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, Q2 2024
Institutional positions in Nerdwallet, Inc. as of Jun 30, 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
- 108
- −4 vs. Q1 2024
- Shares held
- 30.5M
- −260.3K (−0.8%) vs. Q1 2024
- Total value
- $446.0M
- −$6.91M (−1.5%) vs. Q1 2024
- New holders
- 18
- 50 more added
- Sold out
- 22
- 25 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Nerdwallet, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 5 | $73 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 11 | $161 | 0.00% | +11 | New |
| Oliver Lagore Vanvalin Investment Group | 18 | $263 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 23 | $336 | 0.00% | +23 | New |
| Rothschild Investment LLC | 30 | $438 | 0.00% | +30 | New |
| Nisa Investment Advisors, LLC | 40 | $584 | 0.00% | −14−25.9% | Reduced |
| GAMMA Investing LLC | 46 | $672 | 0.00% | +43+1,433.3% | Added |
| CWM, LLC | 54 | $1.00K | 0.00% | +20+58.8% | Added |
| Northwestern Mutual Wealth Management Co | 125 | $1.82K | 0.00% | +125 | New |
| Advisor Group Holdings, Inc. | 318 | $4.64K | 0.00% | +293+1,172.0% | Added |
| Fortitude Family Office, LLC | 349 | $5.09K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 448 | $6.54K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,149 | $17.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,200 | $17.5K | 0.00% | +1,000+500.0% | Added |
| Quarry LP | 2,094 | $30.6K | 0.01% | +2,094 | New |
| Covestor Ltd | 2,547 | $37.0K | 0.02% | −154−5.7% | Reduced |
| Ameritas Investment Partners, Inc. | 3,499 | $51.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,500 | $65.7K | 0.00% | +185+4.3% | Added |
| Newbridge Financial Services Group, Inc. | 6,164 | $90.0K | 0.03% | −5,941−49.1% | Reduced |
| Tower Research Capital LLC (TRC) | 6,319 | $92.3K | 0.00% | +5,907+1,433.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,781 | $99.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 9,840 | $143.7K | 0.00% | +4,262+76.4% | Added |
| Russell Investments Group, Ltd. | 10,657 | $155.6K | 0.00% | +10,623+31,244.1% | Added |
| Arizona State Retirement System | 10,952 | $159.9K | 0.00% | +571+5.5% | Added |
| Prudent Man Advisors, LLC | 11,100 | $162.1K | 0.06% | +392+3.7% | Added |
| Prelude Capital Management, LLC | 11,274 | $164.6K | 0.01% | +924+8.9% | Added |
| Vista Wealth Management Group, LLC | 11,681 | $170.5K | 0.01% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 11,744 | $171.5K | 0.13% | +962+8.9% | Added |
| Wells Fargo & Company | 12,390 | $180.9K | 0.00% | +2,241+22.1% | Added |
| Voya Investment Management LLC | 13,313 | $194.4K | 0.00% | +2,272+20.6% | Added |
| Quest Partners LLC | 13,385 | $195.4K | 0.03% | −10,043−42.9% | Reduced |
| Algert Global LLC | 13,437 | $196.2K | 0.01% | +13,437 | New |
| Two Sigma Advisers, LP | 13,500 | $197.1K | 0.00% | +13,500 | New |
| New York State Common Retirement Fund | 13,685 | $199.8K | 0.00% | +23+0.2% | Added |
| Barclays PLC | 13,753 | $200.8K | 0.00% | −17,432−55.9% | Reduced |
| Ridgecrest Wealth Partners, LLC | 14,218 | $207.6K | 0.12% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 14,999 | $219.0K | 0.00% | +2,172+16.9% | Added |
| Deutsche Bank AG | 15,662 | $228.7K | 0.00% | −1,672−9.6% | Reduced |
| Cubist Systematic Strategies, LLC | 15,671 | $228.8K | 0.00% | +1,561+11.1% | Added |
| STRS Ohio | 16,800 | $245.3K | 0.00% | +2,100+14.3% | Added |
| Susquehanna Fundamental Investments, LLC | 16,815 | $245.5K | 0.01% | +16,815 | New |
| Meeder Asset Management Inc | 16,841 | $245.9K | 0.02% | +9,401+126.4% | Added |
| Natixis Advisors, L.P. | 17,096 | $250.0K | 0.00% | +17,096 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 17,897 | $261.3K | 0.00% | +17,897 | New |
| Janus Henderson Group PLC | 18,400 | $268.4K | 0.00% | −183−1.0% | Reduced |
| Brighton Jones LLC | 18,942 | $276.6K | 0.01% | +191+1.0% | Added |
| American Century Companies Inc | 19,691 | $287.5K | 0.00% | −14,341−42.1% | Reduced |
| Los Angeles Capital Management LLC | 20,595 | $300.7K | 0.00% | +20,595 | New |
