As of the latest SEC filings, Nerdy Inc. (NRDY) is held by 70 institutional funds. The largest fund shareholder is Franklin Small Cap Growth Fund (FSSAX), holding an estimated $1,777,697.32 in market value, representing 0.07% of its portfolio.
Funds holding Nerdy Inc. (NRDY)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- NRDY
- CIK:
- 0001819404
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
FSSAX
Franklin Small Cap Growth Fund
|
MF | Franklin Templeton | 0.07% | $1,777,697.32 | 1,988,031 | Apr 30, 2026 | Jun 24, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,410,956.78 | 1,728,690 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.00% | $1,262,529.99 | 1,546,839 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $609,504.70 | 746,759 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.00% | $520,653.32 | 582,256 | Apr 30, 2026 | Jun 26, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.00% | $407,129.54 | 498,811 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $335,149.33 | 347,377 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.00% | $284,136.49 | 294,503 | Feb 28, 2026 | Apr 28, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $141,725.26 | 146,896 | Feb 28, 2026 | Apr 24, 2026 |
|
BRSIX
Ultra-Small Company Market Fund
|
MF | Independent / Boutique | 0.11% | $137,121.60 | 168,000 | Mar 31, 2026 | May 21, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.00% | $129,906.69 | 145,277 | Apr 30, 2026 | Jun 25, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.01% | $126,617.11 | 155,130 | Mar 31, 2026 | May 28, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $111,485.53 | 115,553 | Feb 28, 2026 | Apr 24, 2026 |
|
TINRX
Nuveen Equity Index Fund
|
MF | TIAA / Nuveen | 0.00% | $89,175.88 | 99,727 | Apr 30, 2026 | Jun 24, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.00% | $80,670.76 | 98,837 | Mar 31, 2026 | May 28, 2026 |
|
TRHBX
Nuveen Small Cap Blend Index Fund
|
MF | TIAA / Nuveen | 0.00% | $67,399.43 | 75,374 | Apr 30, 2026 | Jun 24, 2026 |
|
-
EQ/Small Company Index Portfolio
|
ETF | Independent / Boutique | 0.00% | $67,312.01 | 82,470 | Mar 31, 2026 | May 26, 2026 |
|
GARTX
Goldman Sachs Absolute Return Tracker Fund
|
MF | Goldman Sachs | 0.00% | $63,162.45 | 77,386 | Mar 31, 2026 | May 26, 2026 |
|
-
EQ/2000 Managed Volatility Portfolio
|
ETF | Independent / Boutique | 0.00% | $59,141.04 | 72,459 | Mar 31, 2026 | May 26, 2026 |
|
VBINX
VANGUARD BALANCED INDEX FUND
|
MF | Vanguard | 0.00% | $53,963.88 | 66,116 | Mar 31, 2026 | May 28, 2026 |
|
VTWG
VANGUARD RUSSELL 2000 GROWTH INDEX FUND
|
ETF | Vanguard | 0.00% | $52,578.71 | 54,497 | Feb 28, 2026 | Apr 28, 2026 |
|
-
EQ/AB Small Cap Growth Portfolio
|
ETF | Independent / Boutique | 0.00% | $40,467.20 | 49,580 | Mar 31, 2026 | May 26, 2026 |
|
FECGX
Fidelity Small Cap Growth Index Fund
|
MF | Fidelity | 0.00% | $37,495.41 | 45,939 | Mar 31, 2026 | May 26, 2026 |
|
SWTSX
Schwab Total Stock Market Index Fund
|
MF | Charles Schwab | 0.00% | $34,873.80 | 39,000 | Apr 30, 2026 | Jun 25, 2026 |
|
NSIDX
Small Cap Index Fund
|
MF | Independent / Boutique | 0.00% | $34,837.05 | 42,682 | Mar 31, 2026 | May 28, 2026 |
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