Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NERDY INC (NRDY)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
1Q ▲
Buyers last Q
60%

Smart Money Signals — NRDY

Based on 89 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added NRDY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

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 (+1 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 60% buying

54 buying36 selling
Last quarter: 54 funds were net buyers (23 opened a brand new position + 31 added to an existing one). Only 36 were sellers (22 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new NRDY position: 13 → 12 → 8 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

51% of holders stayed for 2+ years

51% conviction (2yr+) 25% medium 25% new
45 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 -3%, value -19%

Value
-19%
Shares
-3%
Last quarter: funds added -3% more shares while total portfolio value only changed -19%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

20 → 13 → 12 → 8 → 23 new funds/Q
New funds entering each quarter: 13 → 12 → 8 → 23. A growing number of institutions are discovering NRDY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 60% of holders stayed 2+ years

60% veterans 11% 1-2yr 29% new
Of 92 current holders: 55 (60%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
22 of 89 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.3
out of 10
Low Exit Risk
Exit risk score 2.3/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 0 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: NRDY
2026 Q1 Stats Unlock in 21 days 92 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 92 80 15.0%
13F Shares 24M 25M -3.39%
Total Value $43M $53M -19.19%
New Positions 24 8 +16
Increased Positions 32 13 +19
Closed Positions 14 15 -1
Reduced Positions 22 40 -18
Total Calls 3 1 200.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 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)

92 + investors

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

Top 13 institutional holders of NRDY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 THOMPSON DAVIS & CO., INC. 0.04% 81,000 $66K
2 Cutter & CO Brokerage, Inc. 0.00% 11,000 $16K
3 Medallion Wealth Advisors, LLC 0.00% 1,967 $3K
4 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% 23,600 $19K
5 Physician Wealth Advisors, Inc. 0.00% 1,244 $1K
6 STRS OHIO 0.00% 39,200 $32K
7 True Wealth Design, LLC 0.00% 155
8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 16,499 $14K
9 SBI Securities Co., Ltd. 0.00% 1,174
10 Root Financial Partners, LLC 0.00% 212
11 IFP Advisors, Inc 0.00% 350
12 Sterling Capital Management LLC 0.00% 381
13 Farther Finance Advisors, LLC 0.00% 311
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added NRDY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NRDY?

More buyers than sellers — 60% buying: Last quarter: 54 funds were net buyers (23 opened a brand new position + 31 added to an existing one). Only 36 were sellers (22 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NRDY holders?

Strong quality — 27% AUM from major funds: 22 of 89 holders rank in the top 100 by AUM, accounting for 27% 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?

51% of holders stayed for 2+ years: 45 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.

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.