Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nerdy Inc (NRDY)

88 + Investors. Track Smart Money conviction in NRDY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — NRDY

Based on 89 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their NRDY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 73% of 3.0Y peak

73% of all-time peak
89 funds currently hold this stock — 73% of the 3.0-year high of 122 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding NRDY is almost the same as a year ago (-2 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

50 buying50 selling
Last quarter: 50 funds bought or added vs 50 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~21 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 9 → 24 → 21. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 24% medium ■ 31% new
40 out of 89 hedge funds have held NRDY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -6%, value -59%

Value
-58%
Shares
-5%
Last quarter: funds added -6% more shares while total portfolio value only changed -59%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

13 → 13 → 9 → 24 → 21 new funds/Q
New funds entering each quarter: 13 → 9 → 24 → 21. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 51% veterans vs 34% newcomers

■ 51% veterans ■ 15% 1-2yr ■ 34% new
Entry-cohort mix of 93 holders: 47 (51%) are 2+ year veterans, 14 entered 1–2 years ago, and 32 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
27 of 89 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — NRDY

In 2026 Q1, 50 hedge funds were net buyers of NRDY (21 opened a new position, 29 added to an existing one), while 50 reduced or exited (27 trimmed, 23 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 38% of total institutional value in NRDY is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 89.

Hedge Fund Ownership: NRDY

How many hedge funds hold NRDY — quarterly history vs. share price
Quarterly hedge fund ownership of NRDY vs. share price

Market Analysis: NRDY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NRDY

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Nerdy Inc (NRDY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much NRDY has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
NRDY
+9.9%
XLK
+39.8%

NRDY outperformed XLK by -29.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
NRDY
+8.1%
XLK
+5.4%

Since the filing became public, NRDY outperformed XLK by +2.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 0 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: NRDY
88 + Investors

Track Smart Money conviction in NRDY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 88 91 -3.3%
13F Shares 22M 24M -5.75%
Total Value $18M $43M -58.57%
New Positions 20 24 -4
Increased Positions 27 32 -5
Closed Positions 23 16 +7
Reduced Positions 26 21 +5
Total Calls 3 3 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.33 0.0 Bullish

Statistics: NRDY

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

88 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NRDY. Verified SEC 13F-HR filings.

QUARTER:
Top 25 NRDY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Technology Crossover Management VIII, Ltd. 1.08% 3,949,791 $3.2M
2 Thompson Davis & CO., INC. 0.04% 81,000 $66K
3 Silver Rock Financial LP 0.03% 17,668 $14K
4 R Squared Ltd 0.00% 10,807 $9K
5 Cutter & CO Brokerage, Inc. 0.00% 11,000 $16K
6 Crewe Advisors LLC 0.00% 50,000 $41K
7 NINE MASTS CAPITAL Ltd 0.00% 27,877 $23K
8 Bridgeway Capital Management, LLC 0.00% 187,700 $153K
9 XTX Topco Ltd 0.00% 214,511 $175K
10 Moneta Group Investment Advisors LLC 0.00% 312,883 $255K
11 Two Sigma Securities, LLC 0.00% 18,352 $15K
12 Quinn Opportunity Partners LLC 0.00% 39,155 $32K
13 Medallion Wealth Advisors, LLC 0.00% 1,967 $3K
14 Essential Partners LLC 0.00% 3,280 $3K
15 Franklin Resources Inc 0.00% 2,307,449 $1.9M
16 Tower Research Capital LLC (TRC) 0.00% 13,023 $11K
17 Ieq Capital, LLC 0.00% 63,743 $52K
18 Kestra Private Wealth Services, LLC 0.00% 23,600 $19K
19 AlTi Global, Inc. 0.00% 12,000 $10K
20 Aqr Capital Management LLC 0.00% 445,918 $364K
21 Police & Firemen's Retirement System of New Jersey 0.00% 22,889 $19K
22 Sunbelt Securities, Inc. 0.00% 3,060 $2K
23 Physician Wealth Advisors, Inc. 0.00% 1,244 $1K
24 Strs Ohio 0.00% 39,200 $32K
25 Intech Investment Management LLC 0.00% 15,538 $13K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Nerdy Inc (NRDY)

What does the Smart Money Trend signal show for NRDY?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their NRDY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for NRDY?

Slight buying edge — 50% buying: Last quarter: 50 funds bought or added vs 50 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NRDY holders?

Strong quality — 38% AUM from major funds: 27 of 89 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held NRDY?

45% of holders stayed for 2+ years: 40 out of 89 hedge funds have held NRDY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Nerdy Inc (NRDY) following the 2026 Q1 hedge fund 13F filings?

As of today, NRDY has moved +8.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.4% for the XLK sector ETF — an outperformance of +2.7%. Since the quarter end (March 31, 2026), NRDY has gained +9.9% vs +39.8% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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