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 2023
Institutional positions in Nerdwallet, Inc. as of Dec 31, 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
- 104
- +9 vs. Q3 2023
- Shares held
- 29.9M
- +2.31M (+8.4%) vs. Q3 2023
- Total value
- $440.2M
- +$194.9M (+79.4%) vs. Q3 2023
- New holders
- 23
- 42 more added
- Sold out
- 14
- 25 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Nerdwallet, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Innovius Capital Management, LLC | 5,209,366 | $76.7M | 92.37% | 00.0% | Unchanged |
| FMR LLC | 4,364,834 | $64.3M | 0.00% | +878,447+25.2% | Added |
| Vanguard Group Inc | 3,573,185 | $52.6M | 0.00% | +46,497+1.3% | Added |
| BlackRock Inc. | 2,538,168 | $37.4M | 0.00% | +135,053+5.6% | Added |
| T. Rowe Price Investment Management, Inc. | 2,317,150 | $34.1M | 0.02% | +157,277+7.3% | Added |
| Samlyn Capital, LLC | 1,639,479 | $24.1M | 0.52% | −151,206−8.4% | Reduced |
| Azora Capital LP | 1,054,105 | $15.5M | 1.41% | +202,149+23.7% | Added |
| Brandywine Global Investment Management, LLC | 1,033,290 | $15.2M | 0.12% | −194,756−15.9% | Reduced |
| Geode Capital Management, LLC | 799,053 | $11.8M | 0.00% | +37,705+5.0% | Added |
| State Street Corp | 683,732 | $10.1M | 0.00% | +46,172+7.2% | Added |
| Dimensional Fund Advisors LP | 630,778 | $9.29M | 0.00% | +143,964+29.6% | Added |
| Lord, Abbett & Co. LLC | 444,638 | $6.54M | 0.02% | +444,638 | New |
| Centaurus Financial, Inc. | 361,696 | $5.32M | 0.40% | 00.0% | Unchanged |
| Invesco Ltd. | 357,468 | $5.26M | 0.00% | +342,546+2,295.6% | Added |
| Northern Trust Corp | 327,343 | $4.82M | 0.00% | +264+0.1% | Added |
| Charles Schwab Investment Management Inc | 302,444 | $4.45M | 0.00% | +17,020+6.0% | Added |
| Morgan Stanley | 283,048 | $4.17M | 0.00% | +208,452+279.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 272,303 | $4.01M | 0.02% | +113,144+71.1% | Added |
| D. E. Shaw & Co., Inc. | 259,506 | $3.82M | 0.01% | +70,865+37.6% | Added |
| Steamboat Capital Partners, LLC | 238,003 | $3.50M | 1.32% | −204,758−46.2% | Reduced |
| Renaissance Technologies LLC | 206,300 | $3.04M | 0.00% | −29,300−12.4% | Reduced |
| Price T Rowe Associates Inc | 200,947 | $2.96M | 0.00% | −65,529−24.6% | Reduced |
| Marshall Wace, LLP | 173,448 | $2.55M | 0.00% | −81,097−31.9% | Reduced |
| G2 Investment Partners Management LLC | 167,328 | $2.46M | 0.76% | +167,328 | New |
| Royal Bank of Canada | 131,136 | $1.93M | 0.00% | −6,353−4.6% | Reduced |
| Bank of New York Mellon Corp | 110,331 | $1.62M | 0.00% | +9,204+9.1% | Added |
| Millennium Management LLC | 107,702 | $1.59M | 0.00% | −93,016−46.3% | Reduced |
| Ameriprise Financial Inc | 100,116 | $1.47M | 0.00% | +100,116 | New |
| Nuveen Asset Management, LLC | 89,098 | $1.31M | 0.00% | +939+1.1% | Added |
| Citadel Advisors LLC | 86,392 | $1.27M | 0.00% | +85,832+15,327.1% | Added |
| RBF Capital, LLC | 84,282 | $1.24M | 0.08% | +84,282 | New |
| Quinn Opportunity Partners LLC | 83,040 | $1.22M | 0.14% | −23,843−22.3% | Reduced |
| Bank of America Corp | 79,446 | $1.17M | 0.00% | +2,592+3.4% | Added |
| Badgley Phelps Wealth Managers, LLC | 76,232 | $1.12M | 0.03% | +76,232 | New |
| Pinebridge Investments, L.P. | 74,509 | $1.10M | 0.01% | +32,196+76.1% | Added |
| Swiss National Bank | 73,600 | $1.08M | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 73,197 | $1.08M | 0.00% | +30,159+70.1% | Added |
| Jane Street Group, LLC | 65,777 | $968.2K | 0.00% | +32,677+98.7% | Added |
| Alliancebernstein L.P. | 59,670 | $878.3K | 0.00% | +14,720+32.7% | Added |
| PDT Partners, LLC | 57,605 | $847.9K | 0.09% | 00.0% | Unchanged |
| Barclays PLC | 53,494 | $787.4K | 0.00% | +41,377+341.5% | Added |
| Qube Research & Technologies Ltd | 50,591 | $744.7K | 0.00% | −184,434−78.5% | Reduced |
| UBS Group AG | 49,606 | $730.2K | 0.00% | +21,417+76.0% | Added |
| Rhumbline Advisers | 43,447 | $639.5K | 0.00% | +950+2.2% | Added |
| Trexquant Investment LP | 42,959 | $632.4K | 0.01% | +1,133+2.7% | Added |
| Acadian Asset Management LLC | 41,538 | $611.0K | 0.00% | +41,538 | New |
| National Philanthropic Trust | 40,000 | $588.8K | 0.02% | +40,000 | New |
