NerdWallet (NRDS) Institutional Ownership

$16.05

+0.13 (+0.82%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 38.81%
Number of Institutional Buyers (last 12 months): 32
Total Institutional Inflows (last 12 months): $47.46M

Number of Institutional Sellers (last 12 months): 17
Total Institutional Outflows (last 12 months): $15.56M

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NRDS Institutional Buying and Selling by Quarter

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NerdWallet Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Legato Capital Management LLC	38,019	$555K	0.1%	N/A	0.049%
7/26/2024	Bank of New York Mellon Corp	122,873	$1.79M	0.0%	+27.6%	0.158%
7/12/2024	SG Americas Securities LLC	30,507	$445K	0.0%	N/A	0.039%
5/16/2024	California State Teachers Retirement System	37,366	$549K	0.0%	-2.2%	0.048%
5/15/2024	Price T Rowe Associates Inc. MD	189,686	$2.79M	0.0%	-5.6%	0.244%
5/10/2024	Acadian Asset Management LLC	24,955	$366K	0.0%	-39.9%	0.032%
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5/10/2024	Vanguard Group Inc.	4,005,447	$58.88M	0.0%	+12.1%	5.152%
5/9/2024	Lord Abbett & CO. LLC	926,596	$13.62M	0.0%	+108.4%	1.192%
5/7/2024	Steamboat Capital Partners LLC	242,033	$3.56M	1.2%	+1.7%	0.311%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	11,611	$171K	0.0%	-24.6%	0.015%
4/26/2024	Mesirow Financial Investment Management Inc.	22,949	$337K	0.0%	-23.0%	0.030%
4/24/2024	Newbridge Financial Services Group Inc.	12,105	$178K	0.1%	-24.6%	0.016%
4/19/2024	Mesirow Financial Investment Management Inc.	22,949	$337K	1.7%	-23.0%	0.030%
3/28/2024	Newbridge Financial Services Group Inc.	16,044	$236K	0.1%	-39.5%	0.021%
2/15/2024	G2 Investment Partners Management LLC	167,328	$2.46M	0.7%	N/A	0.220%
2/14/2024	Azora Capital LP	1,054,105	$15.52M	1.3%	+23.7%	1.385%
2/13/2024	Pinebridge Investments L.P.	74,509	$1.10M	0.0%	+76.1%	0.098%
2/13/2024	Prudent Man Advisors LLC	11,168	$164K	0.1%	-10.6%	0.015%
2/12/2024	Olympiad Research LP	11,746	$173K	0.1%	N/A	0.015%
2/9/2024	Trexquant Investment LP	42,959	$632K	0.0%	+2.7%	0.056%
2/9/2024	Dynamic Technology Lab Private Ltd	16,218	$239K	0.0%	N/A	0.021%
1/30/2024	Zurcher Kantonalbank Zurich Cantonalbank	6,781	$100K	0.0%	-11.3%	0.009%
1/30/2024	Vontobel Holding Ltd.	22,541	$332K	0.0%	-44.1%	0.030%
1/25/2024	Meeder Asset Management Inc.	7,440	$110K	0.0%	N/A	0.010%
1/24/2024	Mirae Asset Global Investments Co. Ltd.	15,407	$227K	0.0%	+32.7%	0.020%
1/24/2024	Arizona State Retirement System	10,254	$151K	0.0%	N/A	0.013%
1/16/2024	Raymond James Financial Services Advisors Inc.	13,928	$205K	0.0%	N/A	0.018%
1/12/2024	SG Americas Securities LLC	9,012	$133K	0.0%	N/A	0.012%
12/18/2023	Vanguard Group Inc.	3,526,688	$31.35M	0.0%	+5.6%	4.632%
11/14/2023	Steamboat Capital Partners LLC	442,761	$3.94M	1.5%	+1.9%	0.582%
