Nerdy Inc.
NRDYFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Nerdy Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
Pick a year or quarter. Each band's width is its dollar amount.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 7 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 18, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 2026-03-31 | 2,596 | Not shown | SEC filing |
| Vanguard Personalized Indexing Management, LLC | 2026-03-31 | 25,892 | Not shown | SEC filing |
| Legal & General Group Plc | 2026-03-31 | 5,289 | Not shown | SEC filing |
| Invesco Ltd. | 2026-03-31 | 20,477 | Not shown | SEC filing |
| CITIGROUP INC | 2026-03-31 | 24,795 | Not shown | SEC filing |
| ROYAL BANK OF CANADA | 2026-03-31 | 9,030 | Not shown | SEC filing |
| NEW YORK STATE COMMON RETIREMENT FUND | 2026-03-31 | 9,647 | Not shown | SEC filing |
| Farther Finance Advisors, LLC | 2026-03-31 | 311 | Not shown | SEC filing |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 2026-03-31 | 3,217 | Not shown | SEC filing |
| GEODE CAPITAL MANAGEMENT, LLC | 2026-03-31 | 1,671,838 | Not shown | SEC filing |
| Technology Crossover Management VIII, Ltd. | 2026-03-31 | 3,949,791 | Not shown | SEC filing |
| UBS Group AG | 2026-03-31 | 190,894 | Not shown | SEC filing |
| BNP PARIBAS FINANCIAL MARKETS | 2026-03-31 | 14,318 | Not shown | SEC filing |
| R Squared Ltd | 2026-03-31 | 10,807 | Not shown | SEC filing |
| WELLS FARGO & COMPANY/MN | 2026-03-31 | 21,862 | Not shown | SEC filing |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2026-03-31 | 16,499 | Not shown | SEC filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2026-03-31 | 184,366 | Not shown | SEC filing |
| BlackRock, Inc. | 2026-03-31 | 4,278,560 | Not shown | SEC filing |
| Tower Research Capital LLC (TRC) | 2026-03-31 | 13,023 | Not shown | SEC filing |
| BANK OF AMERICA CORP /DE/ | 2026-03-31 | 61,171 | Not shown | SEC filing |
- Each value is checked against Nerdy Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 20 rows: no share price from within three months of their report dates is on file, so they could not be checked.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- Sunbelt Securities, Inc.: 8 shares reported 2025-12-31; 3,060 shares reported 2026-03-31.
- GSA CAPITAL PARTNERS LLP: 547,808 shares reported 2025-12-31; 656,212 shares reported 2026-03-31.
- CITADEL ADVISORS LLC: 237,252 shares reported 2025-12-31; 15,257 shares reported 2026-03-31.
- SBI Securities Co., Ltd.: 1,162 shares reported 2025-12-31; 1,174 shares reported 2026-03-31.
- INTECH INVESTMENT MANAGEMENT LLC: 27,636 shares reported 2025-12-31; 15,538 shares reported 2026-03-31.
- THOMPSON DAVIS & CO., INC.: 97,000 shares reported 2025-12-31; 81,000 shares reported 2026-03-31.
- Bank of New York Mellon Corp: 185,431 shares reported 2025-12-31; 182,563 shares reported 2026-03-31.
- MORGAN STANLEY: 387,697 shares reported 2025-12-31; 30,383 shares reported 2026-03-31.
- RENAISSANCE TECHNOLOGIES LLC: 68,700 shares reported 2025-12-31; 71,000 shares reported 2026-03-31.
- DEUTSCHE BANK AG\: 91,123 shares reported 2025-12-31; 161,744 shares reported 2026-03-31.
- BRIDGEWAY CAPITAL MANAGEMENT, LLC: 265,100 shares reported 2025-12-31; 187,700 shares reported 2026-03-31.
- BARCLAYS PLC: 92,448 shares reported 2025-12-31; 9,976 shares reported 2026-03-31.
Showing the 12 most recent filer reports.
