Nerdy Ownership | Who Owns Nerdy?
Nerdy Ownership Summary
Nerdy is owned by 7.37% institutional investors, 50.86% insiders, and 41.77% 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 1.60% of its assets in Nerdy shares.
NRDY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Nerdy | 7.37% | 50.86% | 41.77% |
| Sector | Technology Stocks | 36.93% | 14.89% | 48.18% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 4.82M | 4.46% | $8.05M |
| Blackrock funding, inc. /de | 4.28M | 3.48% | $3.49M |
| Technology crossover management viii | 3.95M | 3.21% | $3.22M |
| Vanguard group | 3.33M | 2.74% | $3.46M |
| Franklin resources | 2.31M | 1.88% | $1.88M |
| Geode capital management | 1.67M | 1.36% | $1.37M |
| State street | 1.34M | 1.09% | $1.09M |
| Gsa capital partners llp | 656.21K | 0.53% | $536.00K |
| Northern trust | 502.42K | 0.41% | $410.08K |
| Nuveen asset management | 410.52K | 0.36% | $665.05K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Technology crossover management viii | 3.95M | 1.08% | $3.22M |
| Thompson davis | 81.00K | 0.04% | $66.11K |
| Gsa capital partners llp | 656.21K | 0.03% | $536.00K |
| Silver rock financial lp | 17.67K | 0.03% | $14.42K |
| R squared | 10.81K | 0.00% | $8.82K |
| Cutter & co brokerage | 11.00K | 0.00% | $17.82K |
| Crewe advisors | 50.00K | 0.00% | $40.81K |
| Nine masts capital | 27.88K | 0.00% | $22.75K |
| Bridgeway capital management | 187.70K | 0.00% | $153.20K |
| Cubist systematic strategies | 259.82K | 0.00% | $433.90K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard fiduciary trust | 444.13K | 0.00% | 444.13K |
| Blackrock | 4.82M | 0.00% | 432.11K |
| Aqr capital management | 445.92K | 0.00% | 407.35K |
| Nuveen asset management | 410.52K | 0.00% | 204.76K |
| Cubist systematic strategies | 259.82K | 0.00% | 192.63K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Tpg gp a | - | - | -10.60M |
| Greenvale capital llp | - | - | -9.00M |
| Divisar capital management | - | - | -4.77M |
| Kent lake capital | - | - | -1.00M |
| Acr alpine capital research | - | - | -944.87K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 444.13K | 0.00% | 444.13K | $362.41K |
| Ieq capital | 63.74K | 0.00% | 63.74K | $52.03K |
| Cerity partners | 30.24K | - | 30.24K | $24.68K |
| Nine masts capital | 27.88K | 0.00% | 27.88K | $22.75K |
| Graham capital management | 23.77K | 0.00% | 23.77K | $29.94K |
Sold Out
| Holder | Change |
|---|---|
| Harbour investments | -3.00 |
| Pnc financial services group | -5.00 |
| Nelson, van denburg & campbell wealth management group | -13.00 |
| Gradient investments | -50.00 |
| Claris advisors, llc / mo / | -85.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 39 | -58.95% | 9,068,867 | -61.60% | 7 | 1.96% | 21 | -61.11% | 7 | -69.57% |
| Dec 31, 2025 | 62 | -26.19% | 20,648,560 | -16.34% | 16 | 4.02% | 34 | 30.77% | 17 | -54.05% |
| Sep 30, 2025 | 80 | -3.61% | 24,663,038 | -0.20% | 20 | 4.85% | 24 | -27.27% | 37 | 19.35% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Franklin Small Cap Growth SMA | 1.99M | 1.60% | 1.99M |
| Franklin US Small Cap Growth Equity | 1.99M | 1.60% | -220.73K |
| Franklin Small Cap Growth Adv | 1.99M | 1.57% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.73M | 1.37% | - |
| iShares Russell 2000 ETF | 1.49M | 1.18% | 12.55K |
| CS (Lux) Edutainment Equity SBP USD | 1.14M | 1.01% | -48.00K |
| Vanguard Institutional Extnd Mkt Idx Tr | 746.76K | 0.59% | - |
| ACR Equity Partners | 642.90K | 0.57% | 1.57K |
| Fidelity Small Cap Index | 583.83K | 0.47% | -2.37K |
| iShares Russell 2000 Growth ETF | 499.45K | 0.40% | 1.29K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 18, 2026 | Swenson Christopher C. | Chief Legal Officer | Sell | $18.24K |
| Apr 16, 2026 | Paszterko John Andrew | Chief Operating Officer | Sell | $29.56K |
| Apr 16, 2026 | Swenson Christopher C. | Chief Legal Officer | Sell | $64.91K |
| Mar 16, 2026 | Swenson Christopher C. | Chief Legal Officer | Sell | $16.53K |
| Mar 16, 2026 | Pello Jason H. | Chief Financial Officer | Sell | $27.55K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 3 |
| 2026 Q1 | - | 6 |
| 2025 Q4 | 21 | 8 |
| 2025 Q3 | 1 | 4 |
| 2025 Q2 | 2 | 4 |
NRDY Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools