 13 August 2026 | 40,614 | $0.73 | SEC |
| 12 August 2026 | 31,243 | $0.74 | SEC |
| 11 August 2026 | 90,164 | $0.73 | SEC |
| 10 August 2026 | 57,778 | $0.76 | SEC |
| 30 July 2026 | 45 | $0.85 | SEC |
| 22 July 2026 | 474 | $0.84 | SEC |
| 21 July 2026 | 854 | $0.83 | SEC |
| 17 July 2026 | 12,084 | $0.85 | SEC |
| 16 July 2026 | 1,450 | $0.85 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.