Nerdy Ownership | Who Owns Nerdy?
Nerdy Ownership Summary
Nerdy is owned by 22.32% institutional investors, 46.89% insiders, and 30.79% retail investors. Blackrock is the largest institutional shareholder, holding 4.46% of NRDY shares. Franklin Small Cap Growth SMA is the top mutual fund, with 2.93% of its assets in Nerdy shares.
NRDY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Nerdy | 22.32% | 46.89% | 30.79% |
| Sector | Technology Stocks | 144.02% | 12.52% | -56.54% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 4.82M | 4.46% | $8.05M |
| Morgan stanley | 3.92M | 3.63% | $6.54M |
| Blackrock funding, inc. /de | 4.32M | 3.60% | $7.04M |
| Technology crossover management viii | 3.95M | 3.29% | $6.44M |
| Franklin resources | 3.63M | 3.20% | $5.88M |
| Vanguard group | 3.41M | 3.01% | $5.52M |
| Geode capital management | 1.75M | 1.55% | $2.84M |
| Millennium management | 1.42M | 1.25% | $2.29M |
| State street | 1.24M | 1.15% | $2.07M |
| Renaissance | 919.44K | 0.81% | $1.49M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Technology crossover management viii | 3.95M | 1.40% | $6.44M |
| Ritholtz wealth management | 342.26K | 0.02% | $554.46K |
| Am investment strategies | 31.14K | 0.01% | $50.00K |
| Quinn opportunity partners | 84.16K | 0.01% | $137.17K |
| Marotta asset management | 25.00K | 0.01% | $40.75K |
| Bridgeway capital management | 205.00K | 0.01% | $332.10K |
| Moloney securities asset management | 28.73K | 0.01% | $46.53K |
| Silver rock financial lp | 17.67K | 0.00% | $28.62K |
| Cutter & co brokerage | 11.00K | 0.00% | $17.82K |
| Cubist systematic strategies | 259.82K | 0.00% | $433.90K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 4.82M | 0.00% | 432.11K |
| Nuveen asset management | 410.52K | 0.00% | 204.76K |
| Cubist systematic strategies | 259.82K | 0.00% | 192.63K |
| Marshall wace, llp | 135.58K | 0.00% | 135.58K |
| Hrt financial lp | 130.27K | 0.00% | 130.27K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Tpg gp a | - | - | -10.60M |
| Greenvale capital llp | - | - | -9.00M |
| Divisar capital management | - | - | -4.77M |
| Goldman sachs group | 512.28K | 0.00% | -2.13M |
| Kent lake capital | - | - | -1.00M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Marshall wace, llp | 135.58K | 0.00% | 135.58K | $220.99K |
| Hrt financial lp | 130.27K | 0.00% | 130.27K | $212.00K |
| Verition fund management | 116.32K | 0.00% | 116.32K | $189.59K |
| Aqr capital management | 22.43K | - | 22.43K | $36.33K |
| Vanguard personalized indexing management | 16.80K | 0.00% | 16.80K | $27.21K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -13.00 |
| Gradient investments | -50.00 |
| Claris advisors, llc / mo / | -85.00 |
| Larson financial group | -191.00 |
| Central trust | -200.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 89 | -4.30% | 26,821,458 | -4.23% | 22 | 3.99% | 38 | 2.70% | 31 | -3.13% |
| Mar 31, 2025 | 93 | -2.11% | 27,984,402 | -1.14% | 23 | 3.78% | 37 | -30.19% | 32 | 88.24% |
| Dec 31, 2024 | 92 | - | 26,926,395 | -41.71% | 23 | 1.43% | 50 | 4.17% | 17 | -15.00% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Franklin Small Cap Growth SMA | 3.51M | 2.93% | 3.51M |
| Franklin US Small Cap Growth Equity | 3.51M | 2.93% | 254.47K |
| Franklin Small Cap Growth Adv | 3.26M | 2.69% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.73M | 1.43% | -38.22K |
| iShares Russell 2000 ETF | 1.47M | 1.23% | -28.04K |
| CS (Lux) Edutainment Equity SBP USD | 1.14M | 1.01% | -48.00K |
| Vanguard Institutional Extnd Mkt Idx Tr | 878.77K | 0.72% | -355.49K |
| ACR Equity Partners | 642.90K | 0.57% | 1.57K |
| Fidelity Small Cap Index | 587.37K | 0.48% | -211.95K |
| iShares Russell 2000 Growth ETF | 518.13K | 0.43% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 29, 2025 | Blunt Abigail | - | Buy | $34.00K |
| Aug 18, 2025 | Swenson Christopher C. | Chief Legal Officer | Sell | $48.06K |
| Aug 18, 2025 | Pello Jason H. | Chief Financial Officer | Sell | $67.14K |
| Jun 16, 2025 | Pello Jason H. | Chief Financial Officer | Sell | $47.54K |
| Jun 16, 2025 | Swenson Christopher C. | Chief Legal Officer | Sell | $28.53K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 2 |
| 2025 Q2 | 2 | 4 |
| 2025 Q1 | 1 | 5 |
| 2024 Q4 | 25 | 4 |
| 2024 Q3 | 5 | 2 |
NRDY Ownership FAQ
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