Intrinsic Edge Capital Management’s 2U Inc TWOU Stock Holding History

Intrinsic Edge Capital Management’s Portfolio TWOU Stock Details TWOU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-48,551	Closed	-$9.98M	–	221
2023 Q1	$9.98M	Buy	+48,551	New	+$12.1M	1%	47
2021 Q3	–	Sell	-17,206	Closed	-$21.5M	–	282
2021 Q2	$21.5M	Buy	17,206 +13,208	+330%	+$15.2M	1.26%	8
2021 Q1	$4.58M	Buy	3,998 +2,331	+140%	+$2.95M	0.31%	115
2020 Q4	$2M	Sell	1,667 -5,940	-78%	-$6.37M	0.15%	176
2020 Q3	$7.73M	Sell	7,607 -230	-3%	-$273K	0.52%	62
2020 Q2	$8.93M	Buy	+7,837	New	+$7M	0.82%	29

Other funds holding TWOU

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

Intrinsic Edge Capital Management's TWOU Position: Q2 2023 in Review

Intrinsic Edge Capital Management sold out of 2U Inc (TWOU) in Q2 2023, closing a stake of 48,551 shares — an estimated $9.98M sold.

Intrinsic Edge Capital Management first reported a position in TWOU in Q2 2020 and held it in 6 quarters. The position peaked at $21.5M in Q2 2021. 166 funds tracked by Wall St. Rank hold TWOU as of Q2 2023.

Intrinsic Edge Capital Management reported no remaining 2U Inc position as of Q2 2023 after selling out during the quarter.
Intrinsic Edge Capital Management sold 48,551 2U Inc shares in Q2 2023, an estimated $9.98M.
Intrinsic Edge Capital Management first reported a position in 2U Inc in Q2 2020 and held it in 6 quarters.
Intrinsic Edge Capital Management's 2U Inc position peaked at $21.5M in Q2 2021.
166 funds tracked by Wall St. Rank held 2U Inc as of Q2 2023.

Based on Intrinsic Edge Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.