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 ($24.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $2.48. Options: 5 managers hold calls ($761.3k notional), 4 hold puts ($167.8k).
Trends to Q3 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 |
| Q3 2024 | 163 |
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 |
| Q3 2024 | 87 | 47 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $1.7m | $196.7k | 0.11 |
| Q1 2024 | $475.6k | $107.4k | 0.23 |
| Q2 2024 | $431.8k | $1.4m | 3.20 |
| Q3 2024 | $761.3k | $167.8k | 0.22 |
Biggest buyers
| CANNELL CAPITAL LLC | Added | +2.2m |
| DIMENSIONAL FUND ADVISORS LP | Added | +1.0m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +1.0m |
| Potrero Capital Research LLC | Added | +657.5k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +623.0k |
| JPMORGAN CHASE & CO | Added | +556.4k |
| MORGAN STANLEY | Added | +405.9k |
| GOLDMAN SACHS GROUP INC | Added | +363.0k |
| PRELUDE CAPITAL MANAGEMENT, LLC | Added | +347.1k |
| TITLEIST ASSET MANAGEMENT, LLC | Added | +327.2k |
Biggest sellers
| ARK Investment Management LLC | Reduced | -1.7m |
| Quinn Opportunity Partners LLC | Reduced | -1.5m |
| Sumitomo Mitsui Trust Group, Inc. | Reduced | -1.2m |
| Amova Asset Management Americas, Inc. | Reduced | -1.2m |
| MARSHALL WACE, LLP | Reduced | -885.9k |
| CITADEL ADVISORS LLC | Reduced | -409.1k |
| WESTERLY CAPITAL MANAGEMENT, LLC | Reduced | -400.0k |
| TUDOR INVESTMENT CORP ET AL | Reduced | -375.1k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -326.6k |
| JANE STREET GROUP, LLC | Reduced | -252.2k |
Biggest calls
| GROUP ONE TRADING LLC | Added | $333.6k134.5k shares |
| CITADEL ADVISORS LLC | Added | $262.1k105.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $147.6k59.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $18.0k7.4k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| GROUP ONE TRADING LLC | Reduced | $86.3k34.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $53.0k21.6k shares |
| CITADEL ADVISORS LLC | Reduced | $28.5k11.5k 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 Q3 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2024 | 0 | — | 1 | $40.8k | $40.8k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-09-05 | Schwartz Sophia General Counsel and Secretary | Sold plan | $40.8k17.5k 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 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 16.6m $41.1m | Added +107.6k |
| BlackRock, Inc. 0.00% of their portfolio | 13.4m $33.2m | First filing |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 9.9m $24.5m | Reduced -1.2m |
| Amova Asset Management Americas, Inc. 0.28% of their portfolio | 9.9m $24.5m | Reduced -1.2m |
| ARK Investment Management LLC 0.16% of their portfolio | 6.9m $17.1m | Reduced -1.7m |
| CANNELL CAPITAL LLC 3.38% of their portfolio | 6.2m $15.4m | Added +2.2m |
| REDPOINT MANAGEMENT, LLC 1.98% of their portfolio | 4.3m $10.6m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 4.0m $10.0m | Added +205.0k |
| STATE STREET CORP 0.00% of their portfolio | 3.6m $8.9m | Added +46.6k |
| Potrero Capital Research LLC 2.41% of their portfolio | 2.9m $7.2m | Added +657.5k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 2.3m $5.6m | Added +1.0m |
| WESTERLY CAPITAL MANAGEMENT, LLC 2.96% of their portfolio | 2.1m $5.2m | Reduced -400.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 2.0m $5.0m | Added +187.6k |
| Dragoneer Investment Group, LLC 0.09% of their portfolio | 2.0m $5.0m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.5m $3.6m | Added +148.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.5m $3.6m | Added +556.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.4m $3.5m | Added +75.2k |
| Bond Capital Management, LP 1.67% of their portfolio | 1.4m $3.5m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.3m $3.3m | Added +363.0k |
| Capital World Investors 0.00% of their portfolio | 1.3m $3.3m | Unchanged |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 1.3m $3.1m | Added +1.0m |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 1.2m $3.0m | Reduced -409.1k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 1.1m $2.7m | Reduced -326.6k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.18% of their portfolio | 940.8k $2.3m | Added +347.1k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 875.4k $2.2m | Added +623.0k |
| MORGAN STANLEY 0.00% of their portfolio | 870.7k $2.2m | Added +405.9k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 710.8k $1.8m | Added +89.8k |
| Waypoint Wealth Partners Inc. 0.45% of their portfolio | 681.7k $1.7m | Unchanged |
| MARSHALL WACE, LLP 0.00% of their portfolio | 670.4k $1.7m | Reduced -885.9k |
| ALGERT GLOBAL LLC 0.04% of their portfolio | 654.3k $1.6m | Added +192.0k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 604.1k $1.5m | Reduced -204.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 526.2k $1.3m | Added +100 |
| Quinn Opportunity Partners LLC 0.13% of their portfolio | 506.6k $1.3m | Reduced -1.5m |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 445.1k $1.1m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 404.8k $1.0m | Added +246.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 395.0k $979.6k | Reduced -137.9k |
