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NerdWallet (NRDS) Institutional Ownership

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$9.47 0.00 (0.00%)
Closing price 07/2/2026 04:00 PM Eastern
Extended Trading
$9.40 -0.07 (-0.72%)
As of 07/2/2026 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Current
Institutional Ownership
Percentage
38.81%
Number of
Institutional Buyers
(last 12 months)
88
Total
Institutional Inflows
(last 12 months)
$78.52M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$30.12M
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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
5/19/2026Bank of America Corp DE39,421$409K0.0%-71.5%0.060%
5/19/2026Janus Henderson Group PLC18,400$191K0.0%-82.8%0.028%
5/19/2026Centaurus Financial Inc.153,353$1.59M0.1%-8.1%0.233%
5/16/2026The Manufacturers Life Insurance Company 10,688$111K0.0%-17.6%0.016%
5/16/2026Quantinno Capital Management LP72,764$755K0.0%+286.0%0.111%
5/16/2026Lazard Asset Management LLC13,301$138K0.0%-44.5%0.020%
5/14/2026Renaissance Technologies LLC1,002,275$10.40M0.0%+25.4%1.523%
5/14/2026Arrowstreet Capital Limited Partnership1,808,988$18.78M0.0%+32.5%2.708%
5/14/2026State of Wyoming59,142$614K0.1%+5.8%0.089%
5/13/2026First Trust Advisors LP112,917$1.17M0.0%+2.5%0.169%
5/7/2026Dimensional Fund Advisors LP1,322,848$13.73M0.0%+13.2%1.981%
5/5/2026Bank of New York Mellon Corp115,338$1.20M0.0%-6.7%0.173%
5/4/2026Principal Financial Group Inc.279,640$2.90M0.0%N/A0.419%
4/27/2026New York State Teachers Retirement System3,947$41K0.0%N/A0.006%
4/25/2026Strs Ohio11,200$116K0.0%-70.2%0.017%
4/20/2026OP Asset Management Ltd670,186$6.96M0.1%N/A1.003%
2/19/2026Invesco Ltd.103,226$1.40M0.0%+27.7%0.142%
2/18/2026Mackenzie Financial Corp22,275$310K0.0%N/A0.031%
2/18/2026XTX Topco Ltd74,784$1.01M0.0%+141.3%0.103%
2/18/2026Tudor Investment Corp ET AL117,118$1.59M0.0%-55.2%0.161%
2/18/2026Numerai GP LLC31,211$423K0.1%N/A0.043%
2/18/2026Oxford Asset Management LLP14,643$198K0.1%-26.8%0.020%
2/18/2026Millennium Management LLC538,421$7.30M0.0%+1,231.3%0.741%
2/18/2026Man Group plc20,815$282K0.0%N/A0.029%
2/18/2026Janus Henderson Group PLC106,982$1.45M0.0%+481.4%0.147%
2/18/2026Engineers Gate Manager LP71,178$964K0.0%N/A0.098%
2/18/2026Caption Management LLC15,000$203K0.0%N/A0.021%
2/18/2026Balyasny Asset Management L.P.30,110$408K0.0%+111.4%0.041%
2/17/2026PDT Partners LLC60,047$814K0.1%-64.5%0.083%
2/17/2026AQR Capital Management LLC184,082$2.49M0.0%+1.3%0.253%
2/17/2026Lazard Asset Management LLC23,983$325K0.0%+13.3%0.033%
2/17/2026Trexquant Investment LP448,938$6.08M0.1%-2.2%0.617%
2/17/2026Price T Rowe Associates Inc. MD35,545$482K0.0%+7.4%0.049%
2/17/2026Russell Investments Group Ltd.47,458$643K0.0%+25.9%0.065%
2/17/2026State of Wisconsin Investment Board84,192$1.14M0.0%-16.5%0.116%
2/17/2026ExodusPoint Capital Management LP36,156$490K0.0%N/A0.050%
2/17/2026Graham Capital Management L.P.14,534$197K0.0%N/A0.020%
2/17/2026Magnetar Financial LLC45,156$612K0.0%N/A0.062%
2/17/2026RBF Capital LLC30,000$406K0.0%-14.3%0.041%
2/16/2026Verition Fund Management LLC24,862$337K0.0%-8.4%0.034%
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2/16/2026Panagora Asset Management Inc.33,026$448K0.0%N/A0.045%
2/16/2026NFJ Investment Group LLC253,241$3.43M0.1%-4.2%0.348%
2/16/2026Entropy Technologies LP13,400$182K0.0%N/A0.018%
2/16/2026Barclays PLC85,596$1.16M0.0%+42.0%0.118%
2/13/2026The Manufacturers Life Insurance Company 12,970$176K0.0%-9.5%0.018%
