Root Financial Partners’s Nerdy NRDY Stock Holding History

Root Financial Partners’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
2026 Q2	–	Sell	-14	Closed	-$173	–	2217
2026 Q1	$173	Buy	+14	New	+$201	﹤0.01%	3183

Other funds holding NRDY

TCMV

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

GCP

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

RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Root Financial Partners's NRDY Position: Q2 2026 in Review

Root Financial Partners sold out of Nerdy (NRDY) in Q2 2026, closing a stake of 14 shares — an estimated $173 sold.

Root Financial Partners first reported a position in NRDY in Q1 2026 and held it in 1 quarter. The position peaked at $173 in Q1 2026. 79 funds tracked by Wall St. Rank hold NRDY as of Q2 2026.

Root Financial Partners reported no remaining Nerdy position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 14 Nerdy shares in Q2 2026, an estimated $173.
Root Financial Partners first reported a position in Nerdy in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Nerdy position peaked at $173 in Q1 2026.
79 funds tracked by Wall St. Rank held Nerdy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.