Marotta Asset Management’s Nerdy NRDY Stock Holding History

Marotta 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 Q4	–	Sell	-1,667	Closed	-$31K	–	109
2025 Q3	$31K	Hold	1,667	–	–	0.01%	108
2025 Q2	$40.8K	Hold	1,667	–	–	0.01%	104
2025 Q1	$24.6K	Hold	1,667	–	–	﹤0.01%	111
2024 Q4	$39.3K	Hold	1,667	–	–	0.01%	110
2024 Q3	$24.6K	Hold	1,667	–	–	﹤0.01%	111
2024 Q2	$40.3K	Hold	1,667	–	–	0.01%	108
2024 Q1	$72.8K	Hold	1,667	–	–	0.02%	103
2023 Q4	$85.8K	Hold	1,667	–	–	0.02%	104
2023 Q3	$92.5K	Buy	1,667 +334	+25%	+$21.7K	0.02%	105
2023 Q2	$83.4K	Buy	+1,333	New	+$71K	0.02%	110
2022 Q4	$33.8K	Sell	1,000 -667	-40%	-$21.7K	0.01%	105
2022 Q3	$52.8K	Buy	+1,667	New	+$67K	0.01%	107
2022 Q2	–	Sell	-2,667	Closed	-$204K	–	118
2022 Q1	$204K	Buy	+2,667	New	+$178K	0.05%	107

Other funds holding NRDY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCMV

Technology Crossover Management VIII Menlo Park, California $346M AUM 14.09% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marotta Asset Management's NRDY Position: Q4 2025 in Review

Marotta Asset Management sold out of Nerdy (NRDY) in Q4 2025, closing a stake of 1,667 shares — an estimated $31K sold.

Marotta Asset Management first reported a position in NRDY in Q1 2022 and held it in 13 quarters. The position peaked at $204K in Q1 2022. 92 funds tracked by Wall St. Rank hold NRDY as of Q4 2025.

Marotta Asset Management reported no remaining Nerdy position as of Q4 2025 after selling out during the quarter.
Marotta Asset Management sold 1,667 Nerdy shares in Q4 2025, an estimated $31K.
Marotta Asset Management first reported a position in Nerdy in Q1 2022 and held it in 13 quarters.
Marotta Asset Management's Nerdy position peaked at $204K in Q1 2022.
92 funds tracked by Wall St. Rank held Nerdy as of Q4 2025.

Based on Marotta Asset Management's 13F filing for Q4 2025, filed 7 Jan 2026.