Institutional Ownership Nerdy Inc. (NRDY)
This table provides information about the institutional ownership of Nerdy Inc. (NRDY). We have compiled data on the 88 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 $22.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
902
shares
|
$775
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
414
shares
|
$356
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
336
shares
|
$288
0.0% of portfolio
|
Q4 2025
Reduced 72.07%
|
|
|
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%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
100
shares
|
$86
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
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%
|
|
|
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
|