NRDYNYSEServices-Educational ServicesFiscal year ends December 31
Nerdy Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$6.05−0.12 (-1.94%)
Close on Oct 19, 2026
- Market cap
- $764.61M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
8.3%
16M of 192M shares
Institutional holders
81
24 new, 31 sold out
Net institutional buying
-6M
In Q2 2026
Insider trades, 12 months
25 buys · 23 sales
Net bought $4.55M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Charles Cohn | 79,822,406 | 48.70% | 13D (active) amendment | Jun 11, 2026 |
| Technology Crossover Management VIII, L.P. | 1,372,420 | 14.20% | 13D (active) amendment | Aug 19, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of NRDY | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Technology Crossover Management VIII, Ltd. | 3,949,791 | 2.06% | $3.62M | – | 1.05% |
| Vanguard Capital Management LLC | 2,501,004 | 1.31% | $2.29M | −40,561 | 0.00% |
| Moneta Group Investment Advisors LLC | 1,029,701 | 0.54% | $943.31K | +716,818 | 0.01% |
| BlackRock, Inc. | 1,017,288 | 0.53% | $931.94K | −3,261,272 | 0.00% |
| Aqr Capital Management LLC | 878,617 | 0.46% | $804.90K | +432,699 | 0.00% |
| Gsa Capital Partners Llp | 811,089 | 0.42% | $743 | +154,877 | 0.05% |
| RBF Capital, LLC | 768,988 | 0.40% | $704.47K | New | 0.03% |
| Geode Capital Management, LLC | 766,178 | 0.40% | $702.47K | −905,660 | 0.00% |
| Jane Street Group, LLC | 503,931 | 0.26% | $461.65K | +251,361 | 0.00% |
| Millennium Management LLC | 499,158 | 0.26% | $457.28K | New | 0.00% |
| Goldman Sachs Group Inc | 497,888 | 0.26% | $456.12K | +128,751 | 0.00% |
| Vanguard Fiduciary Trust Co | 393,970 | 0.21% | $360.88K | −50,163 | 0.00% |
| State Street Corp | 364,101 | 0.19% | $333.55K | −972,737 | 0.00% |
| Bridgeway Capital Management, LLC | 187,700 | 0.10% | $171.95K | – | 0.00% |
| Northern Trust Corp | 152,435 | 0.08% | $139.65K | −349,989 | 0.00% |
| Marshall Wace, Llp | 149,847 | 0.08% | $137.86K | New | 0.00% |
| Point72 Asset Management, L.P. | 148,679 | 0.08% | $136.21K | New | 0.00% |
| Ieq Capital, LLC | 138,361 | 0.07% | $126.75K | +74,618 | 0.00% |
| XTX Topco Ltd | 124,093 | 0.06% | $113.68K | −90,418 | 0.00% |
| Crewe Advisors LLC | 102,108 | 0.05% | $93.54K | +52,108 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 81 | 16M | 8.3% | 24 / 23 | 23 / 31 | 4M | 10M |
| Q1 2026 | 90 | 22M | 11.5% | 20 / 29 | 26 / 20 | 5M | 3M |
| Q4 2025 | 93 | 24M | 12.3% | 24 / 31 | 23 / 14 | 2M | 3M |
| Q3 2025 | 84 | 25M | 12.9% | 10 / 15 | 37 / 14 | 0M | 3M |
| Q2 2025 | 88 | 27M | 14.0% | 13 / 24 | 30 / 16 | 2M | 3M |
| Q1 2025 | 91 | 28M | 14.6% | 12 / 24 | 31 / 12 | 2M | 2M |
| Q4 2024 | 92 | 28M | 14.8% | 23 / 31 | 16 / 21 | 2M | 20M |
| Q3 2024 | 90 | 46M | 24.1% | 25 / 22 | 21 / 21 | 10M | 38M |
| Q2 2024 | 88 | 79M | 41.3% | 11 / 37 | 16 / 33 | 19M | 16M |
| Q1 2024 | 111 | 77M | 40.2% | 15 / 33 | 38 / 18 | 12M | 6M |
| Q4 2023 | 114 | 72M | 37.4% | 16 / 42 | 29 / 31 | 13M | 8M |
| Q3 2023 | 130 | 66M | 34.7% | 36 / 41 | 30 / 7 | 8M | 7M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of NRDY | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,728,690 | 0.90% | $1.58M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 744,125 | 0.39% | $681.69K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 417,147 | 0.22% | $343.19K | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 306,298 | 0.16% | $251.99K | 0.00% | May 31, 2026 |
| Goldman Sachs Absolute Return Tracker Fund | 198,440 | 0.10% | $181.79K | 0.00% | Jun 30, 2026 |
