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, Q3 2023
Institutional positions in Nerdwallet, Inc. as of Sep 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
- 95
- −11 vs. Q2 2023
- Shares held
- 27.6M
- −669.7K (−2.4%) vs. Q2 2023
- Total value
- $245.3M
- −$20.7M (−7.8%) vs. Q2 2023
- New holders
- 11
- 34 more added
- Sold out
- 22
- 32 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Nerdwallet, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Innovius Capital Management, LLC | 5,209,366 | $46.3M | 89.32% | 00.0% | Unchanged |
| Vanguard Group Inc | 3,526,688 | $31.4M | 0.00% | +187,422+5.6% | Added |
| FMR LLC | 3,486,387 | $31.0M | 0.00% | +1,638,515+88.7% | Added |
| BlackRock Inc. | 2,403,115 | $21.4M | 0.00% | +92,124+4.0% | Added |
| T. Rowe Price Investment Management, Inc. | 2,159,873 | $19.2M | 0.01% | +174,173+8.8% | Added |
| Samlyn Capital, LLC | 1,790,685 | $15.9M | 0.28% | +217,451+13.8% | Added |
| Brandywine Global Investment Management, LLC | 1,228,046 | $10.9M | 0.10% | +233,975+23.5% | Added |
| Azora Capital LP | 851,956 | $7.57M | 0.83% | −12,882−1.5% | Reduced |
| Geode Capital Management, LLC | 761,348 | $6.77M | 0.00% | +85,192+12.6% | Added |
| State Street Corp | 637,560 | $5.67M | 0.00% | +46,776+7.9% | Added |
| Dimensional Fund Advisors LP | 486,814 | $4.33M | 0.00% | +152,319+45.5% | Added |
| Steamboat Capital Partners, LLC | 442,761 | $3.94M | 1.46% | +8,215+1.9% | Added |
| Centaurus Financial, Inc. | 361,696 | $3.21M | 0.28% | 00.0% | Unchanged |
| Northern Trust Corp | 327,079 | $2.91M | 0.00% | +12,031+3.8% | Added |
| Charles Schwab Investment Management Inc | 285,424 | $2.54M | 0.00% | +36,886+14.8% | Added |
| Price T Rowe Associates Inc | 266,476 | $2.37M | 0.00% | +30,735+13.0% | Added |
| Marshall Wace, LLP | 254,545 | $2.26M | 0.00% | +79,923+45.8% | Added |
| Renaissance Technologies LLC | 235,600 | $2.09M | 0.00% | −75,266−24.2% | Reduced |
| Qube Research & Technologies Ltd | 235,025 | $2.09M | 0.01% | −61,710−20.8% | Reduced |
| Millennium Management LLC | 200,718 | $1.78M | 0.00% | −229,657−53.4% | Reduced |
| D. E. Shaw & Co., Inc. | 188,641 | $1.68M | 0.00% | −215,062−53.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 159,159 | $1.41M | 0.01% | +65,931+70.7% | Added |
| Whetstone Capital Advisors, LLC | 143,944 | $1.28M | 0.71% | +143,944 | New |
| Royal Bank of Canada | 137,489 | $1.22M | 0.00% | +109,023+383.0% | Added |
| Quinn Opportunity Partners LLC | 106,883 | $950.2K | 0.13% | +80,422+303.9% | Added |
| Bank of New York Mellon Corp | 101,127 | $899.0K | 0.00% | +1,424+1.4% | Added |
| Nuveen Asset Management, LLC | 88,159 | $783.7K | 0.00% | −161,220−64.6% | Reduced |
| Bank of America Corp | 76,854 | $683.2K | 0.00% | −58,511−43.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 75,823 | $674.1K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 74,596 | $663.2K | 0.00% | −265,889−78.1% | Reduced |
| Swiss National Bank | 73,600 | $654.3K | 0.00% | 00.0% | Unchanged |
| Utah Retirement Systems | 71,995 | $640.0K | 0.01% | +21,939+43.8% | Added |
| Federated Hermes, Inc. | 60,671 | $539.4K | 0.00% | −87,143−59.0% | Reduced |
| PDT Partners, LLC | 57,605 | $512.1K | 0.06% | +57,605 | New |
| Alliancebernstein L.P. | 44,950 | $399.6K | 0.00% | −3,780−7.8% | Reduced |
| Susquehanna International Group, LLP | 44,496 | $395.6K | 0.00% | −56,720−56.0% | Reduced |
| Goldman Sachs Group Inc | 43,038 | $382.6K | 0.00% | +1,698+4.1% | Added |
| Rhumbline Advisers | 42,497 | $377.8K | 0.00% | +406+1.0% | Added |
| Pinebridge Investments, L.P. | 42,313 | $376.2K | 0.00% | −12,909−23.4% | Reduced |
| Trexquant Investment LP | 41,826 | $371.8K | 0.01% | −6,598−13.6% | Reduced |
| Vontobel Holding Ltd. | 40,345 | $358.7K | 0.00% | −4,355−9.7% | Reduced |
| California State Teachers Retirement System | 37,411 | $332.6K | 0.00% | −3,680−9.0% | Reduced |
| State of Wisconsin Investment Board | 33,917 | $301.5K | 0.00% | +33,917 | New |
| Jane Street Group, LLC | 33,100 | $294.3K | 0.00% | −60,525−64.6% | Reduced |
| Credit Suisse AG | 31,680 | $281.6K | 0.00% | −3,790−10.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 29,823 | $265.1K | 1.15% | 00.0% | Unchanged |