| Gsa Capital Partners LLP | 20,703 | $302.0K | 0.02% | +20,703 | New |
| Corebridge Financial, Inc. | 20,820 | $304.0K | 0.00% | +20,820 | New |
| Squarepoint Ops LLC | 21,042 | $307.2K | 0.00% | +6,585+45.5% | Added |
| Vontobel Holding Ltd. | 21,047 | $307.3K | 0.00% | −813−3.7% | Reduced |
| MetLife Investment Management | 21,832 | $318.7K | 0.00% | +3,179+17.0% | Added |
| Millennium Management LLC | 22,233 | $324.6K | 0.00% | −230,771−91.2% | Reduced |
| Price T Rowe Associates Inc | 23,315 | $341.0K | 0.00% | −166,371−87.7% | Reduced |
| State of Wyoming | 24,371 | $355.8K | 0.06% | +16,549+211.6% | Added |
| Jump Financial, LLC | 24,400 | $356.2K | 0.01% | +6,551+36.7% | Added |
| Trexquant Investment LP | 30,359 | $443.2K | 0.01% | −13,222−30.3% | Reduced |
| SG Americas Securities, LLC | 30,507 | $445.0K | 0.00% | +30,507 | New |
| Norges Bank | 37,500 | $547.5K | 0.00% | +37,500 | New |
| Legato Capital Management LLC | 38,019 | $555.1K | 0.07% | +38,019 | New |
| California State Teachers Retirement System | 38,134 | $556.8K | 0.00% | +768+2.1% | Added |
| Legal & General Group Plc | 39,226 | $572.7K | 0.00% | +2,915+8.0% | Added |
| Cresset Asset Management, LLC | 39,496 | $576.6K | 0.00% | +10,409+35.8% | Added |
| UBS Group AG | 39,697 | $579.6K | 0.00% | −1,473−3.6% | Reduced |
| National Philanthropic Trust | 40,000 | $584.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 42,833 | $625.4K | 0.00% | +27,349+176.6% | Added |
| Alliancebernstein L.P. | 43,450 | $634.4K | 0.00% | +4,450+11.4% | Added |
| Invesco Ltd. | 48,859 | $713.3K | 0.00% | −12,232−20.0% | Reduced |
| Rhumbline Advisers | 52,373 | $764.6K | 0.00% | +7,837+17.6% | Added |
| Bank of America Corp | 60,857 | $888.5K | 0.00% | +13,789+29.3% | Added |
| UBS Asset Management Americas Inc | 61,403 | $896.5K | 0.00% | +51,403+514.0% | Added |
| Jane Street Group, LLC | 65,052 | $949.8K | 0.00% | −20,993−24.4% | Reduced |
| PDT Partners, LLC | 65,643 | $958.4K | 0.09% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 76,232 | $1.11M | 0.03% | 00.0% | Unchanged |
| Swiss National Bank | 77,000 | $1.12M | 0.00% | +3,400+4.6% | Added |
| JPMorgan Chase & Co | 81,299 | $1.19M | 0.00% | −26,379−24.5% | Reduced |
| RBF Capital, LLC | 84,282 | $1.23M | 0.07% | 00.0% | Unchanged |
| Marshall Wace, LLP | 105,802 | $1.54M | 0.00% | +2,070+2.0% | Added |
| Royal Bank of Canada | 108,586 | $1.58M | 0.00% | −7,146−6.2% | Reduced |
| Essex Investment Management Co LLC | 110,656 | $1.62M | 0.30% | +110,656 | New |
| Jacobs Levy Equity Management, Inc | 111,598 | $1.63M | 0.01% | +111,598 | New |
| Qube Research & Technologies Ltd | 111,842 | $1.63M | 0.00% | +38,327+52.1% | Added |
| Goldman Sachs Group Inc | 117,203 | $1.71M | 0.00% | −129,945−52.6% | Reduced |
| Bank of New York Mellon Corp | 122,873 | $1.79M | 0.00% | +26,572+27.6% | Added |
| Ameriprise Financial Inc | 148,535 | $2.17M | 0.00% | −44,902−23.2% | Reduced |
| Centaurus Financial, Inc. | 180,848 | $2.64M | 0.18% | 00.0% | Unchanged |
| Citadel Advisors LLC | 206,732 | $3.02M | 0.00% | −35,247−14.6% | Reduced |
| Steamboat Capital Partners, LLC | 249,926 | $3.65M | 1.34% | +7,893+3.3% | Added |
| Renaissance Technologies LLC | 251,000 | $3.66M | 0.01% | +39,800+18.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 267,110 | $3.90M | 0.02% | +20,404+8.3% | Added |
| Northern Trust Corp | 311,934 | $4.55M | 0.00% | −7,718−2.4% | Reduced |
| Nuveen Asset Management, LLC | 316,046 | $4.61M | 0.00% | +233,175+281.4% | Added |
| Charles Schwab Investment Management Inc | 324,235 | $4.73M | 0.00% | +23,294+7.7% | Added |
| D. E. Shaw & Co., Inc. | 440,953 | $6.44M | 0.01% | +213,498+93.9% | Added |
| Morgan Stanley | 477,524 | $6.97M | 0.00% | +292,135+157.6% | Added |
| Brandywine Global Investment Management, LLC | 722,638 | $10.6M | 0.08% | −58,300−7.5% | Reduced |
| Dimensional Fund Advisors LP | 769,831 | $11.2M | 0.00% | +86,376+12.6% | Added |
| State Street Corp | 770,736 | $11.3M | 0.00% | +74,655+10.7% | Added |
| Lord, Abbett & Co. LLC | 896,768 | $13.1M | 0.04% | −29,828−3.2% | Reduced |