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 ($29.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $2.09. Options: 6 managers hold calls ($3.2m notional), 4 hold puts ($220.5k).
Trends to Q3 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 |
| Q3 2025 | 194 |
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 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 |
| Q3 2025 | 105 | 70 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $364.6k | $32.7k | 0.09 |
| Q1 2025 | $149.3k | $91.6k | 0.61 |
| Q2 2025 | $47.6k | $102.1k | 2.14 |
| Q3 2025 | $3.2m | $220.5k | 0.07 |
Biggest buyers
| IEQ CAPITAL, LLC | Added | +9.5m |
| Amova Asset Management Americas, Inc. | Added | +2.8m |
| Sumitomo Mitsui Trust Group, Inc. | Added | +2.7m |
| PLUSTICK MANAGEMENT LLC | New | +2.6m |
| Potrero Capital Research LLC | New | +2.6m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | New | +2.2m |
| BIT Capital GmbH | New | +1.2m |
| JPMORGAN CHASE & CO | Added | +1.2m |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | New | +1,000.0k |
| Quinn Opportunity Partners LLC | Added | +948.8k |
Biggest sellers
| CANNELL CAPITAL LLC | Reduced | -1.7m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -1.4m |
| CenterBook Partners LP | Sold out | -953.6k |
| ROYAL BANK OF CANADA | Reduced | -754.6k |
| Qube Research & Technologies Ltd | Reduced | -597.3k |
| DEUTSCHE BANK AG\ | Reduced | -470.7k |
| UBS Group AG | Reduced | -408.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -276.3k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -275.4k |
| TEACHER RETIREMENT SYSTEM OF TEXAS | Reduced | -271.9k |
Biggest calls
| GROUP ONE TRADING LLC | Added | $1.2m556.0k shares |
| SIMPLEX TRADING, LLC | Added | $783.0k374.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $664.8k318.1k shares |
| CITADEL ADVISORS LLC | New | $566.0k270.8k shares |
| Farther Finance Advisors, LLC | New | $41.8k20.0k shares |
| JANE STREET GROUP, LLC | New | $21.7k10.4k shares |
Biggest puts
| GROUP ONE TRADING LLC | Added | $115.8k55.4k shares |
| CITADEL ADVISORS LLC | Reduced | $69.2k33.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $31.6k15.1k shares |
| SIMPLEX TRADING, LLC | New | $4.0k2.3k 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 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2025 | 0 | — | 2 | $199.5k | $199.5k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-09-17 | How Antoinette Chief Accounting Officer | Sold plan | $29.7k13.5k shares |
| 2025-09-15 | Schwartz Sophia General Counsel and Secretary | Sold plan | $84.8k40.0k shares |
| 2025-08-19 | Schwartz Sophia General Counsel and Secretary | Sold plan | $85.0k42.5k 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 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 18.3m $38.3m | Added +263.5k |
| VANGUARD GROUP INC 0.00% of their portfolio | 16.1m $33.5m | Added +188.6k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 13.7m $28.6m | Added +2.7m |
| Amova Asset Management Americas, Inc. 0.28% of their portfolio | 13.7m $28.4m | Added +2.8m |
| IEQ CAPITAL, LLC 0.06% of their portfolio | 9.7m $20.3m | Added +9.5m |
| ARK Investment Management LLC 0.10% of their portfolio | 8.0m $16.7m | Added +104.2k |
| ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio | 6.4m $13.5m | Reduced -31.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 5.2m $10.9m | Added +236.4k |
| WESTERLY CAPITAL MANAGEMENT, LLC 2.95% of their portfolio | 4.5m $9.3m | Added +900.0k |
| STATE STREET CORP 0.00% of their portfolio | 4.3m $9.0m | Added +191.0k |
| REDPOINT MANAGEMENT, LLC 5.38% of their portfolio | 4.3m $9.0m | Unchanged |
| CANNELL CAPITAL LLC 2.04% of their portfolio | 3.7m $7.8m | Reduced -1.7m |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.03% of their portfolio | 3.2m $6.7m | Added +532.3k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 2.8m $5.9m | Added +194.7k |
| Quinn Opportunity Partners LLC 0.42% of their portfolio | 2.8m $5.8m | Added +948.8k |
| PLUSTICK MANAGEMENT LLC 2.28% of their portfolio | 2.6m $5.4m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 2.6m $5.4m | Reduced -275.4k |
| Potrero Capital Research LLC 1.63% of their portfolio | 2.6m $5.4m | New |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.2m $4.7m | Reduced -75.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 2.2m $4.6m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.9m $4.0m | Added +76.1k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 1.9m $3.9m | Reduced -29.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.9m $3.9m | Added +65.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.6m $3.4m | Added +1.2m |
| MORGAN STANLEY 0.00% of their portfolio | 1.5m $3.2m | Reduced -175.6k |
| Bond Capital Management, LP 1.41% of their portfolio | 1.4m $2.9m | Unchanged |
| SEI INVESTMENTS CO 0.00% of their portfolio | 1.4m $2.9m | Reduced -57.1k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.22% of their portfolio | 1.4m $2.8m | Added +8.2k |
| BIT Capital GmbH 0.11% of their portfolio | 1.2m $2.5m | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 1.1m $2.3m | Reduced -268.4k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 1.1m $2.3m | Reduced -1.4m |
