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Nerdy, Inc. (NRDY)

USD0.86 -0.02 (-1.97%)
US NYSE Technology Software - Application
Address 101 South Hanley Road 63101
Saint Louis, MO, US
CEO Charles Cohn
Website nerdy.com
IPO 2020-11-27
CIK 1819404 ISIN US64081V1098

Explore sections of this company profile

Also trades on New York Stock Exchange · NRDY (USD) New York Stock Exchange · NRDY-WT (USD)
Description

Nerdy, Inc. provides a leading online platform dedicated to live learning experiences. At its core, the company utilizes a proprietary, custom-built platform, enhanced by technology including artificial intelligence, to efficiently connect students across various age groups with expert educators, creating significant value for both parties within its network. This comprehensive learning ecosystem delivers educational content spanning numerous subjects through diverse formats, encompassing personalized one-on-one instruction, collaborative small group sessions, large-scale virtual classes, and adaptable self-directed study modules. Its flagship offering, Varsity Tutors, specifically manages platforms for live online tutoring and virtual classroom environments. Nerdy's services are available both directly to individual learners and through collaborations with schools and other educational institutions. The company, founded in 2007, is headquartered in Saint Louis, Missouri.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
TPG Pace Tech Opportunities Corp. PACE 2021-03-19 View
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD0.86 -0.02 (-1.97%)
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Volume Profile
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Liquidity & share structure
Average Volume
664.8K
Beta
1.73
Float Shares
37.34M
Free Float %
30.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.30% +0.02% +0.90% -13.50% -2.91% -16.00% -49.21% -74.00% -91.44% -90.99% -90.99%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (10 ratings, all time) Hold
Price Targets & DCF
Current price
0.86
Low 1.00 +16.4%
Consensus 1.75 +103.7%
Median 1.75 +103.7%
High 2.50 +191.0%
DCF (Levered) 1.03 +20.3%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 25% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 0 0
Hold 2 0
Sell 0 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
1.00
+16.4%
All Time 3
2.17
+152.6%
Quality scores
Altman Z-Score
-9.01
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
4 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Software - Application: +13.0%
    -5.9% Q1'26: +2.4% (vs Q1'25)
  • EPS growth Software - Application: +28.6%
    +13.2% Q1'26: +63.0% (vs Q1'25)
  • FCF margin FCF growth · Software - Application: +45.3%
    -33.5% Q1'26: -6.1% (vs Q1'25)
  • EBIT margin Software - Application: +9.4%
    -34.0% Q1'26: +3.7% (vs Q1'25)
  • ROIC Software - Application: +7.5%
    -16,654.5% Q1'26: +194.5% (vs Q1'25)
  • Share dilution Software - Application: +0.0%
    +8.2% Q1'26: +4.9% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×
    -0.36× Q1'26: 1.87× (vs Q1'25)
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.81) × ERP
WACC = 85% × Ke + 15% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 0.86
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
2 Rev. Ana.
2 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Dec 2029
1 Rev. Ana.
Revenue
140.66M
est: 140.45M (+0.2%)
162.67M
est: 160.90M (+1.1%)
193.40M
est: 200.09M (-3.3%)
190.23M
est: 187.16M (+1.6%)
178.99M
est: 175.66M (+1.9%)
182.35M
180.50M – 184.19M
+3.8% YoY
197.55M
196.65M – 198.46M
+8.3% YoY
235.20M
234.12M – 236.28M
+19.1% YoY
255.10M
253.93M – 256.27M
+8.5% YoY
EBITDA
-87.06M
est: -51.77M (-68.2%)
-84.29M
est: -59.30M (-42.1%)
-50.80M
est: 5.58M (-1,011.0%)
-62.54M
est: 5.22M (-1,299.0%)
-53.16M
est: 4.90M (-1,185.9%)
5.08M
5.03M – 5.13M
+3.8% YoY
5.51M
5.48M – 5.53M
+8.3% YoY
6.55M
6.52M – 6.58M
+19.1% YoY
7.11M
7.08M – 7.14M
+8.5% YoY
EBIT
-93.45M
est: -57.90M (-61.4%)
-90.81M
est: -66.33M (-36.9%)
-57.57M
est: -2.10M (-2,637.2%)
-70.11M
est: -1.97M (-3,463.4%)
-60.79M
est: -1.85M (-3,192.1%)
-1.92M
-1.94M – -1.90M
-3.8% YoY
-2.08M
-2.09M – -2.07M
-8.3% YoY
-2.47M
-2.48M – -2.46M
-19.1% YoY
-2.68M
-2.69M – -2.67M
-8.5% YoY
Net Income
-27.33M
est: -41.65M (+34.4%)
-35.40M
est: -60.54M (+41.5%)
-40.17M
est: -39.69M (-1.2%)
-42.59M
est: -27.81M (-53.1%)
-39.92M
est: -26.17M (-52.6%)
-22.96M
-28.70M – -17.22M
+12.3% YoY
-17.52M
-17.62M – -17.42M
+23.7% YoY
-3.62M
-3.65M – -3.60M
+79.3% YoY
— – —
+100.0% YoY
SGA
187.41M
est: 153.62M (+22.0%)
203.74M
est: 176.00M (+15.8%)
194.02M
est: 222.38M (-12.8%)
198.50M
est: 208.01M (-4.6%)
165.64M
est: 195.23M (-15.2%)
202.66M
200.61M – 204.71M
+3.8% YoY
219.56M
218.55M – 220.57M
+8.3% YoY
261.40M
260.20M – 262.60M
+19.1% YoY
283.52M
282.22M – 284.82M
+8.5% YoY
EPS
-0.05
est: -0.37 (+87.2%)
-0.41
est: -0.54 (+24.1%)
-0.41
est: -0.33 (-24.8%)
-0.38
est: -0.23 (-67.0%)
-0.33
est: -0.22 (-50.0%)
-0.19
-0.24 – -0.14
+13.6% YoY
-0.15
-0.15 – -0.14
+23.7% YoY
-0.03
-0.03 – -0.03
+79.3% YoY
— – —
