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 ($992.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $2.26. Options: 5 managers hold calls ($816.1k notional), 5 hold puts ($194.1k).
Trends to Q2 2026
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 |
| Q4 2025 | 222 |
| Q1 2026 | 215 |
| Q2 2026 | 208 |
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 2024 | 87 | 47 |
| Q4 2024 | 102 | 49 |
| Q1 2025 | 82 | 71 |
| Q2 2025 | 110 | 64 |
| Q3 2025 | 105 | 70 |
| Q4 2025 | 113 | 79 |
| Q1 2026 | 108 | 98 |
| Q2 2026 | 116 | 89 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $3.2m | $220.5k | 0.07 |
| Q4 2025 | $4.5m | $1.2m | 0.27 |
| Q1 2026 | $873.2k | $460.2k | 0.53 |
| Q2 2026 | $816.1k | $194.1k | 0.24 |
Biggest buyers
| MACKENZIE FINANCIAL CORP | New | +5.9m |
| ACADIAN ASSET MANAGEMENT LLC | Added | +2.7m |
| FMR LLC | Added | +1.5m |
| BlackRock, Inc. | Added | +1.2m |
| DIMENSIONAL FUND ADVISORS LP | Added | +839.4k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +717.9k |
| Allspring Global Investments Holdings, LLC | New | +708.0k |
| MORGAN STANLEY | Added | +626.3k |
| MILLENNIUM MANAGEMENT LLC | Added | +614.1k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +577.6k |
Biggest sellers
| Bond Capital Management, LP | Reduced | -2.9m |
| Potrero Capital Research LLC | Reduced | -1.0m |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -892.0k |
| D. E. Shaw & Co., Inc. | Reduced | -740.4k |
| Altshuler Shaham Ltd | Sold out | -666.0k |
| WESTERLY CAPITAL MANAGEMENT, LLC | Reduced | -650.0k |
| Laird Norton Wetherby Trust Company, LLC | Sold out | -615.1k |
| LUMINUS MANAGEMENT LLC | Sold out | -400.0k |
| HRT FINANCIAL LP | Reduced | -383.7k |
| XTX Topco Ltd | Reduced | -368.4k |
Biggest calls
| GROUP ONE TRADING LLC | Reduced | $392.5k172.9k shares |
| CITADEL ADVISORS LLC | Added | $213.6k94.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $115.8k51.0k shares |
| IMC-Chicago, LLC | Added | $52.0k22.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $42.2k18.6k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $131.9k58.1k shares |
| IMC-Chicago, LLC | Reduced | $28.8k12.7k shares |
| CITADEL ADVISORS LLC | Reduced | $24.5k10.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $4.8k2.1k shares |
| GROUP ONE TRADING LLC | Reduced | $4.1k1.8k 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 since 1 Apr 2026
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 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 |
| Q4 2025 | 0 | — | 3 | $437.3k | $437.3k |
| Q1 2026 | 0 | — | 2 | $102.6k | $102.6k |
| Q2 2026 | 0 | — | 2 | $153.8k | $153.8k |
| Q3 2026 | 0 | — | 4 | $1.3m | $1.3m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-22 | Kiernan Michael Chief Revenue Officer | Sold plan | $127.0k50.0k shares |
| 2026-09-21 | How Antoinette Chief Accounting Officer | Sold plan | $105.2k40.0k shares |
| 2026-09-15 | How Antoinette Chief Accounting Officer | Sold plan | $376.4k154.9k shares |
| 2026-09-02 | How Antoinette Chief Accounting Officer | Sold plan | $80.1k35.6k shares |
| 2026-08-21 | Kiernan Michael Chief Revenue Officer | Sold plan | $266.6k111.6k shares |
| 2026-08-17 | Schwartz Sophia Chief Legal Officer, Secretary | Sold plan | $6.3k2.5k shares |
| 2026-07-16 | Schwartz Sophia General Counsel and Secretary | Sold plan | $130.9k52.6k shares |
| 2026-07-16 | Lisowski Craig President of Products | Sold plan | $75.3k30.0k shares |
| 2026-07-16 | How Antoinette Chief Accounting Officer | Sold plan | $23.4k9.4k shares |
| 2026-07-14 | Lisowski Craig President of Products | Sold plan | $150.0k60.0k shares |
| 2026-06-22 | Schwartz Sophia General Counsel and Secretary | Sold plan | $64.4k28.6k shares |
| 2026-04-16 | Schwartz Sophia General Counsel and Secretary | Sold plan | $65.8k43.0k shares |
| 2026-04-16 | How Antoinette Chief Accounting Officer | Sold plan | $23.6k15.6k 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 21.5m $48.8m | Added +1.2m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 10.2m $23.1m | Added +494.6k |
