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, Q1 2024
Institutional positions in Nerdwallet, Inc. as of Mar 31, 2024. 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
- 114
- +10 vs. Q4 2023
- Shares held
- 30.9M
- +953.7K (+3.2%) vs. Q4 2023
- Total value
- $453.6M
- +$13.5M (+3.1%) vs. Q4 2023
- New holders
- 21
- 32 more added
- Sold out
- 11
- 41 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Nerdwallet, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 34 | $0 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $13 | 0.00% | +1 | New |
| GAMMA Investing LLC | 3 | $44 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5 | $72 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $102 | 0.00% | +7 | New |
| Oliver Lagore Vanvalin Investment Group | 18 | $265 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 25 | $367 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 34 | $500 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 54 | $794 | 0.00% | +54 | New |
| CoreCap Advisors, LLC | 200 | $2.94K | 0.00% | +200 | New |
| nVerses Capital, LLC | 300 | $4.41K | 0.01% | +300 | New |
| Fortitude Family Office, LLC | 349 | $5.13K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 412 | $6.06K | 0.00% | −8,171−95.2% | Reduced |
| Global Retirement Partners, LLC | 448 | $6.59K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 559 | $8.00K | 0.00% | +559 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 1,094 | $16.1K | 0.00% | +1,094 | New |
| Amalgamated Bank | 1,149 | $17.0K | 0.00% | −3,433−74.9% | Reduced |
| Metropolitan Life Insurance Co | 1,933 | $28.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,701 | $40.0K | 0.03% | −128−4.5% | Reduced |
| Ameritas Investment Partners, Inc. | 3,499 | $51.4K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 4,200 | $61.7K | 0.02% | +4,200 | New |
| Parallel Advisors, LLC | 4,315 | $63.4K | 0.00% | +4,315 | New |
| Simplex Trading, LLC | 4,612 | $67.0K | 0.00% | −10,458−69.4% | Reduced |
| Citigroup Inc | 5,578 | $82.0K | 0.00% | +786+16.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,781 | $99.7K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 7,440 | $109.4K | 0.01% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 7,809 | $114.8K | 0.01% | +7,809 | New |
| State of Wyoming | 7,822 | $115.0K | 0.02% | −19,304−71.2% | Reduced |
| UBS Asset Management Americas Inc | 10,000 | $147.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 10,149 | $149.2K | 0.00% | +1,353+15.4% | Added |
| Wolverine Trading, LLC | 10,233 | $150.4K | 0.00% | +10,233 | New |
| State of Wisconsin Investment Board | 10,252 | $150.7K | 0.00% | +10,252 | New |
| Prelude Capital Management, LLC | 10,350 | $152.1K | 0.01% | −1,396−11.9% | Reduced |
| Arizona State Retirement System | 10,381 | $152.6K | 0.00% | +127+1.2% | Added |
| Prudent Man Advisors, LLC | 10,708 | $157.4K | 0.06% | −460−4.1% | Reduced |
| Keebeck Alpha, LP | 10,782 | $158.5K | 0.10% | −964−8.2% | Reduced |
| Voya Investment Management LLC | 11,041 | $162.3K | 0.00% | −2,965−21.2% | Reduced |
| Vista Wealth Management Group, LLC | 11,681 | $171.7K | 0.01% | −3,355−22.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 12,105 | $177.9K | 0.08% | −3,939−24.6% | Reduced |
| Centiva Capital, LP | 12,129 | $178.3K | 0.01% | +12,129 | New |
| Raymond James Financial Services Advisors, Inc. | 12,444 | $182.9K | 0.00% | −1,484−10.7% | Reduced |
| Manufacturers Life Insurance Company, The | 12,827 | $188.6K | 0.00% | −695−5.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 11,611 | $196.0K | 0.00% | −3,796−24.6% | Reduced |
| New York State Common Retirement Fund | 13,662 | $200.8K | 0.00% | −39−0.3% | Reduced |
| Cubist Systematic Strategies, LLC | 14,110 | $207.4K | 0.00% | +14,110 | New |
| Ridgecrest Wealth Partners, LLC | 14,218 | $209.0K | 0.12% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 14,457 | $212.5K | 0.00% | +14,457 | New |
| STRS Ohio | 14,700 | $216.0K | 0.00% | −900−5.8% | Reduced |