| Ultra-Small Company Market Fund | 168,000 | 0.09% | $153.90K | 0.10% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 146,896 | 0.08% | $120.85K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 115,553 | 0.06% | $95.07K | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Growth Index Fund | 56,173 | 0.03% | $46.21K | 0.00% | May 31, 2026 |
| Vanguard Balanced Index Fund | 28,189 | 0.01% | $25.82K | 0.00% | Jun 30, 2026 |
| Small Cap Index Fund | 23,511 | 0.01% | $19.34K | 0.00% | May 31, 2026 |
| Bridge Builder Small/Mid Cap Growth Fund | 12,226 | 0.01% | $11.20K | 0.00% | Jun 30, 2026 |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF | 10,706 | 0.01% | $8.81K | 0.00% | May 31, 2026 |
| Vanguard Russell 3000 Index Fund | 3,366 | 0.00% | $2.77K | 0.00% | May 31, 2026 |
| ProShares Russell 2000 High Income ETF | 2,835 | 0.00% | $2.33K | 0.00% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Charles K. Cohn | Chief Executive Officer, Director, 10% owner | 101,681,831 | 53.07% | Jun 16, 2026 |
| Christopher C. Swenson | Chief Legal Officer | 1,186,098 | 0.62% | Sep 15, 2026 |
| John Andrew Paszterko | Chief Operating Officer | 1,718,721 | 0.90% | Jul 20, 2026 |
| Kyle Callaway | Chief Accounting Officer | 487,120 | 0.25% | Jul 20, 2026 |
| Atul Madan Mohan Bagga | Chief Financial Officer | 1,463,574 | 0.76% | Jul 20, 2026 |
| Jason H. Pello | Chief Financial Officer | 2,540,626 | 1.33% | Mar 18, 2026 |
| Robert J. Hutter | Director | 9,338,749 | 4.87% | May 4, 2026 |
| Abigail Blunt | Director | 226,000 | 0.12% | May 4, 2026 |
| Christopher P. Marshall | Director | – | – | May 4, 2026 |
| Stuart Udell | Director | 18,097 | 0.01% | May 4, 2026 |
| Gregory Mrva | Director | 685,991 | 0.36% | May 4, 2026 |
| James G. Coulter | – | 9,543,250 | 4.98% | Nov 14, 2024 |
| David Bonderman | – | 9,090,000 | 4.74% | Nov 14, 2024 |
| Jon Winkelried | – | 8,068,206 | 4.21% | Nov 14, 2024 |
| Tpg Gp A, Llc | – | 11,943,250 | 6.23% | Nov 14, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Christopher C. Swenson Chief Legal Officer | Sep 11, 2026 | Sale | −1,741 | $9.05 | $15.76K | 162,850 |
| John Andrew Paszterko Chief Operating Officer | Jul 16, 2026 | Sale | −31,034 | $0.83 | $25.76K | 1,718,721 |
| Christopher C. Swenson Chief Legal Officer | Jul 16, 2026 | Sale | −22,707 | $0.83 | $18.85K | 2,468,924 |
| Atul Madan Mohan Bagga Chief Financial Officer | Jul 16, 2026 | Sale | −36,426 | $0.83 | $30.23K | 1,463,574 |
| Kyle Callaway Chief Accounting Officer | Jul 16, 2026 | Sale | −13,377 | $0.83 | $11.10K | 487,120 |
| Christopher C. Swenson Chief Legal Officer | Jul 15, 2026 | Award | +600,000 | – | – | 2,491,631 |
| John Andrew Paszterko Chief Operating Officer | Jul 15, 2026 | Award | +600,000 | – | – | 1,749,755 |
| Kyle Callaway Chief Accounting Officer | Jul 15, 2026 | Award | +100,000 | – | – | 500,497 |
| Christopher C. Swenson Chief Legal Officer | Jun 16, 2026 | Sale | −20,153 | $0.88 | $17.73K | 1,891,631 |
| Charles K. Cohn Chief Executive Officer, Director, 10% owner | Jun 15, 2026 | Buy | +250,007 | $1.00 | $250.01K | 978,311 |
| Charles K. Cohn Chief Executive Officer, Director, 10% owner | Jun 12, 2026 | Buy | +251,081 | $1.00 | $251.08K | 728,304 |
| Charles K. Cohn Chief Executive Officer, Director, 10% owner | Jun 11, 2026 | Buy | +258,204 | $0.97 | $250.46K | 477,223 |
| Charles K. Cohn Chief Executive Officer, Director, 10% owner | Jun 10, 2026 | Buy | +219,019 | $0.91 | $199.31K | 219,019 |