| TITLEIST ASSET MANAGEMENT, LLC 0.14% of their portfolio | 377.8k $936.8k | Added +327.2k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 354.2k $878.5k | Added +291.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 337.6k $837.2k | Added +21.4k |
| Swiss National Bank 0.00% of their portfolio | 332.2k $823.9k | Added +15.1k |
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 1.56% of their portfolio | 319.0k $791.1k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 318.5k $789.9k | Reduced -252.2k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 307.4k $762.3k | Added +298.9k |
| State of Wyoming 0.10% of their portfolio | 294.8k $731.1k | Added +118.7k |
| S&CO INC 0.05% of their portfolio | 287.0k $711.0k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 275.1k $682.2k | Added +28.3k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 273.3k $677.9k | Added +83.2k |
| BARCLAYS PLC 0.00% of their portfolio | 267.5k $663.4k | Added +204.7k |
| Oasis Management Co Ltd. 0.21% of their portfolio | 250.0k $620.0k | Unchanged |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 245.2k $608.2k | Reduced -375.1k |
| TRAVELERS COMPANIES, INC. 0.45% of their portfolio | 239.2k $593.3k | New |
| Invesco Ltd. 0.00% of their portfolio | 238.2k $590.8k | Reduced -2.3k |
| Engineers Gate Manager LP 0.01% of their portfolio | 235.7k $584.4k | New |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 224.0k $555.5k | Reduced -77.2k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 190.3k $472.0k | Added +12.3k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 172.8k $428.5k | New |
| XTX Topco Ltd 0.03% of their portfolio | 166.3k $412.5k | Added +156.3k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.01% of their portfolio | 165.0k $409.2k | New |
| GUGGENHEIM CAPITAL LLC 0.00% of their portfolio | 148.1k $367.3k | Reduced -22.3k |
| Legal & General Group Plc 0.00% of their portfolio | 134.8k $334.4k | Added +1.5k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.06% of their portfolio | 134.1k $332.6k | New |
| CITIGROUP INC 0.00% of their portfolio | 127.1k $315.2k | Added +87.9k |
| Corient Private Wealth LP 0.00% of their portfolio | 122.7k $304.4k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 119.2k $295.7k | Added +41.3k |
| UBS Group AG 0.00% of their portfolio | 112.4k $278.7k | Added +39.0k |
| Comprehensive Financial Management LLC 0.01% of their portfolio | 112.0k $277.8k | Added +64.0k |
| Laird Norton Wetherby Wealth Management, LLC 0.01% of their portfolio | 106.6k $264.3k | New |
| EntryPoint Capital, LLC 0.15% of their portfolio | 104.7k $259.6k | Reduced -83.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 104.6k $259.4k | Added +12.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 103.4k $256.5k | Added +4.8k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 93.4k $231.7k | Reduced -44.2k |
| Corebridge Financial, Inc. 0.00% of their portfolio | 93.3k $231.3k | Reduced -574 |
| Perigon Wealth Management, LLC 0.01% of their portfolio | 91.2k $226.3k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 83.1k $206.0k | Added +6.4k |
| ExodusPoint Capital Management, LP 0.00% of their portfolio | 80.9k $201.0k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 79.6k $197.4k | Added +25.4k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 75.2k $186.0k | Unchanged |
| MetLife Investment Management, LLC 0.00% of their portfolio | 74.8k $185.5k | Reduced -28.5k |
| CastleKnight Management LP 0.02% of their portfolio | 74.6k $185.1k | Reduced -74.7k |
| Quadrature Capital Ltd 0.00% of their portfolio | 69.5k $172.0k | Reduced -231.9k |
| Dynamic Technology Lab Private Ltd 0.02% of their portfolio | 69.5k $172.0k | Added +50.3k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 67.0k $166.1k | Reduced -1.9k |
| ProShare Advisors LLC 0.00% of their portfolio | 65.9k $163.5k | Added +45.9k |
| Pathstone Holdings, LLC 0.00% of their portfolio | 63.3k $157.1k | Added +103 |
| SG Americas Securities, LLC 0.00% of their portfolio | 62.9k $156.0k | Added +28.9k |
| FMR LLC 0.00% of their portfolio | 62.7k $155.5k | Added +59.0k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio | 61.1k $151.6k | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 59.2k $146.8k | Added +165 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 55.6k $139.0k | Reduced -178.2k |
| Verition Fund Management LLC 0.00% of their portfolio | 52.9k $131.2k | Added +31.1k |
| Squarepoint Ops LLC 0.00% of their portfolio | 50.7k $125.8k | Reduced -69.0k |
| Graham Capital Management, L.P. 0.00% of their portfolio | 49.4k $122.5k | Added +31.7k |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 49.0k $121.5k | Added +3.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 49.0k $122.0k | Added +16.8k |
| CW Advisors, LLC 0.00% of their portfolio | 45.5k $112.7k | Unchanged |
| Numerai GP LLC 0.03% of their portfolio | 43.7k $108.3k | New |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 42.0k $104.1k | Unchanged |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 41.7k $103.4k | Unchanged |
| Sivia Capital Partners, LLC 0.06% of their portfolio | 40.8k $101.2k | Unchanged |
| Resolute Advisors LLC 0.02% of their portfolio | 40.0k $99.2k | Unchanged |