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. Holder counts are more reliable. Implied quarter-end price ≈ $1.82. Options: 7 managers hold calls ($1.1m notional), 4 hold puts ($307.8k).
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 129 |
| Q4 2022 | 130 |
| Q1 2023 | 125 |
| Q2 2023 | 146 |
| Q3 2023 | 145 |
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 |
| Q2 2023 | 80 | 50 |
| Q3 2023 | 68 | 49 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $2.4m | $1.4m | 0.56 |
| Q1 2023 | $1.7m | $1.2m | 0.73 |
| Q2 2023 | $2.4m | $506.1k | 0.21 |
| Q3 2023 | $1.1m | $307.8k | 0.28 |
Biggest buyers
| Philosophy Capital Management LLC | New | +4.0m |
| VANGUARD GROUP INC | Added | +1.3m |
| ALGERT GLOBAL LLC | New | +388.3k |
| BlackRock Inc. | Added | +344.4k |
| TWO SIGMA INVESTMENTS, LP | Added | +318.0k |
| Nuveen Asset Management, LLC | Added | +288.6k |
| ARK Investment Management LLC | Added | +265.8k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +262.5k |
| DIMENSIONAL FUND ADVISORS LP | Added | +193.8k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +184.7k |
Biggest sellers
| Insight Holdings Group, LLC | Sold out | -5.2m |
| Capital World Investors | Reduced | -2.5m |
| Luxor Capital Group, LP | Reduced | -2.3m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -1.4m |
| ADVISORY RESEARCH INC | Reduced | -610.4k |
| CANNELL CAPITAL LLC | Sold out | -512.5k |
| Whetstone Capital Advisors, LLC | Sold out | -373.5k |
| Flight Deck Capital, LP | Reduced | -281.6k |
| JACOB ASSET MANAGEMENT OF NEW YORK LLC | Reduced | -270.9k |
| Yarbrough Capital, LLC | Sold out | -192.5k |
Biggest calls
| GROUP ONE TRADING LLC | Reduced | $366.9k201.6k shares |
| WOLVERINE TRADING, LLC | Added | $306.5k168.4k shares |
| CITADEL ADVISORS LLC | Reduced | $282.5k155.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $84.0k46.3k shares |
| GTS SECURITIES LLC | New | $41.7k22.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $24.6k13.5k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| GROUP ONE TRADING LLC | Added | $214.6k117.9k shares |
| CITADEL ADVISORS LLC | Reduced | $93.2k51.2k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
| SIMPLEX TRADING, LLC | Reduced | $0300 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 Q3 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2023 | 0 | — | 1 | $7.2k | — |
| Q3 2023 | 0 | — | 1 | $24.8k | $16.7k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-09-11 | Orta John Head of Legal and Secretary | Sold plan | $5.0k2.5k shares |
| 2023-08-17 | Orta John Head of Legal and Secretary | Sold plan | $5.5k2.5k shares |
| 2023-08-10 | Orta John Head of Legal and Secretary | Sold plan | $6.2k2.5k shares |
| 2023-07-10 | Orta John Head of Legal and Secretary | Sold | $8.1k2.5k 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, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 12.8m $23.2m | Added +1.3m |
| BlackRock Inc. 0.00% of their portfolio | 9.9m $18.0m | Added +344.4k |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 8.2m $14.9m | Reduced -131.0k |
| Amova Asset Management Americas, Inc. 0.18% of their portfolio | 8.2m $14.8m | Reduced -131.0k |
| ARK Investment Management LLC 0.10% of their portfolio | 6.9m $12.5m | Added +265.8k |
| Capital World Investors 0.00% of their portfolio | 4.3m $7.9m | Reduced -2.5m |
| REDPOINT MANAGEMENT, LLC 1.60% of their portfolio | 4.3m $7.8m | Unchanged |
| Philosophy Capital Management LLC 1.52% of their portfolio | 4.0m $7.3m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.9m $5.3m | Added +262.5k |
| STATE STREET CORP 0.00% of their portfolio | 2.7m $4.8m | Added +150.2k |
| Flight Deck Capital, LP 5.15% of their portfolio | 2.3m $4.2m | Reduced -281.6k |
| Meritech Capital Associates V L.L.C. 1.29% of their portfolio | 2.2m $4.0m | Unchanged |
| Dragoneer Investment Group, LLC 0.08% of their portfolio | 2.0m $3.6m | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 1.7m $3.1m | Added +184.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.4m $2.6m | Added +159.1k |
| Bond Capital Management, LP 1.61% of their portfolio | 1.4m $2.5m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.3m $2.4m | Added +21.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.1m $2.1m | Added +120.8k |
| Think Investments LP 0.45% of their portfolio | 1.1m $2.0m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 973.0k $1.8m | Reduced -1.4m |
| WESTERLY CAPITAL MANAGEMENT, LLC 1.18% of their portfolio | 875.0k $1.6m | Reduced -25.0k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 785.6k $1.4m | Added +288.6k |
| Waypoint Wealth Partners Inc. 0.48% of their portfolio | 756.8k $1.4m | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 678.4k $1.2m | Added +318.0k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 524.0k $953.7k | Added +4.8k |
| Luxor Capital Group, LP 0.10% of their portfolio | 487.7k $887.7k | Reduced -2.3m |
| Liberty Street Advisors, Inc. 44.35% of their portfolio | 475.5k $865.4k | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 459.7k $836.6k | Added +163.6k |
| JACOB ASSET MANAGEMENT OF NEW YORK LLC 1.17% of their portfolio | 454.6k $827.4k | Reduced -270.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 447.2k $813.9k | Added +173 |
| ALGERT GLOBAL LLC 0.03% of their portfolio | 388.3k $706.7k | New |
| ADVISORY RESEARCH INC 0.09% of their portfolio | 366.6k $667.2k | Reduced -610.4k |