| Christopher C. Swenson Chief Legal Officer | May 18, 2026 | Sale | −22,796 | $0.80 | $18.24K | 1,911,784 |
| John Andrew Paszterko Chief Operating Officer | Apr 16, 2026 | Sale | −31,788 | $0.93 | $29.56K | 1,149,755 |
| Christopher C. Swenson Chief Legal Officer | Apr 16, 2026 | Sale | −69,796 | $0.93 | $64.91K | 1,934,580 |
| Atul Madan Mohan Bagga Chief FInancial Officer | Apr 15, 2026 | Award | +1,500,000 | – | – | 1,500,000 |
| Christopher C. Swenson Chief Legal Officer | Mar 16, 2026 | Sale | −18,366 | $0.90 | $16.53K | 2,004,376 |
| Jason H. Pello Chief Financial Officer | Mar 16, 2026 | Sale | −30,609 | $0.90 | $27.55K | 2,540,626 |
| Jason H. Pello Chief Financial Officer | Mar 10, 2026 | Sale(10b5-1 plan) | −75,000 | $0.92 | $69.00K | 2,571,235 |
| Christopher C. Swenson Chief Legal Officer | Feb 17, 2026 | Sale | −32,641 | $0.97 | $31.66K | 2,022,742 |
| Jason H. Pello Chief Financial Officer | Feb 17, 2026 | Sale | −49,814 | $0.97 | $48.32K | 2,646,235 |
| Christopher C. Swenson Chief Legal Officer | Feb 15, 2026 | Award | +600,000 | – | – | 2,055,383 |
| Jason H. Pello Chief Financial Officer | Feb 15, 2026 | Award | +1,000,000 | – | – | 2,696,049 |
| John Andrew Paszterko Chief Operating Officer | Feb 15, 2026 | Award | +600,000 | – | – | 1,181,543 |
| John Andrew Paszterko Chief Operating Officer | Jan 16, 2026 | Sale | −18,457 | $1.01 | $18.64K | 581,543 |
| Christopher C. Swenson Chief Legal Officer | Dec 22, 2025 | Sale(10b5-1 plan) | −35,000 | $1.33 | $46.55K | 1,455,383 |
| Jason H. Pello Chief Financial Officer | Dec 16, 2025 | Sale | −32,006 | $1.20 | $38.41K | 1,696,049 |
| Christopher C. Swenson Chief Legal Officer | Dec 16, 2025 | Sale | −19,204 | $1.20 | $23.04K | 1,490,383 |
| Charles K. Cohn Chief Executive Officer, Director, 10% owner | Dec 16, 2025 | Buy | +197,242 | $1.22 | $240.64K | 32,867,174 |
| Charles K. Cohn Chief Executive Officer, Director, 10% owner | Dec 15, 2025 | Buy | +174,076 | $1.36 | $236.74K | 32,669,932 |
| Charles K. Cohn Chief Executive Officer, Director, 10% owner | Dec 12, 2025 | Buy | +180,353 | $1.38 | $248.89K | 32,495,856 |
| Charles K. Cohn Chief Executive Officer, Director, 10% owner | Dec 11, 2025 | Buy | +180,000 | $1.38 | $248.40K | 32,315,503 |
| Jason H. Pello Chief Financial Officer | Dec 10, 2025 | Sale(10b5-1 plan) | −75,000 | $1.39 | $104.25K | 1,728,055 |
| Charles K. Cohn Chief Executive Officer, Director, 10% owner | Dec 10, 2025 | Buy | +174,947 | $1.40 | $244.93K | 32,135,503 |
| Charles K. Cohn Chief Executive Officer, Director, 10% owner | Dec 9, 2025 | Buy | +176,215 | $1.44 | $253.75K | 31,960,556 |
| Charles K. Cohn Chief Executive Officer, Director, 10% owner | Dec 8, 2025 | Buy | +184,491 | $1.33 | $245.37K | 31,784,341 |
| Charles K. Cohn Chief Executive Officer, Director, 10% owner | Dec 5, 2025 | Buy | +177,969 | $1.40 | $249.16K | 31,599,850 |
| Charles K. Cohn Chief Executive Officer, Director, 10% owner | Dec 4, 2025 | Buy | +186,930 | $1.37 | $256.09K | 31,421,881 |
| Charles K. Cohn Chief Executive Officer, Director, 10% owner | Dec 3, 2025 | Buy | +90,000 | $1.34 | $120.60K | 31,234,951 |
| Charles K. Cohn Chief Executive Officer, Director, 10% owner | Dec 3, 2025 | Buy | +91,672 | $1.29 | $118.26K | 31,144,951 |
| Charles K. Cohn Chief Executive Officer, Director, 10% owner | Dec 2, 2025 | Buy | +198,100 | $1.26 | $249.61K | 1,278,512 |
| Charles K. Cohn Chief Executive Officer, Director, 10% owner | Dec 1, 2025 | Buy | +189,000 | $1.32 | $249.48K | 1,080,412 |
