$NRDY

$5.68 -$0.04 (0.7%) Close

$NRDY Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 126.4M shares outstanding

Who owns NRDY?

By type of holder

Institutions 12.5% Insiders 0.0% Everyone else 87.5%

Concentration Top 10 holders own 73.7%

Charles Cohn 63.2% · BlackRock, Inc. 0.8%

Institutional ownership

12.5%

-4.9 pts vs last qtr

Institutional holders

-11 vs last qtr

Net shares bought

−6.2M

by institutions in Q2 2026

New / sold out

23 / 34

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

RBF Capital, LLC NEW +769.0K
Moneta Group Investment Advisors LLC +716.8K

Biggest sellers in Q2 2026

BlackRock, Inc. −3.3M
Franklin Resources Inc SOLD OUT −2.3M

Who is planning to sell?

Notices of proposed sale, last 12 months

$324K

5 notices from 3 people

Shares covered

310.0K

0.25% of the company

Arranged in advance

87%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Pello Jason H. Officer 10b5-1 $235K
Christopher Swenson Chief legal officer 10b5-1 $45.8K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2021–FY2025

+52.5%

+11.13% a year

Each share's claim on the business

−34.4%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $215M

over 5 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years69% 1–3 years15% Under 1 year15%

Quarterly turnover

31.1%

of institutional shares changed hands

Top 10 managers, median time held

4.5 years

Super Investors

Investment managers reporting NRDY on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	1.0M	0.80%	−3.3M (−76.2%)	2021	0.0%
Shares held by quarter Peak holding5.2M (Q4'24) Change over 8 quarters−4.1M Share of the company0.800% BlackRock, Inc.'s full portfolio →
TC Technology Crossover Management VIII, Ltd. 13D · 14.2%	3.9M	3.13%	Unchanged	2021	1.1%
Shares held by quarter Peak holding3.9M (Q3'24) Change over 8 quarters0 Share of the company3.130% Disclosed stake13D · 14.2% Technology Crossover Management VIII, Ltd.'s full portfolio →

BlackRock, Inc.

1.0M

% of company

0.80%

Change vs last qtr

−3.3M (−76.2%)

Held since

2021

Technology Crossover Management VIII, Ltd.

13D · 14.2%

3.9M

% of company

3.13%

Change vs last qtr

Unchanged

Held since

2021

28 more super investors behind a free account

See every manager holding Nerdy Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting NRDY on Form N-PORT; together they hold 7.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
FS Franklin Small Cap Growth Fund Franklin Strategic Series	$1.78M	2.0M	1.57%	0.07%	April 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$1.58M	1.7M	1.37%	0.00%	June 30, 2026

Franklin Small Cap Growth Fund

Franklin Strategic Series

Position value

$1.78M

% of company

1.57%

% of the fund

0.07%

As of

April 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$1.58M

% of company

1.37%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Nerdy Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
CC Charles Cohn 5%+ holder 13D · 48.7%	79.8M	63.16%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company63.160% Disclosed stake13D · 48.7% View the 13D/G filing →
TC Technology Crossover Management VIII, L.P. 5%+ holder 13D · 14.2%	1.4M	1.09%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company1.090% Disclosed stake13D · 14.2% View the 13D/G filing →

Charles Cohn

5%+ holder13D · 48.7%

79.8M

% of company

63.16%

Change vs last qtr

—

Held since

—

Technology Crossover Management VIII, L.P.

5%+ holder13D · 14.2%

1.4M

% of company

1.09%

Change vs last qtr

—

Held since

—

4 more holders behind a free account

See every insider and 5%+ holder of Nerdy Inc..

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