11/14/2023	Qube Research & Technologies Ltd	235,025	$2.09M	0.0%	-20.8%	0.309%
11/14/2023	Trexquant Investment LP	41,826	$372K	0.0%	-13.6%	0.055%
11/13/2023	Connor Clark & Lunn Investment Management Ltd.	159,159	$1.42M	0.0%	+70.7%	0.209%
11/13/2023	Federated Hermes Inc.	60,671	$539K	0.0%	-59.0%	0.080%
11/13/2023	Healthcare of Ontario Pension Plan Trust Fund	7,500	$67K	0.0%	-96.7%	0.010%
11/13/2023	Dark Forest Capital Management LP	17,354	$154K	0.0%	-72.7%	0.023%
11/13/2023	Brandywine Global Investment Management LLC	1,228,046	$10.92M	0.1%	+23.5%	1.613%
11/13/2023	FMR LLC	3,486,387	$30.99M	0.0%	+88.7%	4.580%
11/9/2023	Prudent Man Advisors LLC	12,495	$111K	0.0%	N/A	0.016%
10/26/2023	Strs Ohio	15,600	$138K	0.0%	-42.0%	0.020%
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10/25/2023	Zurcher Kantonalbank Zurich Cantonalbank	7,643	$68K	0.0%	+112.9%	0.010%
10/17/2023	Newbridge Financial Services Group Inc.	26,514	$236K	0.1%	+21.3%	0.034%
10/11/2023	Vontobel Holding Ltd.	40,345	$359K	0.0%	-9.7%	0.052%
8/14/2023	State of Wyoming	23,952	$225K	0.1%	-4.6%	0.031%
8/14/2023	Institutional Venture Management XIV LLC	1,113,635	$10.48M	6.3%	-50.0%	1.436%
8/14/2023	Lombard Odier Asset Management USA Corp	27,996	$263K	0.0%	N/A	0.036%
8/14/2023	Prelude Capital Management LLC	11,033	$104K	0.0%	N/A	0.014%
8/14/2023	Graham Capital Management L.P.	22,773	$214K	0.0%	N/A	0.029%
8/11/2023	Pinebridge Investments L.P.	55,222	$520K	0.0%	N/A	0.072%
8/11/2023	Quinn Opportunity Partners LLC	26,461	$249K	0.0%	+14.5%	0.034%
8/11/2023	Brandywine Global Investment Management LLC	994,071	$9.35M	0.1%	+51.1%	1.296%
8/11/2023	Trexquant Investment LP	48,424	$456K	0.0%	+139.5%	0.063%
8/4/2023	American International Group Inc.	16,483	$155K	0.0%	+31.4%	0.021%
8/4/2023	Citizens Financial Group Inc. RI	17,825	$168K	0.0%	N/A	0.023%
8/3/2023	Pathway Capital Management LP	109,043	$1.03M	1.8%	N/A	0.142%
8/3/2023	Mackenzie Financial Corp	27,940	$266K	0.0%	N/A	0.036%
8/2/2023	Bank of Montreal Can	11,472	$125K	0.0%	N/A	0.015%
7/31/2023	Strs Ohio	26,900	$253K	0.0%	N/A	0.035%
7/25/2023	Olympiad Research LP	11,033	$104K	0.1%	N/A	0.014%
7/24/2023	Vontobel Holding Ltd.	44,700	$421K	0.0%	N/A	0.058%
7/21/2023	Newbridge Financial Services Group Inc.	21,865	$206K	0.1%	+13.8%	0.028%
7/17/2023	Mesirow Financial Investment Management Inc.	29,823	$281K	1.2%	-4.8%	0.039%
5/25/2023	Brandywine Global Investment Management LLC	657,685	$10.64M	0.1%	-54.7%	0.857%
5/18/2023	Centaurus Financial Inc.	361,696	$5.85M	0.5%	+940.0%	0.471%
5/16/2023	Steamboat Capital Partners LLC	400,000	$6.47M	2.1%	N/A	0.527%
5/16/2023	G2 Investment Partners Management LLC	279,779	$4.53M	1.3%	-53.9%	0.369%
5/16/2023	Azora Capital LP	671,598	$10.87M	1.6%	N/A	0.886%
5/15/2023	Numerai GP LLC	45,960	$744K	0.2%	+135.7%	0.061%
