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, Q2 2023
Institutional positions in Nerdwallet, Inc. as of Jun 30, 2023. 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
- 106
- +7 vs. Q1 2023
- Shares held
- 28.3M
- −2.55M (−8.3%) vs. Q1 2023
- Total value
- $266.0M
- −$232.6M (−46.7%) vs. Q1 2023
- New holders
- 28
- 45 more added
- Sold out
- 21
- 21 more reduced
Compare with Q1 2023: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 147 | $252.3M |
| Q1 2026 | 158 | $315.7M |
| Q4 2025 | 161 | $399.6M |
| Q3 2025 | 145 | $300.1M |
| Q2 2025 | 139 | $301.0M |
| Q1 2025 | 134 | $248.7M |
| Q4 2024 | 128 | $389.2M |
| Q3 2024 | 113 | $340.0M |
| Q2 2024 | 108 | $446.0M |
| Q1 2024 | 114 | $453.6M |
| Q4 2023 | 104 | $440.2M |
| Q3 2023 | 95 | $245.3M |
| Q2 2023 | 106 | $266.0M |
| Q1 2023 | 99 | $498.6M |
| Q4 2022 | 82 | $238.3M |
| Q3 2022 | 66 | $205.6M |
| Q2 2022 | 68 | $171.9M |
| Q1 2022 | 49 | $217.8M |
| Q4 2021 | 42 | $269.0M |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Nerdwallet, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 29 | $0 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 18 | $169 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 28 | $263 | 0.00% | −27,272−99.9% | Reduced |
| Russell Investments Group, Ltd. | 34 | $320 | 0.00% | +34 | New |
| Cary Street Partner Investment Advisory LLC | 40 | $376 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 448 | $4.22K | 0.00% | +448 | New |
| Simplex Trading, LLC | 674 | $6.00K | 0.00% | +674 | New |
| Leonteq Securities AG | 1,008 | $9.48K | 0.00% | +1,008 | New |
| Tower Research Capital LLC (TRC) | 1,075 | $10.1K | 0.00% | −13,650−92.7% | Reduced |
| Metropolitan Life Insurance Co | 1,933 | $18.2K | 0.00% | +389+25.2% | Added |
| Quarry LP | 2,360 | $22.2K | 0.01% | +2,360 | New |
| Aquatic Capital Management LLC | 2,500 | $24.0K | 0.00% | +2,500 | New |
| Ameritas Investment Partners, Inc. | 2,828 | $26.6K | 0.00% | +907+47.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,590 | $33.8K | 0.00% | +3,590 | New |
| C M Bidwell & Associates Ltd | 3,753 | $35.3K | 0.03% | 00.0% | Unchanged |
| Amalgamated Bank | 4,847 | $46.0K | 0.00% | +1,237+34.3% | Added |
| Globeflex Capital L P | 7,145 | $67.2K | 0.01% | +7,145 | New |
| Prelude Capital Management, LLC | 11,033 | $103.8K | 0.01% | +11,033 | New |
| Keebeck Alpha, LP | 11,033 | $103.8K | 0.10% | +11,033 | New |
| Citigroup Inc | 11,047 | $104.0K | 0.00% | +10,843+5,315.2% | Added |
| Commonwealth Equity Services, LLC | 11,600 | $109.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 11,611 | $109.3K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 12,879 | $121.2K | 0.00% | −272,598−95.5% | Reduced |
| Barclays PLC | 12,893 | $121.3K | 0.00% | −249−1.9% | Reduced |
| Bank of Montreal | 11,472 | $124.8K | 0.00% | +11,472 | New |
| Voya Investment Management LLC | 13,484 | $126.9K | 0.00% | +2,923+27.7% | Added |
| Manufacturers Life Insurance Company, The | 14,050 | $132.2K | 0.00% | +3,220+29.7% | Added |