+100.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-05-06 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-05-05 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-05-04 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-05-01 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-30 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-29 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-28 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-27 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-24 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-23 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-22 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-21 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-20 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-17 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-16 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-19.89M
OE per share TTM
-0.16
Owner's Yield
-18.11%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
8.4%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
21
Total invested
633.4K
Insider transactions (90d)
5
Beneficial owners (>5%)
13
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Technology Crossover Management VIII, L.P. 20.59M 17.30% 20.59M 20.59M PN 2023-10-02
2 TCV VIII VT Master GP, LLC 16.64M 14.00% 16.64M 16.64M OO 2023-10-02
3 TCV VIII VT Master, L.P. 16.64M 14.00% 16.64M 16.64M PN 2023-10-02
4 TCV VIII, L.P. 16.64M 14.00% 16.64M 16.64M PN 2023-10-02
5 GLEN THOMAS KACHER 11.26M 13.20% 11.26M 11.26M HC, IN 2022-02-14
6 LIGHT STREET CAPITAL MANAGEMENT, LLC 11.26M 13.20% 11.26M 11.26M IA, OO 2022-02-14
7 LIGHT STREET MERCURY MASTER FUND, L.P. 10.40M 12.20% 10.40M 10.40M PN, OO 2022-02-14
8 Divisar Capital Management, LLC 5.97M 5.60% 5.97M IA, HC, OO Delaware 2024-04-26
9 Steven Baughman 5.97M 5.60% 5.97M HC, IN Delaware 2024-04-26
10 Divisar Partners QP, L.P. 5.58M 5.20% 5.58M PN Delaware 2024-04-26
11 DAVIS VT LLC 5.10M 5.73% 5.10M 4.86M OO 2022-02-22
12 TCV VIII (A), L.P. 3.95M 3.30% 3.95M 3.95M PN 2023-10-02
13 2 2.37M 0.30% 2.37M 2.37M OO 2022-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
21
-74 vs prev Q
New positions
7
Closed positions
78
Increased
12
Reduced
2
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 4.36M +84.2K (+2.0%) 4.54M -853.9K (-15.8%) 3.59% +0.025 pp 0.00% +0.000 pp USD1.00 +4.0% 6 qtrs
2 TECHNOLOGY CROSSOVER MANAGEMENT VIII, LTD. 3.95M +— (+0.0%) 4.11M -869.0K (-17.5%) 3.25% -0.041 pp 1.00% -0.100 pp USD5.50 -81.1% 18 qtrs
3 VANGUARD GROUP INC 3.33M -155.7K (-4.5%) 3.46M -928.4K (-21.1%) 2.74% -0.164 pp 0.00% +0.000 pp USD3.66 -71.6% 17 qtrs
4 FRANKLIN RESOURCES INC 2.55M -1.1M (-29.9%) 2.65M -1.9M (-42.1%) 2.10% -0.931 pp 0.00% -0.001 pp USD4.69 -77.8% 18 qtrs
5 GEODE CAPITAL MANAGEMENT, LLC 1.56M +17.3K (+1.1%) 1.62M -320.9K (-16.5%) 1.28% -0.002 pp 0.00% +0.000 pp USD3.02 -65.6% 17 qtrs
6 STATE STREET CORP 1.32M -7.2K (-0.5%) 1.37M -299.9K (-17.9%) 1.09% -0.020 pp 0.00% +0.000 pp USD2.87 -63.8% 17 qtrs
7 MILLENNIUM MANAGEMENT LLC 720.7K -29.8K (-4.0%) 749.5K -196.1K (-20.7%) 0.59% -0.032 pp 0.00% 0.000 pp USD1.93 -46.1% 11 qtrs
8 GSA CAPITAL PARTNERS LLP 547.8K +13.7K (+2.6%) 570.0K -103.0K (-15.3%) 0.45% +0.006 pp 0.05% -0.007 pp USD1.45 -28.3% 12 qtrs
9 NORTHERN TRUST CORP 484.7K -27.3K (-5.3%) 504.1K -141.1K (-21.9%) 0.40% -0.028 pp 0.00% +0.000 pp USD2.59 -59.8% 17 qtrs
10 GOLDMAN SACHS GROUP INC 439.0K -454.8K (-50.9%) 456.5K -669.6K (-59.5%) 0.36% -0.383 pp 0.00% 0.000 pp USD2.31 -55.0% 18 qtrs
11 MORGAN STANLEY 387.7K -265.9K (-40.7%) 403.2K -420.4K (-51.0%) 0.32% -0.225 pp 0.00% +0.000 pp USD1.88 -44.7% 18 qtrs
12 DAUNTLESS INVESTMENT GROUP, LLC 332.1K +332.1K (+100.0%) 345.4K +345.4K (+100.0%) 0.27% +0.273 pp 0.27% +0.274 pp USD1.04 +0.0% 1 qtrs NEW
13 BRIDGEWAY CAPITAL MANAGEMENT, LLC 265.1K +102.4K (+62.9%) 275.7K +70.7K (+34.5%) 0.22% +0.083 pp 0.01% +0.001 pp USD1.02 +2.0% 6 qtrs
14 CITADEL ADVISORS LLC 237.3K +237.3K (+100.0%) 246.7K +246.7K (+100.0%) 0.20% +0.195 pp 0.00% +0.000 pp USD1.04 +0.0% 5 qtrs
15 BANK OF NEW YORK MELLON CORP 185.4K -29.4K (-13.7%) 192.8K -77.8K (-28.7%) 0.15% -0.026 pp 0.00% +0.000 pp USD2.48 -58.1% 17 qtrs
16 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 184.4K +24.0 (+0.0%) 191.8K -40.5K (-17.4%) 0.15% -0.002 pp 0.00% +0.000 pp USD2.28 -54.4% 17 qtrs
17 NUVEEN, LLC 180.7K -72.3K (-28.6%) 187.9K -130.9K (-41.1%) 0.15% -0.062 pp 0.00% +0.000 pp USD1.49 -30.2% 4 qtrs
18 MONETA GROUP INVESTMENT ADVISORS LLC 162.9K -75.0K (-31.5%) 169.4K -130.3K (-43.5%) 0.13% -0.064 pp 0.00% -0.001 pp USD1.80 -42.2% 18 qtrs
19 ALLIANCEBERNSTEIN L.P. 147.3K +— (+0.0%) 153.1K -32.4K (-17.5%) 0.12% -0.002 pp 0.00% +0.000 pp USD1.94 -46.4% 11 qtrs
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 145.6K +145.6K (+100.0%) 151.4K +151.4K (+100.0%) 0.12% +0.120 pp 0.00% +0.000 pp USD1.04 +0.0% 16 qtrs
21 CENTIVA CAPITAL, LP 107.6K +107.6K (+100.0%) 111.9K +111.9K (+100.0%) 0.09% +0.088 pp 0.00% +0.001 pp USD1.04 +0.0% 1 qtrs NEW
22 THOMPSON DAVIS & CO., INC. 97.0K +97.0K (+100.0%) 100.9K +100.9K (+100.0%) 0.08% +0.080 pp 0.06% +0.060 pp USD1.04 +0.0% 1 qtrs NEW
23 BARCLAYS PLC 92.4K -11.5K (-11.1%) 96.1K -6.1K (-5.9%) 0.08% -0.011 pp 0.00% +0.000 pp USD1.57 -33.8% 16 qtrs
24 DEUTSCHE BANK AG\ 91.1K +— (+0.0%) 94.8K -20.0K (-17.5%) 0.07% -0.001 pp 0.00% +0.000 pp USD2.15 -51.6% 15 qtrs
25 BANK OF AMERICA CORP /DE/ 78.2K -38.4K (-32.9%) 81.3K -65.6K (-44.6%) 0.06% -0.033 pp 0.00% +0.000 pp USD1.71 -39.2% 18 qtrs
26 XTX TOPCO LTD 76.8K -40.9K (-34.8%) 79.8K -68.4K (-46.1%) 0.06% -0.035 pp 0.00% -0.006 pp USD1.26 -17.5% 4 qtrs
