Services-Educational Services · SIC 8200

Nerdy Inc.

NRDY

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Latest revenue

$48.7M

as of 2026-03-31

Latest net income

$-4.1M

as of 2026-03-31

Net margin

-8.4%

as of 2026-03-31

Price · 5Y

-39.6% / yr 53.4 pts / yr vs S&P 500 91.9% total
Compare:

Live market

delayed ≤15 min
$0.81
5.30%
Market cap
Enterprise value
P/E (trailing)
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$1.90
52-wk low
$0.75
Beta
Shares out

5-year trend

What this company does

AI

ITEM 1. BUSINESS. Unless otherwise stated or the context otherwise indicates, all references in this Form 10-K to “Nerdy,” “the Company,” “us,” “our,” or “we” mean Nerdy Inc. and its consolidated subsidiaries. Business Overview We operate a next-generation live tutoring and intervention platform that leverages the power of human expertise with advanced artificial intelligence (“AI”) to personalize learning, accelerate student achievement, and empower educators. Our mission is to transform the way people learn through technology. Our purpose-built proprietary platform leverages technology, including AI, to connect students, users, parents, guardians, and purchasers (“Learner(s)”) of all ages…

AI summary unavailable — showing raw filing excerpt

Generated from NRDY's filing dated 2026-02-26

Key risks

AI

ITEM 1A. RISK FACTORS. In addition to the factors discussed elsewhere in this report, the following risks and uncertainties, some of which have occurred and any of which may occur in the future, could have a material adverse effect on our business, financial condition, results of operations, and cash flows. Additional risks and uncertainties not presently known to us or that we currently deem immaterial may also impair our business, financial condition, results of operations, and cash flows. Our actual results may differ materially from any future results expressed or implied by such forward-looking statements as a result of various factors, including, but not limited to, those discussed in…

AI summary unavailable — showing raw filing excerpt

Generated from NRDY's filing dated 2026-02-26

Profitability

Gross margin

58.0%

14.1%

Operating margin

-34.6%

6.2%

Net margin

-22.3%

0.4%

Return on equity

-210.0%

94.7%

Return on assets

-52.4%

13.9%

Leverage

Debt / equity

3.01×

123.9%

Long-term debt / equity

1.02×

Debt / assets

75.0%

30.9%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$48.7M+2.4%$-4.1M+61.2%-8.4%

Q4 2025

2025-12-31

$49.1M+2.3%$-9.2M+8.9%-18.8%

Q3 2025

2025-09-30

$37.0M-1.4%$-12.3M+22.7%-33.2%

Q2 2025

2025-06-30

$45.3M-11.2%$-7.9M+13.2%-17.4%

Q1 2025

2025-03-31

$47.6M-11.4%$-10.5M-41.0%-22.1%

Q4 2024

2024-12-31

$48.0M$-10.1M-21.1%

Q3 2024

2024-09-30

$37.5M-6.9%$-15.9M-29.4%-42.4%

Q2 2024

2024-06-30

$51.0M+4.4%$-9.1M-175.7%-17.8%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Services-Educational Services · SIC 8200

