NRDY · Company research
Nerdy Inc. (NRDY): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Ground Swell Capital, LLC | 1534450 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31618 | 28965 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2771 | 2539 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| JPL Wealth Management, LLC | 2010710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 3 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 138361 | 126752 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2501004 | 2290920 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Crewe Advisors LLC | 1730033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 102108 | 93542 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28887 | 26463 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65800 | 60536 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BRIGHTON JONES LLC | 1360798 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12471 | 11425 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1120927 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1029701 | 943309 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 973867 | 892160 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1107261 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 187700 | 171952 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3110 | 2849 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53699 | 49194 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MILLENNIUM MANAGEMENT LLC | 1273087 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 499158 | 457279 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 364101 | 333553 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| THOMPSON DAVIS & CO., INC. | 1017284 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40000 | 36644 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3798 | 3479 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13517 | 12000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Medallion Wealth Advisors, LLC | 2131139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1967 | 1802 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38512 | 35431 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Schonfeld Strategic Advisors LLC | 1665241 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13566 | 12427 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Focus Partners Wealth | 1542153 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10699 | 9802 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Technology Crossover Management VIII, Ltd. | 1626282 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3949791 | 3618404 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Engineers Gate Manager LP | 1620220 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22859 | 20941 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Clearstead Advisors, LLC | 842775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43 | 40 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Pallas Capital Advisors LLC | 1862282 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10082 | 9236 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Point72 Asset Management, L.P. | 1603466 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 148679 | 136205 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IFP Advisors, Inc | 1641866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 328 | 300 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| IMC-Chicago, LLC | 1452861 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30200 | 27666 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 393970 | 360877 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| GSA CAPITAL PARTNERS LLP | 1362033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 811089 | 743 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14730 | 13493 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIFTH THIRD BANCORP | 35527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42 | 38 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Strive Financial Group ,LLC | 2090040 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 92 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26476 | 24254 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17074 | 15529 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32800 | 30048 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6274 | 5748 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1227 | 1124 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16666 | 15268 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 124093 | 113682 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 1649451 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23600 | 21620 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| RBF Capital, LLC | 1134621 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 768988 | 704470 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cerity Partners LLC | 1566475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35768 | 32767 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Silver Rock Financial LP | 1674784 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17668 | 16186 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Physician Wealth Advisors, Inc. | 1795173 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1244 | 1140 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23222 | 21274 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56300 | 51576 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 607955 | 557524 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Virtu Financial LLC | 1533964 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16602 | 15 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| RENAISSANCE TECHNOLOGIES LLC | 1037389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 93000 | 85197 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| True Wealth Design, LLC | 1966033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 182 | 167 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 149847 | 137859 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Qube Research & Technologies Ltd | 1729829 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54351 | 49791 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Optiver Holding B.V. | 1859606 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1090 | 999 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Mariner, LLC | 1373442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45691 | 41857 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| State Street Corporation | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 364101 | 333553000 | — | — | — | Sep 22, 2026 | SEC_13F_HR |
| Goldman Sachs Group Inc. | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 196111 | 179657000 | — | — | — | Aug 14, 2026 | SEC_13F_HR |
| Northern Trust Corp | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 151208 | 138522000 | — | — | — | Aug 13, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43368 | 39729000 | — | — | — | Aug 7, 2026 | SEC_13F_HR |
| Citigroup Inc. | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8989 | 8235000 | — | — | — | Aug 3, 2026 | SEC_13F_HR |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8989 | 8235 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22498 | 20608 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SJS Investment Consulting Inc. | 1894302 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26 | 24 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Wealth Enhancement Trust Services, Inc. | 2067696 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62 | 57 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8480 | 7769 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4259 | 3902 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Marquette Asset Management, LLC | 1395067 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 623 | 571 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25200 | 23083 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 840082 | 769599 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1632972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35569 | 32923 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| JANE STREET GROUP, LLC | 1595888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 322601 | 295535 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 301777 | 276458 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 300 | 275 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21862 | 17844 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Optiver Holding B.V. | 1859606 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1090 | 890 | — | — | — | Jun 2, 2026 | SEC_13F_DATASET |
| Citigroup Inc. | 831001 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22001 | 17957000 | — | — | — | May 11, 2026 | SEC_13F_HR |
| AlTi Global, Inc. Class A Common Stock | 1838615 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12000 | 9794000 | — | — | — | May 7, 2026 | SEC_13F_HR |
| Goldman Sachs Group Inc. | 886982 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 166188 | 135643000 | — | — | — | May 15, 2026 | SEC_13F_HR |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.