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NerdWallet (NRDS) Institutional Ownership

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$9.79 -0.33 (-3.26%)
As of 04:00 PM Eastern

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

Current
Institutional Ownership
Percentage
38.81%
Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$69.96M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$24.45M
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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
8/24/2026 California State Teachers Retirement System325,989$3.02M0.0%+790.8%0.510%
8/6/2026 Bank of New York Mellon Corp109,809$1.02M0.0%N/A0.167%
5/19/2026 Bank of America Corp DE39,421$409K0.0%-71.5%0.060%
5/19/2026Janus Henderson Group PLC18,400$191K0.0%-82.8%0.028%
5/19/2026 Centaurus Financial Inc.153,353$1.59M0.1%-8.1%0.233%
5/16/2026 The Manufacturers Life Insurance Company10,688$111K0.0%-17.6%0.016%
5/16/2026 Quantinno Capital Management LP72,764$755K0.0%+286.0%0.111%
5/16/2026 Lazard Asset Management LLC13,301$138K0.0%-44.5%0.020%
5/14/2026 Renaissance Technologies LLC1,002,275$10.40M0.0%+25.4%1.523%
5/14/2026 Arrowstreet Capital Limited Partnership1,808,988$18.78M0.0%+32.5%2.708%
5/14/2026 State of Wyoming59,142$614K0.1%+5.8%0.089%
5/13/2026 First Trust Advisors LP112,917$1.17M0.0%+2.5%0.169%
5/7/2026 Dimensional Fund Advisors LP1,322,848$13.73M0.0%+13.2%1.981%
5/5/2026 Bank of New York Mellon Corp115,338$1.20M0.0%-6.7%0.173%
5/4/2026 Principal Financial Group Inc.279,640$2.90M0.0%N/A0.419%
4/27/2026 New York State Teachers Retirement System3,947$41K0.0%N/A0.006%
4/25/2026 Strs Ohio11,200$116K0.0%-70.2%0.017%
4/20/2026 OP Asset Management Ltd670,186$6.96M0.1%N/A1.003%
2/19/2026 Invesco Ltd.103,226$1.40M0.0%+27.7%0.142%
2/18/2026 Mackenzie Financial Corp22,275$310K0.0%N/A0.031%
2/18/2026 XTX Topco Ltd74,784$1.01M0.0%+141.3%0.103%
2/18/2026 Tudor Investment Corp ET AL117,118$1.59M0.0%-55.2%0.161%
2/18/2026 Numerai GP LLC31,211$423K0.1%N/A0.043%
2/18/2026 Oxford Asset Management LLP14,643$198K0.1%-26.8%0.020%
2/18/2026 Millennium Management LLC538,421$7.30M0.0%+1,231.3%0.741%
2/18/2026 Man Group plc20,815$282K0.0%N/A0.029%
2/18/2026Janus Henderson Group PLC106,982$1.45M0.0%+481.4%0.147%
2/18/2026 Engineers Gate Manager LP71,178$964K0.0%N/A0.098%
2/18/2026 Caption Management LLC15,000$203K0.0%N/A0.021%
2/18/2026 Balyasny Asset Management L.P.30,110$408K0.0%+111.4%0.041%
2/17/2026 PDT Partners LLC60,047$814K0.1%-64.5%0.083%
2/17/2026 AQR Capital Management LLC184,082$2.49M0.0%+1.3%0.253%
2/17/2026 Lazard Asset Management LLC23,983$325K0.0%+13.3%0.033%
2/17/2026 Trexquant Investment LP448,938$6.08M0.1%-2.2%0.617%
2/17/2026 Price T Rowe Associates Inc. MD35,545$482K0.0%+7.4%0.049%
2/17/2026 Russell Investments Group Ltd.47,458$643K0.0%+25.9%0.065%
2/17/2026 State of Wisconsin Investment Board84,192$1.14M0.0%-16.5%0.116%
2/17/2026 ExodusPoint Capital Management LP36,156$490K0.0%N/A0.050%
2/17/2026 Graham Capital Management L.P.14,534$197K0.0%N/A0.020%
2/17/2026 Magnetar Financial LLC45,156$612K0.0%N/A0.062%
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2/17/2026 RBF Capital LLC30,000$406K0.0%-14.3%0.041%
2/16/2026 Verition Fund Management LLC24,862$337K0.0%-8.4%0.034%
2/16/2026 Panagora Asset Management Inc.33,026$448K0.0%N/A0.045%
2/16/2026 NFJ Investment Group LLC253,241$3.43M0.1%-4.2%0.348%
2/16/2026 Entropy Technologies LP13,400$182K0.0%N/A0.018%
2/16/2026 Barclays PLC85,596$1.16M0.0%+42.0%0.118%
2/13/2026 The Manufacturers Life Insurance Company 12,970$176K0.0%-9.5%0.018%
2/13/2026 Quinn Opportunity Partners LLC1,034,086$14.01M0.6%-4.6%1.422%
2/13/2026 Jacobs Levy Equity Management Inc.624,456$8.46M0.0%+11.9%0.859%
2/13/2026 First Trust Advisors LP110,116$1.49M0.0%-5.1%0.151%
2/13/2026 Charles Schwab Investment Management Inc.315,969$4.28M0.0%-4.7%0.435%
2/13/2026 State Street Corp922,142$12.50M0.0%+3.2%1.268%
2/13/2026 Ieq Capital LLC63,634$862K0.0%+21.4%0.088%
2/13/2026 Vontobel Holding Ltd.21,153$287K0.0%-10.4%0.029%
2/13/2026 Martingale Asset Management L P22,679$307K0.0%-11.5%0.031%
