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Allworth Financial’s Nerdy NRDY Stock Holding History

Allworth Financial’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
2026
Q2 		$2.54K Buy
185
+121
+189% +$1.58K ﹤0.01% 4418
2026
Q1 		$780 Buy
64
+63
+6,300% +$906 ﹤0.01% 4637
2025
Q4 		$10 Buy
+1
New +$17 ﹤0.01% 4954

Other funds holding NRDY

TCMV
Technology Crossover Management VIII Menlo Park, California $346M AUM 14.09% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Allworth Financial's NRDY Position: Q2 2026 in Review

Allworth Financial increased its Nerdy (NRDY) stake by 189% in Q2 2026, buying an estimated $1.58K and bringing the position to 185 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #4418.

Allworth Financial first reported a position in NRDY in Q4 2025 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold NRDY as of Q2 2026.

  • Allworth Financial held 185 shares of Nerdy worth $2.54K as of Q2 2026.
  • Allworth Financial bought 121 Nerdy shares in Q2 2026, an estimated $1.58K.
  • Nerdy made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4418 holding.
  • Allworth Financial first reported a position in Nerdy in Q4 2025 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held Nerdy as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.