SEC ownership of Nerdy Inc.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001819404.

Comparable stake leader

Charles K. Cohn

Disclosed value leader

Technology Crossover Management VIII, Ltd.

Comparable rows

50/50

Latest evidence

16 Jul 2026

Top shareholders Insider holders Latest transactions
Public ticker
NRDY on NYSE
Parsed ownership sources
13D/G, 3/4/5, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
Largest SEC-reported holder
Charles K. Cohn
Ranking: Comparable ownership first, then disclosed value
Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
Charles K. Cohn
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
16 Jul 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001819404
Issuer location
St. Louis, MO

Ownership snapshot

Top shareholders of Nerdy Inc. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Charles K. Cohn
Disclosed value leader
Technology Crossover Mana...
Comparable rows
50/50
Latest evidence
16 Jul 2026
13D/G 3/4/5 13F Lead comparable stake: 49% 13D/G row: Charles K. Cohn Showing 1-8 of 50 holder rows.

Quick read

Charles K. Cohn leads the comparable SEC ownership view at 49%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Charles K. Cohn's linked filing trail.
Comparable ownership Top 5
Charles K. Cohn 49%
Jason H. Pello 1.6%
Christopher C. Swenson 1.5%
John Andrew Paszterko 1%
Atul Madan Mohan Bagga 0.89%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Charles K. Cohn
13D/G 3/4/5
Charles Cohn · Chief Executive Officer, Director, 10%+ Owner
13D/G 3/4/5
49%
$66,252,597
79,822,406 shares
 +$1,564,491 11 Jun 2026
Jason H. Pello
3/4/5
Chief Financial Officer
3/4/5
1.6%
$2,286,563
2,540,626 shares
 -$430,605 16 Mar 2026
Christopher C. Swenson
3/4/5
Chief Legal Officer
3/4/5
1.5%
$2,049,206
2,468,924 shares
 -$333,182 16 Jul 2026
John Andrew Paszterko
3/4/5
Chief Operating Officer
3/4/5
1%
$1,426,538
1,718,721 shares
 -$73,963 16 Jul 2026
Atul Madan Mohan Bagga
3/4/5
Chief Financial Officer
3/4/5
0.89%
$1,214,766
1,463,574 shares
 -$30,234 16 Jul 2026
Kyle Callaway
3/4/5
Chief Accounting Officer
3/4/5
0.3%
$404,309
487,120 shares
 -$11,103 16 Jul 2026
BlackRock, Inc.
13F
Company
13F
2.6%
$3,492,161
4,278,560 shares
 — 31 Mar 2026
Technology Crossover Management VIII, Ltd.
3/4/5 13F
Director, 10%+ Owner · Company
3/4/5 13F
2.4%
from 13F
$66,344,189
37,222,845 shares
mixed-class rows
 — 28 Sep 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to buying over the last 12 months. Net value: +$4,419,694.

Buys
$5,342,280
Insiders: 2
Sells
$922,586
Insiders: 6
Net
+$4,419,694
Shares: +3,622,270
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 4,519,076 Shares: 896,806
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 978,311 146,493 $950,853 $121,913 +$828,940
3-6 0 308,014 $0 $287,532 -$287,532
6-9 3,515,765 302,446 $4,357,427 $335,528 +$4,021,899
9-12 25,000 139,853 $34,000 $177,613 -$143,613

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 21 reporting-owner rows connected to Nerdy Inc.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
21
Largest Forms 3/4/5 holder
Technology Crossover Management VIII, Ltd.
Net 12M change
+$4,419,693
Latest report
16 Jul 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Technology Crossover Management VIII, Ltd. Director, 10%+ Owner $66,344,189 Mixed 28 Sep 2023
Charles K. Cohn Chief Executive Officer, Director, 10%+ Owner $48,430,970 +$5,308,280 +12% Mixed 15 Jun 2026
TPG Pace Tech Opportunities Sponsor, Series LLC Director, 10%+ Owner $42,031,238 Mixed 20 Sep 2021
TPG GP A, LLC Former Director & 10% Owner $7,987,524 Mixed 12 Nov 2024
Heidi Robinson Chief Product Officer $3,483,125 Mixed 02 Mar 2023
Ian Clarkson President & COO $2,651,292 Mixed 01 Dec 2021
Jason H. Pello Chief Financial Officer $2,286,563 -$430,605 -16% Filing P/S 16 Mar 2026
Christopher C. Swenson Chief Legal Officer $2,049,206 -$333,182 -14% Filing P/S 16 Jul 2026
John Andrew Paszterko Chief Operating Officer $1,426,538 -$73,963 -4.9% Filing P/S 16 Jul 2026
Atul Madan Mohan Bagga Chief Financial Officer $1,214,766 -$30,234 -2.4% Filing P/S 16 Jul 2026
Gregory Mrva Director $793,448 -$43,500 -5.2% Mixed 30 Apr 2026
Abigail Blunt Director $598,575 +$34,000 +6% Mixed 30 Apr 2026
Kyle Callaway Chief Accounting Officer $404,309 -$11,103 -2.7% Filing P/S 16 Jul 2026
Light Street Mercury Master Fund, L.P. 10%+ Owner $311,304 Mixed 09 Sep 2021
Kathleen Philips Director $208,688 Mixed 28 Sep 2023
Stuart Udell Director $194,328 Mixed 30 Apr 2026
Robert J. Hutter Director $193,315 Mixed 30 Apr 2026
LIGHT STREET CAPITAL MANAGEMENT, LLC 10%+ Owner $168,343 Filing P/S 20 Aug 2022
Erik C. Blachford Director $116,536 Mixed 04 May 2022
Christopher P. Marshall Director $54,999 Mixed 30 Apr 2026