| New York State Common Retirement Fund | 14,112 | $132.8K | 0.00% | +590+4.4% | Added |
| Deutsche Bank AG | 14,206 | $133.7K | 0.00% | −2,926−17.1% | Reduced |
| Ridgecrest Wealth Partners, LLC | 14,218 | $133.8K | 0.09% | 00.0% | Unchanged |
| Invesco Ltd. | 14,922 | $140.4K | 0.00% | −108,264−87.9% | Reduced |
| Vista Wealth Management Group, LLC | 15,536 | $146.2K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 15,874 | $149.4K | 0.01% | +15,874 | New |
| American International Group, Inc. | 16,483 | $155.1K | 0.00% | +3,938+31.4% | Added |
| Citizens Financial Group Inc | 17,825 | $167.7K | 0.01% | +17,825 | New |
| Janus Henderson Group PLC | 18,576 | $174.4K | 0.00% | +18,576 | New |
| MetLife Investment Management | 18,653 | $175.5K | 0.00% | +3,505+23.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 19,676 | $185.2K | 0.02% | +19,676 | New |
| Cresset Asset Management, LLC | 21,534 | $202.6K | 0.00% | +21,534 | New |
| Newbridge Financial Services Group, Inc. | 21,865 | $205.8K | 0.10% | +2,656+13.8% | Added |
| State of Tennessee, Treasury Department | 21,939 | $206.4K | 0.00% | −6,178−22.0% | Reduced |
| Graham Capital Management, L.P. | 22,773 | $214.3K | 0.01% | +22,773 | New |
| Legal & General Group Plc | 23,643 | $222.5K | 0.00% | +20,530+659.5% | Added |
| State of Wyoming | 23,952 | $225.4K | 0.07% | −1,144−4.6% | Reduced |
| Quinn Opportunity Partners LLC | 26,461 | $249.0K | 0.03% | +3,354+14.5% | Added |
| STRS Ohio | 26,900 | $253.0K | 0.00% | +26,900 | New |
| Lombard Odier Asset Management (USA) Corp | 27,996 | $263.4K | 0.03% | +27,996 | New |
| Mackenzie Financial Corp | 27,940 | $265.7K | 0.00% | +27,940 | New |
| Royal Bank of Canada | 28,466 | $268.0K | 0.00% | +26,798+1,606.6% | Added |
| Mesirow Financial Investment Management, Inc. | 29,823 | $280.6K | 1.19% | −1,514−4.8% | Reduced |
| Gsa Capital Partners LLP | 31,551 | $297.0K | 0.03% | +10,897+52.8% | Added |
| Wells Fargo & Company | 31,838 | $299.6K | 0.00% | +7,357+30.1% | Added |
| UBS Group AG | 33,438 | $314.7K | 0.00% | +16,173+93.7% | Added |
| Credit Suisse AG | 35,470 | $333.8K | 0.00% | +35,470 | New |
| Two Sigma Investments, LP | 38,802 | $365.1K | 0.00% | −117,655−75.2% | Reduced |
| California State Teachers Retirement System | 41,091 | $386.7K | 0.00% | +31,427+325.2% | Added |
| Goldman Sachs Group Inc | 41,340 | $389.0K | 0.00% | −10,640−20.5% | Reduced |
| Rhumbline Advisers | 42,091 | $396.1K | 0.00% | +7,545+21.8% | Added |
| Vontobel Holding Ltd. | 44,700 | $420.6K | 0.00% | +44,700 | New |
| Trexquant Investment LP | 48,424 | $455.7K | 0.01% | +28,204+139.5% | Added |
| Alliancebernstein L.P. | 48,730 | $458.5K | 0.00% | +23,730+94.9% | Added |
| Dynamic Technology Lab Private Ltd | 49,816 | $469.0K | 0.06% | +2,128+4.5% | Added |
| Utah Retirement Systems | 50,056 | $471.0K | 0.01% | +21,939+78.0% | Added |
| Pinebridge Investments, L.P. | 55,222 | $519.6K | 0.01% | +55,222 | New |
| Dark Forest Capital Management LP | 63,622 | $598.7K | 0.06% | +63,622 | New |
| Swiss National Bank | 73,600 | $692.6K | 0.00% | +73,600 | New |
| Jacobs Levy Equity Management, Inc | 75,823 | $713.5K | 0.00% | +75,823 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 93,228 | $877.3K | 0.00% | +6,286+7.2% | Added |
| Jane Street Group, LLC | 93,625 | $881.0K | 0.00% | +4,844+5.5% | Added |
| Bank of New York Mellon Corp | 99,703 | $938.2K | 0.00% | +12,086+13.8% | Added |
| Susquehanna International Group, LLP | 101,216 | $952.4K | 0.00% | +67,561+200.7% | Added |
| Pathway Capital Management, LP | 109,043 | $1.03M | 1.84% | +109,043 | New |
| G2 Investment Partners Management LLC | 115,477 | $1.09M | 0.27% | −164,302−58.7% | Reduced |
| Bank of America Corp | 135,365 | $1.27M | 0.00% | −20,712−13.3% | Reduced |
| Federated Hermes, Inc. | 147,814 | $1.39M | 0.00% | −3,711−2.4% | Reduced |
| JPMorgan Chase & Co | 149,360 | $1.41M | 0.00% | +54,929+58.2% | Added |
| Eventide Asset Management, LLC | 150,000 | $1.41M | 0.02% | +150,000 | New |
| Marshall Wace, LLP | 174,622 | $1.64M | 0.00% | +74,434+74.3% | Added |
| Advisor Group Holdings, Inc. | 176,668 | $1.66M | 0.00% | +125,150+242.9% | Added |
| Norges Bank | 178,500 | $1.68M | 0.00% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 187,700 | $1.77M | 0.21% | −42,000−18.3% | Reduced |
| Lord, Abbett & Co. LLC | 214,023 | $2.01M | 0.01% | −1,450,847−87.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 226,600 | $2.13M | 0.01% | +89,100+64.8% | Added |
| Price T Rowe Associates Inc | 235,741 | $2.22M | 0.00% | +7,898+3.5% | Added |
| Charles Schwab Investment Management Inc | 248,538 | $2.34M | 0.00% | +24,587+11.0% | Added |
| Nuveen Asset Management, LLC | 249,379 | $2.35M | 0.00% | +83,589+50.4% | Added |
| Qube Research & Technologies Ltd | 296,735 | $2.79M | 0.01% | +173,621+141.0% | Added |
| Renaissance Technologies LLC | 310,866 | $2.92M | 0.00% | +81,466+35.5% | Added |
| Northern Trust Corp | 315,048 | $2.96M | 0.00% | +69,491+28.3% | Added |
| Dimensional Fund Advisors LP | 334,495 | $3.15M | 0.00% | +257,514+334.5% | Added |
| Morgan Stanley | 340,485 | $3.20M | 0.00% | −245,268−41.9% | Reduced |
| Centaurus Financial, Inc. | 361,696 | $3.40M | 0.30% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 403,703 | $3.80M | 0.01% | −107,223−21.0% | Reduced |
| Millennium Management LLC | 430,375 | $4.05M | 0.00% | −165,881−27.8% | Reduced |
| Steamboat Capital Partners, LLC | 434,546 | $4.09M | 1.41% | +34,546+8.6% | Added |
| State Street Corp | 590,784 | $5.56M | 0.00% | +92,894+18.7% | Added |
| Geode Capital Management, LLC | 676,156 | $6.36M | 0.00% | +110,431+19.5% | Added |
| Azora Capital LP | 864,838 | $8.14M | 1.66% | +193,240+28.8% | Added |
| Brandywine Global Investment Management, LLC | 994,071 | $9.35M | 0.08% | +336,386+51.1% | Added |
| Institutional Venture Management XIV, LLC | 1,113,635 | $10.5M | 6.31% | −1,113,635−50.0% | Reduced |