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 2024
Institutional positions in Nerdwallet, Inc. as of Sep 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
- 113
- +7 vs. Q2 2024
- Shares held
- 26.8M
- −1.04M (−3.7%) vs. Q2 2024
- Total value
- $340.0M
- −$66.3M (−16.3%) vs. Q2 2024
- New holders
- 25
- 37 more added
- Sold out
- 18
- 30 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Nerdwallet, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Performance Advisors LLP | 1 | $13 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 5 | $64 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 17 | $216 | 0.00% | −29−63.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 18 | $229 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $508 | 0.00% | +10+33.3% | Added |
| Sterling Capital Management LLC | 40 | $508 | 0.00% | +40 | New |
| CWM, LLC | 106 | $1.00K | 0.00% | +52+96.3% | Added |
| Proequities, Inc. | 100 | $1.27K | 0.00% | +100 | New |
| Versant Capital Management, Inc | 116 | $1.47K | 0.00% | +116 | New |
| Advisor Group Holdings, Inc. | 229 | $2.91K | 0.00% | −89−28.0% | Reduced |
| Nisa Investment Advisors, LLC | 251 | $3.19K | 0.00% | +211+527.5% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 299 | $3.80K | 0.00% | +299 | New |
| Fortitude Family Office, LLC | 349 | $4.44K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 448 | $5.69K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,149 | $15.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,200 | $15.3K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,250 | $28.6K | 0.01% | −3,914−63.5% | Reduced |
| Ameritas Investment Partners, Inc. | 3,499 | $44.5K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 4,900 | $62.3K | 0.03% | +4,900 | New |
| Tower Research Capital LLC (TRC) | 5,372 | $68.3K | 0.00% | −947−15.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,781 | $86.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 6,792 | $86.3K | 0.00% | +6,792 | New |
| Intech Investment Management LLC | 10,600 | $134.7K | 0.00% | +10,600 | New |
| Prudent Man Advisors, LLC | 10,767 | $136.8K | 0.05% | −333−3.0% | Reduced |
| Arizona State Retirement System | 11,272 | $143.3K | 0.00% | +320+2.9% | Added |
| Vista Wealth Management Group, LLC | 11,681 | $148.5K | 0.01% | 00.0% | Unchanged |
| TNF LLC | 14,000 | $153.9K | 0.06% | +14,000 | New |
| Wells Fargo & Company | 12,169 | $154.7K | 0.00% | −221−1.8% | Reduced |
| AQR Capital Management LLC | 12,189 | $154.9K | 0.00% | +12,189 | New |
| New York State Common Retirement Fund | 13,685 | $173.9K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 13,868 | $176.0K | 0.00% | −16,639−54.5% | Reduced |
| Ridgecrest Wealth Partners, LLC | 14,218 | $180.7K | 0.09% | 00.0% | Unchanged |
| Voya Investment Management LLC | 14,314 | $181.9K | 0.00% | +1,001+7.5% | Added |
| Manufacturers Life Insurance Company, The | 14,633 | $186.0K | 0.00% | −366−2.4% | Reduced |
| Balyasny Asset Management LLC | 14,890 | $189.3K | 0.00% | +14,890 | New |
| Two Sigma Advisers, LP | 15,700 | $199.5K | 0.00% | +2,200+16.3% | Added |
| Natixis Advisors, L.P. | 16,002 | $203.0K | 0.00% | −1,094−6.4% | Reduced |
| Sherbrooke Park Advisers LLC | 16,336 | $207.6K | 0.05% | +16,336 | New |