| ACADIAN ASSET MANAGEMENT LLC 0.03% of their portfolio | 9.8m $22.2m | Added +2.7m |
| STATE STREET CORP 0.00% of their portfolio | 6.0m $13.7m | Added +372.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 6.0m $13.6m | Added +577.6k |
| MACKENZIE FINANCIAL CORP 0.01% of their portfolio | 5.9m $13.5m | New |
| Bond Capital Management, LP 4.06% of their portfolio | 5.5m $12.4m | Reduced -2.9m |
| WESTERLY CAPITAL MANAGEMENT, LLC 2.70% of their portfolio | 4.8m $11.0m | Reduced -650.0k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 4.4m $10.1m | Added +614.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 3.9m $8.8m | Added +717.9k |
| Quinn Opportunity Partners LLC 0.39% of their portfolio | 3.7m $8.4m | Added +298.5k |
| ALGERT GLOBAL LLC 0.10% of their portfolio | 3.6m $8.2m | Added +538.4k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 3.3m $7.5m | Added +10.7k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 3.0m $6.9m | Added +289.5k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.02% of their portfolio | 2.9m $6.6m | Reduced -234.3k |
| TUDOR INVESTMENT CORP ET AL 0.03% of their portfolio | 2.7m $6.2m | Added +157.9k |
| AWM Investment Company, Inc. 0.52% of their portfolio | 2.7m $6.0m | Added +501.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 2.6m $6.0m | Reduced -76.7k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 2.3m $5.2m | Reduced -330.5k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 2.3m $5.1m | Added +839.4k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 2.2m $5.1m | Reduced -740.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 2.2m $5.0m | Reduced -892.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 2.0m $4.6m | Added +242.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 2.0m $4.5m | Added +110.0k |
| FMR LLC 0.00% of their portfolio | 1.9m $4.3m | Added +1.5m |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.6m $3.6m | Added +69.4k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 1.6m $3.5m | Added +117.7k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.00% of their portfolio | 1.5m $3.4m | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 1.4m $2.0m | Reduced -58.9k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 1.3m $2.9m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 1.2m $2.6m | Added +106.5k |
| UBS Group AG 0.00% of their portfolio | 1.1m $2.6m | Added +23.1k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 1.1m $2.4m | Reduced -80.6k |
| MORGAN STANLEY 0.00% of their portfolio | 1.0m $2.4m | Added +626.3k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 1.0m $2.3m | Added +490.9k |
| Potrero Capital Research LLC 1.25% of their portfolio | 897.7k $2.0m | Reduced -1.0m |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 892.1k $2.0m | Reduced -186.4k |
| HRT FINANCIAL LP 0.00% of their portfolio | 859.6k $2.0m | Reduced -383.7k |
| Squarepoint Ops LLC 0.00% of their portfolio | 789.5k $1.8m | Added +268.0k |
| GSA CAPITAL PARTNERS LLP 0.10% of their portfolio | 713.6k $1.6m | Added +253.0k |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 708.0k $1.6m | New |
| Beacon Pointe Advisors, LLC 0.01% of their portfolio | 683.8k $1.6m | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 655.6k $1.5m | Added +506.2k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 641.8k $1.5m | Reduced -2.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 613.4k $1.4m | Added +70.7k |
| TOCQUEVILLE ASSET MANAGEMENT L.P. 0.02% of their portfolio | 575.0k $1.3m | New |
| Invesco Ltd. 0.00% of their portfolio | 518.8k $1.2m | Added +50.1k |
| Nuveen, LLC 0.00% of their portfolio | 483.2k $1.1m | Added +33.3k |
| GLOBEFLEX CAPITAL L P 0.14% of their portfolio | 481.7k $1.1m | Added +387.1k |
| Walleye Capital LLC 0.01% of their portfolio | 473.1k $1.1m | New |
| Swiss National Bank 0.00% of their portfolio | 469.8k $1.1m | Added +44.9k |
