NerdWallet (NRDS) Institutional Ownership

$13.52
-0.24 (-1.74%)
(As of 04/25/2024 ET)

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

Current
Institutional Ownership
Percentage
38.81%
Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$64.61M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$46.09M
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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
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%
2/15/2024G2 Investment Partners Management LLC167,328$2.46M0.7%N/A0.220%
2/14/2024Azora Capital LP1,054,105$15.52M1.3%+23.7%1.385%
2/13/2024Pinebridge Investments L.P.74,509$1.10M0.0%+76.1%0.098%
2/13/2024Prudent Man Advisors LLC11,168$164K0.1%-10.6%0.015%
2/12/2024Olympiad Research LP11,746$173K0.1%N/A0.015%
2/9/2024Trexquant Investment LP42,959$632K0.0%+2.7%0.056%
2/9/2024Dynamic Technology Lab Private Ltd16,218$239K0.0%N/A0.021%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 6,781$100K0.0%-11.3%0.009%
1/30/2024Vontobel Holding Ltd.22,541$332K0.0%-44.1%0.030%
1/25/2024Meeder Asset Management Inc.7,440$110K0.0%N/A0.010%
1/24/2024Mirae Asset Global Investments Co. Ltd.15,407$227K0.0%+32.7%0.020%
1/24/2024Arizona 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%
1/12/2024SG Americas Securities LLC9,012$133K0.0%N/A0.012%
12/18/2023Vanguard Group Inc.3,526,688$31.35M0.0%+5.6%4.632%
11/14/2023Steamboat Capital Partners LLC442,761$3.94M1.5%+1.9%0.582%
11/14/2023Qube Research & Technologies Ltd235,025$2.09M0.0%-20.8%0.309%
11/14/2023Trexquant Investment LP41,826$372K0.0%-13.6%0.055%
11/13/2023Connor Clark & Lunn Investment Management Ltd.159,159$1.42M0.0%+70.7%0.209%
11/13/2023Federated Hermes Inc.60,671$539K0.0%-59.0%0.080%
11/13/2023Healthcare of Ontario Pension Plan Trust Fund7,500$67K0.0%-96.7%0.010%
11/13/2023Dark Forest Capital Management LP17,354$154K0.0%-72.7%0.023%
11/13/2023Brandywine Global Investment Management LLC1,228,046$10.92M0.1%+23.5%1.613%
11/13/2023FMR LLC3,486,387$30.99M0.0%+88.7%4.580%
11/9/2023Prudent Man Advisors LLC12,495$111K0.0%N/A0.016%
10/26/2023Strs Ohio15,600$138K0.0%-42.0%0.020%
10/25/2023Zurcher 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%
10/11/2023Vontobel Holding Ltd.40,345$359K0.0%-9.7%0.052%
8/14/2023State 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%
8/14/2023Lombard Odier Asset Management USA Corp27,996$263K0.0%N/A0.036%
8/14/2023Prelude Capital Management LLC11,033$104K0.0%N/A0.014%
8/14/2023Graham Capital Management L.P.22,773$214K0.0%N/A0.029%
8/11/2023Pinebridge Investments L.P.55,222$520K0.0%N/A0.072%
8/11/2023Quinn Opportunity Partners LLC26,461$249K0.0%+14.5%0.034%
8/11/2023Brandywine Global Investment Management LLC994,071$9.35M0.1%+51.1%1.296%
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8/11/2023Trexquant Investment LP48,424$456K0.0%+139.5%0.063%
8/4/2023American International Group Inc.16,483$155K0.0%+31.4%0.021%
8/4/2023Citizens Financial Group Inc. RI17,825$168K0.0%N/A0.023%
8/3/2023Pathway Capital Management LP109,043$1.03M1.8%N/A0.142%
8/3/2023Mackenzie Financial Corp27,940$266K0.0%N/A0.036%
8/2/2023Bank of Montreal Can11,472$125K0.0%N/A0.015%
7/31/2023Strs Ohio26,900$253K0.0%N/A0.035%
7/25/2023Olympiad Research LP11,033$104K0.1%N/A0.014%
7/24/2023Vontobel 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%
5/25/2023Brandywine Global Investment Management LLC657,685$10.64M0.1%-54.7%0.857%
5/18/2023Centaurus Financial Inc.361,696$5.85M0.5%+940.0%0.471%
5/16/2023Steamboat Capital Partners LLC400,000$6.47M2.1%N/A0.527%
5/16/2023G2 Investment Partners Management LLC279,779$4.53M1.3%-53.9%0.369%
5/16/2023Azora Capital LP671,598$10.87M1.6%N/A0.886%
5/15/2023Numerai GP LLC45,960$744K0.2%+135.7%0.061%
5/15/2023Quinn Opportunity Partners LLC23,107$374K0.0%N/A0.030%
5/12/2023Brandywine Global Investment Management LLC657,685$10.64M0.1%-54.7%0.867%
5/12/2023C M Bidwell & Associates Ltd.3,753$61K0.0%N/A0.005%
