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 ($31.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $2.78. Options: 7 managers hold calls ($431.8k notional), 6 hold puts ($1.4m).
Trends to Q2 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 |
| Q2 2024 | 150 |
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 |
| Q2 2024 | 85 | 45 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $1.1m | $307.8k | 0.28 |
| Q4 2023 | $1.7m | $196.7k | 0.11 |
| Q1 2024 | $475.6k | $107.4k | 0.23 |
| Q2 2024 | $431.8k | $1.4m | 3.20 |
Biggest buyers
| BlackRock Inc. | Added | +2.1m |
| CITADEL ADVISORS LLC | Added | +1.6m |
| MARSHALL WACE, LLP | New | +1.6m |
| CANNELL CAPITAL LLC | Added | +1.2m |
| DIMENSIONAL FUND ADVISORS LP | Added | +770.9k |
| TUDOR INVESTMENT CORP ET AL | New | +620.4k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +545.1k |
| MILLENNIUM MANAGEMENT LLC | Added | +526.1k |
| D. E. Shaw & Co., Inc. | Added | +494.1k |
| JANE STREET GROUP, LLC | Added | +425.6k |
Biggest sellers
| Philosophy Capital Management LLC | Sold out | -3.7m |
| Alyeska Investment Group, L.P. | Sold out | -2.4m |
| ARK Investment Management LLC | Reduced | -1.2m |
| MORGAN STANLEY | Reduced | -948.3k |
| Sumitomo Mitsui Trust Group, Inc. | Reduced | -589.1k |
| Amova Asset Management Americas, Inc. | Reduced | -589.1k |
| UBS Group AG | Reduced | -557.0k |
| Walleye Capital LLC | Reduced | -454.0k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -377.9k |
| WESTERLY CAPITAL MANAGEMENT, LLC | Reduced | -250.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $288.0k103.6k shares |
| WOLVERINE TRADING, LLC | New | $43.6k15.7k shares |
| GTS SECURITIES LLC | New | $29.2k10.5k shares |
| CITADEL ADVISORS LLC | Added | $28.6k10.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $27.0k9.8k shares |
| GROUP ONE TRADING LLC | New | $15.3k5.5k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| GROUP ONE TRADING LLC | Added | $397.5k143.0k shares |
| SIMPLEX TRADING, LLC | Added | $351.0k126.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $348.6k125.4k shares |
| CITADEL ADVISORS LLC | Added | $225.5k81.1k shares |
| GTS SECURITIES LLC | New | $60.3k21.7k 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 Q2 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2024 | 0 | — | 0 | — | — |
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 16.5m $45.8m | Added +264.6k |
| BlackRock Inc. 0.00% of their portfolio | 12.5m $34.6m | Added +2.1m |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 11.1m $30.9m | Reduced -589.1k |
| Amova Asset Management Americas, Inc. 0.36% of their portfolio | 11.1m $30.9m | Reduced -589.1k |
| ARK Investment Management LLC 0.21% of their portfolio | 8.6m $23.9m | Reduced -1.2m |
| REDPOINT MANAGEMENT, LLC 1.89% of their portfolio | 4.3m $11.9m | Unchanged |
| CANNELL CAPITAL LLC 2.65% of their portfolio | 4.0m $11.1m | Added +1.2m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 3.8m $10.7m | Added +545.1k |
| STATE STREET CORP 0.00% of their portfolio | 3.5m $9.8m | Added +399.3k |
| WESTERLY CAPITAL MANAGEMENT, LLC 3.78% of their portfolio | 2.5m $7.0m | Reduced -250.0k |
| Potrero Capital Research LLC 2.68% of their portfolio | 2.2m $6.2m | Added +143.2k |
| Quinn Opportunity Partners LLC 0.65% of their portfolio | 2.0m $5.6m | Added +64.0k |
| Dragoneer Investment Group, LLC 0.11% of their portfolio | 2.0m $5.6m | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 1.8m $5.0m | Added +200.5k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 1.6m $4.5m | Added +1.6m |
| MARSHALL WACE, LLP 0.01% of their portfolio | 1.6m $4.3m | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 1.4m $3.9m | Added +526.1k |
| Bond Capital Management, LP 2.16% of their portfolio | 1.4m $3.9m | Unchanged |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.3m $3.7m | Added +127.5k |
| Capital World Investors 0.00% of their portfolio | 1.3m $3.7m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.3m $3.6m | Reduced -29.2k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 1.2m $3.4m | Added +770.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 962.5k $2.7m | Added +8.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 894.3k $2.5m | Added +287.1k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 808.5k $2.2m | Reduced -377.9k |
| Waypoint Wealth Partners Inc. 0.55% of their portfolio | 681.7k $1.9m | Added +77.4k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 621.0k $1.7m | Added +494.1k |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 620.4k $1.7m | New |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.14% of their portfolio | 593.7k $1.7m | Added +203.0k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 570.7k $1.6m | Added +425.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 532.9k $1.5m | Added +31.1k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 526.1k $1.5m | Added +3.0k |
| MORGAN STANLEY 0.00% of their portfolio | 464.8k $1.3m | Reduced -948.3k |
| ALGERT GLOBAL LLC 0.04% of their portfolio | 462.3k $1.3m | Added +16.2k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 445.1k $1.2m | Added +168.2k |