| California State Teachers Retirement System | 38,220 | $562.6K | 0.00% | +809+2.2% | Added |
| Credit Suisse AG | 34,940 | $514.3K | 0.00% | +3,260+10.3% | Added |
| Cresset Asset Management, LLC | 34,389 | $506.2K | 0.00% | +11,758+52.0% | Added |
| Boothbay Fund Management, LLC | 34,231 | $503.9K | 0.02% | +34,231 | New |
| Legal & General Group Plc | 29,227 | $430.2K | 0.00% | +3,205+12.3% | Added |
| Advisory Research Inc | 28,607 | $421.1K | 0.06% | +28,607 | New |
| Mesirow Financial Investment Management, Inc. | 29,823 | $409.8K | 0.01% | 00.0% | Unchanged |
| Cipher Capital LP | 27,168 | $399.9K | 0.13% | +11,859+77.5% | Added |
| State of Wyoming | 27,126 | $399.3K | 0.07% | +4,912+22.1% | Added |
| American Century Companies Inc | 24,603 | $362.2K | 0.00% | +24,603 | New |
| JPMorgan Chase & Co | 23,203 | $341.5K | 0.00% | −472−2.0% | Reduced |
| Balyasny Asset Management LLC | 22,660 | $333.6K | 0.00% | +10,580+87.6% | Added |
| Vontobel Holding Ltd. | 22,541 | $331.8K | 0.00% | −17,804−44.1% | Reduced |
| Group One Trading, L.P. | 22,128 | $325.7K | 0.01% | +14,500+190.1% | Added |
| Jacobs Levy Equity Management, Inc | 18,822 | $277.1K | 0.00% | −57,001−75.2% | Reduced |
| MetLife Investment Management | 18,653 | $274.6K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 18,580 | $273.0K | 0.00% | −35−0.2% | Reduced |
| Deutsche Bank AG | 16,968 | $249.8K | 0.00% | +231+1.4% | Added |
| American International Group, Inc. | 16,804 | $247.4K | 0.00% | −288−1.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 16,218 | $239.0K | 0.03% | +16,218 | New |
| Newbridge Financial Services Group, Inc. | 16,044 | $236.2K | 0.12% | −10,470−39.5% | Reduced |
| STRS Ohio | 15,600 | $229.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 15,407 | $226.8K | 0.00% | +3,796+32.7% | Added |
| AQR Capital Management LLC | 15,237 | $224.3K | 0.00% | +15,237 | New |
| Vista Wealth Management Group, LLC | 15,036 | $221.3K | 0.02% | −500−3.2% | Reduced |
| Simplex Trading, LLC | 15,070 | $221.0K | 0.01% | +13,829+1,114.3% | Added |
| Ridgecrest Wealth Partners, LLC | 14,218 | $209.3K | 0.14% | 00.0% | Unchanged |
| Voya Investment Management LLC | 14,006 | $206.2K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 13,928 | $205.0K | 0.00% | +13,928 | New |
| New York State Common Retirement Fund | 13,701 | $201.7K | 0.00% | −478−3.4% | Reduced |
| Manufacturers Life Insurance Company, The | 13,522 | $199.0K | 0.00% | −528−3.8% | Reduced |
| Susquehanna International Group, LLP | 12,042 | $177.3K | 0.00% | −32,454−72.9% | Reduced |
| Prelude Capital Management, LLC | 11,746 | $172.9K | 0.02% | +11,746 | New |
| Keebeck Alpha, LP | 11,746 | $172.9K | 0.14% | +11,746 | New |
| Prudent Man Advisors, LLC | 11,168 | $164.4K | 0.06% | −1,327−10.6% | Reduced |
| Arizona State Retirement System | 10,254 | $150.9K | 0.00% | +10,254 | New |
| UBS Asset Management Americas Inc | 10,000 | $147.2K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 9,012 | $133.0K | 0.00% | +9,012 | New |
| Wells Fargo & Company | 8,796 | $129.5K | 0.00% | +1,352+18.2% | Added |
| Tower Research Capital LLC (TRC) | 8,583 | $126.3K | 0.00% | +7,170+507.4% | Added |
| Meeder Asset Management Inc | 7,440 | $109.5K | 0.01% | +7,440 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,781 | $99.8K | 0.00% | −862−11.3% | Reduced |
| Citigroup Inc | 4,792 | $70.5K | 0.00% | +4,714+6,043.6% | Added |
| Amalgamated Bank | 4,582 | $67.0K | 0.00% | −265−5.5% | Reduced |
| Ameritas Investment Partners, Inc. | 3,499 | $51.5K | 0.00% | +671+23.7% | Added |
| Covestor Ltd | 2,829 | $42.0K | 0.03% | +2,829 | New |
| Metropolitan Life Insurance Co | 1,933 | $28.5K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 596 | $8.00K | 0.00% | +596 | New |
| Global Retirement Partners, LLC | 448 | $6.52K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 349 | $5.14K | 0.00% | +349 | New |
| CWM, LLC | 34 | $1.00K | 0.00% | −11−24.4% | Reduced |
| Russell Investments Group, Ltd. | 34 | $500 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 25 | $368 | 0.00% | +11+78.6% | Added |