Envestnet Asset Management
NRDY icon

Envestnet Asset Management’s Nerdy NRDY Stock Holding History

Envestnet Asset 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
Q3 		– Sell
-32,417
Closed -$52.8K – 4616
2025
Q2 		$52.8K Buy
32,417
+4,794
+17% +$7.65K ﹤0.01% 4387
2025
Q1 		$39.2K Buy
+27,623
New +$46.5K ﹤0.01% 4307

Other funds holding NRDY

BlackRock
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Envestnet Asset Management's NRDY Position: Q3 2025 in Review

Envestnet Asset Management sold out of Nerdy (NRDY) in Q3 2025, closing a stake of 32,417 shares — an estimated $52.8K sold.

Envestnet Asset Management first reported a position in NRDY in Q1 2025 and held it in 2 quarters. The position peaked at $52.8K in Q2 2025. 84 funds tracked by Wall St. Rank hold NRDY as of Q3 2025.

  • Envestnet Asset Management reported no remaining Nerdy position as of Q3 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 32,417 Nerdy shares in Q3 2025, an estimated $52.8K.
  • Envestnet Asset Management first reported a position in Nerdy in Q1 2025 and held it in 2 quarters.
  • Envestnet Asset Management's Nerdy position peaked at $52.8K in Q2 2025.
  • 84 funds tracked by Wall St. Rank held Nerdy as of Q3 2025.

Based on Envestnet Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.