64 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Nerdy Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2024-12-16 · Cohn Charles K.: Larger than 77 of the 81 other insider purchases of Class A Common Stock on file. SEC filing
- 2024-12-13 · Cohn Charles K.: Larger than 79 of the 81 other insider purchases of Class A Common Stock on file. SEC filing
- 2024-11-20 · Cohn Charles K.: Larger than 73 of the 81 other insider purchases of Class A Common Stock on file. SEC filing
- 2024-11-19 · Cohn Charles K.: Larger than 75 of the 81 other insider purchases of Class A Common Stock on file. SEC filing
- 2024-11-18 · Cohn Charles K.: Larger than 74 of the 81 other insider purchases of Class A Common Stock on file. SEC filing
- 2024-11-12 · Cohn Charles K.: Larger than 80 of the 81 other insider purchases of Class A Common Stock on file. SEC filing
- 2024-08-19 · Cohn Charles K.: Larger than 78 of the 81 other insider purchases of Class A Common Stock on file. SEC filing
- 2024-08-16 · Cohn Charles K.: Larger than 76 of the 81 other insider purchases of Class A Common Stock on file. SEC filing
- 2024-08-16 · Cohn Charles K.: Larger than all 81 other insider purchases of Class A Common Stock on file. SEC filing
Independent insiders buying near the same time
- 2024-12-05–2024-12-12: 5 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing )
- 2024-11-29–2024-12-06: 4 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2024-11-22–2024-11-29: 4 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2024-11-18–2024-11-25: 8 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing )
- 2024-11-15–2024-11-22: 8 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing )
- 2024-11-14–2024-11-21: 7 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-16 | Swenson Christopher C. · Chief Legal Officer | Class A Common Stock | S — Open market or private sale | −20,153 | 0.88 | SEC filing |
| 2026-06-15 | Cohn Charles K. · Chief Executive Officer | Class A Common Stock | P — Open market or private purchase | +250,007 | 1.00 | SEC filing |
| 2026-06-12 | Cohn Charles K. · Chief Executive Officer | Class A Common Stock | P — Open market or private purchase | +251,081 | 1.00 | SEC filing |
| 2026-06-11 | Cohn Charles K. · Chief Executive Officer | Class A Common Stock | P — Open market or private purchase | +258,204 | 0.97 | SEC filing |
| 2026-06-10 | Cohn Charles K. · Chief Executive Officer | Class A Common Stock | P — Open market or private purchase | +219,019 | 0.91 | SEC filing |
| 2026-05-18 | Swenson Christopher C. · Chief Legal Officer | Class A Common Stock | S — Open market or private sale | −22,796 | 0.80 | SEC filing |
| 2026-04-16 | Swenson Christopher C. · Chief Legal Officer | Class A Common Stock | S — Open market or private sale | −69,796 | 0.93 | SEC filing |
| 2026-04-16 | Paszterko John Andrew · Chief Operating Officer | Class A Common Stock | S — Open market or private sale | −31,788 | 0.93 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-04-30 | Blunt Abigail · Director | Stock Option (Right to Buy) | A — Grant, award, or other acquisition | +241,935 | SEC filing |
| 2026-04-30 | Hutter Robert J. · Director | Stock Option (Right to Buy) | A — Grant, award, or other acquisition | +241,935 | SEC filing |
| 2026-04-30 | Mrva Gregory · Director | Stock Option (Right to Buy) | A — Grant, award, or other acquisition | +241,935 | SEC filing |
| 2026-04-30 | Blunt Abigail · Director | Stock Option (Right to Buy) | A — Grant, award, or other acquisition | +68,548 | SEC filing |
| 2026-04-30 | Udell Stuart · Director | Stock Option (Right to Buy) | A — Grant, award, or other acquisition | +241,935 | SEC filing |
| 2026-04-30 | Marshall Christopher P · Director | Stock Option (Right to Buy) | A — Grant, award, or other acquisition | +241,935 | SEC filing |
| 2026-04-30 | Marshall Christopher P · Director | Stock Option (Right to Buy) | A — Grant, award, or other acquisition | +88,710 | SEC filing |
| 2026-04-30 | Hutter Robert J. · Director | Stock Option (Right to Buy) | A — Grant, award, or other acquisition | +34,677 | SEC filing |
Showing 8 of 10 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2024-11-12 | BONDERMAN DAVID · Other | Class A Common Stock | J — Other acquisition or disposition | −2,757,266 | SEC filing |
| 2024-11-12 | Mrva Gregory · Director | Class A Common Stock | J — Other acquisition or disposition | +600,991 | SEC filing |
| 2023-09-28 | Mrva Gregory · Director | Warrants to purchase Class A Common Stock | D — Disposition to the issuer | −20,000 | SEC filing |
| 2023-09-28 | Hutter Robert J. · Director | Class A Common Stock | D — Disposition to the issuer | −232,109 | SEC filing |
| 2023-09-28 | Swenson Christopher C. · Chief Legal Officer | Warrants to purchase | D — Disposition to the issuer | −4,291 | SEC filing |
| 2023-09-28 | Marshall Christopher P · Director, 10% owner | Nerdy LLC Units | D — Disposition to the issuer | −487,526 | SEC filing |
| 2023-09-28 | Marshall Christopher P · Director, 10% owner | Nerdy LLC Warrant (right to buy) | D — Disposition to the issuer | −496,554 | SEC filing |
| 2023-09-28 | Hutter Robert J. · Director | Warrant (right to buy) | D — Disposition to the issuer | −236,409 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.