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Nerdy

NRDY on NYSE. Market value $99m.

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Should I look at this?

We have not checked this company yet

This is not advice.

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Who owns it

None of the long-term investors we follow own it. 81 funds in all.

Jun '25
Dec '25
Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

2 investors own more than 5%.

  • Charles Cohn
    Insider or founder
    at least 48.7%0.0 pts
    (filed with 1 related holder)
    Since 11 June 2026
    What they said

    The Reporting Persons acquired the Common Stock for investment purposes. Depending on the factors discussed herein, the Reporting Persons may, from time to time, investigate, evaluate, discuss, negotiate or agree to acquire additional shares of Common Stock in the open market,…

    Read the filing
  • at least 14.2%
    (filed with 5 related holders)
    Since 19 August 2026
  • TPG GP A, LLC
    Passive investor
    Sold down below 5%
    Since 31 December 2024

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

In the last 12 months, 1 insider bought $5m of shares on the open market. 6 sold $760,729, $219,800 of it under preset trading plans.

  • Swenson Christopher C.
    Chief Legal Officer
    Sold
    Date
    11 September 2026
    Shares
    1,741
    Price
    $9.05
    Value
    $15,756
  • Bagga Atul Madan Mohan
    Chief Financial Officer
    Sold
    Date
    16 July 2026
    Shares
    36,426
    Price
    $0.83
    Value
    $30,234
  • Paszterko John Andrew
    Chief Operating Officer
    Sold
    Date
    16 July 2026
    Shares
    31,034
    Price
    $0.83
    Value
    $25,758
  • Callaway Kyle
    Chief Accounting Officer
    Sold
    Date
    16 July 2026
    Shares
    13,377
    Price
    $0.83
    Value
    $11,103
  • Swenson Christopher C.
    Chief Legal Officer
    Sold
    Date
    16 July 2026
    Shares
    22,707
    Price
    $0.83
    Value
    $18,847
  • Swenson Christopher C.
    Chief Legal Officer
    Sold
    Date
    16 June 2026
    Shares
    20,153
    Price
    $0.88
    Value
    $17,735
  • Cohn Charles K.
    Chief Executive Officer, Director
    Bought
    Date
    15 June 2026
    Shares
    250,007
    Price
    $1.00
    Value
    $250,007
  • Cohn Charles K.
    Chief Executive Officer, Director
    Bought
    Date
    12 June 2026
    Shares
    251,081
    Price
    $1.00
    Value
    $251,081
  • Cohn Charles K.
    Chief Executive Officer, Director
    Bought
    Date
    11 June 2026
    Shares
    258,204
    Price
    $0.97
    Value
    $250,458
  • Cohn Charles K.
    Chief Executive Officer, Director
    Bought
    Date
    10 June 2026
    Shares
    219,019
    Price
    $0.91
    Value
    $199,307

From Form 4 filings: insiders must report trades in their own company's shares within two days.

Warning signs in its filings

Problems the company itself reported to the SEC, in its own words.

None of the warning signs we check for were found.

We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.

We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 26 Feb 2026, plus the 10-Q filed 6 Aug 2026 and 12 later 8-Ks.

A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.