27 JEFFERIES FINANCIAL GROUP INC. 75.0K +75.0K (+100.0%) 78.0K +78.0K (+100.0%) 0.06% +0.062 pp 0.00% +0.000 pp USD1.04 +0.0% 1 qtrs NEW
28 JANE STREET GROUP, LLC 74.2K +74.2K (+100.0%) 77.2K +77.2K (+100.0%) 0.06% +0.061 pp 0.00% +0.000 pp USD1.04 +0.0% 1 qtrs NEW
29 FMR LLC 71.5K +54.8K (+327.8%) 74.3K +53.3K (+253.1%) 0.06% +0.045 pp 0.00% +0.000 pp USD1.15 -9.6% 14 qtrs
30 RENAISSANCE TECHNOLOGIES LLC 68.7K -446.3K (-86.7%) 71.4K -577.5K (-89.0%) 0.06% -0.372 pp 0.00% -0.001 pp USD1.15 -9.6% 17 qtrs
31 UBS GROUP AG 66.2K +3.3K (+5.3%) 68.9K -10.4K (-13.1%) 0.05% +0.002 pp 0.00% +0.000 pp USD1.59 -34.6% 17 qtrs
32 WELLS FARGO & COMPANY/MN 65.0K +29.0K (+80.5%) 67.6K +22.2K (+49.0%) 0.05% +0.024 pp 0.00% +0.000 pp USD1.89 -45.0% 17 qtrs
33 ABEL HALL, LLC 64.5K +64.5K (+100.0%) 67.1K +67.1K (+100.0%) 0.05% +0.053 pp 0.02% +0.016 pp USD1.04 +0.0% 1 qtrs NEW
34 POINT72 ASSET MANAGEMENT, L.P. 55.6K +55.6K (+100.0%) 57.8K +57.8K (+100.0%) 0.05% +0.046 pp 0.00% +0.000 pp USD1.04 +0.0% 1 qtrs NEW
35 VERITION FUND MANAGEMENT LLC 44.7K -25.5K (-36.3%) 46.5K -41.9K (-47.4%) 0.04% -0.022 pp 0.00% 0.000 pp USD1.63 -36.2% 3 qtrs
36 PRICE T ROWE ASSOCIATES INC /MD/ 40.5K +— (+0.0%) 43.0K -8.0K (-15.7%) 0.03% 0.000 pp 0.00% +0.000 pp USD2.56 -59.4% 12 qtrs
37 RHUMBLINE ADVISERS 41.3K -13.9K (-25.2%) 42.9K -26.6K (-38.3%) 0.03% -0.012 pp 0.00% +0.000 pp USD2.23 -53.4% 15 qtrs
38 STRS OHIO 39.2K +— (+0.0%) 40.8K -8.6K (-17.5%) 0.03% 0.000 pp 0.00% +0.000 pp USD2.11 -50.7% 15 qtrs
39 QUINN OPPORTUNITY PARTNERS LLC 39.2K -10.0K (-20.3%) 40.7K -21.2K (-34.3%) 0.03% -0.009 pp 0.00% -0.003 pp USD1.22 -14.8% 8 qtrs
40 AQR CAPITAL MANAGEMENT LLC 38.6K +7.7K (+25.0%) 40.1K +1.2K (+3.1%) 0.03% +0.006 pp 0.00% +0.000 pp USD1.45 -28.3% 5 qtrs
41 INTECH INVESTMENT MANAGEMENT LLC 27.6K +— (+0.0%) 28.7K -6.1K (-17.5%) 0.02% 0.000 pp 0.00% 0.000 pp USD1.57 -33.8% 5 qtrs
42 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 27.5K +880.0 (+3.3%) 28.6K -5.0K (-14.7%) 0.02% +0.000 pp 0.00% +0.000 pp USD1.48 -29.7% 7 qtrs
43 ENGINEERS GATE MANAGER LP 26.9K +26.9K (+100.0%) 28.0K +28.0K (+100.0%) 0.02% +0.022 pp 0.00% +0.000 pp USD1.04 +0.0% 1 qtrs NEW
44 JPMORGAN CHASE & CO 26.1K +420.0 (+1.6%) 27.1K -5.2K (-16.1%) 0.02% +0.000 pp 0.00% +0.000 pp USD2.08 -50.0% 18 qtrs
45 SYMMETRY PEAK MANAGEMENT LLC 25.0K +25.0K (+100.0%) 26.0K +26.0K (+100.0%) 0.02% +0.021 pp 0.01% +0.007 pp USD1.04 +0.0% 1 qtrs NEW
46 VIRTU FINANCIAL LLC 24.3K +24.3K (+100.0%) 25.0K +25.0K (+100.0%) 0.02% +0.020 pp 0.00% +0.001 pp USD1.04 +0.0% 6 qtrs
47 KESTRA PRIVATE WEALTH SERVICES, LLC 23.6K +7.4K (+45.7%) 24.5K +4.1K (+20.2%) 0.02% +0.006 pp 0.00% +0.000 pp USD1.14 -8.8% 6 qtrs
48 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 22.9K +— (+0.0%) 23.8K -5.0K (-17.5%) 0.02% 0.000 pp 0.00% +0.000 pp USD1.62 -35.8% 5 qtrs
49 TWO SIGMA SECURITIES, LLC 22.1K +22.1K (+100.0%) 22.9K +22.9K (+100.0%) 0.02% +0.018 pp 0.00% +0.003 pp USD1.04 +0.0% 1 qtrs NEW
50 INVESCO LTD. 21.3K +295.0 (+1.4%) 22.2K -4.3K (-16.3%) 0.02% +0.000 pp 0.00% +0.000 pp USD2.17 -52.1% 15 qtrs
51 SG AMERICAS SECURITIES, LLC 18.2K +18.2K (+100.0%) 19.0K +19.0K (+100.0%) 0.02% +0.015 pp 0.00% +0.000 pp USD1.04 +0.0% 1 qtrs NEW
52 SILVER ROCK FINANCIAL LP 17.7K +— (+0.0%) 18.4K -3.9K (-17.5%) 0.01% 0.000 pp 0.03% +0.001 pp USD3.70 -71.9% 10 qtrs
53 COLONY GROUP, LLC 16.5K +371.0 (+2.3%) 17.2K -3.2K (-15.6%) 0.01% +0.000 pp 0.00% +0.000 pp USD1.02 +2.0% 6 qtrs
54 CREWE ADVISORS LLC 15.0K +15.0K (+100.0%) 15.6K +15.6K (+100.0%) 0.01% +0.012 pp 0.00% +0.001 pp USD1.04 +0.0% 1 qtrs NEW
55 VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC 14.3K +767.0 (+5.7%) 14.9K -2.2K (-12.8%) 0.01% +0.001 pp 0.00% +0.000 pp USD1.59 -34.6% 5 qtrs
56 BNP PARIBAS ARBITRAGE, SNC 13.6K +1.1K (+9.1%) 14.1K -1.6K (-9.9%) 0.01% +0.001 pp 0.00% +0.000 pp USD1.57 -33.8% 5 qtrs
57 TOWER RESEARCH CAPITAL LLC (TRC) 13.0K +4.2K (+47.4%) 13.5K +2.4K (+21.7%) 0.01% +0.003 pp 0.00% +0.000 pp USD1.46 -28.8% 17 qtrs
58 SKOPOS LABS, INC. 12.6K +12.6K (+100.0%) 13.5K +13.5K (+100.0%) 0.01% +0.010 pp 0.00% +0.001 pp USD1.04 +0.0% 1 qtrs NEW
59 SANCTUARY ADVISORS, LLC 12.9K +12.9K (+100.0%) 13.4K +13.4K (+100.0%) 0.01% +0.011 pp 0.00% +0.000 pp USD1.04 +0.0% 1 qtrs NEW
60 CARTESIAN GROWTH CORP 12.1K +58.0 (+0.5%) 12.5K -2.6K (-17.1%) 0.01% 0.000 pp 0.00% 0.000 pp USD1.62 -35.8% 5 qtrs
61 PROSHARE ADVISORS LLC 10.9K +829.0 (+8.3%) 11.3K -1.3K (-10.6%) 0.01% +0.001 pp 0.00% +0.000 pp USD1.20 -13.3% 9 qtrs
62 ROYAL BANK OF CANADA 10.5K +3.2K (+42.9%) 11.0K +2.0K (+22.2%) 0.01% +0.003 pp 0.00% +0.000 pp USD2.00 -48.0% 17 qtrs
63 NEW YORK STATE COMMON RETIREMENT FUND 9.6K +— (+0.0%) 10.0K -2.1K (-17.5%) 0.01% 0.000 pp 0.00% +0.000 pp USD2.14 -51.4% 15 qtrs
64 GROUP ONE TRADING, L.P. 8.9K +4.9K (+125.6%) 9.2K +4.3K (+86.2%) 0.01% +0.004 pp 0.00% +0.000 pp USD1.08 -3.7% 10 qtrs
65 LEGAL & GENERAL GROUP PLC 5.8K -960.0 (-14.2%) 6.0K -2.5K (-29.2%) 0.00% -0.001 pp 0.00% +0.000 pp USD2.13 -51.2% 15 qtrs
66 RUSSELL INVESTMENTS GROUP, LTD. 5.0K +243.0 (+5.1%) 5.2K -801.0 (-13.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.25 -16.8% 2 qtrs
67 CULLEN/FROST BANKERS, INC. 5.0K +5.0K (+100.0%) 5.2K +5.2K (+100.0%) 0.00% +0.004 pp 0.00% +0.000 pp USD1.04 +0.0% 1 qtrs NEW
68 JONES FINANCIAL COMPANIES LLLP 4.8K +3.4K (+238.1%) 5.0K +3.1K (+170.5%) 0.00% +0.003 pp 0.00% +0.000 pp USD1.21 -14.0% 3 qtrs