| Swiss National Bank 0.00% of their portfolio | 317.1k $881.5k | Added +11.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 316.2k $878.9k | Added +63.4k |
| Quadrature Capital Ltd 0.01% of their portfolio | 301.4k $837.8k | Added +194.0k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 301.2k $837.3k | Reduced -177.2k |
| S&CO INC 0.06% of their portfolio | 287.0k $797.0k | Unchanged |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 252.4k $698.0k | New |
| Oasis Management Co Ltd. 0.23% of their portfolio | 250.0k $695.0k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 246.8k $686.1k | Added +56.3k |
| Walleye Capital LLC 0.01% of their portfolio | 246.8k $686.1k | Reduced -454.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 245.2k $682.0k | New |
| Invesco Ltd. 0.00% of their portfolio | 240.5k $668.7k | Added +652 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 233.9k $651.0k | Added +190.1k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 190.1k $528.6k | Added +64.3k |
| EntryPoint Capital, LLC 0.24% of their portfolio | 188.1k $522.9k | Added +129.0k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 178.0k $494.9k | First filing |
| State of Wyoming 0.08% of their portfolio | 176.1k $489.7k | New |
| GUGGENHEIM CAPITAL LLC 0.00% of their portfolio | 170.4k $473.8k | Reduced -14.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 158.5k $440.7k | Added +4.9k |
| CastleKnight Management LP 0.06% of their portfolio | 149.3k $415.1k | Unchanged |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 137.7k $382.7k | Reduced -68.3k |
| Legal & General Group Plc 0.00% of their portfolio | 133.3k $370.4k | Added +30.4k |
| Squarepoint Ops LLC 0.00% of their portfolio | 119.7k $332.8k | New |
| EMFO, LLC 0.30% of their portfolio | 119.6k $332.5k | Unchanged |
| MetLife Investment Management, LLC 0.00% of their portfolio | 103.3k $287.3k | Added +23.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 98.6k $274.2k | Reduced -59.2k |
| Corebridge Financial, Inc. 0.00% of their portfolio | 93.8k $260.9k | First filing |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 92.2k $256.2k | Added +70.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 77.9k $216.7k | Reduced -64.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 76.6k $213.1k | Added +28.6k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 75.2k $209.3k | Reduced -760 |
| UBS Group AG 0.00% of their portfolio | 73.4k $204.0k | Reduced -557.0k |
| Cubist Systematic Strategies, LLC 0.00% of their portfolio | 72.7k $202.2k | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 71.9k $199.8k | Added +40.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 68.9k $191.4k | Added +8.5k |
| Pathstone Holdings, LLC 0.00% of their portfolio | 63.2k $175.8k | Added +99 |
| BARCLAYS PLC 0.00% of their portfolio | 62.8k $174.5k | Reduced -73.2k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 62.6k $174.0k | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 59.0k $164.1k | Added +10.9k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 54.2k $150.7k | Reduced -18.8k |
| TITLEIST ASSET MANAGEMENT, LLC 0.02% of their portfolio | 50.5k $140.5k | New |
| Comprehensive Financial Management LLC 0.00% of their portfolio | 48.0k $133.4k | New |
| CW Advisors, LLC 0.00% of their portfolio | 45.5k $126.4k | New |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 45.1k $125.4k | Added +2.6k |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 42.0k $116.7k | Unchanged |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 41.7k $115.9k | New |
| Sivia Capital Partners, LLC 0.08% of their portfolio | 40.8k $113.5k | Unchanged |
| Resolute Advisors LLC 0.03% of their portfolio | 40.0k $111.2k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 39.2k $108.9k | Added +13.1k |
| BUCKINGHAM STRATEGIC WEALTH, LLC 0.00% of their portfolio | 39.1k $108.7k | Reduced -13.3k |
| Mariner, LLC 0.00% of their portfolio | 37.8k $105.0k | Added +100 |
| BCK CAPITAL MANAGEMENT LP 0.07% of their portfolio | 37.1k $103.2k | Unchanged |
| OMERS ADMINISTRATION Corp 0.00% of their portfolio | 35.5k $98.7k | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 34.5k $95.9k | Reduced -7.9k |
| Cresset Asset Management, LLC 0.00% of their portfolio | 34.3k $95.3k | Added +9.9k |
| SG Americas Securities, LLC 0.00% of their portfolio | 34.0k $95.0k | Added +11.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 32.2k $90.0k | Added +12.1k |
| Avestar Capital, LLC 0.01% of their portfolio | 31.9k $88.7k | New |
| Alpine Global Management, LLC 0.02% of their portfolio | 31.8k $88.5k | New |
| Fortis Capital Management LLC 0.02% of their portfolio | 31.2k $86.6k | Unchanged |
| NewEdge Wealth, LLC 0.00% of their portfolio | 31.0k $86.2k | Unchanged |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.00% of their portfolio | 30.3k $84.3k | New |
| Versor Investments LP 0.01% of their portfolio | 26.8k $74.5k | New |
| SAGE RHINO CAPITAL LLC 0.02% of their portfolio | 26.6k $73.9k | Reduced -20.0k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 26.5k $73.8k | Added +20.3k |
| TWO SIGMA SECURITIES, LLC 0.00% of their portfolio | 25.9k $72.1k | Added +2.9k |