Recent insider transactions for Nerdy Inc.

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Atul Madan Mohan Bagga NRDY Class A Common Stock Sale -2.43% $30,234 $0.8300 -36,426 1,463,574 16 Jul 2026 Direct
John Andrew Paszterko NRDY Class A Common Stock Sale -1.77% $25,758 $0.8300 -31,034 1,718,721 16 Jul 2026 Direct
Kyle Callaway NRDY Class A Common Stock Sale -2.67% $11,103 $0.8300 -13,377 487,120 16 Jul 2026 Direct
Christopher C. Swenson NRDY Class A Common Stock Sale -0.91% $18,847 $0.8300 -22,707 2,468,924 16 Jul 2026 Direct
Christopher C. Swenson NRDY Class A Common Stock Award 31.7% 600,000 2,491,631 15 Jul 2026 Direct
John Andrew Paszterko NRDY Class A Common Stock Award 52.2% 600,000 1,749,755 15 Jul 2026 Direct
Kyle Callaway NRDY Class A Common Stock Award 25% 100,000 500,497 15 Jul 2026 Direct
Christopher C. Swenson NRDY Class A Common Stock Sale -1.05% $17,735 $0.8800 -20,153 1,891,631 16 Jun 2026 Direct
Charles K. Cohn NRDY Class A Common Stock Purchase 34.3% $250,007 $1.00 250,007 978,311 15 Jun 2026 By Charles K. Cohn Revocable Trust Agreement Dated February 10, 2016
Charles K. Cohn NRDY Class A Common Stock Purchase 52.6% $251,081 $1.00 251,081 728,304 12 Jun 2026 By Charles K. Cohn Revocable Trust Agreement Dated February 10, 2016
Charles K. Cohn NRDY Class A Common Stock Purchase 117.9% $250,458 $0.9700 258,204 477,223 11 Jun 2026 By Charles K. Cohn Revocable Trust Agreement Dated February 10, 2016
Charles K. Cohn NRDY Class A Common Stock Purchase $199,307 $0.9100 219,019 219,019 10 Jun 2026 By Charles K. Cohn Revocable Trust Agreement Dated February 10, 2016
Christopher C. Swenson NRDY Class A Common Stock Sale -1.18% $18,237 $0.8000 -22,796 1,911,784 18 May 2026 Direct
Robert J. Hutter NRDY Stock Option (Right to Buy) Award 276,612 276,612 30 Apr 2026 Direct
Christopher P. Marshall NRDY Stock Option (Right to Buy) Award 330,645 330,645 30 Apr 2026 Direct
Abigail Blunt NRDY Stock Option (Right to Buy) Award 310,483 310,483 30 Apr 2026 Direct
Gregory Mrva NRDY Stock Option (Right to Buy) Award 338,709 338,709 30 Apr 2026 Direct
Stuart Udell NRDY Stock Option (Right to Buy) Award 312,903 312,903 30 Apr 2026 Direct
John Andrew Paszterko NRDY Class A Common Stock Sale -2.69% $29,563 $0.9300 -31,788 1,149,755 16 Apr 2026 Direct
Christopher C. Swenson NRDY Class A Common Stock Sale -3.48% $64,910 $0.9300 -69,796 1,934,580 16 Apr 2026 Direct
Atul Madan Mohan Bagga NRDY Class A Common Stock Award 1,500,000 1,500,000 15 Apr 2026 Direct
Christopher C. Swenson NRDY Class A Common Stock Sale -0.91% $16,529 $0.9000 -18,366 2,004,376 16 Mar 2026 Direct
Jason H. Pello NRDY Class A Common Stock Sale -1.19% $27,548 $0.9000 -30,609 2,540,626 16 Mar 2026 Direct
Jason H. Pello NRDY Class A Common Stock Sale -2.83% $69,000 $0.9200 -75,000 2,571,235 10 Mar 2026 Direct
Jason H. Pello NRDY Class A Common Stock Sale -1.85% $48,320 $0.9700 -49,814 2,646,235 17 Feb 2026 Direct
Christopher C. Swenson NRDY Class A Common Stock Sale -1.59% $31,662 $0.9700 -32,641 2,022,742 17 Feb 2026 Direct
Jason H. Pello NRDY Class A Common Stock Award 59% 1,000,000 2,696,049 15 Feb 2026 Direct