69 AMERITAS INVESTMENT PARTNERS, INC. 4.1K +— (+0.0%) 4.2K -894.0 (-17.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.13 -51.2% 15 qtrs
70 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 3.7K -1.6K (-30.7%) 3.8K -2.8K (-42.8%) 0.00% -0.001 pp 0.00% +0.000 pp USD2.13 -51.2% 15 qtrs
71 CWM, LLC 3.1K +987.0 (+46.5%) 3.0K +— (+0.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD1.36 -23.5% 5 qtrs
72 ADVISOR GROUP HOLDINGS, INC. 2.6K +200.0 (+8.2%) 2.7K -404.0 (-12.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.61 -35.4% 12 qtrs
73 2.2K +1.5K (+192.5%) 2.3K +1.4K (+141.4%) 0.00% +0.001 pp 0.00% +0.001 pp USD1.11 -6.3% 2 qtrs
74 AMALGAMATED BANK 1.9K -811.0 (-30.3%) 2.0K -1.0K (-33.3%) 0.00% -0.001 pp 0.00% +0.000 pp USD2.10 -50.5% 15 qtrs
75 ALERUS FINANCIAL NA 1.8K +— (+0.0%) 1.9K -396.0 (-17.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.63 -36.2% 3 qtrs
76 CITIGROUP INC 1.3K -1.5K (-53.5%) 1.4K -2.2K (-61.6%) 0.00% -0.001 pp 0.00% +0.000 pp USD1.54 -32.5% 16 qtrs
77 SBI SECURITIES CO., LTD. 1.2K +1.1K (+2,879.5%) 1.2K +1.2K (+2,365.3%) 0.00% +0.001 pp 0.00% +0.000 pp USD1.06 -1.9% 5 qtrs
78 OPTIVER HOLDING B.V. 1.1K +— (+0.0%) 1.1K -239.0 (-17.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.26 -17.5% 2 qtrs
79 COMERICA BANK 1.0K -84.0 (-7.6%) 1.1K -331.0 (-23.7%) 0.00% 0.000 pp 0.00% +0.000 pp USD1.58 -34.2% 10 qtrs
80 STERLING CAPITAL MANAGEMENT LLC 381.00 +239.0 (+168.3%) 396.00 +217.0 (+121.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.15 -9.6% 6 qtrs
81 NISA INVESTMENT ADVISORS, LLC 336.00 -867.0 (-72.1%) 349.00 -1.2K (-77.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD1.51 -31.1% 12 qtrs
82 EVERSOURCE WEALTH ADVISORS, LLC 299.00 +38.0 (+14.6%) 311.00 -18.0 (-5.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.37 -24.1% 4 qtrs
83 CIBC PRIVATE WEALTH GROUP, LLC 250.00 +— (+0.0%) 260.00 -55.0 (-17.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.96 -64.9% 8 qtrs
84 PARALLEL ADVISORS, LLC 203.00 +— (+0.0%) 211.00 -45.0 (-17.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.63 -36.2% 3 qtrs
85 TRANSAMERICA FINANCIAL ADVISORS, INC. 189.00 +189.0 (+100.0%) 197.00 +197.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.04 +0.0% 1 qtrs NEW
86 FARTHER FINANCE ADVISORS, LLC 100.00 +100.0 (+100.0%) 104.00 +104.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.04 +0.0% 1 qtrs NEW
87 IFP ADVISORS, INC 29.00 +22.0 (+314.3%) 30.00 +21.0 (+233.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.03 +1.0% 6 qtrs
88 ALLWORTH FINANCIAL LP 9.00 +9.0 (+100.0%) 10.00 +10.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.00 +4.0% 1 qtrs NEW
89 SUNBELT SECURITIES, INC. 8.00 +8.0 (+100.0%) 8.00 +8.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.00 +4.0% 1 qtrs NEW
90 ROTHSCHILD INVESTMENT LLC 5.00 +5.0 (+100.0%) 5.00 +5.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.00 +4.0% 1 qtrs NEW
91 SIMPLEX TRADING, LLC -13.6K (-100.0%) -17.0K (-100.0%) 0.00% -0.011 pp 0.00% +0.000 pp USD 9 qtrs SOLD
92 MARSHALL WACE, LLP -88.0K (-100.0%) -110.8K (-100.0%) 0.00% -0.073 pp 0.00% 0.000 pp USD 3 qtrs SOLD
93 BRIGHTON JONES LLC -49.3K (-100.0%) -62.1K (-100.0%) 0.00% -0.041 pp 0.00% -0.002 pp USD 11 qtrs SOLD
94 MML INVESTORS SERVICES, LLC -10.0K (-100.0%) -12.6K (-100.0%) 0.00% -0.008 pp 0.00% +0.000 pp USD 2 qtrs SOLD
95 HUNTLEIGH ADVISORS, INC. -11.0K (-100.0%) -13.9K (-100.0%) 0.00% -0.009 pp 0.00% -0.002 pp USD 5 qtrs SOLD
96 GRAHAM CAPITAL MANAGEMENT, L.P. -23.8K (-100.0%) -29.9K (-100.0%) 0.00% -0.020 pp 0.00% -0.001 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 15 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Xtrackers S&P 500 2x Leveraged Daily Swap UCITS ETF 1C XS2D.L 0.01% 34.6K 0.60%
2 Vanguard Russell 2000 Growth ETF VTWG 0.00% 46.0K 0.06%
3 Vanguard Russell 2000 ETF VTWO 0.00% 246.0K 0.06%
4 Vanguard Extended Market ETF VXF 0.00% 598.4K 0.05%
5 Vanguard U.S. Total Market Shares Index ETF VTS.AX 0.00% 3.0K 0.03%
6 Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO 0.00% 611.26 0.17%
7 Vanguard U.S. Total Market Index ETF VUN.TO 0.00% 8.3K 0.17%
8 Vanguard Total Stock Market ETF VTI 0.00% 1.41M 0.03%
9 Vanguard Russell 3000 ETF VTHR 0.00% 2.8K 0.06%
10 Vanguard All-Equity ETF Portfolio VEQT.TO 0.00% 3.1K 0.22%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
1.50M
Shares disposed
Cash buys
Cash sales
Net activity
+1,500,000
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-30 Udell Stuart Director A-Award A Stock Option (Right to Buy) 70,968 0.89 63.2K 312,903 D
2026-04-30 Mrva Gregory Director A-Award A Stock Option (Right to Buy) 96,774 0.89 86.1K 338,709 D
2026-04-30 Marshall Christopher P Director A-Award A Stock Option (Right to Buy) 88,710 0.89 79.0K 330,645 D
2026-04-30 Hutter Robert J. Director A-Award A Stock Option (Right to Buy) 34,677 0.89 30.9K 276,612 D
2026-04-30 Blunt Abigail Director A-Award A Stock Option (Right to Buy) 68,548 0.89 61.0K 310,483 D
2026-04-16 Swenson Christopher C. Officer S-Sale D Class A Common Stock 69,796 0.93 64.9K 1,934,580 D
2026-04-16 Paszterko John Andrew Officer S-Sale D Class A Common Stock 31,788 0.93 29.6K 1,149,755 D
2026-04-15 Bagga Atul Madan Mohan Officer A-Award A Class A Common Stock 1,500,000 0.00 1,500,000 D
