Coldstream Capital Management’s Nerdy NRDY Stock Holding History

Coldstream Capital Management’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
2025 Q2	–	Sell	-862	Closed	-$1.23K	–	2557
2025 Q1	$1.23K	Buy	+862	New	+$1.45K	﹤0.01%	3131

Other funds holding NRDY

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Coldstream Capital Management's NRDY Position: Q2 2025 in Review

Coldstream Capital Management sold out of Nerdy (NRDY) in Q2 2025, closing a stake of 862 shares — an estimated $1.23K sold.

Coldstream Capital Management first reported a position in NRDY in Q1 2025 and held it in 1 quarter. The position peaked at $1.23K in Q1 2025. 88 funds tracked by Wall St. Rank hold NRDY as of Q2 2025.

Coldstream Capital Management reported no remaining Nerdy position as of Q2 2025 after selling out during the quarter.
Coldstream Capital Management sold 862 Nerdy shares in Q2 2025, an estimated $1.23K.
Coldstream Capital Management first reported a position in Nerdy in Q1 2025 and held it in 1 quarter.
Coldstream Capital Management's Nerdy position peaked at $1.23K in Q1 2025.
88 funds tracked by Wall St. Rank held Nerdy as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.