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 ≈ $2.25. Options: 4 managers hold calls ($475.6k notional), 5 hold puts ($107.4k).
Trends to Q1 2024
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 |
| Q1 2024 | 133 |
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 |
| Q1 2024 | 66 | 51 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $2.4m | $506.1k | 0.21 |
| Q3 2023 | $1.1m | $307.8k | 0.28 |
| Q4 2023 | $1.7m | $196.7k | 0.11 |
| Q1 2024 | $475.6k | $107.4k | 0.23 |
Biggest buyers
| CANNELL CAPITAL LLC | New | +2.8m |
| VANGUARD GROUP INC | Added | +2.5m |
| Potrero Capital Research LLC | Added | +2.1m |
| Sumitomo Mitsui Trust Group, Inc. | Added | +2.1m |
| Amova Asset Management Americas, Inc. | Added | +2.1m |
| Alyeska Investment Group, L.P. | Added | +1.5m |
| WESTERLY CAPITAL MANAGEMENT, LLC | Added | +1.2m |
| Walleye Capital LLC | New | +700.8k |
| Quinn Opportunity Partners LLC | Added | +620.4k |
| MILLENNIUM MANAGEMENT LLC | Added | +531.5k |
Biggest sellers
| Flight Deck Capital, LP | Sold out | -2.4m |
| Meritech Capital Associates V L.L.C. | Sold out | -2.2m |
| Tenzing Global Management, LLC | Sold out | -1.8m |
| ARK Investment Management LLC | Reduced | -1.0m |
| Philosophy Capital Management LLC | Reduced | -773.4k |
| SG Americas Securities, LLC | Reduced | -764.7k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -384.4k |
| CITADEL ADVISORS LLC | Reduced | -263.1k |
| ALGERT GLOBAL LLC | Reduced | -247.4k |
| Think Investments LP | Sold out | -214.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $405.4k180.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $62.0k27.9k shares |
| CITADEL ADVISORS LLC | Reduced | $8.1k3.6k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $43.9k19.5k shares |
| CITADEL ADVISORS LLC | Reduced | $36.9k16.4k shares |
| GROUP ONE TRADING LLC | Reduced | $23.6k10.5k shares |
| SIMPLEX TRADING, LLC | Added | $3.0k1.4k 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 2024
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 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 |
| Q1 2024 | 0 | — | 2 | $36.3k | $8.7k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-02-16 | Orta John Head of Legal and Secretary | Sold plan | $4.5k2.5k shares |
| 2024-01-15 | Anderson Matthew S CFO and Treasurer | Sold | $27.6k20.3k shares |
| 2024-01-10 | Orta John Head of Legal and Secretary | Sold plan | $4.2k2.5k 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 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 16.2m $36.4m | Added +2.5m |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 11.7m $26.3m | Added +2.1m |
| Amova Asset Management Americas, Inc. 0.26% of their portfolio | 11.7m $26.3m | Added +2.1m |
| BlackRock Inc. 0.00% of their portfolio | 10.4m $23.3m | Reduced -209.8k |
| ARK Investment Management LLC 0.15% of their portfolio | 9.8m $22.0m | Reduced -1.0m |
| REDPOINT MANAGEMENT, LLC 1.32% of their portfolio | 4.3m $9.6m | Unchanged |
| Philosophy Capital Management LLC 1.62% of their portfolio | 3.7m $8.3m | Reduced -773.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 3.3m $7.4m | Added +77.7k |
| STATE STREET CORP 0.00% of their portfolio | 3.1m $7.0m | Added +86.5k |
| CANNELL CAPITAL LLC 1.42% of their portfolio | 2.8m $6.3m | New |
| WESTERLY CAPITAL MANAGEMENT, LLC 3.23% of their portfolio | 2.8m $6.2m | Added +1.2m |
| Alyeska Investment Group, L.P. 0.03% of their portfolio | 2.4m $5.5m | Added +1.5m |
| Potrero Capital Research LLC 2.93% of their portfolio | 2.1m $4.7m | Added +2.1m |
| Dragoneer Investment Group, LLC 0.10% of their portfolio | 2.0m $4.5m | Unchanged |
| Quinn Opportunity Partners LLC 0.50% of their portfolio | 2.0m $4.4m | Added +620.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 1.6m $3.6m | Reduced -384.4k |
| MORGAN STANLEY 0.00% of their portfolio | 1.4m $3.2m | Added +205.7k |
| Bond Capital Management, LP 1.68% of their portfolio | 1.4m $3.1m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.3m $3.0m | Added +18.2k |
| Capital World Investors 0.00% of their portfolio | 1.3m $3.0m | Unchanged |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.2m $2.7m | Added +52.9k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 1.2m $2.7m | Reduced -64.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 954.0k $2.1m | Added +56.8k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 880.8k $2.0m | Added +531.5k |
| Walleye Capital LLC 0.02% of their portfolio | 700.8k $1.6m | New |
| UBS Group AG 0.00% of their portfolio | 630.3k $1.4m | Added +470.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 607.3k $1.4m | Added +375.2k |
| Waypoint Wealth Partners Inc. 0.39% of their portfolio | 604.2k $1.4m | Reduced -122.4k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 523.1k $1.2m | Reduced -850 |
| Bank of New York Mellon Corp 0.00% of their portfolio | 501.7k $1.1m | Reduced -44.9k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 478.4k $1.1m | Added +103.5k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 447.9k $1.0m | Added +272.8k |
| ALGERT GLOBAL LLC 0.04% of their portfolio | 446.1k $1.0m | Reduced -247.4k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 390.7k $879.1k | Added +354.8k |
