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