No data yet for industry average

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Insider activity

Insider buying

$4.4M

Insider selling

$895.0K

Net activity

+$3.5M

Distinct insiders

6

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-18

Christopher C. Swenson

Chief Legal Officer

Sale22,796$0.80$18.2K
2026-04-16

John Andrew Paszterko

Chief Operating Officer

Sale31,788$0.93$29.6K
2026-04-16

Christopher C. Swenson

Chief Legal Officer

Sale69,796$0.93$64.9K
2026-03-16

Christopher C. Swenson

Chief Legal Officer

Sale18,366$0.90$16.5K
2026-03-16

Jason H. Pello

Chief Financial Officer

Sale30,609$0.90$27.5K
2026-03-10

Jason H. Pello

Chief Financial Officer

Sale75,000$0.92$69.0K
2026-02-17

Jason H. Pello

Chief Financial Officer

Sale49,814$0.97$48.3K
2026-02-17

Christopher C. Swenson

Chief Legal Officer

Sale32,641$0.97$31.7K
2026-01-16

John Andrew Paszterko

Chief Operating Officer

Sale18,457$1.01$18.6K
2025-12-22

Christopher C. Swenson

Chief Legal Officer

Sale35,000$1.33$46.5K
2025-12-16

Jason H. Pello

Chief Financial Officer

Sale32,006$1.20$38.4K
2025-12-16

Christopher C. Swenson

Chief Legal Officer

Sale19,204$1.20$23.0K
2025-12-16

Charles K. Cohn

Chief Executive Officer

Purchase197,242$1.22$240.6K
2025-12-15

Charles K. Cohn

Chief Executive Officer

Purchase174,076$1.36$236.7K
2025-12-12

Charles K. Cohn

Chief Executive Officer

Purchase180,353$1.38$248.9K
2025-12-11

Charles K. Cohn

Chief Executive Officer

Purchase180,000$1.38$248.4K
2025-12-10

Jason H. Pello

Chief Financial Officer

Sale75,000$1.39$104.3K
2025-12-10

Charles K. Cohn

Chief Executive Officer

Purchase174,947$1.40$244.9K
2025-12-09

Charles K. Cohn

Chief Executive Officer

Purchase176,215$1.44$253.7K
2025-12-08

Charles K. Cohn

Chief Executive Officer

Purchase184,491$1.33$245.4K
2025-12-05

Charles K. Cohn

Chief Executive Officer

Purchase177,969$1.40$249.2K
2025-12-04

Charles K. Cohn

Chief Executive Officer

Purchase186,930$1.37$256.1K
2025-12-03

Charles K. Cohn

Chief Executive Officer

Purchase91,672$1.29$118.3K
2025-12-03

Charles K. Cohn

Chief Executive Officer

Purchase90,000$1.34$120.6K
2025-12-02

Charles K. Cohn

Chief Executive Officer

Purchase198,100$1.26$249.6K
2025-12-01

Charles K. Cohn

Chief Executive Officer

Purchase189,000$1.32$249.5K
2025-11-28

Charles K. Cohn

Chief Executive Officer

Purchase80,708$1.32$106.5K
2025-11-26

Charles K. Cohn

Chief Executive Officer

Purchase144,783$1.25$181.0K
2025-11-25

Charles K. Cohn

Chief Executive Officer

Purchase119,242$1.16$138.3K
2025-11-24

Charles K. Cohn

Chief Executive Officer

Purchase238,749$1.05$250.7K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns NRDY

Institutional value

$12.8M

Total shares held

16.4M

Distinct holders

51

-41 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.4.3M$3.5M-85.2K (-2.0%)Trimmed
2Technology Crossover Management VIII, Ltd.3.9M$3.2M+0 (+0.0%)No change
3VANGUARD CAPITAL MANAGEMENT LLC2.5M$2.1MNew
4FRANKLIN RESOURCES INC2.3M$1.9M-242.0K (-9.5%)Trimmed
5VANGUARD FIDUCIARY TRUST CO444.1K$362.4KNew
6VANGUARD PORTFOLIO MANAGEMENT LLC354.9K$289.6KNew
7MONETA GROUP INVESTMENT ADVISORS LLC312.9K$255.4K+150.0K (+92.1%)Added
8JANE STREET GROUP, LLC252.6K$206.1K-136.5K (-35.1%)Trimmed
9UBS Group AG190.9K$155.8K+124.7K (+188.3%)Added
10Bank of New York Mellon Corp182.6K$149.0K-2.9K (-1.5%)Trimmed
11Nuveen, LLC182.3K$148.8K+1.7K (+0.9%)Added
12DEUTSCHE BANK AG\161.7K$132.6K+70.6K (+77.5%)Added
13THOMPSON DAVIS & CO., INC.81.0K$66.1K-16.0K (-16.5%)Trimmed
14Crewe Advisors LLC50.0K$40.8K+35.0K (+233.3%)Added
15RHUMBLINE ADVISERS41.9K$34.1K+602 (+1.5%)Added
16STRS OHIO39.2K$32.0K+0 (+0.0%)No change
17NINE MASTS CAPITAL Ltd27.9K$22.8KNew
18JPMORGAN CHASE & CO26.5K$21.4K+495 (+1.9%)Added
19CITIGROUP INC24.8K$20.2K+23.4K (+1742.1%)Added
20KESTRA PRIVATE WEALTH SERVICES, LLC23.6K$19.3K+0 (+0.0%)No change

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once NRDY's latest filing finishes processing.