DOSSIER · 13F Holders · Q3 2026
NRDY

NERDY INC COM SHS CL A

6 institutions still hold NERDY INC COM SHS CL A as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 64081V208·6 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$1K
visible holders
Holders
6
filers reporting
Concentration
57.36%
Physician Wealth Advisors, Inc. #1
top holder share
AI Holders Summary · Q3 2026

6 institutions reported NRDY in Q3 2026. Physician Wealth Advisors, Inc. leads at 57.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Physician Wealth Advisors, Inc.
CIK 0001795173
$670820.00%Q3 2026
02
Essential Partners LLC
CIK 0002136442
$228280.00%Q3 2026
03
Farther Finance Advisors, LLC
CIK 0001992825
$180220.00%Q3 2026
04
Fortitude Family Office, LLC
CIK 0001950506
$4960.00%Q3 2026
05
True Wealth Design, LLC
CIK 0001966033
$3340.00%Q3 2026
06
IFP Advisors, Inc
CIK 0001641866
$810.00%Q3 2026
Insiders at NERDY INC COM SHS CL A
Swenson Christopher C. →Bagga Atul Madan Mohan →Paszterko John Andrew →Callaway Kyle →Cohn Charles K. →Hutter Robert J. →Marshall Christopher P →Pello Jason H. →