NerdWallet (NRDS) Institutional Ownership

$13.91
+0.17 (+1.24%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for NerdWallet (NASDAQ:NRDS)

Current
Institutional Ownership
Percentage
38.81%
Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$51.91M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$28.44M
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NRDS Institutional Buying and Selling by Quarter

NerdWallet Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 California State Teachers Retirement System37,366$549K0.0%-2.2%0.048%
5/15/2024 Price T Rowe Associates Inc. MD189,686$2.79M0.0%-5.6%0.244%
5/10/2024 Acadian Asset Management LLC24,955$366K0.0%-39.9%0.032%
5/10/2024 Vanguard Group Inc.4,005,447$58.88M0.0%+12.1%5.152%
5/9/2024 Lord Abbett & CO. LLC926,596$13.62M0.0%+108.4%1.192%
5/7/2024 Steamboat Capital Partners LLC242,033$3.56M1.2%+1.7%0.311%
5/1/2024 Mirae Asset Global Investments Co. Ltd.11,611$171K0.0%-24.6%0.015%
4/26/2024 Mesirow Financial Investment Management Inc.22,949$337K0.0%-23.0%0.030%
4/24/2024 Newbridge Financial Services Group Inc.12,105$178K0.1%-24.6%0.016%
4/19/2024 Mesirow Financial Investment Management Inc.22,949$337K1.7%-23.0%0.030%
3/28/2024 Newbridge Financial Services Group Inc.16,044$236K0.1%-39.5%0.021%
2/15/2024 G2 Investment Partners Management LLC167,328$2.46M0.7%N/A0.220%
2/14/2024 Azora Capital LP1,054,105$15.52M1.3%+23.7%1.385%
2/13/2024 Pinebridge Investments L.P.74,509$1.10M0.0%+76.1%0.098%
2/13/2024 Prudent Man Advisors LLC11,168$164K0.1%-10.6%0.015%
2/12/2024 Olympiad Research LP11,746$173K0.1%N/A0.015%
2/9/2024 Trexquant Investment LP42,959$632K0.0%+2.7%0.056%
2/9/2024 Dynamic Technology Lab Private Ltd16,218$239K0.0%N/A0.021%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank6,781$100K0.0%-11.3%0.009%
1/30/2024 Vontobel Holding Ltd.22,541$332K0.0%-44.1%0.030%
1/25/2024 Meeder Asset Management Inc.7,440$110K0.0%N/A0.010%
1/24/2024 Mirae Asset Global Investments Co. Ltd.15,407$227K0.0%+32.7%0.020%
1/24/2024 Arizona State Retirement System10,254$151K0.0%N/A0.013%
1/16/2024 Raymond James Financial Services Advisors Inc.13,928$205K0.0%N/A0.018%
1/12/2024 SG Americas Securities LLC9,012$133K0.0%N/A0.012%
12/18/2023 Vanguard Group Inc.3,526,688$31.35M0.0%+5.6%4.632%
11/14/2023 Steamboat Capital Partners LLC442,761$3.94M1.5%+1.9%0.582%
11/14/2023 Qube Research & Technologies Ltd235,025$2.09M0.0%-20.8%0.309%
11/14/2023 Trexquant Investment LP41,826$372K0.0%-13.6%0.055%
11/13/2023 Connor Clark & Lunn Investment Management Ltd.159,159$1.42M0.0%+70.7%0.209%
11/13/2023 Federated Hermes Inc.60,671$539K0.0%-59.0%0.080%
11/13/2023 Healthcare of Ontario Pension Plan Trust Fund7,500$67K0.0%-96.7%0.010%
11/13/2023 Dark Forest Capital Management LP17,354$154K0.0%-72.7%0.023%
11/13/2023 Brandywine Global Investment Management LLC1,228,046$10.92M0.1%+23.5%1.613%
11/13/2023 FMR LLC3,486,387$30.99M0.0%+88.7%4.580%
11/9/2023 Prudent Man Advisors LLC12,495$111K0.0%N/A0.016%
10/26/2023 Strs Ohio15,600$138K0.0%-42.0%0.020%
10/25/2023 Zurcher Kantonalbank Zurich Cantonalbank7,643$68K0.0%+112.9%0.010%
10/17/2023 Newbridge Financial Services Group Inc.26,514$236K0.1%+21.3%0.034%
10/11/2023 Vontobel Holding Ltd.40,345$359K0.0%-9.7%0.052%
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8/14/2023 State of Wyoming23,952$225K0.1%-4.6%0.031%
8/14/2023Institutional Venture Management XIV LLC1,113,635$10.48M6.3%-50.0%1.436%
8/14/2023 Lombard Odier Asset Management USA Corp27,996$263K0.0%N/A0.036%
8/14/2023 Prelude Capital Management LLC11,033$104K0.0%N/A0.014%
8/14/2023 Graham Capital Management L.P.22,773$214K0.0%N/A0.029%
8/11/2023 Pinebridge Investments L.P.55,222$520K0.0%N/A0.072%
