2u partners with leading colleges and universities to deliver the world’s best online degree programs so students everywhere can reach their full potential. our platform, a fusion of cloud-based software-as-a-service technology and technology-enabled services, provides schools with the comprehensive operating infrastructure they need to attract, enroll, educate, support and graduate students globally. blending live face-to-face classes, dynamic course content and real-world learning experiences, 2u’s no back row® approach ensures that every qualified student can experience the highest quality university education for the most successful outcome. to learn more, go to 2u.com. be sure to follow us on twitter (twitter.com/2uinc), instagram (http://instagram.com/2uinc) and facebook (facebook.com/2u).
Company profile
Ticker
TWOU
Exchange
Website
CEO
Christopher Paucek
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Microsoft • Oracle • Mobileye Global Inc - Ordinary Shares • Activision Blizzard • Gen Digital • Vmware • Adobe • Salesforce • BlackBerry • Dayforce ...
Former names
2tor, Inc.
SEC CIK
Corporate docs
Subsidiaries
CritiqueIt, Inc. • edX LLC • edX Boot Camps LLC • 2U HK LLC • 2U Harkins Road LLC • 2U KEIH Holdco, LLC • 2U NYC, LLC • 2U GetSmarter, LLC • 2U GetSmarter (US), LLC • TESI Merger Sub, Inc. ...
TWOU stock data
Latest filings (excl ownership)
ARS
2023 FY
Annual report to shareholders
8 Apr 24
DEFA14A
Additional proxy soliciting materials
8 Apr 24
DEF 14A
Definitive proxy
8 Apr 24
8-K
Departure of Directors or Certain Officers
4 Apr 24
PRE 14A
Preliminary proxy
28 Mar 24
S-3/A
Shelf registration (amended)
28 Mar 24
8-K
Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard
15 Mar 24
S-8
Registration of securities for employees
6 Mar 24
S-3
Shelf registration
6 Mar 24
10-K
2023 FY
Annual report
6 Mar 24
Transcripts
TWOU
Earnings call transcript
2023 Q4
12 Feb 24
TWOU
Earnings call transcript
2023 Q3
9 Nov 23
TWOU
Earnings call transcript
2023 Q2
8 Aug 23
TWOU
Earnings call transcript
2023 Q1
26 Apr 23
TWOU
Earnings call transcript
2022 Q4
2 Feb 23
TWOU
Earnings call transcript
2022 Q3
8 Nov 22
TWOU
Earnings call transcript
2022 Q2
29 Jul 22
TWOU
Earnings call transcript
2022 Q1
8 May 22
TWOU
Earnings call transcript
2021 Q4
10 Feb 22
TWOU
Earnings call transcript
2021 Q3
10 Nov 21
Latest ownership filings
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
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Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 53.85 mm | 53.85 mm | 53.85 mm | 53.85 mm | 53.85 mm | 53.85 mm |
Cash burn (monthly) | 4.28 mm | 10.94 mm | 15.78 mm | 23.92 mm | 6.23 mm | 429.25 k |
Cash used (since last report) | 29.18 mm | 74.55 mm | 107.51 mm | 162.95 mm | 42.47 mm | 2.92 mm |
Cash remaining | 24.67 mm | -20.70 mm | -53.65 mm | -109.10 mm | 11.38 mm | 50.93 mm |
Runway (months of cash) | 5.8 | -1.9 | -3.4 | -4.6 | 1.8 | 118.6 |
Institutional ownership, Q3 2023
88.1% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 158 |
Opened positions | 22 |
Closed positions | 30 |
Increased positions | 49 |
Reduced positions | 47 |
13F shares | Current |
---|---|
Total value | 177.19 bn |
Total shares | 73.70 mm |
Total puts | 448.40 k |
Total calls | 2.00 mm |
Total put/call ratio | 0.2 |
Largest owners | Shares | Value |
---|---|---|
ARK Investment Management | 9.77 mm | $24.12 bn |
BLK Blackrock | 6.70 mm | $16.55 bn |
Greenvale Capital | 5.85 mm | $14.44 bn |
CMTDF Sumitomo Mitsui Trust | 5.37 mm | $13.27 bn |
Nikko Asset Management Americas | 5.37 mm | $13.27 bn |
Vanguard | 4.79 mm | $11.82 bn |
MS Morgan Stanley | 4.16 mm | $10.29 bn |
D. E. Shaw & Co. | 2.62 mm | $6.47 bn |
D. E. Shaw & Co | 1.79 mm | $71.50 mm |
Jacobs Levy Equity Management | 1.76 mm | $4.35 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
2 Apr 24 | Paul S Lalljie | Common Stock | Payment of exercise | Dispose F | No | No | 0.39 | 9,457 | 3.69 k | 620,876 |
2 Apr 24 | Norden Matthew J. | Common Stock | Payment of exercise | Dispose F | No | No | 0.39 | 5,052 | 1.97 k | 463,546 |
2 Apr 24 | Andrew Hermalyn | Common Stock | Payment of exercise | Dispose F | No | No | 0.39 | 5,376 | 2.10 k | 383,920 |
2 Apr 24 | Aaron McCullough | Common Stock | Payment of exercise | Dispose F | No | No | 0.39 | 6,232 | 2.43 k | 614,481 |
2 Apr 24 | Heather Hoffert | Common Stock | Payment of exercise | Dispose F | No | No | 0.39 | 1,700 | 663.00 | 48,121 |
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Press releases
edX Named to Fast Company's 2024 List of "Most Innovative Companies" for AI Advancements in Education
19 Mar 24
2U Reports Results for Fourth Quarter and Full-Year 2023
12 Feb 24
2U, Inc. Announces Date for 2023 Fourth Quarter and Full Year Earnings Report
1 Feb 24
Amesite Inc. In 2024: Growth, Partnership Building And Scaling A Zero Setup Cost AI-Driven Platform
1 Feb 24
2U Partners with University of Surrey to Launch 15 Online Master's Degrees
1 Feb 24