Cutter & CO Brokerage, Inc. NRDY NERDY INC

Ownership history in Cutter & CO Brokerage, Inc.  ·  11 quarters on record

AI Ownership Summary

Cutter & CO Brokerage, Inc. reported NERDY INC (NRDY) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows NRDY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NRDY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cutter & CO Brokerage, Inc.'s position in NERDY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NRDY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cutter & CO Brokerage, Inc. held NRDY — position size vs. price
% of Fund (quarterly)    NRDY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 11,000 0% 0.00% $16K 2026-04-09 $0.87
2025 Q4 UNCHANGED 11,000 0% 0.00% $16K 2026-01-07 $1.00
2025 Q3 UNCHANGED 11,000 0% 0.00% $16K 2025-10-16 $1.09
2025 Q2 UNCHANGED 11,000 0% 0.00% $16K 2025-08-12 $1.30
2025 Q1 UNCHANGED 11,000 0% 0.00% $16K 2025-05-01 $1.59
2024 Q4 UNCHANGED 11,000 0% 0.00% $18K 2025-02-04 $1.93
2024 Q3 UNCHANGED 11,000 0% 0.00% $11K 2024-10-25 $0.95
2024 Q2 UNCHANGED 11,000 0% 0.00% $18K 2024-07-31 $1.73
2024 Q1 UNCHANGED 11,000 0% 0.01% $32K 2024-04-30 $2.59
2023 Q4 UNCHANGED 11,000 0% 0.01% $38K 2024-02-01 $3.11
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Cutter & CO Brokerage, Inc. and NRDY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cutter & CO Brokerage, Inc. reported owning NRDY?

Cutter & CO Brokerage, Inc. reported NRDY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported NRDY position in Cutter & CO Brokerage, Inc.'s portfolio?

The largest reported portfolio weight for NRDY was 0.01% in 2023 Q4.

What is the latest reported NRDY position on this page?

The most recent filing on this page is 2026 Q1, when Cutter & CO Brokerage, Inc. reported 11,000 shares, equal to 0.00% of portfolio, with an estimated market value of $16K.

What does the chart on this NRDY ownership page compare?

The chart compares Cutter & CO Brokerage, Inc.'s quarterly NRDY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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