8/11/2023 Quinn Opportunity Partners LLC26,461$249K0.0%+14.5%0.034%
8/11/2023 Brandywine Global Investment Management LLC994,071$9.35M0.1%+51.1%1.296%
8/11/2023 Trexquant Investment LP48,424$456K0.0%+139.5%0.063%
8/4/2023 American International Group Inc.16,483$155K0.0%+31.4%0.021%
8/4/2023 Citizens Financial Group Inc. RI17,825$168K0.0%N/A0.023%
8/3/2023 Pathway Capital Management LP109,043$1.03M1.8%N/A0.142%
8/3/2023 Mackenzie Financial Corp27,940$266K0.0%N/A0.036%
8/2/2023 Bank of Montreal Can11,472$125K0.0%N/A0.015%
7/31/2023 Strs Ohio26,900$253K0.0%N/A0.035%
7/25/2023 Olympiad Research LP11,033$104K0.1%N/A0.014%
7/24/2023 Vontobel Holding Ltd.44,700$421K0.0%N/A0.058%
7/21/2023 Newbridge Financial Services Group Inc.21,865$206K0.1%+13.8%0.028%
7/17/2023 Mesirow Financial Investment Management Inc.29,823$281K1.2%-4.8%0.039%
5/25/2023 Brandywine Global Investment Management LLC657,685$10.64M0.1%-54.7%0.857%
5/18/2023 Centaurus Financial Inc.361,696$5.85M0.5%+940.0%0.471%
5/16/2023 Steamboat Capital Partners LLC400,000$6.47M2.1%N/A0.527%
5/16/2023 G2 Investment Partners Management LLC279,779$4.53M1.3%-53.9%0.369%
5/16/2023 Azora Capital LP671,598$10.87M1.6%N/A0.886%
5/15/2023 Numerai GP LLC45,960$744K0.2%+135.7%0.061%
5/15/2023 Quinn Opportunity Partners LLC23,107$374K0.0%N/A0.030%
5/12/2023 Brandywine Global Investment Management LLC657,685$10.64M0.1%-54.7%0.867%
5/12/2023 C M Bidwell & Associates Ltd.3,753$61K0.0%N/A0.005%
5/11/2023 Acadian Asset Management LLC26,118$421K0.0%N/A0.034%
5/10/2023 Connor Clark & Lunn Investment Management Ltd.86,942$1.41M0.0%N/A0.115%
5/9/2023 Spire Wealth Management38,561$624K0.0%N/A0.051%
5/9/2023 Tower Research Capital LLC TRC14,725$238K0.0%+210.1%0.019%
5/8/2023 Federated Hermes Inc.151,525$2.45M0.0%N/A0.200%
5/8/2023 Bailard Inc.13,427$217K0.0%N/A0.018%
5/4/2023 Vista Wealth Management Group LLC15,536$251K0.0%-24.3%0.020%
5/3/2023 Jump Financial LLC101,528$1.64M0.1%+407.6%0.134%
5/2/2023 Nisa Investment Advisors LLC27,300$442K0.0%N/A0.036%
5/1/2023Virtu Financial LLC24,684$399K0.0%N/A0.033%
4/28/2023 SG Americas Securities LLC33,944$549K0.0%N/A0.045%
4/20/2023 Counterpoint Mutual Funds LLC5,906$96K0.1%N/A0.008%
4/18/2023 Newbridge Financial Services Group Inc.19,209$311K0.2%-28.6%0.025%
2/15/2023 G2 Investment Partners Management LLC606,306$5.82M1.7%N/A0.816%
2/10/2023 HRT Financial LP39,083$375K0.0%N/A0.053%
2/10/2023 Brandywine Global Investment Management LLC1,453,004$13.95M0.1%+16.1%1.955%
2/10/2023 Lord Abbett & CO. LLC675,088$6.48M0.0%+96.0%0.908%
2/7/2023 Vista Wealth Management Group LLC20,536$197K0.0%-19.6%0.028%
1/30/2023 New York State Common Retirement Fund19,646$189K0.0%-30.7%0.026%
1/17/2023 Newbridge Financial Services Group Inc.26,909$258K0.1%-47.6%0.036%
12/5/2022 Centaurus Financial Inc.34,779$308K0.0%N/A0.047%
11/15/2022Parian Global Management LP60,000$532K1.7%N/A0.081%
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11/15/2022 Lord Abbett & CO. LLC344,408$3.06M0.0%N/A0.463%
11/15/2022 Brandywine Global Investment Management LLC1,251,376$11.10M0.1%+14.2%1.684%
11/14/2022 Point72 Asset Management L.P.542,382$4.81M0.0%-16.8%0.730%
11/14/2022 PDT Partners LLC10,933$97K0.0%-44.6%0.015%
11/8/2022 New York State Common Retirement Fund28,368$252K0.0%+56.7%0.038%
10/25/2022 Vista Wealth Management Group LLC25,536$260K0.0%-25.0%0.035%
10/20/2022 Ridgecrest Wealth Partners LLC14,218$126K0.1%N/A0.019%
8/15/2022 Point72 Asset Management L.P.651,782$5.17M0.0%+24.0%0.884%
8/15/2022 Prana Capital Management LP48,630$386K0.0%+5.0%0.066%
8/12/2022 Brandywine Global Investment Management LLC1,095,661$8.69M0.1%+24.7%1.632%
(Data available from 1/1/2016 forward)

