Nerdy Inc.: which funds bought and sold

Institutions that bought and sold Nerdy shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 47 institutions that filed 13F reports for both quarters added to or opened positions in Nerdy, and 54 cut or closed them. Together they sold a net 6.1M shares, −27.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.1M shares (−34.6%); index fund managers were net sellers of 6.2M shares (−54.4%). 24 opened a new position and 31 sold out entirely.

Bought, Q2 2026 47 institutions, 24 of them new holders Sold, Q2 2026 54 institutions, 31 of them sold out

Net change, all compared −6.1M shares (−27.8%)

Net change, active managers −1.1M shares (−34.6%), 10 bought, 4 sold

Buyers versus sellers

institutions compared, 112

47 bought 11 54 sold

Active managers and hedge funds 10 bought · 4 sold · −1.1M

Index fund managers 0 bought · 10 sold · −6.2M

Other institutions 37 bought · 40 sold · +1.2M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Rbf Capital, LLC	+769K New position	769K	$704,470
Moneta Group Investment Advisors LLC	+717K +229.1%	1.0M	$943,309
Millennium Management LLC Hedge fund	+499K New position	499K	$457,279
AQR Capital Management LLC Hedge fund	+433K +97.0%	879K	$804,900
Jane Street Group, LLC	+251K +99.5%	504K	$461,651
Gsa Capital Partners LLP	+155K +23.6%	811K	$743,000
Marshall Wace, LLP Hedge fund	+150K New position	150K	$137,859
Point72 Asset Management, L.P. Hedge fund	+149K New position	149K	$136,205
Goldman Sachs Group Inc	+129K +34.9%	498K	$456,115
Ieq Capital, LLC	+75K +117.1%	138K	$126,752
Qube Research & Technologies Ltd Hedge fund	+54K New position	54K	$49,791
Crewe Advisors LLC	+52K +104.2%	102K	$93,542
Citadel Advisors LLC Hedge fund	+38K +252.0%	54K	$49,194
Ground Swell Capital, LLC	+32K New position	32K	$28,965
Arax Advisory Partners	+26K +10005.3%	26K	$24,254
Engineers Gate Manager LP Hedge fund	+23K New position	23K	$20,941
Mariner, LLC	+22K +95.4%	46K	$41,857
Renaissance Technologies LLC Hedge fund	+22K +31.0%	93K	$85,197
Wealth Enhancement Advisory Services, LLC	+19K +115.6%	36K	$32,923
Captrust Financial Advisors	+17K New position	17K	$15,567

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	+499K New position	499K	$457,279
AQR Capital Management LLC Hedge fund	+433K +97.0%	879K	$804,900
Marshall Wace, LLP Hedge fund	+150K New position	150K	$137,859
Point72 Asset Management, L.P. Hedge fund	+149K New position	149K	$136,205
Qube Research & Technologies Ltd Hedge fund	+54K New position	54K	$49,791
Citadel Advisors LLC Hedge fund	+38K +252.0%	54K	$49,194
Engineers Gate Manager LP Hedge fund	+23K New position	23K	$20,941
Renaissance Technologies LLC Hedge fund	+22K +31.0%	93K	$85,197
Schonfeld Strategic Advisors LLC Hedge fund	+14K New position	14K	$12,427
FMR LLC Active manager	+1,628 +23.8%	8,480	$7,769

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	−3.3M −76.2%	1.0M	$931,938
Franklin Resources Inc Active manager	−2.3M Sold out	0	—
State Street Corp Index funds	−973K −72.8%	364K	$333,553
Geode Capital Management, LLC Index funds	−906K −54.2%	766K	$702,472
Vanguard Portfolio Management LLC Index funds	−355K Sold out	0	—
Northern Trust Corp Index funds	−350K −69.7%	152K	$139,646
Charles Schwab Investment Management Inc Index funds	−184K Sold out	0	—
Bank Of New York Mellon Corp	−183K Sold out	0	—
Nuveen, LLC	−182K Sold out	0	—
UBS Group AG	−164K −86.1%	27K	$24,274
Alliancebernstein L.P. Active manager	−138K Sold out	0	—
Deutsche Bank Ag\	−123K −76.2%	39K	$35,431
Xtx Topco Ltd	−90K −42.2%	124K	$113,682
Vanguard Fiduciary Trust Co Index funds	−50K −11.3%	394K	$360,877
Bank Of America Corp	−46K −75.9%	15K	$13,493
Rhumbline Advisers Index funds	−42K Sold out	0	—
Thompson Davis & Co., Inc.	−41K −50.6%	40K	$36,644
Vanguard Capital Management LLC Index funds	−41K −1.6%	2.5M	$2.3M
Price T Rowe Associates Inc Active manager	−40K Sold out	0	—
Strs Ohio	−39K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Value
Franklin Resources Inc Active manager	−2.3M Sold out	—
Alliancebernstein L.P. Active manager	−138K Sold out	—
Price T Rowe Associates Inc Active manager	−40K Sold out	—
Intech Investment Management LLC Active manager	−16K Sold out	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Rbf Capital, LLC	769K	$704,470
Millennium Management LLCHedge fund	499K	$457,279
Marshall Wace, LLPHedge fund	150K	$137,859
Point72 Asset Management, L.P.Hedge fund	149K	$136,205
Qube Research & Technologies LtdHedge fund	54K	$49,791
Ground Swell Capital, LLC	32K	$28,965
Engineers Gate Manager LPHedge fund	23K	$20,941
Captrust Financial Advisors	17K	$15,567
Creative Planning	17K	$15,268
Virtu Financial LLC	17K	$15,000

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Franklin Resources IncActive manager	2.3M	$1.9M
Vanguard Portfolio Management LLCIndex funds	355K	$289,598
Charles Schwab Investment Management IncIndex funds	184K	$150,480
Bank Of New York Mellon Corp	183K	$149,007
Nuveen, LLC	182K	$148,834
Alliancebernstein L.P.Active manager	138K	$143,260
Rhumbline AdvisersIndex funds	42K	$34,148
Price T Rowe Associates IncActive manager	40K	$34,000
Strs Ohio	39K	$31,995
Quinn Opportunity Partners LLC	39K	$31,958

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 81
Ten largest holders: 80.1%
Index fund managers: 32.7%
Active managers and hedge funds: 13.3%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	10	4	6	4	−1.1M	−34.6%
Index fund managers	0	10	0	4	−6.2M	−54.4%
Other institutions	37	40	18	23	+1.2M	+15.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Nerdy.

Only managers that filed a holdings report for both quarters are compared (112 here). 2 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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