| Susquehanna International Group, LLP | 15,484 | $227.6K | 0.00% | +3,442+28.6% | Added |
| Cipher Capital LP | 16,598 | $244.0K | 0.11% | −10,570−38.9% | Reduced |
| American International Group, Inc. | 16,661 | $244.9K | 0.00% | −143−0.9% | Reduced |
| Deutsche Bank AG | 17,334 | $254.8K | 0.00% | +366+2.2% | Added |
| Jump Financial, LLC | 17,849 | $262.4K | 0.01% | +17,849 | New |
| Janus Henderson Group PLC | 18,583 | $272.9K | 0.00% | +30.0% | Added |
| MetLife Investment Management | 18,653 | $274.2K | 0.00% | 00.0% | Unchanged |
| Brighton Jones LLC | 18,751 | $275.6K | 0.01% | +18,751 | New |
| Vontobel Holding Ltd. | 21,860 | $321.3K | 0.00% | −681−3.0% | Reduced |
| Quest Partners LLC | 23,428 | $344.4K | 0.06% | +23,428 | New |
| Group One Trading, L.P. | 23,446 | $344.7K | 0.01% | +1,318+6.0% | Added |
| Balyasny Asset Management LLC | 24,080 | $354.0K | 0.00% | +1,420+6.3% | Added |
| Acadian Asset Management LLC | 24,955 | $366.0K | 0.00% | −16,583−39.9% | Reduced |
| Cresset Asset Management, LLC | 29,087 | $427.6K | 0.00% | −5,302−15.4% | Reduced |
| MML Investors Services, LLC | 30,391 | $447.0K | 0.00% | +30,391 | New |
| Barclays PLC | 31,185 | $458.4K | 0.00% | −22,309−41.7% | Reduced |
| Options Solutions, LLC | 31,737 | $466.5K | 0.27% | +31,737 | New |
| American Century Companies Inc | 34,032 | $500.3K | 0.00% | +9,429+38.3% | Added |
| Credit Suisse AG | 35,354 | $519.7K | 0.00% | +414+1.2% | Added |
| Legal & General Group Plc | 36,311 | $533.8K | 0.00% | +7,084+24.2% | Added |
| California State Teachers Retirement System | 37,366 | $549.3K | 0.00% | −854−2.2% | Reduced |
| Alliancebernstein L.P. | 39,000 | $573.3K | 0.00% | −20,670−34.6% | Reduced |
| National Philanthropic Trust | 40,000 | $588.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 41,170 | $605.2K | 0.00% | −8,436−17.0% | Reduced |
| Trexquant Investment LP | 43,581 | $640.6K | 0.01% | +622+1.4% | Added |
| Rhumbline Advisers | 44,536 | $654.7K | 0.00% | +1,089+2.5% | Added |
| Tybourne Capital Management (HK) Ltd | 45,000 | $661.5K | 0.11% | +45,000 | New |
| Bank of America Corp | 47,068 | $691.9K | 0.00% | −32,378−40.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 55,462 | $815.0K | 0.09% | +39,244+242.0% | Added |
| Invesco Ltd. | 61,091 | $898.0K | 0.00% | −296,377−82.9% | Reduced |
| PDT Partners, LLC | 65,643 | $965.0K | 0.09% | +8,038+14.0% | Added |
| Qube Research & Technologies Ltd | 73,515 | $1.08M | 0.00% | +22,924+45.3% | Added |
| Swiss National Bank | 73,600 | $1.08M | 0.00% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 76,232 | $1.12M | 0.03% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 82,871 | $1.22M | 0.00% | −6,227−7.0% | Reduced |
| RBF Capital, LLC | 84,282 | $1.24M | 0.07% | 00.0% | Unchanged |
| Jane Street Group, LLC | 86,045 | $1.26M | 0.00% | +20,268+30.8% | Added |
| Bank of New York Mellon Corp | 96,301 | $1.42M | 0.00% | −14,030−12.7% | Reduced |
| Marshall Wace, LLP | 103,732 | $1.52M | 0.00% | −69,716−40.2% | Reduced |
| JPMorgan Chase & Co | 107,678 | $1.58M | 0.00% | +84,475+364.1% | Added |
| Royal Bank of Canada | 115,732 | $1.70M | 0.00% | −15,404−11.7% | Reduced |
| Centaurus Financial, Inc. | 180,848 | $2.66M | 0.19% | −180,848−50.0% | Reduced |
| Morgan Stanley | 185,389 | $2.73M | 0.00% | −97,659−34.5% | Reduced |
| Price T Rowe Associates Inc | 189,686 | $2.79M | 0.00% | −11,261−5.6% | Reduced |
| Ameriprise Financial Inc | 193,437 | $2.84M | 0.00% | +93,321+93.2% | Added |
| Renaissance Technologies LLC | 211,200 | $3.10M | 0.00% | +4,900+2.4% | Added |
| D. E. Shaw & Co., Inc. | 227,455 | $3.34M | 0.00% | −32,051−12.4% | Reduced |
| Citadel Advisors LLC | 241,979 | $3.56M | 0.00% | +155,587+180.1% | Added |
| Steamboat Capital Partners, LLC | 242,033 | $3.56M | 1.23% | +4,030+1.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 246,706 | $3.63M | 0.02% | −25,597−9.4% | Reduced |
| Goldman Sachs Group Inc | 247,148 | $3.63M | 0.00% | +173,951+237.6% | Added |
| Millennium Management LLC | 253,004 | $3.72M | 0.00% | +145,302+134.9% | Added |