NRDS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NRDS shares?

During the previous two years, 59 institutional investors and hedge funds held shares of NerdWallet. The most heavily invested institutionals were Vanguard Group Inc. ($58.88M), FMR LLC ($30.99M), Azora Capital LP ($15.52M), Lord Abbett & CO. LLC ($13.62M), Brandywine Global Investment Management LLC ($10.92M), Institutional Venture Management XIV LLC ($10.48M), and Centaurus Financial Inc. ($5.85M).Learn more on NRDS's institutional investors.

What percentage of NerdWallet stock is owned by institutional investors?

38.81% of NerdWallet stock is owned by institutional investors. Learn more on NRDS's institutional investor holdings.

Which institutional investors have been buying NerdWallet stock?

Of the 50 institutional investors that purchased NerdWallet stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($1.64M), Lord Abbett & CO. LLC ($1.16M), Brandywine Global Investment Management LLC ($1.14M), Azora Capital LP ($873.75K), G2 Investment Partners Management LLC ($773.63K), Vanguard Group Inc. ($619.68K), and Steamboat Capital Partners LLC ($412.25K).

How much institutional buying is happening at NerdWallet?

Institutional investors have bought a total of 8,431,720 shares in the last 24 months. This purchase volume represents approximately $98.12M in transactions.

Which NerdWallet major shareholders have been selling company stock?

Of the 23 institutional investors that sold NerdWallet stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brandywine Global Investment Management LLC ($1.59M), Institutional Venture Management XIV LLC ($1.11M), G2 Investment Partners Management LLC ($326.53K), Healthcare of Ontario Pension Plan Trust Fund ($219.10K), Point72 Asset Management L.P. ($109.40K), Federated Hermes Inc. ($87.14K), and Qube Research & Technologies Ltd ($61.71K).

How much institutional selling is happening at NerdWallet?

Institutional investors have sold a total of 3,738,802 shares in the last 24 months. This volume of shares sold represents approximately $48.37M in transactions.


This page (NASDAQ:NRDS) was last updated on 5/18/2024 by MarketBeat.com Staff

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