5/15/2023	Quinn Opportunity Partners LLC	23,107	$374K	0.0%	N/A	0.030%
5/12/2023	Brandywine Global Investment Management LLC	657,685	$10.64M	0.1%	-54.7%	0.867%
5/12/2023	C M Bidwell & Associates Ltd.	3,753	$61K	0.0%	N/A	0.005%
5/11/2023	Acadian Asset Management LLC	26,118	$421K	0.0%	N/A	0.034%
5/10/2023	Connor Clark & Lunn Investment Management Ltd.	86,942	$1.41M	0.0%	N/A	0.115%
5/9/2023	Spire Wealth Management	38,561	$624K	0.0%	N/A	0.051%
5/9/2023	Tower Research Capital LLC TRC	14,725	$238K	0.0%	+210.1%	0.019%
5/8/2023	Federated Hermes Inc.	151,525	$2.45M	0.0%	N/A	0.200%
5/8/2023	Bailard Inc.	13,427	$217K	0.0%	N/A	0.018%
5/4/2023	Vista Wealth Management Group LLC	15,536	$251K	0.0%	-24.3%	0.020%
5/3/2023	Jump Financial LLC	101,528	$1.64M	0.1%	+407.6%	0.134%
5/2/2023	Nisa Investment Advisors LLC	27,300	$442K	0.0%	N/A	0.036%
5/1/2023	Virtu Financial LLC	24,684	$399K	0.0%	N/A	0.033%
4/28/2023	SG Americas Securities LLC	33,944	$549K	0.0%	N/A	0.045%
4/20/2023	Counterpoint Mutual Funds LLC	5,906	$96K	0.1%	N/A	0.008%
4/18/2023	Newbridge Financial Services Group Inc.	19,209	$311K	0.2%	-28.6%	0.025%
2/15/2023	G2 Investment Partners Management LLC	606,306	$5.82M	1.7%	N/A	0.816%
2/10/2023	HRT Financial LP	39,083	$375K	0.0%	N/A	0.053%
2/10/2023	Brandywine Global Investment Management LLC	1,453,004	$13.95M	0.1%	+16.1%	1.955%
2/10/2023	Lord Abbett & CO. LLC	675,088	$6.48M	0.0%	+96.0%	0.908%
2/7/2023	Vista Wealth Management Group LLC	20,536	$197K	0.0%	-19.6%	0.028%
1/30/2023	New York State Common Retirement Fund	19,646	$189K	0.0%	-30.7%	0.026%
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1/17/2023	Newbridge Financial Services Group Inc.	26,909	$258K	0.1%	-47.6%	0.036%
12/5/2022	Centaurus Financial Inc.	34,779	$308K	0.0%	N/A	0.047%
11/15/2022	Parian Global Management LP	60,000	$532K	1.7%	N/A	0.081%
11/15/2022	Lord Abbett & CO. LLC	344,408	$3.06M	0.0%	N/A	0.463%
11/15/2022	Brandywine Global Investment Management LLC	1,251,376	$11.10M	0.1%	+14.2%	1.684%
11/14/2022	Point72 Asset Management L.P.	542,382	$4.81M	0.0%	-16.8%	0.730%
11/14/2022	PDT Partners LLC	10,933	$97K	0.0%	-44.6%	0.015%
11/8/2022	New York State Common Retirement Fund	28,368	$252K	0.0%	+56.7%	0.038%
10/25/2022	Vista Wealth Management Group LLC	25,536	$260K	0.0%	-25.0%	0.035%
10/20/2022	Ridgecrest Wealth Partners LLC	14,218	$126K	0.1%	N/A	0.019%

(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, 61 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 51 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 8,492,782 shares in the last 24 months. This purchase volume represents approximately $99.24M 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 3,728,191 shares in the last 24 months. This volume of shares sold represents approximately $48.29M in transactions.