Institutional Ownership Nerdy Inc. (NRDY)
This table provides information about the institutional ownership of Nerdy Inc. (NRDY). We have compiled data on the 86 institutions that hold shares in the stock, with a total of 26.6 Million shares, which have been reported (via 13F filing form) to have a value of $22.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
414
shares
|
$356
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
261
shares
|
$224
0.0% of portfolio
|
Q3 2025
Reduced 36.03%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
250
shares
|
$215
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
203
shares
|
$174
0.0% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
142
shares
|
$122
0.0% of portfolio
|
Q3 2025
Reduced 21.55%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
86
shares
|
$73
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
39
shares
|
$33
0.0% of portfolio
|
Q3 2025
Reduced 20.41%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
15
shares
|
$12
0.0% of portfolio
|
Q3 2025
Reduced 66.67%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
7
shares
|
$6
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|