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 ≈ $1.89. Options: 7 managers hold calls ($1.7m notional), 5 hold puts ($196.7k).
Trends to Q4 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 |
| Q4 2023 | 138 |
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 |
| Q4 2023 | 65 | 56 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $1.7m | $1.2m | 0.73 |
| Q2 2023 | $2.4m | $506.1k | 0.21 |
| Q3 2023 | $1.1m | $307.8k | 0.28 |
| Q4 2023 | $1.7m | $196.7k | 0.11 |
Biggest buyers
| ARK Investment Management LLC | Added | +3.9m |
| Tenzing Global Management, LLC | New | +1.8m |
| Sumitomo Mitsui Trust Group, Inc. | Added | +1.4m |
| Amova Asset Management Americas, Inc. | Added | +1.4m |
| Quinn Opportunity Partners LLC | Added | +1.1m |
| Alyeska Investment Group, L.P. | New | +950.0k |
| VANGUARD GROUP INC | Added | +910.4k |
| MORGAN STANLEY | Added | +747.7k |
| SG Americas Securities, LLC | Added | +744.8k |
| BlackRock Inc. | Added | +673.7k |
Biggest sellers
| Capital World Investors | Reduced | -3.0m |
| Think Investments LP | Reduced | -865.1k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -623.6k |
| Nuveen Asset Management, LLC | Reduced | -508.6k |
| GOLDMAN SACHS GROUP INC | Reduced | -508.0k |
| Luxor Capital Group, LP | Sold out | -487.7k |
| Liberty Street Advisors, Inc. | Sold out | -475.5k |
| ADVISORY RESEARCH INC | Sold out | -366.6k |
| Potrero Capital Research LLC | Reduced | -304.1k |
| GSA CAPITAL PARTNERS LLP | Sold out | -217.4k |
Biggest calls
| SIMPLEX TRADING, LLC | Added | $411.0k217.5k shares |
| GROUP ONE TRADING LLC | Added | $383.3k202.8k shares |
| WOLVERINE TRADING, LLC | Added | $365.5k193.4k shares |
| CITADEL ADVISORS LLC | Added | $294.3k155.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $177.7k94.0k shares |
| GTS SECURITIES LLC | Added | $82.6k43.7k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $107.4k56.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $49.1k26.0k shares |
| GROUP ONE TRADING LLC | Reduced | $38.2k20.2k shares |
| SIMPLEX TRADING, LLC | Added | $2.0k1.3k 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 Q4 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 |
|---|---|---|---|---|---|
| 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 |
| Q4 2023 | 0 | — | 2 | $14.2k | $12.5k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-12-11 | Orta John Head of Legal and Secretary | Sold plan | $4.2k2.5k shares |
| 2023-11-15 | Anderson Matthew S CFO and Treasurer | Sold | $1.7k1.2k shares |
| 2023-11-10 | Orta John Head of Legal and Secretary | Sold plan | $3.5k2.5k shares |
| 2023-10-10 | Orta John Head of Legal and Secretary | Sold plan | $4.8k2.5k 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, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 13.7m $25.8m | Added +910.4k |
| ARK Investment Management LLC 0.12% of their portfolio | 10.8m $20.4m | Added +3.9m |
| BlackRock Inc. 0.00% of their portfolio | 10.6m $20.0m | Added +673.7k |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 9.6m $18.2m | Added +1.4m |
| Amova Asset Management Americas, Inc. 0.17% of their portfolio | 9.6m $18.1m | Added +1.4m |
| Philosophy Capital Management LLC 1.70% of their portfolio | 4.5m $8.4m | Added +452.5k |
| REDPOINT MANAGEMENT, LLC 0.91% of their portfolio | 4.3m $8.1m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 3.2m $6.1m | Added +277.5k |
| STATE STREET CORP 0.00% of their portfolio | 3.0m $5.7m | Added +372.7k |
| Flight Deck Capital, LP 5.47% of their portfolio | 2.4m $4.5m | Added +51.2k |
| Meritech Capital Associates V L.L.C. 1.02% of their portfolio | 2.2m $4.2m | Unchanged |
| Dragoneer Investment Group, LLC 0.08% of their portfolio | 2.0m $3.8m | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 2.0m $3.8m | Added +271.9k |
| Tenzing Global Management, LLC 2.72% of their portfolio | 1.8m $3.3m | New |
| WESTERLY CAPITAL MANAGEMENT, LLC 1.71% of their portfolio | 1.5m $2.8m | Added +625.0k |
| Bond Capital Management, LP 1.69% of their portfolio | 1.4m $2.6m | Unchanged |
| Quinn Opportunity Partners LLC 0.29% of their portfolio | 1.3m $2.5m | Added +1.1m |
| Capital World Investors 0.00% of their portfolio | 1.3m $2.5m | Reduced -3.0m |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.3m $2.5m | Reduced -16.1k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 1.3m $2.4m | Added +572.2k |
| MORGAN STANLEY 0.00% of their portfolio | 1.2m $2.3m | Added +747.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.2m $2.2m | Added +12.9k |
| Alyeska Investment Group, L.P. 0.01% of their portfolio | 950.0k $1.8m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 897.2k $1.7m | Reduced -508.0k |
| SG Americas Securities, LLC 0.02% of their portfolio | 787.3k $1.5m | Added +744.8k |
| Waypoint Wealth Partners Inc. 0.43% of their portfolio | 726.7k $1.4m | Reduced -30.1k |
| ALGERT GLOBAL LLC 0.05% of their portfolio | 693.5k $1.3m | Added +305.2k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 546.7k $1.0m | Added +99.5k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 523.9k $990.2k | Reduced -81 |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 374.9k $708.6k | Added +242.0k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 349.4k $660.3k | Reduced -623.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 297.4k $562.2k | Added +110.2k |
| S&CO INC 0.04% of their portfolio | 287.0k $542.0k | Added +175.0k |