Christopher C. Swenson NRDY Class A Common Stock Award 41.2% 600,000 2,055,383 15 Feb 2026 Direct
John Andrew Paszterko NRDY Class A Common Stock Award 103.2% 600,000 1,181,543 15 Feb 2026 Direct
John Andrew Paszterko NRDY Class A Common Stock Sale -3.08% $18,642 $1.01 -18,457 581,543 16 Jan 2026 Direct
Christopher C. Swenson NRDY Class A Common Stock Sale -2.35% $46,550 $1.33 -35,000 1,455,383 22 Dec 2025 Direct
Jason H. Pello NRDY Class A Common Stock Sale -1.85% $38,407 $1.20 -32,006 1,696,049 16 Dec 2025 Direct
Christopher C. Swenson NRDY Class A Common Stock Sale -1.27% $23,045 $1.20 -19,204 1,490,383 16 Dec 2025 Direct
Charles K. Cohn NRDY Class A Common Stock Purchase 0.6% $240,635 $1.22 197,242 32,867,174 16 Dec 2025 By Cohn Family Trust U/A/D 3/16/2017
Charles K. Cohn NRDY Class A Common Stock Purchase 0.54% $236,743 $1.36 174,076 32,669,932 15 Dec 2025 By Cohn Family Trust U/A/D 3/16/2017
Charles K. Cohn NRDY Class A Common Stock Purchase 0.56% $248,887 $1.38 180,353 32,495,856 12 Dec 2025 By Cohn Family Trust U/A/D 3/16/2017
Charles K. Cohn NRDY Class A Common Stock Purchase 0.56% $248,400 $1.38 180,000 32,315,503 11 Dec 2025 By Cohn Family Trust U/A/D 3/16/2017
Jason H. Pello NRDY Class A Common Stock Sale -4.16% $104,250 $1.39 -75,000 1,728,055 10 Dec 2025 Direct
Charles K. Cohn NRDY Class A Common Stock Purchase 0.55% $244,926 $1.40 174,947 32,135,503 10 Dec 2025 By Cohn Family Trust U/A/D 3/16/2017
Charles K. Cohn NRDY Class A Common Stock Purchase 0.55% $253,750 $1.44 176,215 31,960,556 09 Dec 2025 By Cohn Family Trust U/A/D 3/16/2017
Charles K. Cohn NRDY Class A Common Stock Purchase 0.58% $245,373 $1.33 184,491 31,784,341 08 Dec 2025 By Cohn Family Trust U/A/D 3/16/2017
Charles K. Cohn NRDY Class A Common Stock Purchase 0.57% $249,157 $1.40 177,969 31,599,850 05 Dec 2025 By Cohn Family Trust U/A/D 3/16/2017
Charles K. Cohn NRDY Class A Common Stock Purchase 0.6% $256,094 $1.37 186,930 31,421,881 04 Dec 2025 By Cohn Family Trust U/A/D 3/16/2017
Charles K. Cohn NRDY Class A Common Stock Purchase 0.59% $238,857 $1.31 181,672 31,234,951 03 Dec 2025 By Cohn Family Trust U/A/D 3/16/2017
Charles K. Cohn NRDY Class A Common Stock Purchase 18.3% $249,606 $1.26 198,100 1,278,512 02 Dec 2025 By Cohn Family Investments Trust dtd 5/24/18
Charles K. Cohn NRDY Class A Common Stock Purchase 21.2% $249,480 $1.32 189,000 1,080,412 01 Dec 2025 By Cohn Family Investments Trust dtd 5/24/18
Charles K. Cohn NRDY Class A Common Stock Purchase 9.96% $106,535 $1.32 80,708 891,412 28 Nov 2025 By Cohn Family Investments Trust dtd 5/24/18
Charles K. Cohn NRDY Class A Common Stock Purchase 10.4% $180,979 $1.25 144,783 1,540,307 26 Nov 2025 By Cohn Family Trust 5/24/18
Charles K. Cohn NRDY Class A Common Stock Purchase 9.34% $138,321 $1.16 119,242 1,395,524 25 Nov 2025 By Cohn Family Trust 5/24/18
Charles K. Cohn NRDY Class A Common Stock Purchase 23% $250,686 $1.05 238,749 1,276,282 24 Nov 2025 By Cohn Family Trust 5/24/18
* marks a reported price that did not pass the local price check.
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