2/13/2026Quinn Opportunity Partners LLC1,034,086$14.01M0.6%-4.6%1.422%
2/13/2026Jacobs Levy Equity Management Inc.624,456$8.46M0.0%+11.9%0.859%
2/13/2026First Trust Advisors LP110,116$1.49M0.0%-5.1%0.151%
2/13/2026Charles Schwab Investment Management Inc.315,969$4.28M0.0%-4.7%0.435%
2/13/2026State Street Corp922,142$12.50M0.0%+3.2%1.268%
2/13/2026Ieq Capital LLC63,634$862K0.0%+21.4%0.088%
2/13/2026Vontobel Holding Ltd.21,153$287K0.0%-10.4%0.029%
2/13/2026Martingale Asset Management L P22,679$307K0.0%-11.5%0.031%
2/13/2026Dynamic Technology Lab Private Ltd60,393$818K0.2%+20.5%0.083%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC49,506$671K0.0%+53.2%0.068%
2/13/2026Wells Fargo & Company MN49,813$675K0.0%+75.8%0.069%
2/12/2026HRT Financial LP104,806$1.42M0.0%N/A0.144%
2/12/2026Renaissance Technologies LLC799,437$10.83M0.0%+9.6%1.099%
2/12/2026Dimensional Fund Advisors LP1,169,058$15.84M0.0%+4.9%1.608%
2/12/2026Integrated Quantitative Investments LLC23,096$313K0.1%-37.3%0.032%
2/12/2026Brown Brothers Harriman & Co.53,674$727K0.0%N/A0.074%
2/12/2026Swiss National Bank74,300$1.01M0.0%+8.0%0.102%
2/12/2026Aviva PLC33,340$452K0.0%-26.6%0.046%
2/12/2026Nuveen LLC330,631$4.48M0.0%+296.1%0.455%
2/11/2026Janney Montgomery Scott LLC24,009$325K0.0%-71.1%0.033%
2/11/2026Deutsche Bank AG29,495$400K0.0%-77.4%0.041%
2/11/2026Los Angeles Capital Management LLC339,768$4.60M0.0%-4.5%0.467%
2/11/2026State of Wyoming55,879$757K0.1%-18.5%0.077%
2/10/2026Goldman Sachs Group Inc.250,418$3.39M0.0%+68.6%0.344%
2/10/2026Caz Investments LP5,514$75K0.1%-74.1%0.008%
2/10/2026Intech Investment Management LLC16,375$222K0.0%-13.3%0.023%
2/9/2026Geode Capital Management LLC928,521$12.58M0.0%-1.1%1.277%
2/6/2026Covestor Ltd2,516$34K0.0%N/A0.003%
2/4/2026Versor Investments LP40,732$552K0.1%+105.4%0.056%
2/4/2026Bailard Inc.19,600$266K0.0%N/A0.027%
2/4/2026Swiss Life Asset Management Ltd11,035$150K0.0%N/A0.015%
1/29/2026UBS Group AG489,591$6.63M0.0%+52.2%0.673%
1/29/2026Vanguard Group Inc.3,697,862$50.11M0.0%-7.4%5.086%
1/27/2026Zurcher Kantonalbank Zurich Cantonalbank18,118$245K0.0%+22.7%0.025%
1/26/2026Moran Wealth Management LLC10,916$148K0.0%N/A0.015%
1/23/2026Yorktown Management & Research Co Inc15,100$205K0.2%N/A0.021%
1/9/2026SG Americas Securities LLC29,569$401K0.0%-27.0%0.041%
1/1/2026JPMorgan Chase & Co.98,023$1.06M0.0%+400.7%0.135%
1/1/2026Tudor Investment Corp ET AL261,321$2.81M0.0%N/A0.359%
12/9/2025Tudor Investment Corp ET AL261,321$2.81M0.0%N/A0.359%
11/17/2025Jacobs Levy Equity Management Inc.557,989$6.00M0.0%-1.1%0.767%
11/17/2025Verition Fund Management LLC27,143$292K0.0%-52.6%0.037%
11/17/2025Polymer Capital Management US LLC10,318$111K0.0%N/A0.014%
11/17/2025Qube Research & Technologies Ltd12,636$136K0.0%N/A0.017%
11/17/2025Prelude Capital Management LLC11,096$119K0.0%N/A0.015%
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11/17/2025Millennium Management LLC40,443$435K0.0%-91.3%0.056%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.19,329$208K0.0%-14.7%0.027%
11/17/2025Lighthouse Investment Partners LLC11,225$121K0.0%-49.8%0.015%
11/17/2025Jain Global LLC16,280$175K0.0%-45.7%0.022%
11/17/2025Brevan Howard Capital Management LP12,135$131K0.0%N/A0.017%
11/17/2025Bank of America Corp DE54,992$592K0.0%-58.3%0.076%
11/17/2025Aquatic Capital Management LLC23,755$256K0.0%N/A0.033%
11/17/2025Alliancebernstein L.P.163,615$1.76M0.0%+556.8%0.225%
11/17/2025Ameriprise Financial Inc.128,091$1.38M0.0%+27.4%0.176%
11/14/2025Creative Planning46,373$499K0.0%+186.8%0.064%


