JF
NRDY icon

Jump Financial’s Nerdy NRDY Stock Holding History

Jump 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
2023
Q4 		– Sell
-3,606
Closed -$200K – 2085
2023
Q3 		$200K Sell
3,606
-4,900
-58% -$319K 0.01% 1524
2023
Q2 		$532K Buy
+8,506
New +$453K 0.02% 1002
2022
Q1 		– Sell
-5,573
Closed -$376K – 1788
2021
Q4 		$376K Buy
+5,573
New +$597K 0.02% 784

Other funds holding NRDY

TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
TCMV
Technology Crossover Management VIII Menlo Park, California $346M AUM 14.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Group
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
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return

Jump Financial's NRDY Position: Q4 2023 in Review

Jump Financial sold out of Nerdy (NRDY) in Q4 2023, closing a stake of 3,606 shares — an estimated $200K sold.

Jump Financial first reported a position in NRDY in Q4 2021 and held it in 3 quarters. The position peaked at $532K in Q2 2023. 114 funds tracked by Wall St. Rank hold NRDY as of Q4 2023.

  • Jump Financial reported no remaining Nerdy position as of Q4 2023 after selling out during the quarter.
  • Jump Financial sold 3,606 Nerdy shares in Q4 2023, an estimated $200K.
  • Jump Financial first reported a position in Nerdy in Q4 2021 and held it in 3 quarters.
  • Jump Financial's Nerdy position peaked at $532K in Q2 2023.
  • 114 funds tracked by Wall St. Rank held Nerdy as of Q4 2023.

Based on Jump Financial's 13F filing for Q4 2023, filed 7 Feb 2024.