2/13/2026 Dynamic Technology Lab Private Ltd60,393$818K0.2%+20.5%0.083%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC49,506$671K0.0%+53.2%0.068%
2/13/2026 Wells Fargo & Company MN49,813$675K0.0%+75.8%0.069%
2/12/2026 HRT Financial LP104,806$1.42M0.0%N/A0.144%
2/12/2026 Renaissance Technologies LLC799,437$10.83M0.0%+9.6%1.099%
2/12/2026 Dimensional Fund Advisors LP1,169,058$15.84M0.0%+4.9%1.608%
2/12/2026 Integrated Quantitative Investments LLC23,096$313K0.1%-37.3%0.032%
2/12/2026 Brown Brothers Harriman & Co.53,674$727K0.0%N/A0.074%
2/12/2026 Swiss National Bank74,300$1.01M0.0%+8.0%0.102%
2/12/2026Aviva PLC33,340$452K0.0%-26.6%0.046%
2/12/2026 Nuveen LLC330,631$4.48M0.0%+296.1%0.455%
2/11/2026 Janney Montgomery Scott LLC24,009$325K0.0%-71.1%0.033%
2/11/2026 Deutsche Bank AG29,495$400K0.0%-77.4%0.041%
2/11/2026 Los Angeles Capital Management LLC339,768$4.60M0.0%-4.5%0.467%
2/11/2026 State of Wyoming55,879$757K0.1%-18.5%0.077%
2/10/2026 Goldman Sachs Group Inc.250,418$3.39M0.0%+68.6%0.344%
2/10/2026 Caz Investments LP5,514$75K0.1%-74.1%0.008%
2/10/2026 Intech Investment Management LLC16,375$222K0.0%-13.3%0.023%
2/9/2026 Geode Capital Management LLC928,521$12.58M0.0%-1.1%1.277%
2/6/2026 Covestor Ltd2,516$34K0.0%N/A0.003%
2/4/2026 Versor Investments LP40,732$552K0.1%+105.4%0.056%
2/4/2026 Bailard Inc.19,600$266K0.0%N/A0.027%
2/4/2026 Swiss Life Asset Management Ltd11,035$150K0.0%N/A0.015%
1/29/2026 UBS 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%
1/27/2026 Zurcher Kantonalbank Zurich Cantonalbank18,118$245K0.0%+22.7%0.025%
1/26/2026 Moran Wealth Management LLC10,916$148K0.0%N/A0.015%
1/23/2026 Yorktown Management & Research Co Inc15,100$205K0.2%N/A0.021%
1/9/2026 SG Americas Securities LLC29,569$401K0.0%-27.0%0.041%
1/1/2026 JPMorgan Chase & Co.98,023$1.06M0.0%+400.7%0.135%
1/1/2026 Tudor Investment Corp ET AL261,321$2.81M0.0%N/A0.359%
12/9/2025 Tudor Investment Corp ET AL261,321$2.81M0.0%N/A0.359%
11/17/2025 Jacobs Levy Equity Management Inc.557,989$6.00M0.0%-1.1%0.767%
11/17/2025 Verition Fund Management LLC27,143$292K0.0%-52.6%0.037%
11/17/2025 Polymer Capital Management US LLC10,318$111K0.0%N/A0.014%
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11/17/2025 Qube Research & Technologies Ltd12,636$136K0.0%N/A0.017%
11/17/2025 Prelude Capital Management LLC11,096$119K0.0%N/A0.015%
11/17/2025 Millennium Management LLC40,443$435K0.0%-91.3%0.056%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.19,329$208K0.0%-14.7%0.027%
11/17/2025 Lighthouse Investment Partners LLC11,225$121K0.0%-49.8%0.015%
11/17/2025 Jain Global LLC16,280$175K0.0%-45.7%0.022%
11/17/2025 Brevan Howard Capital Management LP12,135$131K0.0%N/A0.017%
11/17/2025 Bank of America Corp DE54,992$592K0.0%-58.3%0.076%
11/17/2025 Aquatic Capital Management LLC23,755$256K0.0%N/A0.033%
11/17/2025 Alliancebernstein L.P.163,615$1.76M0.0%+556.8%0.225%


NRDS Institutional Ownership - Frequently Asked Questions

During the previous two years, 150 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), Arrowstreet Capital Limited Partnership ($18.78M), FMR LLC ($16.91M), Quinn Opportunity Partners LLC ($14.01M), Dimensional Fund Advisors LP ($13.73M), and Geode Capital Management LLC ($12.58M).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 124 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 6,087,956 shares in the last 24 months. This purchase volume represents approximately $69.96M in transactions.

Of the 43 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), Vanguard Group Inc. ($296.32K), Bank of America Corp DE ($175.89K), Tudor Investment Corp ET AL ($144.20K), PDT Partners LLC ($108.91K), Connor Clark & Lunn Investment Management Ltd. ($108.21K), and Deutsche Bank AG ($100.87K).

Institutional investors have sold a total of 2,038,875 shares in the last 24 months. This volume of shares sold represents approximately $24.45M in transactions.



Institutional ownership data for NASDAQ:NRDS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/24/2026. New 13F filings are added each quarter as they're published.
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