Advisory Research’s Nerdy NRDY Stock Holding History

Advisory Research’s Portfolio NRDY Stock Details NRDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-88,541	Closed	-$370K	–	470
2023 Q1	$370K	Buy	+88,541	New	+$271K	0.06%	273

Other funds holding NRDY

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCMV

Technology Crossover Management VIII Menlo Park, California $298M AUM 33.47% 1-Year Est. Return

LSCM

Light Street Capital Management Palo Alto, California $534M AUM 59.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

KLC

Kent Lake Capital Reno, Nevada $222M AUM 18.04% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

Advisory Research's NRDY Position: Q2 2023 in Review

Advisory Research sold out of Nerdy (NRDY) in Q2 2023, closing a stake of 88,541 shares — an estimated $370K sold.

Advisory Research first reported a position in NRDY in Q1 2023 and held it in 1 quarter. The position peaked at $370K in Q1 2023. 102 funds tracked by Wall St. Rank hold NRDY as of Q2 2023.

Advisory Research reported no remaining Nerdy position as of Q2 2023 after selling out during the quarter.
Advisory Research sold 88,541 Nerdy shares in Q2 2023, an estimated $370K.
Advisory Research first reported a position in Nerdy in Q1 2023 and held it in 1 quarter.
Advisory Research's Nerdy position peaked at $370K in Q1 2023.
102 funds tracked by Wall St. Rank held Nerdy as of Q2 2023.

Based on Advisory Research's 13F filing for Q2 2023, filed 14 Aug 2023.