NEXTDOOR HOLDINGS INC NXDR
COM CL A · Common Stock · CUSIP 65345M108
- SectorTechnology
- IndustryServices-Computer Programming, Data Processing, Etc.
- HeadquartersSan Francisco, CA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($15.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $2.14. Options: 7 managers hold calls ($1.7m notional), 5 hold puts ($1.2m).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 129 |
| Q4 2022 | 130 |
| Q1 2023 | 125 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 59 | 50 |
| Q1 2023 | 54 | 53 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $3.9m | $2.2m | 0.56 |
| Q4 2022 | $2.4m | $1.4m | 0.56 |
| Q1 2023 | $1.7m | $1.2m | 0.73 |
Biggest buyers
| Amova Asset Management Americas, Inc. | Added | +2.1m |
| Sumitomo Mitsui Trust Group, Inc. | Added | +2.1m |
| ARK Investment Management LLC | Added | +1.6m |
| CITADEL ADVISORS LLC | Added | +599.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | +555.8k |
| JACOB ASSET MANAGEMENT OF NEW YORK LLC | Added | +414.9k |
| TWO SIGMA INVESTMENTS, LP | Added | +414.1k |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | New | +402.3k |
| 272 Capital LP | New | +286.5k |
| Whetstone Capital Advisors, LLC | Added | +251.5k |
Biggest sellers
| INSTITUTIONAL VENTURE MANAGEMENT XVI, LLC | Sold out | -2.2m |
| J. Goldman & Co LP | Sold out | -1.5m |
| MORGAN STANLEY | Reduced | -265.7k |
| MARK ASSET MANAGEMENT LP | Sold out | -256.1k |
| Vident Investment Advisory, LLC | Sold out | -248.9k |
| Think Investments LP | Reduced | -219.0k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -212.6k |
| GSA CAPITAL PARTNERS LLP | Reduced | -155.3k |
| Waypoint Wealth Partners Inc. | Reduced | -105.0k |
| Potrero Capital Research LLC | Reduced | -66.3k |
Biggest calls
| GROUP ONE TRADING LLC | Reduced | $499.9k232.5k shares |
| CITADEL ADVISORS LLC | Reduced | $429.1k199.6k shares |
| WOLVERINE TRADING, LLC | Reduced | $363.0k176.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $311.3k144.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $52.0k24.5k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
| Cutler Group LLC / CA | Added | $03.7k shares |
Biggest puts
| GROUP ONE TRADING LLC | Reduced | $962.8k447.8k shares |
| CITADEL ADVISORS LLC | Reduced | $166.2k77.3k shares |
| SIMPLEX TRADING, LLC | Added | $54.0k25.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $24.3k11.3k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
BENCHMARK CAPITAL PARTNERS VI LP
13D · may seek influence
filed 2025-02-14
Stated purposeThe Reporting Persons hold their securities of the Issuer for investment purposes. Depending on the factors discussed herein, the Reporting Persons may, from time to time, acquire additional shares of Common Stock of the Issuer and/or retain and/or sell all or a portion of the shares of Common Stock of the Issuer held by the Reporting Persons in the open market or in privately negotiated transactions, and/or may distribute the Common Stock of the Issuer held by the Reporting Persons to their respective partners. Any actions the Reporting Persons might undertake will be dependent upon the Reporting Persons' review of numerous factors, including, among other things, the price levels of the Common Stock of the Issuer, general market and economic conditions, ongoing evaluation of the Company'… Full filing |
19.1% |
| BlackRock, Inc. 13G · institution +1.2 pts · filed 2026-01-21 | 6.5% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27), Amova Asset Management Americas, Inc. (4.9%, 2026-02-12), Sumitomo Mitsui Trust Group, Inc. (4.9%, 2026-02-05)
Insider purchases and sales in Q1 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 3 | $24.9m | 0 | — | — |
| Q3 2022 | 1 | $19.7m | 1 | $8.6k | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 1 | $5.8k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-02-16 | Orta John Head of Legal and Secretary | Sold | $5.8k2.5k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 10.7m $23.1m | Added +34.1k |