5/11/2023Acadian Asset Management LLC26,118$421K0.0%N/A0.034%
5/10/2023Connor 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%
5/9/2023Tower Research Capital LLC TRC14,725$238K0.0%+210.1%0.019%
5/8/2023Federated Hermes Inc.151,525$2.45M0.0%N/A0.200%
5/8/2023Bailard Inc.13,427$217K0.0%N/A0.018%
5/4/2023Vista Wealth Management Group LLC15,536$251K0.0%-24.3%0.020%
5/3/2023Jump Financial LLC101,528$1.64M0.1%+407.6%0.134%
5/2/2023Nisa Investment Advisors LLC27,300$442K0.0%N/A0.036%
5/1/2023Virtu Financial LLC24,684$399K0.0%N/A0.033%
4/28/2023SG 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%
2/15/2023G2 Investment Partners Management LLC606,306$5.82M1.7%N/A0.816%
2/10/2023HRT Financial LP39,083$375K0.0%N/A0.053%
2/10/2023Brandywine Global Investment Management LLC1,453,004$13.95M0.1%+16.1%1.955%
2/10/2023Lord Abbett & CO. LLC675,088$6.48M0.0%+96.0%0.908%
2/7/2023Vista Wealth Management Group LLC20,536$197K0.0%-19.6%0.028%
1/30/2023New 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%
12/5/2022Centaurus Financial Inc.34,779$308K0.0%N/A0.047%
11/15/2022Parian Global Management LP60,000$532K1.7%N/A0.081%
11/15/2022Lord Abbett & CO. LLC344,408$3.06M0.0%N/A0.463%
11/15/2022Brandywine Global Investment Management LLC1,251,376$11.10M0.1%+14.2%1.684%
11/14/2022Point72 Asset Management L.P.542,382$4.81M0.0%-16.8%0.730%
11/14/2022PDT Partners LLC10,933$97K0.0%-44.6%0.015%
11/8/2022New York State Common Retirement Fund28,368$252K0.0%+56.7%0.038%
10/25/2022Vista Wealth Management Group LLC25,536$260K0.0%-25.0%0.035%
10/20/2022 Ridgecrest Wealth Partners LLC14,218$126K0.1%N/A0.019%
8/15/2022Point72 Asset Management L.P.651,782$5.17M0.0%+24.0%0.884%
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8/15/2022Prana Capital Management LP48,630$386K0.0%+5.0%0.066%
8/12/2022Brandywine Global Investment Management LLC1,095,661$8.69M0.1%+24.7%1.632%
7/28/2022 Counterpoint Mutual Funds LLC14,214$113K0.1%N/A0.021%
7/15/2022 Newbridge Financial Services Group Inc.51,739$410K0.3%-17.0%0.077%
7/14/2022Vista Wealth Management Group LLC34,036$289K0.0%N/A0.051%
5/17/2022Prana Capital Management LP46,317$555K0.0%-8.4%0.069%
5/12/2022HST Ventures LLC220,799$2.65M2.2%+8.3%0.329%
5/11/2022State of Tennessee Treasury Department29,000$348K0.0%+208.5%0.043%
5/9/2022Qube Research & Technologies Ltd16,087$193K0.0%-32.5%0.045%
5/2/2022 Mesirow Financial Investment Management Inc.31,420$377K1.3%N/A0.089%
(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, 60 institutional investors and hedge funds held shares of NerdWallet. The most heavily invested institutionals were Vanguard Group Inc. ($31.35M), FMR LLC ($30.99M), Azora Capital LP ($15.52M), Brandywine Global Investment Management LLC ($10.92M), Institutional Venture Management XIV LLC ($10.48M), Lord Abbett & CO. LLC ($6.48M), 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 54 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), Brandywine Global Investment Management LLC ($1.14M), Azora Capital LP ($873.75K), G2 Investment Partners Management LLC ($773.63K), Lord Abbett & CO. LLC ($675.09K), Steamboat Capital Partners LLC ($408.22K), and Centaurus Financial Inc. ($361.70K).

How much institutional buying is happening at NerdWallet?

Institutional investors have bought a total of 7,621,389 shares in the last 24 months. This purchase volume represents approximately $85.92M in transactions.

Which NerdWallet major shareholders have been selling company stock?

Of the 20 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 ($69.47K).

How much institutional selling is happening at NerdWallet?

Institutional investors have sold a total of 3,711,464 shares in the last 24 months. This volume of shares sold represents approximately $47.94M in transactions.


This page (NASDAQ:NRDS) was last updated on 4/25/2024 by MarketBeat.com Staff

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