| UBS Group AG | 28,189 | $250.6K | 0.00% | −5,249−15.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 27,856 | $247.6K | 0.02% | +8,180+41.6% | Added |
| Newbridge Financial Services Group, Inc. | 26,514 | $235.7K | 0.12% | +4,649+21.3% | Added |
| Gsa Capital Partners LLP | 26,122 | $232.0K | 0.02% | −5,429−17.2% | Reduced |
| Legal & General Group Plc | 26,022 | $231.3K | 0.00% | +2,379+10.1% | Added |
| JPMorgan Chase & Co | 23,675 | $210.5K | 0.00% | −125,685−84.1% | Reduced |
| Cresset Asset Management, LLC | 22,631 | $201.2K | 0.00% | +1,097+5.1% | Added |
| State of Wyoming | 22,214 | $197.5K | 0.04% | −1,738−7.3% | Reduced |
| Vetamer Capital Management, L.P. | 21,748 | $193.3K | 0.36% | +21,748 | New |
| MetLife Investment Management | 18,653 | $165.8K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 18,615 | $165.3K | 0.00% | +39+0.2% | Added |
| Dark Forest Capital Management LP | 17,354 | $154.3K | 0.01% | −46,268−72.7% | Reduced |
| American International Group, Inc. | 17,092 | $151.9K | 0.00% | +609+3.7% | Added |
| Deutsche Bank AG | 16,737 | $148.8K | 0.00% | +2,531+17.8% | Added |
| Vista Wealth Management Group, LLC | 15,536 | $138.1K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 15,600 | $138.0K | 0.00% | −11,300−42.0% | Reduced |
| Cipher Capital LP | 15,309 | $136.1K | 0.10% | +15,309 | New |
| Invesco Ltd. | 14,922 | $132.7K | 0.00% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 14,218 | $126.4K | 0.09% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 14,179 | $126.1K | 0.00% | +67+0.5% | Added |
| Manufacturers Life Insurance Company, The | 14,050 | $124.9K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 14,006 | $124.5K | 0.00% | +522+3.9% | Added |
| Centiva Capital, LP | 13,428 | $119.4K | 0.01% | +13,428 | New |
| Prudent Man Advisors, LLC | 12,495 | $111.1K | 0.04% | +12,495 | New |
| Barclays PLC | 12,117 | $107.7K | 0.00% | −776−6.0% | Reduced |
| Balyasny Asset Management LLC | 12,080 | $107.4K | 0.00% | +12,080 | New |
| Mirae Asset Global Investments Co., Ltd. | 11,611 | $103.2K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 11,219 | $100.0K | 0.00% | +11,219 | New |
| UBS Asset Management Americas Inc | 10,000 | $88.9K | 0.00% | +10,000 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,643 | $67.9K | 0.00% | +4,053+112.9% | Added |
| Group One Trading, L.P. | 7,628 | $67.8K | 0.00% | −8,246−51.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 7,500 | $66.7K | 0.00% | −219,100−96.7% | Reduced |
| Wells Fargo & Company | 7,444 | $66.2K | 0.00% | −24,394−76.6% | Reduced |
| Amalgamated Bank | 4,847 | $43.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,828 | $25.1K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,933 | $17.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,413 | $12.6K | 0.00% | +338+31.4% | Added |
| Allspring Global Investments Holdings, LLC | 1,367 | $12.2K | 0.00% | +1,367 | New |
| Simplex Trading, LLC | 1,241 | $11.0K | 0.00% | +567+84.1% | Added |
| Aquatic Capital Management LLC | 800 | $7.00K | 0.00% | −1,700−68.0% | Reduced |
| Citadel Advisors LLC | 560 | $4.98K | 0.00% | −12,319−95.7% | Reduced |
| Global Retirement Partners, LLC | 448 | $3.68K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 78 | $693 | 0.00% | −10,969−99.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 40 | $356 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 34 | $302 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 20 | $178 | 0.00% | −8−28.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 18 | $160 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 14 | $124 | 0.00% | −176,654−100.0% | Reduced |
| CWM, LLC | 45 | $0 | 0.00% | +16+55.2% | Added |
| Institutional Venture Management XIV, LLC | 0 | $0 | 0.00% | −1,113,635−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −214,023−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −187,700−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −178,500−100.0% | Sold out |
| Eventide Asset Management, LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |