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Livermore
Livermore
ZHEN

Nerdwallet, Inc.

NRDS
Exchange
Nasdaq
Industry
Services-Computer Processing & Data Preparation
SEC CIK
0001625278

No open-market purchases or sales by Nerdwallet, Inc. insiders were filed in the last 90 days; 147 institutions reported holding it in 13F filings for Q2 2026, worth $252.3M in total; no superinvestor holds it.

13F holders, Q4 2022

Institutional positions in Nerdwallet, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
82
+17 vs. Q3 2022
Shares held
24.8M
+1.71M (+7.4%) vs. Q3 2022
Total value
$238.3M
+$33.3M (+16.2%) vs. Q3 2022
New holders
24
33 more added
Sold out
7
10 more reduced

1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting NRDS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 82 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 42 institutionsQ1 2022: 49 institutionsQ2 2022: 68 institutionsQ3 2022: 66 institutionsQ4 2022: 82 institutionsQ1 2023: 99 institutionsQ2 2023: 106 institutionsQ3 2023: 95 institutionsQ4 2023: 104 institutionsQ1 2024: 114 institutionsQ2 2024: 108 institutionsQ3 2024: 113 institutionsQ4 2024: 128 institutionsQ1 2025: 134 institutionsQ2 2025: 139 institutionsQ3 2025: 145 institutionsQ4 2025: 161 institutionsQ1 2026: 158 institutionsQ2 2026: 147 institutions
Value heldQ4 2022: $238.3M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $269.0MQ1 2022: $217.8MQ2 2022: $171.9MQ3 2022: $205.6MQ4 2022: $238.3MQ1 2023: $498.6MQ2 2023: $266.0MQ3 2023: $245.3MQ4 2023: $440.2MQ1 2024: $453.6MQ2 2024: $446.0MQ3 2024: $340.0MQ4 2024: $389.2MQ1 2025: $248.7MQ2 2025: $301.0MQ3 2025: $300.1MQ4 2025: $399.6MQ1 2026: $315.7MQ2 2026: $252.3M
Institutions holding NRDS and their total value by quarter
QuarterHoldersValue
Q2 2026147$252.3M
Q1 2026158$315.7M
Q4 2025161$399.6M
Q3 2025145$300.1M
Q2 2025139$301.0M
Q1 2025134$248.7M
Q4 2024128$389.2M
Q3 2024113$340.0M
Q2 2024108$446.0M
Q1 2024114$453.6M
Q4 2023104$440.2M
Q3 202395$245.3M
Q2 2023106$266.0M
Q1 202399$498.6M
Q4 202282$238.3M
Q3 202266$205.6M
Q2 202268$171.9M
Q1 202249$217.8M
Q4 202142$269.0M
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Nerdwallet, Inc.; share changes are against Q3 2022.

Institutions holding NRDS in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
CWM, LLC35$00.00%00.0%Unchanged
Advisor Group Holdings, Inc.18$00.00%00.0%Unchanged
Rockefeller Capital Management L.P.3$00.00%+3New
Credit Suisse AG1$100.00%−144−99.3%Reduced
Oliver Lagore Vanvalin Investment Group18$1730.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC40$3840.00%+40New
CoreCap Advisors, LLC200$1.92K0.00%+200New
Dark Forest Capital Management LP1,277$12.3K0.00%+1,268+14,088.9%Added
Point72 Middle East FZE1,401$13.4K0.00%+1,401New
Money Concepts Capital Corp1,586$15.2K0.00%+1,586New
Wells Fargo & Company1,717$16.5K0.00%+1,209+238.0%Added
Metropolitan Life Insurance Co1,758$16.9K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,921$20.5K0.00%00.0%Unchanged
Cutler Group LP2,290$21.0K0.00%+2,219+3,125.4%Added
Quarry LP2,445$23.5K0.03%+2,445New
Legal & General Group Plc2,891$27.7K0.00%00.0%Unchanged
Royal Bank of Canada3,228$31.0K0.00%+2,916+934.6%Added
Amalgamated Bank4,112$39.0K0.00%00.0%Unchanged
Citigroup Inc4,635$44.5K0.00%+4,247+1,094.6%Added
Tower Research Capital LLC (TRC)4,749$46.0K0.00%+2,470+108.4%Added
Barclays PLC6,979$67.0K0.00%+5,893+542.6%Added
Simplex Trading, LLC8,692$83.0K0.00%+5,566+178.1%Added
California State Teachers Retirement System10,377$99.6K0.00%+265+2.6%Added
Mirae Asset Global Investments Co., Ltd.10,558$101.4K0.00%00.0%Unchanged
Voya Investment Management LLC10,561$101.4K0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The10,830$104.0K0.00%+353+3.4%Added
Cetera Advisors LLC10,945$105.1K0.00%+10,945New
Deutsche Bank AG11,302$108.5K0.00%+172+1.5%Added
Commonwealth Equity Services, LLC11,600$111.0K0.00%00.0%Unchanged
American International Group, Inc.12,296$118.0K0.00%+134+1.1%Added
Boothbay Fund Management, LLC12,801$122.9K0.00%+12,801New
UBS Group AG13,083$125.6K0.00%+3,902+42.5%Added
Marshall Wace, LLP13,300$127.7K0.00%+13,300New
Ridgecrest Wealth Partners, LLC14,218$136.5K0.10%00.0%Unchanged
Squarepoint Ops LLC14,756$141.7K0.00%+14,756New
Quantbot Technologies LP14,909$143.1K0.01%+14,909New
MetLife Investment Management15,148$145.4K0.00%00.0%Unchanged
JPMorgan Chase & Co15,223$146.0K0.00%+1,224+8.7%Added
State of Wyoming15,562$149.4K0.05%+3,785+32.1%Added
Railway Pension Investments Ltd15,760$151.3K0.00%+15,760New
Arrowstreet Capital, Limited Partnership16,371$157.0K0.00%+16,371New
PEAK6 Investments LLC17,397$167.0K0.01%+17,397New
Goldman Sachs Group Inc17,493$167.9K0.00%−291,867−94.3%Reduced
Citadel Advisors LLC18,493$177.5K0.00%+18,493New
Numerai GP LLC19,503$187.2K0.13%+19,503New
New York State Common Retirement Fund19,646$188.6K0.00%−8,722−30.7%Reduced
Jump Financial, LLC20,000$192.0K0.01%+20,000New
Vista Wealth Management Group, LLC20,536$197.1K0.02%−5,000−19.6%Reduced
Invesco Ltd.21,928$210.5K0.00%+9,483+76.2%Added
Newbridge Financial Services Group, Inc.26,909$258.3K0.15%−24,475−47.6%Reduced
Alliancebernstein L.P.29,200$280.3K0.00%+6,300+27.5%Added
Walleye Trading LLC30,951$297.1K0.01%−20,937−40.4%Reduced
Mesirow Financial Investment Management, Inc.31,337$300.8K1.26%00.0%Unchanged
Rhumbline Advisers32,668$314.0K0.00%+1,163+3.7%Added
Engineers Gate Manager LP34,167$328.0K0.02%+34,167New
Centaurus Financial, Inc.34,779$334.0K0.03%00.0%Unchanged
HRT Financial LP39,083$375.0K0.01%+39,083New
Cubist Systematic Strategies, LLC40,302$386.9K0.00%+37,234+1,213.6%Added
Mackenzie Financial Corp41,670$400.0K0.00%+41,670New
Millennium Management LLC41,759$401.0K0.00%+41,759New
Bank of America Corp53,390$512.5K0.00%+28,796+117.1%Added
Renaissance Technologies LLC61,900$594.0K0.00%−10,900−15.0%Reduced
Morgan Stanley66,482$638.2K0.00%+32,414+95.1%Added
Nuveen Asset Management, LLC78,580$754.0K0.00%−3,778−4.6%Reduced
Bank of New York Mellon Corp78,892$757.4K0.00%+5,251+7.1%Added
Oberweis Asset Management Inc175,900$1.69M0.36%+175,900New
Charles Schwab Investment Management Inc224,464$2.15M0.00%+7,325+3.4%Added
Northern Trust Corp236,707$2.27M0.00%+14,008+6.3%Added
Relative Value Partners Group, LLC300,000$2.88M0.20%+300,000New
Price T Rowe Associates Inc335,892$3.23M0.00%−192,116−36.4%Reduced
State Street Corp427,178$4.10M0.00%+80,809+23.3%Added
Schonfeld Strategic Advisors LLC475,598$4.57M0.04%+445,355+1,472.6%Added
Geode Capital Management, LLC558,218$5.36M0.00%+56,095+11.2%Added
G2 Investment Partners Management LLC606,306$5.82M1.73%+606,306New
Lord, Abbett & Co. LLC675,088$6.48M0.02%+330,680+96.0%Added
Brandywine Global Investment Management, LLC1,453,004$13.9M0.11%+201,628+16.1%Added
BlackRock Inc.1,721,657$16.5M0.00%+101,601+6.3%Added
T. Rowe Price Investment Management, Inc.1,965,399$18.9M0.01%+175,422+9.8%Added
FMR LLC2,502,011$24.0M0.00%+758,445+43.5%Added
Vanguard Group Inc3,127,515$30.0M0.00%+63,468+2.1%Added
Institutional Venture Management XIV, LLC3,654,541$35.1M13.90%−800,000−18.0%Reduced
Innovius Capital Management, LLC5,209,366$50.0M84.11%00.0%Unchanged
Point72 Asset Management, L.P.0$00.00%−542,382−100.0%Sold out
Rit Capital Partners PLC0$00.00%−155,741−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−12,693−100.0%Sold out
PDT Partners, LLC0$00.00%−10,933−100.0%Sold out
Qtron Investments LLC0$00.00%−10,034−100.0%Sold out
Group One Trading, L.P.0$00.00%−6,140−100.0%Sold out
Castle Wealth Management LLC0$00.00%−60−100.0%Sold out
Parian Global Management LP––––Not filed