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