| Potrero Capital Research LLC 0.40% of their portfolio | 335.4k $610.5k | Reduced -86.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 252.8k $460.1k | Added +67.8k |
| Oasis Management Co Ltd. 0.12% of their portfolio | 250.0k $455.0k | Unchanged |
| Quinn Opportunity Partners LLC 0.06% of their portfolio | 247.3k $450.1k | Added +120.0k |
| Swiss National Bank 0.00% of their portfolio | 239.9k $436.6k | Unchanged |
| GSA CAPITAL PARTNERS LLP 0.03% of their portfolio | 217.4k $396.0k | Reduced -30.9k |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 0.12% of their portfolio | 210.0k $382.0k | Added +3.2k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 205.7k $374.3k | Added +193.8k |
| GUGGENHEIM CAPITAL LLC 0.00% of their portfolio | 194.4k $353.9k | Added +99.9k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 189.3k $344.4k | Added +791 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 187.2k $340.7k | Added +112.4k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 180.9k $329.2k | Added +75.4k |
| CastleKnight Management LP 0.05% of their portfolio | 149.3k $271.8k | Reduced -144.9k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 132.9k $241.9k | Added +31.1k |
| HighTower Advisors, LLC 0.00% of their portfolio | 132.3k $241.0k | Added +3.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 130.7k $237.9k | Reduced -14.6k |
| Quadrature Capital Ltd 0.00% of their portfolio | 124.6k $225.5k | Added +58.1k |
| S&CO INC 0.02% of their portfolio | 112.0k $203.0k | Unchanged |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 102.5k $186.5k | Added +6.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 99.3k $180.7k | Reduced -14.1k |
| UBS Group AG 0.00% of their portfolio | 90.4k $164.6k | Reduced -6.7k |
| Legal & General Group Plc 0.00% of their portfolio | 83.5k $152.1k | Reduced -1.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 83.5k $152.0k | Added +18.6k |
| Versor Investments LP 0.03% of their portfolio | 81.6k $148.5k | Added +62.8k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 78.9k $143.6k | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 76.4k $139.0k | Added +31.4k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 76.0k $137.1k | Added +146 |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 72.6k $132.2k | Added +2.6k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 72.1k $131.2k | Added +11.9k |
| Invesco Ltd. 0.00% of their portfolio | 70.5k $128.3k | Added +2.2k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 68.1k $124.0k | Added +3.4k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 65.1k $118.6k | New |
| PATHSTONE FAMILY OFFICE, LLC 0.00% of their portfolio | 63.1k $114.9k | Added +1.0k |
| XTX Topco Ltd 0.02% of their portfolio | 62.8k $114.3k | Added +26.1k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 61.8k $112.5k | Added +8.5k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 60.3k $109.8k | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 60.1k $109.4k | Added +1.2k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 58.6k $106.6k | Unchanged |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.01% of their portfolio | 56.6k $103.0k | New |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 56.4k $102.6k | Reduced -75.9k |
| Freestone Capital Holdings, LLC 0.01% of their portfolio | 55.9k $101.7k | Reduced -60.9k |
| BUCKINGHAM STRATEGIC WEALTH, LLC 0.00% of their portfolio | 52.5k $95.5k | Added +29.1k |
| Cetera Advisors LLC 0.00% of their portfolio | 51.2k $93.2k | Reduced -11.6k |
| Summit Trail Advisors, LLC 0.00% of their portfolio | 50.5k $91.8k | New |
| Repertoire Partners LP 0.15% of their portfolio | 50.0k $91.0k | New |
| ExodusPoint Capital Management, LP 0.00% of their portfolio | 48.5k $88.0k | Reduced -30.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 47.7k $87.0k | Added +21.0k |
| SAGE RHINO CAPITAL LLC 0.02% of their portfolio | 46.6k $84.8k | Unchanged |
| TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio | 46.4k $84.5k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 45.5k $82.8k | Reduced -3.3k |
| CW Advisors, LLC 0.00% of their portfolio | 45.5k $82.7k | New |
| SG Americas Securities, LLC 0.00% of their portfolio | 42.5k $77.0k | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 42.4k $77.2k | Unchanged |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 42.1k $76.6k | Unchanged |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 41.7k $75.9k | Added +380 |
| Mariner, LLC 0.00% of their portfolio | 41.4k $75.3k | Added +5.3k |
| Resolute Advisors LLC 0.01% of their portfolio | 40.0k $72.8k | Unchanged |
| BCK CAPITAL MANAGEMENT LP 0.03% of their portfolio | 37.1k $67.6k | Unchanged |
| State of Wyoming 0.01% of their portfolio | 36.8k $67.0k | Reduced -60.1k |
| FNY Investment Advisers, LLC 0.04% of their portfolio | 35.0k $63.0k | New |
| TWO SIGMA SECURITIES, LLC 0.00% of their portfolio | 33.4k $60.8k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 31.9k $58.1k | Reduced -26.6k |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 31.7k $57.7k | Added +765 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 31.6k $58.0k | Added +2.1k |
| Fortis Capital Management LLC 0.02% of their portfolio | 31.2k $56.7k | Unchanged |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 30.8k $56.1k | Reduced -1.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 27.2k $49.5k | Reduced -57.8k |
| HARBOR CAPITAL ADVISORS, INC. 0.01% of their portfolio | 26.3k $47.8k | Added +7.3k |