| Charles K. Cohn Chief Executive Officer, Director, 10% owner | Nov 28, 2025 | Buy | +80,708 | $1.32 | $106.53K | 891,412 |
| Charles K. Cohn Chief Executive Officer, Director, 10% owner | Nov 26, 2025 | Buy | +144,783 | $1.25 | $180.98K | 1,540,307 |
| Charles K. Cohn Chief Executive Officer, Director, 10% owner | Nov 25, 2025 | Buy | +119,242 | $1.16 | $138.32K | 1,395,524 |
| Charles K. Cohn Chief Executive Officer, Director, 10% owner | Nov 24, 2025 | Buy | +238,749 | $1.05 | $250.69K | 1,276,282 |
| Charles K. Cohn Chief Executive Officer, Director, 10% owner | Nov 21, 2025 | Buy | +187,200 | $1.06 | $198.43K | 1,037,533 |
| Charles K. Cohn Chief Executive Officer, Director, 10% owner | Nov 21, 2025 | Buy | +70,010 | $1.07 | $74.91K | 31,053,279 |
| Charles K. Cohn Chief Executive Officer, Director, 10% owner | Nov 20, 2025 | Buy | +203,500 | $0.98 | $199.43K | 30,983,269 |
| Charles K. Cohn Chief Executive Officer, Director, 10% owner | Nov 19, 2025 | Buy | +270,578 | $0.91 | $246.23K | 30,779,769 |
| Jason H. Pello Chief Financial Officer | Nov 17, 2025 | Sale | −43,969 | $0.84 | $36.93K | 1,803,055 |
| Christopher C. Swenson Chief Legal Officer | Nov 17, 2025 | Sale | −28,810 | $0.84 | $24.20K | 1,509,587 |
| Gregory Mrva Director | Nov 14, 2025 | Sale | −25,000 | $0.85 | $21.25K | 685,991 |
| Gregory Mrva Director | Nov 13, 2025 | Sale | −25,000 | $0.89 | $22.25K | 710,991 |
| John Andrew Paszterko Chief Operating Officer | Oct 15, 2025 | Award | +600,000 | $1.11 | $666.00K | 600,000 |
| Jason H. Pello Chief Financial Officer | Sep 16, 2025 | Sale | −30,714 | $1.27 | $39.01K | 1,847,024 |
| Christopher C. Swenson Chief Legal Officer | Sep 16, 2025 | Sale | −18,428 | $1.27 | $23.40K | 1,538,397 |
| Abigail Blunt Director | Aug 29, 2025 | Buy | +25,000 | $1.36 | $34.00K | 226,000 |
| Christopher C. Swenson Chief Legal Officer | Aug 18, 2025 | Sale | −37,845 | $1.27 | $48.06K | 1,556,825 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Jason H. Pello Officer | Jun 10, 2026 | 75,000 | $62.30K | Jun 10, 2026 | RSU AWARD VESTINGS BETWEEN: 2/15/23 - 8/15/24 |
| Jason H. Pello Officer | Mar 10, 2026 | 75,000 | $64.91K | Mar 10, 2026 | AWARD VESTINGS BETWEEN: 2/15/23 - 11/15/23 |
| Swenson Christopher Chief Legal Officer | Dec 22, 2025 | 35,000 | $45.76K | Dec 22, 2025 | stock based compensation RSU vesting |
| Jason H. Pello Officer | Dec 10, 2025 | 75,000 | $108.00K | Dec 10, 2025 | AWARD VESTINGS BETWEEN: 2/15/23 - 11/15/23 |
| Gregory Mrva Director | Nov 13, 2025 | 50,000 | $43.50K | Nov 13, 2025 | Award |
| Jason H. Pello Officer | Mar 12, 2025 | 75,000 | $114.81K | Mar 12, 2025 | AWARD VESTINGS BETWEEN: 11/15/22 TO 2/15/23 |
| C. Swenson Christopher Officer | Dec 13, 2024 | 25,000 | $37.30K | Dec 13, 2024 | Restricted stock vesting under a registered plan |
| C. Swenson Christopher Officer | Nov 20, 2024 | 35,000 | $43.52K | Nov 20, 2024 | Restricted stock vesting under a registered plan |
| C. Swenson Christopher Officer | Apr 22, 2024 | 30,000 | $75.90K | Apr 22, 2024 | Restricted Stock Units |
| C. Swenson Christopher Officer | Jan 22, 2024 | 55,000 | $172.15K | Jan 22, 2024 | Restricted Stock Units |
| Swenson Christopher Officer | Sep 25, 2023 | 3,000 | $9.69K | Sep 25, 2023 | Restricted Stock Units |
| Swenson Christopher Officer | Jun 26, 2023 | 65,000 | $260.00K | Jun 26, 2023 | Restricted Stock Units |
| S. Robinson Heidi Officer | Jun 13, 2023 | 23,678 | $74.82K | Jun 13, 2023 | Restricted Stock Units |