Nerdy Inc.
US ˙ NYSE

SecurityNRDY / Nerdy Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership30,383 shares
Latest Disclosed Value $ 24,798
Morgan Stanley reports 92.16% decrease in ownership of NRDY / Nerdy Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 30,383 shares of Nerdy Inc. (US:NRDY) valued at $24,799 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 387,697 shares of Nerdy Inc.. This represents a change in shares of -92.16% during the quarter. The current value of the position is $25,020 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F NERDY CL A COM 64081V109 30,383 -357,314 -92.16 25 -94.04 0.0000
2026-05-27 2025-12-31 13F/A-1 NERDY CL A COM 64081V109 387,697 -265,931 -40.69 403 -51.03 0.0000
2026-02-13 2025-12-31 13F NERDY CL A COM 64081V109 387,697 -265,931 403 0.0000
2026-05-27 2025-09-30 13F/A-1 NERDY CL A COM 64081V109 653,628 -245,470 -27.30 824 -43.82 0.0000
2025-11-14 2025-09-30 13F NERDY CL A COM 64081V109 653,628 -245,470 824 0.0000
2025-08-15 2025-06-30 13F NERDY CL A COM 64081V109 899,098 272,687 43.53 1,466 64.79 0.0001
2025-05-15 2025-03-31 13F NERDY CL A COM 64081V109 626,411 449,322 253.73 890 210.84 0.0001
2025-05-15 2024-12-31 13F/A-1 NERDY CL A COM 64081V109 177,089 -20,874 -10.54 287 47.42 0.0000
2025-02-14 2024-12-31 13F NERDY CL A COM 64081V109 177,089 -20,874 287 0.0000
2025-05-14 2024-09-30 13F/A-2 NERDY CL A COM 64081V109 197,963 -3,720,377 -94.95 195 -97.03 0.0000
2025-02-14 2024-09-30 13F/A-1 NERDY CL A COM 64081V109 197,963 -3,720,377 195 0.0000
2024-11-14 2024-09-30 13F NERDY CL A COM 64081V109 197,963 -3,720,377 195 0.0000
2025-05-14 2024-06-30 13F/A-2 NERDY CL A COM 64081V109 3,918,340 -17,843 -0.45 6,544 -42.88 0.0005
2024-10-17 2024-06-30 13F/A-1 NERDY CL A COM 64081V109 3,918,340 -17,843 6,544 0.0005
2024-08-14 2024-06-30 13F NERDY CL A COM 64081V109 3,918,340 -17,843 6,544 0.0005
2024-10-17 2024-03-31 13F/A-2 NERDY CL A COM 64081V109 3,936,183 228,364 6.16 11,454 -9.93 0.0009
2024-08-16 2024-03-31 13F/A-1 NERDY CL A COM 64081V109 3,936,183 228,364 11,454 0.0001
2024-05-15 2024-03-31 13F NERDY CL A COM 64081V109 3,936,183 228,364 11,454 0.0009
2024-08-16 2023-12-31 13F/A-1 NERDY CL A COM 64081V109 3,707,819 3,572,398 2,637.99 12,718 2,438.32 0.0011
2024-02-13 2023-12-31 13F NERDY CL A COM 64081V109 3,707,819 3,572,398 12,718 0.0011
2023-11-15 2023-09-30 13F NERDY CL A COM 64081V109 135,421 -125,492 -48.10 501 -53.95 0.0001
2023-08-14 2023-06-30 13F NERDY CL A COM 64081V109 260,913 -280,877 -51.84 1,088 -51.94 0.0001
2023-05-15 2023-03-31 13F NERDY CL A COM 64081V109 541,790 421,085 348.85 2,265 735.42 0.0002
2023-02-14 2022-12-31 13F NERDY CL A COM 64081V109 120,705 -27,585 -18.60 272 -13.42 0.0000
2022-11-14 2022-09-30 13F NERDY CL A COM 64081V109 148,290 128,449 647.39 313 627.91 0.0000
2022-10-27 2022-06-30 13F/A-1 NERDY CL A COM 64081V109 19,841 -1,770,527 -98.89 43 -99.53 0.0000
2022-08-15 2022-06-30 13F NERDY CL A COM 64081V109 19,841 -1,770,527 43 0.0000
2022-10-27 2022-03-31 13F/A-1 NERDY CL A COM 64081V109 1,790,368 -1,127,976 -38.65 9,114 -30.59 0.0012
2022-05-13 2022-03-31 13F NERDY CL A COM 64081V109 1,790,368 -1,127,976 9,114 0.0012
2022-02-14 2021-12-31 13F NERDY CL A COM 64081V109 2,918,344 118,118 4.22 13,131 -53.06 0.0016
2021-11-15 2021-09-30 13F NERDY CL A COM 64081V109 2,800,226 2,800,226 27,974 0.0038
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.