| Swiss National Bank 0.00% of their portfolio | 305.6k $687.6k | Added +26.4k |
| S&CO INC 0.05% of their portfolio | 287.0k $645.0k | Unchanged |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 276.9k $623.1k | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 252.8k $568.8k | Unchanged |
| Oasis Management Co Ltd. 0.19% of their portfolio | 250.0k $562.5k | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 239.9k $539.7k | Added +169.8k |
| FourWorld Capital Management LLC 0.46% of their portfolio | 220.7k $496.5k | New |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 206.0k $463.4k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 190.5k $428.7k | Added +5.6k |
| GUGGENHEIM CAPITAL LLC 0.00% of their portfolio | 185.2k $416.6k | Reduced -7.6k |
| Lombard Odier Asset Management (USA) Corp 0.05% of their portfolio | 168.5k $379.2k | Added +19.1k |
| New York Life Investment Management LLC 0.00% of their portfolio | 159.2k $358.2k | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 157.8k $355.1k | Added +28.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 153.6k $345.7k | Added +3.7k |
| CastleKnight Management LP 0.05% of their portfolio | 149.3k $336.0k | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 145.1k $326.6k | Reduced -57.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 142.3k $320.3k | Added +37.9k |
| BARCLAYS PLC 0.00% of their portfolio | 136.0k $305.9k | Reduced -91.8k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 126.9k $285.5k | Reduced -73.0k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 125.9k $283.2k | Added +37.5k |
| EMFO, LLC 0.25% of their portfolio | 119.6k $269.1k | New |
| Verition Fund Management LLC 0.00% of their portfolio | 118.8k $267.3k | New |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 108.7k $244.6k | Unchanged |
| Quadrature Capital Ltd 0.00% of their portfolio | 107.4k $241.0k | Added +51.4k |
| Legal & General Group Plc 0.00% of their portfolio | 102.8k $231.4k | Added +19.3k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 79.4k $178.7k | Added +531 |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 75.9k $170.5k | Added +66 |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 73.7k $165.8k | Added +1.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 73.0k $164.2k | Added +3.1k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 70.4k $141.5k | Reduced -23.7k |
| HighTower Advisors, LLC 0.00% of their portfolio | 69.2k $156.0k | Reduced -62.1k |
| Pathstone Holdings, LLC 0.00% of their portfolio | 63.1k $142.0k | Unchanged |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 60.3k $135.7k | Unchanged |
| EntryPoint Capital, LLC 0.12% of their portfolio | 59.1k $132.9k | Reduced -122.3k |
| BUCKINGHAM STRATEGIC WEALTH, LLC 0.00% of their portfolio | 52.5k $118.0k | Unchanged |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 48.1k $108.2k | Reduced -12.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 48.1k $108.1k | Added +7.4k |
| SAGE RHINO CAPITAL LLC 0.02% of their portfolio | 46.6k $104.8k | Unchanged |
| Dynamic Technology Lab Private Ltd 0.01% of their portfolio | 45.9k $103.0k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 43.8k $99.0k | Added +9.7k |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 42.5k $95.7k | Added +2.9k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 42.4k $95.5k | Unchanged |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 42.0k $94.4k | New |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 42.0k $94.4k | Unchanged |
| Sivia Capital Partners, LLC 0.06% of their portfolio | 40.8k $91.8k | Unchanged |
| Resolute Advisors LLC 0.02% of their portfolio | 40.0k $90.0k | Unchanged |
| Mariner, LLC 0.00% of their portfolio | 37.7k $84.8k | Reduced -7.8k |
| BCK CAPITAL MANAGEMENT LP 0.06% of their portfolio | 37.1k $83.5k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 34.3k $77.2k | Reduced -263.1k |
| Brevan Howard Capital Management LP 0.01% of their portfolio | 34.1k $76.7k | Added +891 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 31.4k $70.7k | Reduced -245 |
| Fortis Capital Management LLC 0.02% of their portfolio | 31.2k $70.1k | Unchanged |
| NewEdge Wealth, LLC 0.00% of their portfolio | 31.0k $67.3k | Added +19.0k |
| Numerai GP LLC 0.03% of their portfolio | 28.0k $63.1k | New |
| ProShare Advisors LLC 0.00% of their portfolio | 26.9k $60.5k | Added +2.8k |
| CITIGROUP INC 0.00% of their portfolio | 26.1k $58.7k | Added +5.5k |
| Lido Advisors, LLC 0.00% of their portfolio | 25.7k $57.7k | Unchanged |
| Cresset Asset Management, LLC 0.00% of their portfolio | 24.3k $54.8k | New |
| TWO SIGMA SECURITIES, LLC 0.00% of their portfolio | 23.1k $51.9k | Added +3.2k |
| SG Americas Securities, LLC 0.00% of their portfolio | 22.6k $51.0k | Reduced -764.7k |
| GTS SECURITIES LLC 0.00% of their portfolio | 22.1k $49.7k | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 21.7k $48.8k | Unchanged |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 20.4k $45.9k | Added +623 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 20.1k $46.0k | Reduced -27.2k |
| CAZ INVESTMENTS LP 0.09% of their portfolio | 20.0k $45.0k | Unchanged |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 19.8k $44.6k | Reduced -10.5k |