Funds holding Nerdy Inc
ISIN US64081V1098 · United States
- Fund holders
- 69
- Of which ETFs
- 8 61 other funds
- Value held
- 8.2M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Franklin Small Cap Growth Fund Franklin Strategic Series | 1,988,031 | 1.8M $ | 0.07 % | as of Apr 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,728,690 | 1.4M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 1,546,839 | 1.3M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 746,759 | 609.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 582,256 | 520.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 498,811 | 407.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 347,377 | 335.1K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 294,503 | 284.1K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 168,000 | 137.1K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 155,130 | 126.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 146,896 | 141.7K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 145,277 | 129.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 115,553 | 111.5K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 99,727 | 89.2K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 98,837 | 80.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 82,470 | 67.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 77,386 | 63.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 75,374 | 67.4K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 72,459 | 59.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 66,116 | 54K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 54,497 | 52.6K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 49,580 | 40.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 45,939 | 37.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 42,682 | 34.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 39,000 | 34.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 35,500 | 29K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 26,066 | 23.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 23,511 | 22.7K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 19,763 | 16.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 19,700 | 16.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 13,576 | 11.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 12,226 | 10K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 12,166 | 10.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 12,124 | 9.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 11,294 | 10.9K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 9,492 | 7.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 9,349 | 7.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 8,820 | 7.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 8,498 | 6.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 6,995 | 5.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 6,572 | 5.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 6,145 | 5.5K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 6,089 | 5.4K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 4,790 | 3.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 4,254 | 3.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 4,065 | 3.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 3,941 | 3.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 3,679 | 3.5K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 3,665 | 3.5K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 3,456 | 3.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 3,366 | 3.2K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 2,573 | 2.5K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 2,323 | 1.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 2,003 | 1.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,972 | 1.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,800 | 1.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 1,111 | 1.1K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 911 | 743.6 $ | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 682 | 609.8 $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 295 | 240.8 $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 274 | 245 $ | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 201 | 164.1 $ | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 152 | 124.1 $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 136 | 111 $ | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 110 | 98.4 $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 81 | 66.1 $ | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 61 | 58.9 $ | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 17 | 16.4 $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 16 | 13.1 $ | 0.00 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.11 % | as of Mar 31, 2026 ↗ |
| Franklin Small Cap Growth Fund Franklin Strategic Series | 0.07 % | as of Apr 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.01 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.01 % | as of Mar 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 0.00 % | as of Feb 28, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 0.00 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 0.00 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 69 | -4 | 9,562,009 | -3.0 % |
| 2026Q1 | 73 | -3 | 9,854,839 | -11.7 % |
| 2025Q4 | 76 | +1 | 11,158,604 | -7.3 % |
| 2025Q3 | 75 | -6 | 12,040,162 | -5.5 % |
| 2025Q2 | 81 | +6 | 12,743,291 | +1.4 % |
| 2025Q1 | 75 | +1 | 12,568,366 | +1.3 % |
| 2024Q4 | 74 | -6 | 12,401,877 | -0.9 % |
| 2024Q3 | 80 | -3 | 12,516,795 | -7.1 % |
| 2024Q2 | 83 | -2 | 13,474,550 | -5.1 % |
| 2024Q1 | 85 | -5 | 14,198,200 | +4.0 % |
| 2023Q4 | 90 | 13,656,828 |
Institutional managers
86 managers declare this company to the SEC (Form 13F); the 25 largest follow.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 4,278,560 | 3.5M $ | as of Mar 31, 2026 |
| Technology Crossover Management VIII, Ltd. | 3,949,791 | 3.2M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 2,307,449 | 1.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,671,838 | 1.4M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,336,838 | 1.1M $ | as of Mar 31, 2026 |
| GSA CAPITAL PARTNERS LLP | 656,212 | 536 $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 502,424 | 410.1K $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 445,918 | 364K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 369,137 | 301.3K $ | as of Mar 31, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 312,883 | 255.4K $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 252,570 | 206.1K $ | as of Mar 31, 2026 |
| XTX Topco Ltd | 214,511 | 175.1K $ | as of Mar 31, 2026 |
| UBS Group AG | 190,894 | 155.8K $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 187,700 | 153.2K $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 184,366 | 150.5K $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 182,563 | 149K $ | as of Mar 31, 2026 |
| Nuveen, LLC | 182,350 | 148.8K $ | as of Mar 31, 2026 |
| DEUTSCHE BANK AG\ | 161,744 | 132.6K $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 137,750 | 143.3K $ | as of Mar 31, 2026 |
| THOMPSON DAVIS & CO., INC. | 81,000 | 66.1K $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 71,000 | 58K $ | as of Mar 31, 2026 |
| IEQ CAPITAL, LLC | 63,743 | 52K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 63,641 | 51.9K $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 61,171 | 49.9K $ | as of Mar 31, 2026 |
| Crewe Advisors LLC | 50,000 | 40.8K $ | as of Mar 31, 2026 |
Cite this page
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