Comparable stake leader
Charles K. Cohn
SEC ownership of Nerdy Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001819404.
Disclosed value leader
Technology Crossover Management VIII, Ltd.
Comparable rows
50/50
Latest evidence
16 Jun 2026
- 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
- 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 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001819404
- Issuer location
- St. Louis, MO
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
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 Jun 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
1.2%
Atul Madan Mohan Bagga
0.92%
John Andrew Paszterko
0.7%
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
|
49%
|
$66,252,597
79,822,406 shares
|
+$1,564,491 | 11 Jun 2026 |
| Jason H. Pello |
3/4/5
Chief Financial Officer
|
1.6%
|
$2,286,563
2,540,626 shares
|
-$430,605 | 16 Mar 2026 |
| Christopher C. Swenson |
3/4/5
Chief Legal Officer
|
1.2%
|
$1,664,635
1,891,631 shares
|
-$314,335 | 16 Jun 2026 |
| Atul Madan Mohan Bagga |
3/4/5
Chief FInancial Officer
|
0.92%
|
$1,227,300
1,500,000 shares
|
— | 15 Apr 2026 |
| John Andrew Paszterko |
3/4/5
Chief Operating Officer
|
0.7%
|
$1,069,272
1,149,755 shares
|
-$48,204 | 16 Apr 2026 |
| BlackRock, Inc. |
13F
Company
|
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
|
2.4%
from 13F
|
$66,344,189
37,222,845 shares
mixed-class rows
|
— | 28 Sep 2023 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
1.6%
|
$2,073,917
2,541,565 shares
|
— | 31 Mar 2026 |
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: +$4,505,635.
Buys
$5,342,280
Insiders: 2
Sells
$836,645
Insiders: 4
Net
+$4,505,635
Shares: +3,725,814
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 4,519,076
Shares: 793,262
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 978,311 | 144,533 | $950,853 | $130,445 | +$820,409 |
| 3-6 | 0 | 224,887 | $0 | $211,700 | -$211,700 |
| 6-9 | 3,515,765 | 283,989 | $4,357,427 | $316,886 | +$4,040,541 |
| 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 20 reporting-owner rows connected to Nerdy Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
20
Largest Forms 3/4/5 holder
Technology Crossover Management VIII, Ltd.
Net 12M change
+$4,505,636
Latest report
16 Jun 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 | $1,664,635 | -$314,335 | -16% | Filing P/S | 16 Jun 2026 |
| Atul Madan Mohan Bagga | Chief FInancial Officer | $1,227,300 | Median | 15 Apr 2026 | ||
| John Andrew Paszterko | Chief Operating Officer | $1,069,272 | -$48,204 | -4.3% | Filing P/S | 16 Apr 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 |
| 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 | ||
| Catherine Beaudoin | Director | $40,527 | Mixed | 03 May 2023 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Charles K. Cohn | NRDY | Class A Common Stock | Purchase | 0.23% | $74,911 | $1.07 | 70,010 | 31,053,279 | 21 Nov 2025 | By Cohn Family Trust U/A/D 3/16/2017 |
| Charles K. Cohn | NRDY | Class A Common Stock | Purchase | 22% | $198,432 | $1.06 | 187,200 | 1,037,533 | 21 Nov 2025 | By Cohn Family Trust 5/24/18 |
| Charles K. Cohn | NRDY | Class A Common Stock | Purchase | 0.66% | $199,430 | $0.9800 | 203,500 | 30,983,269 | 20 Nov 2025 | By Cohn Family Trust U/A/D 3/16/2017 |
| Charles K. Cohn | NRDY | Class A Common Stock | Purchase | 0.89% | $246,226 | $0.9100 | 270,578 | 30,779,769 | 19 Nov 2025 | By Cohn Family Trust U/A/D 3/16/2017 |
| Jason H. Pello | NRDY | Class A Common Stock | Sale | -2.38% | $36,934 | $0.8400 | -43,969 | 1,803,055 | 17 Nov 2025 | Direct |
| Christopher C. Swenson | NRDY | Class A Common Stock | Sale | -1.87% | $24,200 | $0.8400 | -28,810 | 1,509,587 | 17 Nov 2025 | Direct |
| Gregory Mrva | NRDY | Class A Common Stock | Sale | -3.52% | $21,250 | $0.8500 | -25,000 | 685,991 | 14 Nov 2025 | Direct |
* marks a reported price that did not pass the local price check.