| Capital World Investors 0.00% of their portfolio | 6.9m $14.7m | Unchanged |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 6.8m $14.6m | Added +2.1m |
| Amova Asset Management Americas, Inc. 0.16% of their portfolio | 6.8m $13.6m | Added +2.1m |
| ARK Investment Management LLC 0.09% of their portfolio | 6.2m $13.4m | Added +1.6m |
| Insight Holdings Group, LLC 0.26% of their portfolio | 5.4m $11.5m | Unchanged |
| REDPOINT MANAGEMENT, LLC 1.72% of their portfolio | 4.3m $9.2m | Unchanged |
| Meritech Capital Associates V L.L.C. 1.91% of their portfolio | 4.2m $9.1m | Unchanged |
| Luxor Capital Group, LP 0.62% of their portfolio | 3.5m $7.6m | Reduced -42.8k |
| Flight Deck Capital, LP 5.50% of their portfolio | 3.3m $7.2m | Unchanged |
| Dragoneer Investment Group, LLC 0.10% of their portfolio | 2.0m $4.3m | Unchanged |
| BlackRock Inc. 0.00% of their portfolio | 2.0m $4.2m | Added +5.9k |
| Think Investments LP 0.96% of their portfolio | 1.9m $4.0m | Reduced -219.0k |
| Bond Capital Management, LP 1.64% of their portfolio | 1.4m $3.0m | Unchanged |
| WESTERLY CAPITAL MANAGEMENT, LLC 2.01% of their portfolio | 1.3m $2.8m | Reduced -50.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 1.3m $2.7m | Added +148.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.2m $2.7m | Added +62.4k |
| Ion Asset Management Ltd. 0.27% of their portfolio | 1.2m $2.6m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.2m $2.5m | Reduced -45.2k |
| Liberty Street Advisors, Inc. 26.15% of their portfolio | 925.5k $2.0m | Unchanged |
| Potrero Capital Research LLC 1.13% of their portfolio | 780.8k $1.7m | Reduced -66.3k |
| JACOB ASSET MANAGEMENT OF NEW YORK LLC 1.93% of their portfolio | 769.7k $1.7m | Added +414.9k |
| Waypoint Wealth Partners Inc. 0.58% of their portfolio | 756.8k $1.6m | Reduced -105.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 665.4k $1.4m | Added +6.7k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 614.2k $1.3m | Added +599.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 555.8k $1.2m | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 521.9k $1.1m | Reduced -50 |
| STATE STREET CORP 0.00% of their portfolio | 510.2k $1.1m | Added +50.4k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 484.4k $1.0m | Added +414.1k |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 0.15% of their portfolio | 402.3k $865.0k | New |
| Whetstone Capital Advisors, LLC 0.52% of their portfolio | 373.5k $803.0k | Added +251.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 321.9k $692.1k | Reduced -16.6k |
| 272 Capital LP 0.26% of their portfolio | 286.5k $615.9k | New |
| Oasis Management Co Ltd. 0.10% of their portfolio | 250.0k $537.5k | Unchanged |
| Greenhaven Road Investment Management, L.P. 0.29% of their portfolio | 250.0k $515.0k | Unchanged |
| Swiss National Bank 0.00% of their portfolio | 195.9k $421.2k | Reduced -26.5k |
| Yarbrough Capital, LLC 0.03% of their portfolio | 192.5k $413.9k | Added +111.1k |
| GROUP ONE TRADING LLC 0.02% of their portfolio | 192.0k $412.8k | Added +5.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 185.0k $397.7k | Added +19.9k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 163.9k $352.4k | Unchanged |
| BOOTHBAY FUND MANAGEMENT, LLC 0.01% of their portfolio | 155.3k $334.0k | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 142.0k $305.0k | Reduced -212.6k |
| HighTower Advisors, LLC 0.00% of their portfolio | 138.0k $296.0k | Reduced -2.5k |
| Quinn Opportunity Partners LLC 0.03% of their portfolio | 127.3k $273.7k | Unchanged |
| INDUSTRY VENTURES, L.L.C. 0.49% of their portfolio | 112.4k $241.8k | Unchanged |
| S&CO INC 0.02% of their portfolio | 112.0k $240.0k | New |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 111.2k $239.1k | Added +7.0k |