2026-04-06 Bagga Atul Madan Mohan Officer 0 0.00 0
2026-03-16 Swenson Christopher C. Officer S-Sale D Class A Common Stock 18,366 0.90 16.5K 2,004,376 D
2026-03-16 Pello Jason H. Officer S-Sale D Class A Common Stock 30,609 0.90 27.5K 2,540,626 D
2026-03-10 Pello Jason H. Officer S-Sale D Class A Common Stock 75,000 0.92 69.0K 2,571,235 D
2026-02-17 Swenson Christopher C. Officer S-Sale D Class A Common Stock 32,641 0.97 31.7K 2,022,742 D
2026-02-17 Pello Jason H. Officer S-Sale D Class A Common Stock 49,814 0.97 48.3K 2,646,235 D
2026-02-15 Swenson Christopher C. Officer A-Award A Class A Common Stock 600,000 0.00 2,055,383 D
2026-02-15 Pello Jason H. Officer A-Award A Class A Common Stock 1,000,000 0.00 2,696,049 D
2026-02-15 Paszterko John Andrew Officer A-Award A Class A Common Stock 600,000 0.00 1,181,543 D
2026-01-16 Paszterko John Andrew Officer S-Sale D Class A Common Stock 18,457 1.01 18.6K 581,543 D
2025-12-22 Swenson Christopher C. Officer S-Sale D Class A Common Stock 35,000 1.33 46.6K 1,455,383 D
2025-12-16 Swenson Christopher C. Officer S-Sale D Class A Common Stock 19,204 1.20 23.0K 1,490,383 D
2025-12-16 Pello Jason H. Officer S-Sale D Class A Common Stock 32,006 1.20 38.4K 1,696,049 D
2025-12-16 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 197,242 1.22 240.6K 32,867,174 I
2025-12-15 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 174,076 1.36 236.7K 32,669,932 I
2025-12-12 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 180,353 1.38 248.9K 32,495,856 I
2025-12-11 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 180,000 1.38 248.4K 32,315,503 I
2025-12-10 Pello Jason H. Officer S-Sale D Class A Common Stock 75,000 1.39 104.3K 1,728,055 D
2025-12-10 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 174,947 1.40 244.9K 32,135,503 I
2025-12-09 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 176,215 1.44 253.7K 31,960,556 I
2025-12-08 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 184,491 1.33 245.4K 31,784,341 I
2025-12-05 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 177,969 1.40 249.2K 31,599,850 I
2025-12-04 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 186,930 1.37 256.1K 31,421,881 I
2025-12-03 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 90,000 1.34 120.6K 31,234,951 I
2025-12-02 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 198,100 1.26 249.6K 1,278,512 I
2025-12-01 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 189,000 1.32 249.5K 1,080,412 I
2025-11-28 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 80,708 1.32 106.5K 891,412 I
2025-11-26 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 144,783 1.25 181.0K 1,540,307 I
2025-11-25 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 119,242 1.16 138.3K 1,395,524 I
2025-11-24 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 238,749 1.05 250.7K 1,276,282 I
2025-11-21 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 70,010 1.07 74.9K 31,053,279 I
2025-11-20 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 203,500 0.98 199.4K 30,983,269 I
2025-11-19 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 270,578 0.91 246.2K 30,779,769 I
2025-11-17 Swenson Christopher C. Officer S-Sale D Class A Common Stock 28,810 0.84 24.2K 1,509,587 D
2025-11-17 Pello Jason H. Officer S-Sale D Class A Common Stock 43,969 0.84 36.9K 1,803,055 D
2025-11-14 Mrva Gregory Director S-Sale D Class A Common Stock 25,000 0.85 21.3K 685,991 D
2025-11-13 Mrva Gregory Director S-Sale D Class A Common Stock 25,000 0.89 22.3K 710,991 D
2025-10-15 Paszterko John Andrew Officer A-Award A Class A Common Stock 600,000 1.11 666.0K 600,000 D
2025-09-16 Swenson Christopher C. Officer S-Sale D Class A Common Stock 18,428 1.27 23.4K 1,538,397 D
2025-09-16 Pello Jason H. Officer S-Sale D Class A Common Stock 30,714 1.27 39.0K 1,847,024 D
2025-08-29 Blunt Abigail Director P-Purchase A Class A Common Stock 25,000 1.36 34.0K 226,000 D
2025-08-18 Swenson Christopher C. Officer S-Sale D Class A Common Stock 37,845 1.27 48.1K 1,556,825 D
2025-08-18 Pello Jason H. Officer S-Sale D Class A Common Stock 52,866 1.27 67.1K 1,877,738 D
2025-08-18 Paszterko John Andrew Officer 0 0.00 0
2025-06-16 Swenson Christopher C. Officer S-Sale D Class A Common Stock 17,718 1.61 28.5K 1,594,670 D
2025-06-16 Pello Jason H. Officer S-Sale D Class A Common Stock 29,530 1.61 47.5K 1,930,604 D
2025-05-27 Blunt Abigail Director P-Purchase A Class A Common Stock 5,000 1.62 8.1K 201,000 D
2025-05-23 Blunt Abigail Director P-Purchase A Class A Common Stock 7,370 1.60 11.8K 196,000 D
2025-05-16 Swenson Christopher C. Officer S-Sale D Class A Common Stock 53,514 1.67 89.4K 1,612,388 D
2025-05-16 Pello Jason H. Officer S-Sale D Class A Common Stock 76,794 1.67 128.2K 1,960,134 D
2025-04-29 Udell Stuart Director A-Award A Stock Option (Right to Buy) 127,334 1.63 207.6K 127,334 D
2025-04-29 Mrva Gregory Director A-Award A Stock Option (Right to Buy) 50,934 1.63 83.0K 178,268 D
2025-04-29 Marshall Christopher P Director A-Award A Stock Option (Right to Buy) 46,689 1.63 76.1K 46,689 D
2025-04-29 Hutter Robert J. Director A-Award A Stock Option (Right to Buy) 18,251 1.63 29.7K 145,585 D
2025-04-29 Blunt Abigail Director A-Award A Stock Option (Right to Buy) 127,334 1.63 207.6K 127,334 D
2025-03-17 Swenson Christopher C. Officer S-Sale D Class A Common Stock 19,126 1.54 29.5K 1,665,902 D