NRDS Institutional Ownership - Frequently Asked Questions

During the previous two years, 155 institutional investors and hedge funds held shares of NerdWallet. The most heavily invested institutionals were Topline Capital Management LLC ($69.84M), Vanguard Group Inc. ($50.11M), Samlyn Capital LLC ($28.74M), Arrowstreet Capital Limited Partnership ($18.78M), FMR LLC ($16.91M), Quinn Opportunity Partners LLC ($14.01M), and Dimensional Fund Advisors LP ($13.73M).Learn more on NerdWallet's institutional investors.

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

Of the 130 institutional investors that purchased NerdWallet's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Topline Capital Management LLC ($5.25M), Millennium Management LLC ($1.20M), Arrowstreet Capital Limited Partnership ($1.15M), Quinn Opportunity Partners LLC ($867.68K), Alta Fox Capital Management LLC ($809.09K), Connor Clark & Lunn Investment Management Ltd. ($728.92K), and OP Asset Management Ltd ($670.19K).

Institutional investors have bought a total of 6,805,584 shares in the last 24 months. This purchase volume represents approximately $78.52M in transactions.

Of the 48 institutional investors that sold NerdWallet's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Millennium Management LLC ($422.73K), Marshall Wace LLP ($306.13K), Vanguard Group Inc. ($296.32K), Bank of America Corp DE ($175.89K), Tudor Investment Corp ET AL ($144.20K), Quinn Opportunity Partners LLC ($120.28K), and PDT Partners LLC ($108.91K).

Institutional investors have sold a total of 2,556,158 shares in the last 24 months. This volume of shares sold represents approximately $30.12M in transactions.



This page (NASDAQ:NRDS) was last updated on 7/5/2026 by MarketBeat.com Staff.
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