| ALGERT GLOBAL LLC 0.04% of their portfolio | 1.1m $2.3m | Added +146.2k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.00% of their portfolio | 1,000.0k $2.1m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 971.3k $2.0m | Added +70.6k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 931.1k $1.9m | Reduced -597.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 854.2k $1.8m | Added +772.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 829.9k $1.7m | Added +417.2k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 783.9k $1.6m | Added +68.6k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 759.3k $1.6m | Added +76.6k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.04% of their portfolio | 747.1k $1.6m | Added +297.9k |
| Laird Norton Wetherby Wealth Management, LLC 0.06% of their portfolio | 722.5k $1.5m | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 690.8k $1.4m | Reduced -276.3k |
| Beacon Pointe Advisors, LLC 0.01% of their portfolio | 682.4k $1.4m | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 529.5k $1.1m | Added +7.2k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 506.4k $1.1m | Added +32.3k |
| UBS Group AG 0.00% of their portfolio | 448.4k $937.1k | Reduced -408.7k |
| Nuveen, LLC 0.00% of their portfolio | 447.7k $935.6k | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 420.6k $879.1k | Added +133.0k |
| Swiss National Bank 0.00% of their portfolio | 406.5k $849.6k | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 384.7k $804.0k | Added +81.6k |
| BARCLAYS PLC 0.00% of their portfolio | 298.1k $623.0k | Reduced -99.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 280.7k $586.8k | Reduced -171.6k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 273.5k $571.5k | Added +134.0k |
| XTX Topco Ltd 0.03% of their portfolio | 267.8k $559.7k | Reduced -51.0k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 264.1k $555.1k | Added +22.3k |
| SkyView Investment Advisors, LLC 0.07% of their portfolio | 258.6k $541.0k | Added +7.0k |
| Oasis Management Co Ltd. 0.09% of their portfolio | 250.0k $522.5k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 237.2k $495.8k | New |
| Engineers Gate Manager LP 0.01% of their portfolio | 228.0k $476.5k | Reduced -248.9k |
| Legal & General Group Plc 0.00% of their portfolio | 223.8k $467.7k | Added +18.9k |
| TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio | 193.6k $404.7k | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 192.0k $401.3k | Reduced -14.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 190.7k $398.5k | Added +58.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 170.2k $355.7k | Reduced -470.7k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 166.2k $347.3k | Added +142.1k |
| Creative Planning 0.00% of their portfolio | 166.1k $347.2k | Added +31.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 165.3k $345.6k | Added +26.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 164.0k $342.7k | Unchanged |
| Cerity Partners LLC 0.00% of their portfolio | 158.6k $331.6k | Added +26.1k |
| OneDigital Investment Advisors LLC 0.00% of their portfolio | 155.6k $325.2k | Reduced -1.3k |
| CWM, LLC 0.00% of their portfolio | 141.0k $295.0k | Added +23.1k |
| Jain Global LLC 0.00% of their portfolio | 134.3k $280.6k | New |
| Aquatic Capital Management LLC 0.01% of their portfolio | 130.1k $271.8k | First filing |
| Corient Private Wealth LP 0.00% of their portfolio | 130.0k $271.6k | Added +9.1k |
| Regal Partners Ltd 0.02% of their portfolio | 125.0k $261.2k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 114.3k $238.8k | Reduced -18.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 112.3k $235.0k | Added +6.2k |
| Dynamic Technology Lab Private Ltd 0.04% of their portfolio | 111.8k $234.0k | Reduced -30.8k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 110.7k $221.4k | Added +20.3k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 109.3k $228.4k | Reduced -17.3k |
| Susquehanna Portfolio Strategies, LLC 0.00% of their portfolio | 108.6k $226.9k | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 106.6k $222.7k | Reduced -13.9k |
| GSA CAPITAL PARTNERS LLP 0.02% of their portfolio | 100.2k $209.0k | Reduced -96.2k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 93.3k $194.9k | New |
| Perigon Wealth Management, LLC 0.00% of their portfolio | 91.3k $190.7k | Added +1 |
| Cornerstone Investment Partners, LLC 0.01% of their portfolio | 89.7k $187.4k | Reduced -6.7k |
| Verition Fund Management LLC 0.00% of their portfolio | 89.1k $186.2k | Reduced -1.1k |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 81.6k $170.6k | Reduced -29.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 77.3k $161.6k | Reduced -7.0k |
| State of Wyoming 0.02% of their portfolio | 76.0k $158.8k | Reduced -167.3k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 75.2k $156.7k | Unchanged |
| CastleKnight Management LP 0.01% of their portfolio | 74.6k $156.0k | Unchanged |
| GatePass Capital, LLC 0.08% of their portfolio | 67.0k $140.0k | New |
| Pathstone Holdings, LLC 0.00% of their portfolio | 64.1k $134.0k | Added +1.0k |
| VIRTUS ADVISERS, LLC 0.07% of their portfolio | 62.6k $130.8k | Unchanged |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 62.5k $130.6k | Added +417 |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 62.0k $129.6k | Added +20.0k |
| Pallas Capital Advisors LLC 0.00% of their portfolio | 60.5k $126.4k | Added +11.8k |
| KLP KAPITALFORVALTNING AS 0.00% of their portfolio | 57.8k $120.8k | Added +28.3k |
| Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio | 54.3k $113.4k | Added +11.6k |