2025-03-17 Pello Jason H. Officer S-Sale D Class A Common Stock 31,877 1.54 49.1K 2,036,928 D
2025-03-12 Pello Jason H. Officer S-Sale D Class A Common Stock 75,000 1.51 113.3K 2,068,805 D
2025-03-10 Blunt Abigail Director P-Purchase A Class A Common Stock 14,530 1.51 21.9K 188,630 D
2025-02-18 Swenson Christopher C. Officer S-Sale D Class A Common Stock 58,220 1.80 104.8K 1,685,028 D
2025-02-18 Pello Jason H. Officer S-Sale D Class A Common Stock 81,381 1.80 146.5K 2,143,805 D
2025-02-15 Swenson Christopher C. Officer A-Award A Performance Rights 306,748 0.00 306,748 D
2025-02-15 Pello Jason H. Officer A-Award A Performance Rights 500,000 0.00 500,000 D
2024-12-16 Pello Jason H. Officer S-Sale D Class A Common Stock 30,242 1.84 55.6K 2,225,186 D
2024-12-16 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 2,000,000 1.99 3.98M 30,509,191 I
2024-12-13 Swenson Christopher C. Officer S-Sale D Class A Common Stock 25,000 1.49 37.3K 1,743,248 D
2024-12-13 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 3,000,000 1.70 5.10M 28,509,191 I
2024-12-12 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 150,000 1.61 241.5K 850,333 I
2024-12-09 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 150,000 1.78 267.0K 700,333 I
2024-12-06 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 168,361 1.58 266.0K 13,194,231 I
2024-12-05 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 426,758 1.54 657.2K 25,509,191 I
2024-12-05 Blunt Abigail Director P-Purchase A Class A Common Stock 33,055 1.47 48.6K 174,100 D
2024-11-29 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 39,629 1.51 59.8K 550,333 I
2024-11-25 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 300,000 1.44 432.0K 25,082,433 I
2024-11-22 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 421,796 1.40 590.5K 24,782,433 I
2024-11-22 Blunt Abigail Director P-Purchase A Class A Common Stock 20,000 1.32 26.4K 141,045 D
2024-11-21 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 136,753 1.28 175.0K 24,360,637 I
2024-11-21 Blunt Abigail Director P-Purchase A Class A Common Stock 20,000 1.39 27.8K 121,045 D
2024-11-20 Swenson Christopher C. Officer S-Sale D Class A Common Stock 35,000 1.24 43.4K 1,768,248 D
2024-11-20 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 746,335 1.23 918.0K 24,223,884 I
2024-11-19 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 1,501,500 1.21 1.82M 23,477,549 I
2024-11-18 Pello Jason H. Officer S-Sale D Class A Common Stock 70,490 1.06 74.7K 2,255,428 D
2024-11-18 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 796,096 0.98 780.2K 21,976,049 I
2024-11-15 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 22,303 0.90 20.1K 21,179,953 I
2024-11-14 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class B Common Stock 1,000,000 0.00 1,000,000 I
2024-11-12 TPG GP A, LLC Director / 10% Owner J-Other D Class A Common Stock 2,757,266 0.00 8,068,206 I
2024-11-12 Mrva Gregory Director J-Other A Class A Common Stock 600,991 0.00 735,991 D
2024-11-12 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 7,838,206 0.89 6.98M 20,948,924 I
2024-09-16 Pello Jason H. Officer S-Sale D Class A Common Stock 30,282 0.99 30.0K 2,325,918
2024-09-12 Blunt Abigail Director P-Purchase A Class A Common Stock 51,000 0.91 46.4K 101,045
2024-09-11 Blunt Abigail Director P-Purchase A Class A Common Stock 49,045 0.91 44.6K 50,045
2024-08-19 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 2,170,291 1.03 2.24M 13,025,870
2024-08-16 Pello Jason H. Officer S-Sale D Class A Common Stock 50,903 0.85 43.3K 2,356,200
2024-08-16 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 1,993,192 0.91 1.81M 13,110,718
2024-06-17 Pello Jason H. Officer S-Sale D Class A Common Stock 31,586 1.85 58.4K 2,407,103
2024-06-14 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 347,275 1.93 670.2K 2,117,526
2024-06-13 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 347,275 1.88 652.9K 1,770,251
2024-06-12 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 500,000 1.80 900.0K 1,422,976
2024-06-11 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 569,976 1.68 957.6K 922,976
2024-06-10 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class B Common Stock 500,000 0.00 29,789,570
2024-05-15 Swenson Christopher C. Officer A-Award A Class A Common Stock 600,000 0.00 1,803,248
2024-05-15 Pello Jason H. Officer S-Sale D Class A Common Stock 37,360 2.07 77.3K 2,438,689
2024-05-01 Udell Stuart Director A-Award A Stock Option (Right to Buy) 24,609 2.56 63.0K 24,609
2024-05-01 Mrva Gregory Director A-Award A Stock Option (Right to Buy) 33,557 2.56 85.9K 33,557
2024-05-01 Marshall Christopher P Director A-Award A Stock Option (Right to Buy) 30,761 2.56 78.7K 30,761
2024-05-01 Hutter Robert J. Director A-Award A Stock Option (Right to Buy) 83,893 2.56 214.8K 83,893
2024-05-01 Blunt Abigail Director D Class A Common Stock 0 0.00 1,000
2024-04-22 Swenson Christopher C. Officer S-Sale D Class A Common Stock 30,000 2.53 75.9K 1,203,248
2024-03-25 Pello Jason H. Officer S-Sale D Class A Common Stock 29,195 3.06 89.3K 1,476,049
2024-03-18 Swenson Christopher C. Officer S-Sale D Class A Common Stock 25,000 2.96 74.0K 1,233,248
2024-03-15 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 37,500 2.99 112.1K 260,704
