Nerdy Inc.
NRDY · Services-Educational Services · 97.2M shares · EDGAR filings ↗
Reference price $0.88 · est. market cap ~$85M — last insider sale, 2026-06-16 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
D52gen composite 25pct→54; net + operating loss
Notable findings
- Cash burnNegative free cash flow (-24.2M)
- Exec changeRecent 8-K item 5.02 8-K ↗
- Net lossNet loss (net margin -22.3%)
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Notable holderHeld by 5 notable fund(s): STATE STREET CORP, GOLDMAN SACHS GROUP INC, CITADEL ADVISORS LLC +2 more (as of 2026-03-31)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
58.0%
Operating margin
-34.6%
Net margin
-22.3%
Return on equity
-210.0%
Return on assets
-52.4%
ROIC
-127.5%
Revenue growth (QoQ)
2.4%
Debt / equity
1.0×
Current ratio
2.3×
Free cash flow
-$24M
Tangible book value
$11M
Cash & investments
$48M
Cash runway
8q
Stock comp / revenue
15.5%
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| Cohn Charles K. | Chief Executive Officer | — |
| Bagga Atul Madan Mohan | Chief FInancial Officer | — |
| Charles CohnChief Executive Officer | Officer | $1 FY2025 |
| Chris SwensonChief Legal Officer | Officer | $994K FY2025 |
| Jason PelloChief Financial Officer | Officer | $1M FY2025 |
| Paszterko John Andrew | Chief Operating Officer | — |
| Swenson Christopher C. | Chief Legal Officer | — |
| Abigail Blunt | Director | $192K FY2025 |
| Christopher (Woody) Marshall | Director | $205K FY2025 |
| Greg Mrva | Director | $210K FY2025 |
| Hutter Robert J. | Director | — |
| Marshall Christopher P | Director | — |
| Mrva Gregory | Director | — |
| Rob Hutter | Director | $193K FY2025 |
| Stuart Udell | Director | $194K FY2025 |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-16 | Swenson Christopher C. | Sell | 20K | $0.88 |
| 2026-06-15 | Cohn Charles K. | Buy | 250K | $1.00 |
| 2026-06-12 | Cohn Charles K. | Buy | 251K | $1.00 |
| 2026-06-11 | Cohn Charles K. | Buy | 258K | $0.97 |
| 2026-06-10 | Cohn Charles K. | Buy | 219K | $0.91 |
| 2026-05-18 | Swenson Christopher C. | Sell | 23K | $0.80 |
| 2026-04-16 | Paszterko John Andrew | Sell | 32K | $0.93 |
| 2026-04-16 | Swenson Christopher C. | Sell | 70K | $0.93 |
| 2026-04-15 | Bagga Atul Madan Mohan | Grant | 1.5M | — |
| 2026-03-16 | Swenson Christopher C. | Sell | 18K | $0.90 |
| 2026-03-16 | Pello Jason H. | Sell | 31K | $0.90 |
| 2026-03-10 | Pello Jason H. | Sell | 75K | $0.92 |
| 2026-02-17 | Swenson Christopher C. | Sell | 33K | $0.97 |
| 2026-02-17 | Pello Jason H. | Sell | 50K | $0.97 |
| 2026-02-15 | Swenson Christopher C. | Grant | 600K | — |
| 2026-02-15 | Pello Jason H. | Grant | 1.0M | — |
| 2026-02-15 | Paszterko John Andrew | Grant | 600K | — |
| 2026-01-16 | Paszterko John Andrew | Sell | 18K | $1.01 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-22 | Exec/director change | filing ↗ |
| 2026-05-07 | ResultsExhibits | filing ↗ |
| 2026-05-04 | Shareholder vote | filing ↗ |
| 2026-04-06 | Exec/director change | filing ↗ |
| 2026-03-06 | Delisting notice | filing ↗ |
| 2026-02-26 | ResultsExhibits | filing ↗ |
| 2025-11-06 | Material agreementDebt obligationExhibits | filing ↗ |
| 2025-11-06 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-22 | 2026-05-21 | 0001819404-26-000055 ↗ |
| 8-K | 2026-05-07 | 2026-05-07 | 0001193125-26-211882 ↗ |
| 10-Q | 2026-05-07 | 2026-03-31 | 0001819404-26-000051 ↗ |
| 8-K | 2026-05-04 | 2026-04-30 | 0001819404-26-000044 ↗ |
| 8-K | 2026-04-06 | 2026-04-03 | 0001819404-26-000035 ↗ |
| DEF 14A | 2026-03-10 | 2025-12-31 | 0001819404-26-000030 ↗ |
| 8-K | 2026-03-06 | 2026-03-05 | 0001819404-26-000024 ↗ |
| 8-K | 2026-02-26 | 2026-02-26 | 0001193125-26-076562 ↗ |
| 10-K | 2026-02-26 | 2025-12-31 | 0001819404-26-000015 ↗ |
| 8-K | 2025-11-06 | 2025-11-03 | 0001819404-25-000075 ↗ |
| 8-K | 2025-11-06 | 2025-11-06 | 0001193125-25-269494 ↗ |
| 10-Q | 2025-11-06 | 2025-09-30 | 0001819404-25-000077 ↗ |