| Swiss National Bank 0.00% of their portfolio | 279.2k $527.7k | Added +39.3k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 276.9k $523.4k | Reduced -508.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 252.8k $477.8k | Unchanged |
| Oasis Management Co Ltd. 0.16% of their portfolio | 250.0k $472.5k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 232.1k $438.6k | Added +132.8k |
| BARCLAYS PLC 0.00% of their portfolio | 227.8k $430.6k | Added +182.3k |
| Think Investments LP 0.10% of their portfolio | 214.5k $405.4k | Reduced -865.1k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 202.1k $382.0k | New |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 199.9k $377.7k | Added +19.0k |
| GUGGENHEIM CAPITAL LLC 0.00% of their portfolio | 192.7k $364.2k | Reduced -1.7k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 184.9k $349.5k | Reduced -4.4k |
| EntryPoint Capital, LLC 0.33% of their portfolio | 181.3k $342.7k | First filing |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 175.2k $331.1k | Reduced -30.5k |
| UBS Group AG 0.00% of their portfolio | 160.3k $302.9k | Added +69.9k |
| XTX Topco Ltd 0.06% of their portfolio | 150.2k $283.9k | Added +87.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 150.0k $283.4k | Added +19.2k |
| Lombard Odier Asset Management (USA) Corp 0.04% of their portfolio | 149.4k $282.4k | New |
| CastleKnight Management LP 0.05% of their portfolio | 149.3k $282.2k | Unchanged |
| Aristides Capital LLC 0.14% of their portfolio | 148.1k $279.8k | New |
| HighTower Advisors, LLC 0.00% of their portfolio | 131.3k $248.0k | Reduced -1.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 129.2k $244.2k | Added +45.7k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 108.7k $205.4k | Added +6.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 104.4k $197.3k | Added +77.2k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 94.1k $177.9k | Added +26.0k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 88.4k $167.0k | Added +12.0k |
| Legal & General Group Plc 0.00% of their portfolio | 83.5k $157.9k | Unchanged |
| MetLife Investment Management, LLC 0.00% of their portfolio | 78.9k $149.1k | Unchanged |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 75.9k $143.0k | Reduced -91 |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 72.4k $136.8k | Reduced -291 |
| Invesco Ltd. 0.00% of their portfolio | 70.1k $132.4k | Reduced -449 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 69.9k $132.1k | Reduced -2.2k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 65.2k $123.3k | Added +88 |
| Pathstone Holdings, LLC 0.00% of their portfolio | 63.1k $119.3k | First filing |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 60.7k $114.7k | Added +2.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 60.3k $114.0k | Unchanged |
| Quadrature Capital Ltd 0.00% of their portfolio | 55.9k $105.4k | Reduced -68.7k |
| BUCKINGHAM STRATEGIC WEALTH, LLC 0.00% of their portfolio | 52.5k $99.1k | Unchanged |
| Summit Trail Advisors, LLC 0.00% of their portfolio | 50.0k $94.5k | Reduced -464 |
| State of Wyoming 0.02% of their portfolio | 48.1k $90.9k | Added +11.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 47.3k $90.0k | Reduced -396 |
| SAGE RHINO CAPITAL LLC 0.02% of their portfolio | 46.6k $88.0k | Unchanged |
| Mariner, LLC 0.00% of their portfolio | 45.5k $85.9k | Added +4.1k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 42.4k $80.2k | Unchanged |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 42.0k $79.3k | Reduced -100 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 41.7k $78.8k | Unchanged |
| Sivia Capital Partners, LLC 0.06% of their portfolio | 40.8k $77.1k | First filing |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 40.7k $76.9k | Added +8.7k |
| Resolute Advisors LLC 0.01% of their portfolio | 40.0k $75.6k | Unchanged |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 39.6k $74.9k | Added +7.9k |
| Cetera Advisors LLC 0.00% of their portfolio | 38.7k $73.2k | Reduced -12.5k |
| BCK CAPITAL MANAGEMENT LP 0.07% of their portfolio | 37.1k $70.2k | Unchanged |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 35.9k $67.9k | Reduced -25.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 34.1k $65.0k | Added +2.5k |
| Brevan Howard Capital Management LP 0.01% of their portfolio | 33.2k $62.8k | New |
| HARBOR CAPITAL ADVISORS, INC. 0.01% of their portfolio | 32.3k $61.1k | Added +6.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 31.7k $59.8k | Reduced -28.4k |
| Potrero Capital Research LLC 0.03% of their portfolio | 31.4k $59.3k | Reduced -304.1k |
| Fortis Capital Management LLC 0.02% of their portfolio | 31.2k $58.9k | Unchanged |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 30.3k $57.4k | Reduced -497 |
| Lido Advisors, LLC 0.00% of their portfolio | 25.7k $48.5k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 24.7k $46.7k | Added +17.9k |
| ProShare Advisors LLC 0.00% of their portfolio | 24.1k $45.5k | Added +5.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 21.7k $41.0k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 20.6k $38.9k | Added +15.5k |
| CAZ INVESTMENTS LP 0.10% of their portfolio | 20.0k $38.0k | Unchanged |
| TWO SIGMA SECURITIES, LLC 0.00% of their portfolio | 19.9k $37.6k | Reduced -13.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 19.8k $37.4k | Added +4.8k |