2024-03-14 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 37,500 2.84 106.5K 223,204
2024-03-13 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 37,500 2.79 104.6K 185,704
2024-03-12 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 37,500 2.79 104.6K 148,204
2024-03-11 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 67,991 2.88 195.8K 10,855,579
2024-02-21 Pello Jason H. Officer S-Sale D Class A Common Stock 41,896 3.13 131.1K 1,505,244
2024-01-22 Swenson Christopher C. Officer S-Sale D Class A Common Stock 30,000 3.15 94.5K 1,258,248
2023-12-18 Pello Jason H. Officer S-Sale D Class A Common Stock 31,098 3.05 94.8K 1,547,140
2023-11-16 Pello Jason H. Officer S-Sale D Class A Common Stock 37,351 2.51 93.8K 1,578,238
2023-09-28 Udell Stuart Director A-Award A Class B Common Stock 360 0.00 18,457
2023-09-28 Technology Crossover Management VIII, Ltd. Director / 10% Owner A-Award A Nerdy LLC Units 124,138 0.00 17,124,053
2023-09-28 TPG GP A, LLC Director / 10% Owner A-Award A Class A Common Stock 1,282,222 0.00 10,825,472
2023-09-28 Swenson Christopher C. Officer A-Award A Class A Common Stock 1,072 0.00 1,288,248
2023-09-28 Philips Kathleen Director A-Award A Class A Common Stock 1,250 0.00 66,250
2023-09-28 Pello Jason H. Officer A-Award A Class A Common Stock 12,674 0.00 1,615,134
2023-09-28 Mrva Gregory Director A-Award A Class A Common Stock 5,000 0.00 135,000
2023-09-28 Hutter Robert J. Director D-Return D Class A Common Stock 232,109 0.00 7,920,574
2023-09-28 Cohn Charles K. Director / Officer / 10% Owner A-Award A Class B Common Stock 220,280 0.00 11,191,293
2023-09-26 TPG GP A, LLC Director / 10% Owner D-Return D Warrants (right to buy) 4,888,889 11.50 56.22M 240,000
2023-09-25 Swenson Christopher C. Officer S-Sale D Class A Common Stock 30,000 3.24 97.2K 1,287,176 D
2023-09-18 Pello Jason H. Officer S-Sale D Class A Common Stock 31,735 3.68 116.8K 1,602,460
2023-09-05 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 10,327 4.85 50.1K 10,787,588
2023-09-01 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 15,650 4.80 75.1K 10,777,261
2023-08-31 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 15,955 4.71 75.1K 10,761,611
2023-08-30 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 16,190 4.63 75.0K 10,745,656
2023-08-29 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 15,900 4.72 75.0K 10,729,466
2023-08-28 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 15,160 4.95 75.0K 10,713,566
2023-08-25 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 16,455 4.57 75.2K 10,698,406
2023-08-24 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 16,502 4.55 75.1K 10,681,951
2023-08-23 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 17,090 4.39 75.0K 10,665,449
2023-08-16 Pello Jason H. Officer S-Sale D Class A Common Stock 37,428 4.22 157.9K 1,634,195
2023-08-04 Swenson Christopher C. Officer S-Sale D Class A Common Stock 3,000 5.25 15.8K 1,317,176
2023-06-26 Swenson Christopher C. Officer S-Sale D Class A Common Stock 35,000 3.90 136.5K 1,320,176
2023-06-15 Swenson Christopher C. Officer A-Award A Class A Common Stock 487,013 0.00 1,355,176
2023-06-15 Pello Jason H. Officer A-Award A Class A Common Stock 811,689 0.00 1,671,623
2023-06-15 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 26,000 3.92 101.9K 10,648,359
2023-06-14 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 19,000 3.86 73.3K 10,622,359
2023-06-13 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 21,500 3.58 77.0K 10,603,359
2023-06-12 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 24,000 3.14 75.4K 10,581,859
2023-06-09 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 23,100 3.10 71.6K 10,557,859
2023-06-08 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 25,000 3.11 77.8K 10,534,759
2023-06-07 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 25,000 3.03 75.8K 10,509,759
2023-06-06 Cohn Charles K. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 27,600 2.74 75.6K 10,484,759
2023-05-16 Pello Jason H. Officer S-Sale D Class A Common Stock 34,250 3.31 113.4K 859,934
2023-05-03 Udell Stuart Director A-Award A Stock Option (Right to Buy) 71,497 3.00 214.5K 71,497
2023-05-03 Philips Kathleen Director A-Award A Stock Option (Right to Buy) 28,122 3.00 84.4K 28,122
2023-05-03 Mrva Gregory Director A-Award A Stock Option (Right to Buy) 22,879 3.00 68.6K 22,879
2023-05-03 Marshall Christopher P Director A-Award A Stock Option (Right to Buy) 26,215 3.00 78.6K 26,215
2023-05-03 Hutter Robert J. Director A-Award A Stock Option (Right to Buy) 71,497 3.00 214.5K 71,497
2023-05-03 Beaudoin Catherine Director A-Award A Stock Option (Right to Buy) 22,641 3.00 67.9K 22,641
2023-03-13 Pello Jason H. Officer S-Sale D Class A Common Stock 75,000 3.15 236.3K 894,184
2023-03-09 Swenson Christopher C. Officer S-Sale D Class A Common Stock 15,000 3.36 50.4K 868,163
2023-03-02 Robinson Heidi Officer S-Sale D Class A Common Stock 19,049 3.50 66.7K 1,105,754
2023-02-16 Pello Jason H. Officer S-Sale D Class A Common Stock 43,603 2.72 118.6K 969,184
2023-02-15 Robinson Heidi Officer S-Sale D Class A Common Stock 18,900 3.12 58.9K 1,124,803
2023-02-02 Robinson Heidi Officer S-Sale D Class A Common Stock 33,946 3.06 103.7K 1,143,703
2023-02-01 Robinson Heidi Officer S-Sale D Class A Common Stock 34,401 3.02 103.7K 1,177,649
