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 ($18.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $1.66. Options: 3 managers hold calls ($47.6k notional), 4 hold puts ($102.1k).
Trends to Q2 2025
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 |
| Q4 2024 | 181 |
| Q1 2025 | 175 |
| Q2 2025 | 185 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 68 | 49 |
| Q4 2023 | 65 | 56 |
| Q1 2024 | 66 | 51 |
| Q2 2024 | 85 | 45 |
| Q3 2024 | 87 | 47 |
| Q4 2024 | 102 | 49 |
| Q1 2025 | 82 | 71 |
| Q2 2025 | 110 | 64 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $761.3k | $167.8k | 0.22 |
| Q4 2024 | $364.6k | $32.7k | 0.09 |
| Q1 2025 | $149.3k | $91.6k | 0.61 |
| Q2 2025 | $47.6k | $102.1k | 2.14 |
Biggest buyers
| Sumitomo Mitsui Trust Group, Inc. | Added | +2.5m |
| Amova Asset Management Americas, Inc. | Added | +2.4m |
| ACADIAN ASSET MANAGEMENT LLC | Added | +1.7m |
| ARK Investment Management LLC | Added | +1.4m |
| AQR CAPITAL MANAGEMENT LLC | Added | +1.1m |
| BlackRock, Inc. | Added | +970.5k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Added | +922.6k |
| MORGAN STANLEY | Added | +786.9k |
| ROYAL BANK OF CANADA | Added | +770.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +712.1k |
Biggest sellers
| Potrero Capital Research LLC | Sold out | -3.6m |
| VANGUARD GROUP INC | Reduced | -2.5m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold out | -1.7m |
| CITADEL ADVISORS LLC | Reduced | -1.1m |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -956.0k |
| J. Goldman & Co LP | Sold out | -610.0k |
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | Sold out | -586.5k |
| WESTERLY CAPITAL MANAGEMENT, LLC | Reduced | -532.3k |
| GOLDMAN SACHS GROUP INC | Reduced | -473.6k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -367.1k |
Biggest calls
| GROUP ONE TRADING LLC | Reduced | $47.6k28.7k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
| SIMPLEX TRADING, LLC | Reduced | $03.8k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $56.1k33.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $45.8k27.6k shares |
| GROUP ONE TRADING LLC | Unchanged | $166100 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 2025
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 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 |
| Q4 2024 | 0 | — | 1 | $293.5k | $293.5k |
| Q1 2025 | 1 | $499.0k | 1 | $25.8k | $25.8k |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 18.1m $30.0m | Added +970.5k |
| VANGUARD GROUP INC 0.00% of their portfolio | 15.9m $26.3m | Reduced -2.5m |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 11.0m $18.2m | Added +2.5m |
| Amova Asset Management Americas, Inc. 0.18% of their portfolio | 10.9m $18.0m | Added +2.4m |
| ARK Investment Management LLC 0.10% of their portfolio | 7.9m $13.1m | Added +1.4m |
| ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio | 6.5m $10.7m | Added +1.7m |
| CANNELL CAPITAL LLC 2.81% of their portfolio | 5.4m $9.0m | Reduced -280.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 5.0m $8.2m | Added +696.6k |
| REDPOINT MANAGEMENT, LLC 4.19% of their portfolio | 4.3m $7.1m | Unchanged |
| STATE STREET CORP 0.00% of their portfolio | 4.1m $6.8m | Added +204.4k |
| WESTERLY CAPITAL MANAGEMENT, LLC 2.50% of their portfolio | 3.5m $5.9m | Reduced -532.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 2.9m $4.7m | Reduced -367.1k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.02% of their portfolio | 2.7m $4.4m | Added +922.6k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 2.6m $4.4m | Added +172.9k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 2.6m $4.2m | Added +619.8k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.3m $3.8m | Added +1.1m |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 1.9m $3.1m | Reduced -956.0k |
| Quinn Opportunity Partners LLC 0.26% of their portfolio | 1.8m $3.0m | Added +130.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.8m $3.0m | Added +214.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.8m $3.0m | Added +164.7k |
| MORGAN STANLEY 0.00% of their portfolio | 1.7m $2.8m | Added +786.9k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 1.5m $2.5m | Added +506.6k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 1.5m $2.4m | Added +212.8k |
| Bond Capital Management, LP 1.07% of their portfolio | 1.4m $2.3m | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 1.4m $2.3m | Reduced -1.1m |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.22% of their portfolio | 1.3m $2.2m | Added +169.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 967.1k $1.6m | Added +712.1k |
| CenterBook Partners LP 0.09% of their portfolio | 953.6k $1.6m | Reduced -354.3k |
| ALGERT GLOBAL LLC 0.03% of their portfolio | 938.0k $1.6m | Added +103.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 900.7k $1.5m | Reduced -473.6k |
| UBS Group AG 0.00% of their portfolio | 857.1k $1.4m | Added +534.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 795.8k $1.3m | Added +770.1k |
| Laird Norton Wetherby Wealth Management, LLC 0.05% of their portfolio | 722.5k $1.2m | First filing |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 715.3k $1.2m | Added +51.7k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 682.7k $1.1m | Reduced -276.1k |