| Abu Dhabi Investment Council Co P.J.S.C 0.15% of their portfolio | 456.7k $1.0m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 448.8k $1.0m | Added +96.9k |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P 0.73% of their portfolio | 419.7k $952.7k | Reduced -10.3k |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 397.9k $903.1k | Added +11.7k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 341.7k $775.7k | Reduced -30.8k |
| Susquehanna Portfolio Strategies, LLC 0.01% of their portfolio | 316.3k $718.0k | New |
| MARSHALL WACE, LLP 0.00% of their portfolio | 293.6k $666.5k | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 289.9k $658.0k | Added +100.0k |
| XTX Topco Ltd 0.01% of their portfolio | 286.3k $649.9k | Reduced -368.4k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 273.5k $620.7k | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 270.8k $614.7k | Added +70.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 257.5k $584.5k | Reduced -23.3k |
| Oasis Management Co Ltd. 0.06% of their portfolio | 250.0k $567.5k | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 246.8k $560.3k | Added +159.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 241.5k $548.2k | Added +50.1k |
| GROUP ONE TRADING LLC 0.02% of their portfolio | 230.6k $523.5k | New |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 223.2k $505.6k | Added +56.6k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 204.6k $464.4k | Added +26.7k |
| Amundi 0.00% of their portfolio | 204.0k $463.1k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 199.5k $452.9k | Added +112.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 192.6k $438.0k | Added +40.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 183.7k $418.9k | Added +86.9k |
| Legal & General Group Plc 0.00% of their portfolio | 173.9k $394.8k | Added +10.5k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 162.3k $368.5k | Unchanged |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 156.4k $335.6k | Added +12.3k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 153.4k $348.2k | Added +45.4k |
| Mariner, LLC 0.00% of their portfolio | 151.9k $344.8k | Added +39.5k |
| THOMPSON DAVIS & CO., INC. 0.21% of their portfolio | 151.6k $344.8k | Added +103.2k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.01% of their portfolio | 148.1k $336.1k | New |
| Centiva Capital, LP 0.01% of their portfolio | 147.0k $333.7k | Added +92.7k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% of their portfolio | 145.7k $330.7k | New |
| Byrne Asset Management LLC 0.18% of their portfolio | 145.6k $330.5k | Added +16.0k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 142.4k $323.3k | Reduced -193.4k |
| Voleon Capital Management LP 0.01% of their portfolio | 141.8k $321.9k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 134.1k $304.4k | Reduced -244.5k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 134.0k $304.1k | Unchanged |
| Creative Planning 0.00% of their portfolio | 133.6k $303.2k | Reduced -38.4k |
| Cerity Partners LLC 0.00% of their portfolio | 119.9k $272.2k | Reduced -50.4k |
| CITIGROUP INC 0.00% of their portfolio | 116.8k $265.1k | Added +98.6k |
| Pinegrove Venture Partners, LLC 3.50% of their portfolio | 114.2k $259.2k | Unchanged |
| Cornerstone Investment Partners, LLC 0.01% of their portfolio | 113.0k $256.5k | Reduced -5.3k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 109.0k $247.4k | Added +41.3k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio | 88.5k $200.8k | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 86.0k $195.2k | Unchanged |
| Jupiter Topco LLC 0.00% of their portfolio | 75.2k $170.3k | First filing |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 73.6k $167.0k | Unchanged |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 69.8k $158.5k | Added +14.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 66.4k $150.8k | Added +4.6k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 66.4k $150.7k | New |