SEC 13F Intelligence

NRDYNERDY INC

CUSIP 64081V109 · Yahoo Finance ↗ · Google Finance ↗

Nerdy Inc (NRDY) has 89 institutional holders in Filings Flow’s 13F database, together reporting 22.40M shares worth $18M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Technology Crossover Management Viii, Ltd..

Institutional Holders
89
Q1 2026
Reported Value
$18M
Ticker
NRDY
Quarters Tracked
5

Ownership Trend

Institutional holders
Q4 ’21: 73Q4 ’21Q4 ’22: 63Q4 ’22Q4 ’25: 91Q4 ’25Q1 ’26: 89Q1 ’26Q2 ’26: 4Q2 ’26filingsflow.com
Total reported value
Q4 ’21: $484MQ4 ’21Q4 ’22: $103MQ4 ’22Q4 ’25: $24MQ4 ’25Q1 ’26: $18MQ1 ’26Q2 ’26: $19,471Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Technology Crossover Management VIII, Ltd.$298M AUM1.08%$3M3.95MQ1 2026OLDER
Dauntless Investment Group, LLC$151M AUM0.27%$345,427332.1KQ4 2025OLDER
THOMPSON DAVIS & CO., INC.$150M AUM0.04%$66,11281.0KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.02%$67,07464.5KQ4 2025OLDER
SYMMETRY PEAK MANAGEMENT LLC$359M AUM0.01%$26,00025.0KQ4 2025OLDER
Marotta Asset Management$601M AUM0.01%$31,00025.0KQ3 2025OLDER
R Squared Ltd$182M AUM0.00%$8,82110.8KQ1 2026OLDER
Crewe Advisors LLC$1.2B AUM0.00%$40,81050.0KQ1 2026OLDER
NINE MASTS CAPITAL Ltd$693M AUM0.00%$22,75327.9KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.00%$153,201187.7KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.00%$175,084214.5KQ1 2026OLDER
Huntleigh Advisors, Inc.$585M AUM0.00%$13,86011.0KQ3 2025OLDER
MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM0.00%$255,375312.9KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.00%$14,97918.4KQ1 2026OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.00%$31,95839.2KQ1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.00%$62,10849.3KQ3 2025OLDER
Centiva Capital, LP$13.6B AUM0.00%$111,888107.6KQ4 2025OLDER
Brooklyn Investment Group$3.2B AUM0.00%$13,53312.6KQ4 2025OLDER
Medallion Wealth Advisors, LLC$306M AUM0.00%$1,6052.0KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.00%$29,94423.8KQ3 2025OLDER
Wealth Watch Advisors, INC$239M AUM0.00%$1,137902Q3 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$2M2.31MQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$78,00075.0KQ4 2025OLDER
Aventura Private Wealth, LLC$273M AUM0.00%$969769Q4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$27,96626.9KQ4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$749,534720.7KQ4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$10,62913.0KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$52,02763.7KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$19,26223.6KQ1 2026OLDER
AlTi Global, Inc.$4.6B AUM0.00%$9,79412.0KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$21,13325.9KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$46,49844.7KQ4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$363,958445.9KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$18,68222.9KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$2,4983.1KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,0161.2KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$31,99539.2KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$12,68215.5KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$110,84688.0KQ3 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$3,3184.1KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$362,413444.1KQ1 2026OLDER
ALERUS FINANCIAL NA$2.0B AUM0.00%$1,8721.8KQ4 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$57,95071.0KQ1 2026OLDER
Washington Trust Advisors, Inc.$1.2B AUM0.00%$1,150913Q3 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$1M1.67MQ1 2026OLDER
Marquette Asset Management, LLC$779M AUM0.00%$571623Q2 2026
Sanctuary Advisors, LLC$18.5B AUM0.00%$13,40012.9KQ4 2025OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$87107Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$25,44031.2KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$57,84755.6KQ4 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$3M4.28MQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$410,078502.4KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$2M2.54MQ1 2026OLDER
Strive Financial Group ,LLC$189M AUM0.00%$104100Q4 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$3M3.33MQ4 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$143,260137.8KQ1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$4,0815.0KQ1 2026OLDER
New England Capital Financial Advisors LLC$365M AUM0.00%$10986Q3 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$132,630161.7KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$335,597411.2KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$148,834182.3KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$1M1.34MQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$1,2111.5KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$127155Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$24,68130.2KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$301,290369.1KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$12,60010.0KQ3 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$23,03828.2KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$34,14841.9KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$13,52916.5KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$149,007182.6KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$9581.2KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$151,697185.9KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$403,205387.7KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$155,769190.9KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$150,480184.4KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$19,08123.4KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$18,43722.6KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$178,552218.0KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$11,29410.9KQ4 2025OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$197189Q4 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$9,2288.9KQ4 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$289,598354.9KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$10,15612.4KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$7,8749.6KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$18,35822.5KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$172211Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$1713.6KQ3 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$20,23724.8KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$173212Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$214262Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$286350Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$311381Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$11,68614.3KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$1,0641.0KQ4 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$3,9094.8KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$11,49914.1KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$3440.5KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2,5583.1KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$49,91561.2KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$17,84421.9KQ2 2026
Allworth Financial LP$24.7B AUM0.00%$780955Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$166203Q2 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$2,6263.2KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$16,71320.5KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$250311Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$8,14410.0KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$8181.0KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$21,38726.5KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$7,0009.0KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$274336Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$2,0852.6KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$4,3175.3KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$6782Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$114139Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$260250Q4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$8901.1KQ2 2026
FMR LLC$1.90T AUM0.00%$5,5936.9KQ1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.