| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Cohn Charles K. | 49% | +1% | $97,421,846 | +$1,134,096 | 77,937,477 | +1.2% | Charles Cohn | 09 Dec 2025 |
As of 30 Sep 2025, 83 institutional investors reported holding 24,680,263 shares of Nerdy Inc. - Class A Common Stock, $0.0001 par value per share (NRDY). This represents 15% of the company’s total 160,035,887 outstanding shares.
The largest institutional shareholders of Nerdy Inc. - Class A Common Stock, $0.0001 par value per share (NRDY) together control 15% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2.7% | 4,279,534 | -0.96% | 0% | $5,392,213 |
| Technology Crossover Management VIII, Ltd. | 2.5% | 3,949,791 | 0% | 1.1% | $4,976,737 |
| FRANKLIN RESOURCES INC | 2.3% | 3,635,739 | -0.4% | 0% | $4,581,031 |
| VANGUARD GROUP INC | 2.2% | 3,483,984 | -0.64% | 0% | $4,389,819 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.96% | 1,539,692 | -5.3% | 0% | $1,940,755 |
| STATE STREET CORP | 0.83% | 1,329,262 | -2.6% | 0% | $1,674,870 |
| GOLDMAN SACHS GROUP INC | 0.56% | 893,735 | +0.37% | 0% | $1,126,106 |
| MILLENNIUM MANAGEMENT LLC | 0.47% | 750,494 | -22% | 0% | $945,622 |
| MORGAN STANLEY | 0.41% | 653,628 | -27% | 0% | $823,572 |
| GSA CAPITAL PARTNERS LLP | 0.33% | 534,081 | -7.6% | 0.06% | $673,000 |
| RENAISSANCE TECHNOLOGIES LLC | 0.32% | 515,023 | -37% | 0% | $648,929 |
| NORTHERN TRUST CORP | 0.32% | 512,058 | -5.5% | 0% | $645,193 |
| Nuveen, LLC | 0.16% | 252,969 | -54% | 0% | $318,742 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 0.15% | 237,883 | +171% | 0% | $299,733 |
| Bank of New York Mellon Corp | 0.13% | 214,801 | -2.9% | 0% | $270,649 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.12% | 184,367 | +0.03% | 0% | $232,302 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.1% | 162,700 | +6.5% | 0% | $205,002 |
| ALLIANCEBERNSTEIN L.P. | 0.09% | 147,250 | +7.3% | 0% | $185,535 |
| XTX Topco Ltd | 0.07% | 117,637 | 0.01% | $148,223 | |
| BANK OF AMERICA CORP /DE/ | 0.07% | 116,609 | -5.6% | 0% | $146,928 |
| DEUTSCHE BANK AG\ | 0.06% | 91,123 | +16% | 0% | $114,815 |
| MARSHALL WACE, LLP | 0.05% | 87,973 | -35% | 0% | $110,846 |
| BARCLAYS PLC | 0.05% | 84,252 | -23% | 0% | $106,157 |
| Verition Fund Management LLC | 0.04% | 70,175 | -40% | 0% | $88,421 |
| UBS Group AG | 0.04% | 62,919 | -63% | 0% | $79,278 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 132,782 | $138,168 | +$105,098 | $1.04 | 5 |
| 2025 Q3 | 24,680,263 | $31,096,910 | -$2,979,373 | $1.26 | 83 |
| 2025 Q2 | 26,817,519 | $43,711,659 | -$1,893,439 | $1.63 | 87 |
| 2025 Q1 | 28,023,499 | $39,783,796 | -$552,840 | $1.42 | 90 |
| 2024 Q4 | 28,343,984 | $45,909,153 | -$19,336,056 | $1.62 | 91 |
| 2024 Q3 | 46,196,436 | $45,599,856 | -$34,658,094 | $0.98 | 90 |
| 2024 Q2 | 70,043,819 | $116,971,734 | -$985,370 | $1.67 | 87 |
| 2024 Q1 | 69,156,424 | $201,244,960 | +$1,696,707 | $2.91 | 109 |
| 2023 Q4 | 25,369 | $87,016 | -$200,111 | $3.43 | 1 |
| 2023 Q3 | 66,206,174 | $244,963,181 | +$3,505,205 | $3.70 | 128 |
| 2023 Q2 | 65,078,301 | $271,377,349 | +$12,937,024 | $4.17 | 101 |
| 2023 Q1 | 61,909,724 | $258,775,454 | -$2,040,190 | $4.18 | 83 |
| 2022 Q4 | 63,853,070 | $143,680,659 | +$3,991,243 | $2.25 | 71 |
| 2022 Q3 | 59,028,594 | $124,546,087 | -$16,001,834 | $2.11 | 70 |
| 2022 Q2 | 68,558,714 | $146,027,000 | -$21,673,931 | $2.13 | 74 |
| 2022 Q1 | 70,080,836 | $355,550,600 | -$91,021,505 | $5.09 | 76 |
| 2021 Q4 | 84,403,728 | $379,815,000 | +$33,418,031 | $4.50 | 75 |
| 2021 Q3 | 65,370,857 | $652,360,000 | +$652,349,076 | $9.99 | 49 |