| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Cohn Charles K. | 49% | +1% | $70,143,729 | +$816,549 | 77,937,477 | +1.2% | Charles Cohn | 09 Dec 2025 |
As of 31 Dec 2025, 61 institutional investors reported holding 20,648,560 shares of Nerdy Inc. - Class A Common Stock, $0.0001 par value per share (NRDY). This represents 13% 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 13% 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% | 4,363,736 | +2% | 0% | $4,538,285 |
| Technology Crossover Management VIII, Ltd. | 2.5% | 3,949,791 | 0% | 1% | $4,107,783 |
| VANGUARD GROUP INC | 2.1% | 3,328,262 | -4.5% | 0% | $3,461,393 |
| FRANKLIN RESOURCES INC | 1.6% | 2,549,412 | -30% | 0% | $2,651,389 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.97% | 1,557,017 | +1.1% | 0% | $1,619,880 |
| STATE STREET CORP | 0.83% | 1,322,069 | -0.54% | 0% | $1,374,952 |
| GSA CAPITAL PARTNERS LLP | 0.34% | 547,808 | +2.6% | 0.05% | $570,000 |
| GOLDMAN SACHS GROUP INC | 0.27% | 438,957 | -51% | 0% | $456,516 |
| JANE STREET GROUP, LLC | 0.24% | 389,027 | +3200% | 0% | $404,588 |
| MORGAN STANLEY | 0.24% | 387,697 | -41% | 0% | $403,205 |
| Bank of New York Mellon Corp | 0.12% | 185,431 | -14% | 0% | $192,848 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.12% | 184,391 | +0.01% | 0% | $191,767 |
| Nuveen, LLC | 0.11% | 180,663 | -29% | 0% | $187,890 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 0.1% | 162,883 | -32% | 0% | $169,398 |
| Centiva Capital, LP | 0.07% | 107,585 | 0.01% | $111,888 | |
| THOMPSON DAVIS & CO., INC. | 0.06% | 97,000 | 0.06% | $100,880 | |
| BARCLAYS PLC | 0.06% | 92,448 | +9.7% | 0% | $96,146 |
| DEUTSCHE BANK AG\ | 0.06% | 91,123 | 0% | 0% | $94,768 |
| Jefferies Financial Group Inc. | 0.05% | 75,000 | 0% | $78,000 | |
| RENAISSANCE TECHNOLOGIES LLC | 0.04% | 68,700 | -87% | 0% | $71,448 |
| UBS Group AG | 0.04% | 66,224 | +5.3% | 0% | $68,873 |
| WELLS FARGO & COMPANY/MN | 0.04% | 65,041 | +80% | 0% | $67,643 |
| Verition Fund Management LLC | 0.03% | 44,710 | -36% | 0% | $46,498 |
| RHUMBLINE ADVISERS | 0.03% | 41,254 | -25% | 0% | $42,899 |
| STRS OHIO | 0.02% | 39,200 | 0% | 0% | $40,768 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 20,648,560 | $21,475,640 | -$2,129,477 | $1.04 | 61 |
| 2025 Q3 | 24,680,263 | $31,096,910 | -$2,979,371 | $1.26 | 83 |
| 2025 Q2 | 26,817,519 | $43,711,659 | -$1,893,443 | $1.63 | 87 |
| 2025 Q1 | 28,023,499 | $39,783,495 | -$552,861 | $1.42 | 90 |
| 2024 Q4 | 28,349,454 | $45,917,642 | -$19,327,179 | $1.62 | 91 |
| 2024 Q3 | 46,196,436 | $45,600,340 | -$34,658,074 | $0.98 | 89 |
| 2024 Q2 | 70,043,819 | $116,971,844 | -$985,358 | $1.67 | 86 |
| 2024 Q1 | 69,156,424 | $201,244,911 | +$2,361,248 | $2.91 | 109 |
| 2023 Q4 | 67,957,155 | $232,975,089 | +$5,275,052 | $3.43 | 113 |
| 2023 Q3 | 66,207,174 | $244,966,950 | +$3,513,611 | $3.70 | 129 |
| 2023 Q2 | 65,078,301 | $271,377,147 | +$12,937,702 | $4.17 | 101 |
| 2023 Q1 | 61,952,487 | $258,954,582 | -$2,052,540 | $4.18 | 84 |
| 2022 Q4 | 63,874,568 | $143,728,680 | +$6,101,304 | $2.25 | 72 |
| 2022 Q3 | 61,257,422 | $129,248,448 | -$15,646,002 | $2.11 | 74 |
| 2022 Q2 | 68,584,690 | $146,083,000 | -$30,181,032 | $2.13 | 75 |
| 2022 Q1 | 70,197,735 | $356,144,859 | -$87,857,577 | $5.09 | 77 |
| 2021 Q4 | 88,364,603 | $397,638,000 | +$40,436,921 | $4.50 | 77 |
| 2021 Q3 | 65,370,805 | $652,359,000 | +$652,347,000 | $9.99 | 48 |