| Waypoint Wealth Partners Inc. 0.28% of their portfolio | 681.7k $1.1m | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 640.9k $1.1m | Added +13.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 522.3k $867.0k | Reduced -3.4k |
| Engineers Gate Manager LP 0.01% of their portfolio | 476.9k $791.6k | Added +11.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 474.1k $787.0k | Added +61.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 452.3k $750.9k | Reduced -2.6k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.02% of their portfolio | 449.2k $745.6k | Added +48.9k |
| Nuveen, LLC 0.00% of their portfolio | 447.7k $743.1k | Added +2.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 443.7k $736.6k | Reduced -59.6k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 412.6k $684.9k | Added +233.0k |
| Swiss National Bank 0.00% of their portfolio | 406.5k $674.8k | Added +30.8k |
| BARCLAYS PLC 0.00% of their portfolio | 397.6k $660.1k | Added +184.0k |
| XTX Topco Ltd 0.02% of their portfolio | 318.8k $529.2k | New |
| Invesco Ltd. 0.00% of their portfolio | 303.1k $503.2k | Added +41.5k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio | 299.0k $496.3k | Reduced -54.3k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 287.6k $477.5k | Reduced -94.6k |
| SkyView Investment Advisors, LLC 0.06% of their portfolio | 251.7k $403.0k | Added +9.0k |
| Oasis Management Co Ltd. 0.10% of their portfolio | 250.0k $415.0k | Unchanged |
| State of Wyoming 0.05% of their portfolio | 243.3k $403.8k | Reduced -114.3k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 241.8k $393.0k | Added +72.1k |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 221.6k $367.8k | Added +120.8k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 206.5k $342.7k | Added +26.7k |
| Legal & General Group Plc 0.00% of their portfolio | 204.9k $340.1k | Added +22.5k |
| GSA CAPITAL PARTNERS LLP 0.02% of their portfolio | 196.4k $326.0k | Reduced -6.8k |
| Aquatic Capital Management LLC 0.01% of their portfolio | 184.4k $306.1k | New |
| EntryPoint Capital, LLC 0.15% of their portfolio | 176.4k $292.8k | Added +129.9k |
| Squarepoint Ops LLC 0.00% of their portfolio | 175.9k $292.0k | Added +7.0k |
| Amundi 0.00% of their portfolio | 174.6k $277.6k | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 164.0k $272.2k | Added +59.4k |
| Graham Capital Management, L.P. 0.01% of their portfolio | 160.3k $266.1k | Reduced -39.6k |
| OneDigital Investment Advisors LLC 0.00% of their portfolio | 156.9k $260.4k | Added +1.6k |
| TITLEIST ASSET MANAGEMENT, LLC 0.03% of their portfolio | 151.8k $251.9k | Unchanged |
| Dynamic Technology Lab Private Ltd 0.03% of their portfolio | 142.5k $237.0k | Added +4.9k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 139.4k $231.4k | Added +68.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 138.9k $230.5k | Added +32.5k |
| Creative Planning 0.00% of their portfolio | 134.4k $223.1k | Added +83.7k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 132.7k $220.3k | Added +64.6k |
| Cerity Partners LLC 0.00% of their portfolio | 132.5k $220.0k | Added +103.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 132.2k $219.5k | Reduced -23.9k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 126.6k $210.1k | Reduced -12.0k |
| Corient Private Wealth LP 0.00% of their portfolio | 120.9k $200.6k | Reduced -1.8k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 120.5k $200.0k | Added +64.3k |
| CWM, LLC 0.00% of their portfolio | 117.9k $196.0k | Added +64.7k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 111.8k $185.6k | Reduced -306.1k |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 110.8k $183.9k | Added +22.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 106.1k $177.0k | Added +29.5k |
| Virtu Financial LLC 0.01% of their portfolio | 105.0k $174.0k | New |
| CAXTON ASSOCIATES LLP 0.00% of their portfolio | 104.0k $172.6k | New |
| Cornerstone Investment Partners, LLC 0.01% of their portfolio | 96.4k $160.0k | Added +40 |
| Covestor Ltd 0.09% of their portfolio | 91.9k $152.0k | Added +79.6k |
| Perigon Wealth Management, LLC 0.00% of their portfolio | 91.2k $151.5k | Unchanged |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 90.4k $146.4k | Added +64.6k |
| Verition Fund Management LLC 0.00% of their portfolio | 90.2k $149.7k | Added +4.1k |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 88.1k $146.0k | Added +81.3k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 84.3k $140.0k | Added +21.4k |
| CITIGROUP INC 0.00% of their portfolio | 84.0k $139.5k | Reduced -46.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 81.5k $135.3k | Reduced -5.9k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 75.2k $124.4k | Unchanged |
| CastleKnight Management LP 0.01% of their portfolio | 74.6k $123.9k | Unchanged |
| Pathstone Holdings, LLC 0.00% of their portfolio | 63.1k $104.8k | Unchanged |
| VIRTUS ADVISERS, LLC 0.06% of their portfolio | 62.6k $103.9k | New |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 62.1k $103.1k | Added +6.5k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 61.2k $101.6k | Reduced -38.8k |
| TWO SIGMA SECURITIES, LLC 0.01% of their portfolio | 57.7k $95.7k | New |
| Pallas Capital Advisors LLC 0.00% of their portfolio | 48.7k $80.9k | New |