| Verition Fund Management LLC 0.00% of their portfolio | 108.9k $234.2k | New |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 98.5k $211.7k | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 95.9k $206.2k | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 81.0k $174.1k | Added +33.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 79.6k $171.1k | Reduced -445 |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 77.9k $167.5k | Added +22.9k |
| Mariner, LLC 0.00% of their portfolio | 73.9k $159.0k | Added +10.0k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 71.0k $152.6k | Added +13.7k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 70.6k $151.8k | Added +543 |
| Cetera Advisors LLC 0.00% of their portfolio | 64.2k $138.1k | Added +15.5k |
| Brainard Capital Management LLC 0.10% of their portfolio | 62.1k $133.5k | Unchanged |
| Freestone Capital Holdings, LLC 0.01% of their portfolio | 57.6k $123.9k | Reduced -10.3k |
| XTX Topco Ltd 0.02% of their portfolio | 53.2k $114.5k | New |
| MORGAN STANLEY 0.00% of their portfolio | 51.7k $111.2k | Reduced -265.7k |
| FMR LLC 0.00% of their portfolio | 51.4k $110.5k | Reduced -4.4k |
| SAGE RHINO CAPITAL LLC 0.03% of their portfolio | 46.6k $100.2k | Unchanged |
| TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio | 46.5k $100.0k | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 44.4k $95.5k | Added +25.7k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 43.9k $94.4k | Added +27 |
| GSA CAPITAL PARTNERS LLP 0.01% of their portfolio | 43.7k $94.0k | Reduced -155.3k |
| Diametric Capital, LP 0.04% of their portfolio | 42.5k $91.5k | New |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 42.1k $90.4k | Added +14.7k |
| GUGGENHEIM CAPITAL LLC 0.00% of their portfolio | 41.4k $89.0k | Added +18.6k |
| Resolute Advisors LLC 0.01% of their portfolio | 40.0k $86.0k | Unchanged |
| BCK CAPITAL MANAGEMENT LP 0.07% of their portfolio | 37.1k $79.8k | Added +939 |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 35.2k $75.6k | Reduced -2.3k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 31.8k $68.4k | New |
| Lido Advisors, LLC 0.00% of their portfolio | 31.3k $67.3k | Unchanged |
| Fortis Capital Management LLC 0.03% of their portfolio | 31.2k $67.0k | Reduced -18.0k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 30.9k $66.4k | Added +17.4k |
| TWO SIGMA SECURITIES, LLC 0.01% of their portfolio | 29.0k $62.4k | New |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 26.3k $56.5k | Added +306 |
| Squarepoint Ops LLC 0.00% of their portfolio | 24.6k $52.9k | Reduced -3.0k |
| Legal & General Group Plc 0.00% of their portfolio | 24.5k $52.8k | Added +2.2k |
| BUCKINGHAM STRATEGIC WEALTH, LLC 0.00% of their portfolio | 23.3k $48.1k | Unchanged |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 23.0k $49.3k | New |
| CAZ INVESTMENTS LP 0.13% of their portfolio | 20.0k $43.0k | Reduced -10.0k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 19.7k $42.0k | Reduced -2.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 17.8k $39.0k | Added +1.1k |
| Adero Partners, LLC 0.00% of their portfolio | 17.8k $38.3k | New |
| State of Wyoming 0.01% of their portfolio | 14.9k $31.9k | New |
| Cerity Partners LLC 0.00% of their portfolio | 14.7k $31.6k | Unchanged |
| Register Financial Advisors LLC 0.02% of their portfolio | 14.0k $30.1k | Added +4.0k |
| Quadrature Capital Ltd 0.00% of their portfolio | 13.2k $28.3k | New |
| Perigon Wealth Management, LLC 0.00% of their portfolio | 13.0k $27.9k | Reduced -13.0k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 12.9k $26.7k | Added +2.5k |
| Handelsbanken Fonder AB 0.00% of their portfolio | 11.8k $25.0k | Unchanged |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 11.5k $24.8k | Reduced -323 |
| Bayesian Capital Management, LP 0.00% of their portfolio | 10.8k $23.3k | Reduced -24.9k |
| ARMSTRONG HENRY H ASSOCIATES INC 0.00% of their portfolio | 10.2k $21.9k | Unchanged |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio | 10.1k $22.0k | Reduced -278 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 8.7k $18.8k | Reduced -1.0k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 7.9k $17.1k | Unchanged |