2022-12-13 TPG GP A, LLC Director S-Sale D Class A Common Stock 1,500,000 1.90 2.85M 11,943,250
2022-11-21 Cohn Charles K. Officer P-Purchase A Class A Common Stock 132,547 2.34 310.2K 10,457,159
2022-11-18 Cohn Charles K. Officer P-Purchase A Class A Common Stock 108,204 2.35 254.3K 10,324,612
2022-11-17 Cohn Charles K. Officer P-Purchase A Class A Common Stock 108,204 2.26 244.5K 10,216,408
2022-11-16 Cohn Charles K. Officer P-Purchase A Class A Common Stock 108,204 2.51 271.6K 10,108,204
2022-11-15 Robinson Heidi Officer S-Sale D Class A Common Stock 19,000 2.41 45.8K 1,212,050
2022-11-15 Pello Jason H. Officer F-InKind D Class A Common Stock 55,234 2.48 137.0K 1,012,787
2022-10-17 Robinson Heidi Officer S-Sale D Class A Common Stock 16,500 2.25 37.1K 1,231,050
2022-09-26 Robinson Heidi Officer S-Sale D Class A Common Stock 40,000 2.18 87.0K 1,247,550
2022-08-20 LIGHT STREET CAPITAL MANAGEMENT, LLC 10% Owner S-Sale D Class A ordinary shares, par value $0.0001 per share 472,606 3.50 1.65M 244,744
2022-08-20 Kacher Glen Thomas Director S-Sale D Class A ordinary shares, par value $0.0001 per share 4,440,083 3.50 15.54M 4,586,410
2022-08-20 Cohn Charles K. Officer P-Purchase A Class A Common Stock 5,000,000 3.50 17.50M 10,000,000
2022-08-15 Pello Jason H. Officer F-InKind D Class A Common Stock 7,328 3.58 26.2K 1,068,021
2022-08-04 Udell Stuart Director A-Award A Stock Option (Right to Buy) 175,029 2.98 521.6K 175,029
2022-07-13 LIGHT STREET CAPITAL MANAGEMENT, LLC 10% Owner S-Sale D Class A ordinary shares, par value $0.0001 per share 7,450 2.06 15.3K 9,026,493
2022-07-13 Kacher Glen Thomas Director S-Sale D Class A ordinary shares, par value $0.0001 per share 7,450 2.06 15.3K 9,026,493
2022-06-24 LIGHT STREET CAPITAL MANAGEMENT, LLC 10% Owner S-Sale D Class A ordinary shares, par value $0.0001 per share 460 2.86 1.3K 135,409
2022-06-24 Kacher Glen Thomas Director S-Sale D Class A ordinary shares, par value $0.0001 per share 460 2.86 1.3K 135,409
2022-06-23 LIGHT STREET CAPITAL MANAGEMENT, LLC 10% Owner S-Sale D Class A ordinary shares, par value $0.0001 per share 208 2.81 583.44 9,036,792
2022-06-21 LIGHT STREET CAPITAL MANAGEMENT, LLC 10% Owner S-Sale D Class A ordinary shares, par value $0.0001 per share 63,000 3.11 196.0K 9,037,000
2022-06-21 Kacher Glen Thomas Director S-Sale D Class A ordinary shares, par value $0.0001 per share 24 2.81 67.32 135,869
2022-06-15 Cohn Charles K. Officer P-Purchase A Class A Common Stock 209,360 3.14 657.4K 5,000,000
2022-06-14 Cohn Charles K. Officer P-Purchase A Class A Common Stock 130,000 2.99 388.7K 4,790,640
2022-06-13 Cohn Charles K. Officer P-Purchase A Class A Common Stock 140,000 2.96 414.4K 4,660,640
2022-06-10 Cohn Charles K. Officer P-Purchase A Class A Common Stock 100,000 3.19 319.0K 4,520,640

Executive team

Top executives
EBIT / Employee
-101.3K
Shares Outstanding
124.08M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Jason Pello Chief Financial Officer 425.0K 105.0K 815.0K 17.8K 1.36M 59.81%
2 2025 Chris Swenson Chief Legal Officer 420.0K 63.0K 500.0K 11.3K 994.3K 50.28%
3 2025 Charles Cohn Chief Executive Officer 1.00 1.00 0.00%
4 2024 Jason Pello Chief Financial Officer 425.0K 75.0K 2.13M 17.4K 2.65M 80.46%
5 2024 Chris Swenson Chief Legal Officer 420.0K 50.0K 1.28M 11.2K 1.76M 72.65%
6 2024 Charles Cohn Chief Executive Officer 1.00 1.00 0.00%
7 2022 Ian Clarkson Former President and Chief Operating Officer 192.3K 2.11M 313.5K 2.62M 80.66%
8 2022 Heidi Robinson Former Chief Product Officer 400.0K 100.0K 2.00M 8.7K 2.51M 79.71%
9 2022 Jason Pello Chief Financial Officer 360.0K 75.0K 1.82M 2.25M 80.69%
10 2022 Charles Cohn Chief Executive Officer 1.00 1.00 0.00%
11 2021 Charles Cohn Chief Executive Officer 197.6K 46.88M 198.5K 47.27M 99.16%
12 2021 Ian Clarkson Former President and Chief Operating Officer 551.8K 6.23M 16.59M 5.3K 23.38M 97.62%
13 2021 Heidi Robinson Former Chief Product Officer 374.7K 4.14M 56.3K 4.7K 4.57M 91.70%
14 2021 Jason Pello Chief Financial Officer 330.4K 2.84M 2.7K 3.17M 89.57%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-10 DEFA14A
2026-03-10 DEF 14A
2025-03-10 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-07 10-Q
2026-05-04 8-K
2026-05-04 4
2026-05-04 4
2026-05-04 4
2026-05-04 4
2026-05-04 4
2026-04-20 4
2026-04-20 4

Executive team

NameTitleCompensationGender
Jason H. Pello Chief Financial Officer 547.8K male
Atul Bagga Chief Financial Officer 547.8K male
Christopher C. Swenson Chief Legal Officer & Corporate Secretary 494.3K male
Charles Cohn Founder, Chairman, President & Chief Executive Officer 1 male
Kyle Callaway Vice President & Controller male
Rian Schilligo Chief People Officer female
T. J. Lynn Associate General Counsel
Jason Botel Head of Government Relations male
John Paszterko Chief Operating Officer male
Karthik Anbalagan Chief Audience Officer male
ESG Rating
B
SOFTWARE - APPLICATION
2026
E (Environmental)
48.1 / 66.0
Company / Sector avg.
S (Social)
68.7 / 69.5
Company / Sector avg.
G (Governance)
61.6 / 67.5
Company / Sector avg.
ESG Total
59.5 / 67.7
Company / Sector avg.
ESG Score History SOFTWARE - APPLICATION
Benchmark vs Sector
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2021-09-27 2021-09-28 Roy Blunt MO Spouse Purchase $1,001 - $15,000
House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits