NRDY β€” NERDY INC

Ownership history in IFP Advisors, Inc  Β·  5 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported NERDY INC (NRDY) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. 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.

What this NRDY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFP Advisors, 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
0.0% in 2025 Q1

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

Time in book
Holding Window
2024 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 IFP Advisors, Inc held NRDY β€” position size vs. price
% of Fund (quarterly)    NRDY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 350 +321 +1106.9% 0.00% $286 2026-04-13 $0.91
2025 Q4 ADDED 29 +22 +314.3% 0.00% $30 2026-02-06 $1.04
2025 Q3 REDUCED 7 -618 -98.9% 0.00% $9 2025-12-02 $1.20
2025 Q1 REDUCED 625 -75 -10.7% 0.00% $888 2025-05-05 $1.63
2024 Q4 INITIATED 700 β€” β€” 0.00% $688 2025-02-04 $1.93

FAQ About IFP Advisors, 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 IFP Advisors, Inc reported owning NRDY?

IFP Advisors, Inc reported NRDY across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported NRDY position in IFP Advisors, Inc's portfolio?

The largest reported portfolio weight for NRDY was 0.00% in 2025 Q1.

What is the latest reported NRDY position on this page?

The most recent filing on this page is 2026 Q1, when IFP Advisors, Inc reported 350 shares, equal to 0.00% of portfolio, with an estimated market value of $286.

What does the chart on this NRDY ownership page compare?

The chart compares IFP Advisors, 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.

← Back to IFP Advisors, Inc Holdings