| Keebeck Alpha, LP | 16,711 | $212.4K | 0.14% | +4,967+42.3% | Added |
| Prelude Capital Management, LLC | 16,711 | $212.4K | 0.02% | +5,437+48.2% | Added |
| Meeder Asset Management Inc | 16,841 | $214.1K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 17,325 | $220.2K | 0.02% | +17,325 | New |
| Janus Henderson Group PLC | 18,400 | $234.0K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 18,913 | $240.4K | 0.00% | +18,913 | New |
| Brighton Jones LLC | 18,942 | $240.8K | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 19,661 | $249.9K | 0.00% | −30−0.2% | Reduced |
| Paloma Partners Management Co | 19,914 | $253.1K | 0.01% | +19,914 | New |
| Vontobel Holding Ltd. | 20,241 | $257.3K | 0.00% | −806−3.8% | Reduced |
| Counterpoint Mutual Funds LLC | 20,682 | $262.9K | 0.05% | +20,682 | New |
| Corebridge Financial, Inc. | 21,127 | $268.5K | 0.00% | +307+1.5% | Added |
| Deutsche Bank AG | 21,210 | $269.6K | 0.00% | +5,548+35.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 21,212 | $269.6K | 0.00% | +3,315+18.5% | Added |
| State of Wyoming | 21,232 | $269.9K | 0.04% | −3,139−12.9% | Reduced |
| Alliancebernstein L.P. | 21,720 | $276.1K | 0.00% | −21,730−50.0% | Reduced |
| Los Angeles Capital Management LLC | 21,785 | $276.9K | 0.00% | +1,190+5.8% | Added |
| MetLife Investment Management | 21,832 | $277.5K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 24,315 | $310.0K | 0.00% | +1,000+4.3% | Added |
| Squarepoint Ops LLC | 25,134 | $319.5K | 0.00% | +4,092+19.4% | Added |
| Quinn Opportunity Partners LLC | 26,100 | $331.7K | 0.03% | +26,100 | New |
| STRS Ohio | 26,500 | $336.8K | 0.00% | +9,700+57.7% | Added |
| Tudor Investment Corp Et Al | 28,260 | $359.2K | 0.00% | +28,260 | New |
| Citigroup Inc | 28,508 | $362.3K | 0.00% | +18,668+189.7% | Added |
| PDT Partners, LLC | 28,570 | $363.1K | 0.03% | −37,073−56.5% | Reduced |
| Cresset Asset Management, LLC | 28,796 | $366.0K | 0.00% | −10,700−27.1% | Reduced |
| Russell Investments Group, Ltd. | 29,223 | $371.4K | 0.00% | +18,566+174.2% | Added |
| Invesco Ltd. | 32,658 | $415.1K | 0.00% | −16,201−33.2% | Reduced |
| JPMorgan Chase & Co | 36,694 | $466.4K | 0.00% | −44,605−54.9% | Reduced |
| California State Teachers Retirement System | 37,061 | $471.0K | 0.00% | −1,073−2.8% | Reduced |
| National Philanthropic Trust | 40,000 | $508.4K | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 40,487 | $514.6K | 0.00% | +1,261+3.2% | Added |
| Verition Fund Management LLC | 40,590 | $515.9K | 0.00% | +40,590 | New |
| Gsa Capital Partners LLP | 49,347 | $627.0K | 0.05% | +28,644+138.4% | Added |
| Jane Street Group, LLC | 50,154 | $637.5K | 0.00% | −14,898−22.9% | Reduced |
| Rhumbline Advisers | 50,767 | $645.2K | 0.00% | −1,606−3.1% | Reduced |
| Cubist Systematic Strategies, LLC | 52,283 | $664.5K | 0.01% | +36,612+233.6% | Added |
| UBS Asset Management Americas Inc | 55,032 | $699.5K | 0.00% | −6,371−10.4% | Reduced |
| Bank of America Corp | 57,698 | $733.3K | 0.00% | −3,159−5.2% | Reduced |
| State of Wisconsin Investment Board | 59,163 | $752.0K | 0.00% | +59,163 | New |
| Barclays PLC | 65,277 | $829.7K | 0.00% | +51,524+374.6% | Added |
| Point72 Asset Management, L.P. | 70,000 | $889.7K | 0.00% | +70,000 | New |
| Engineers Gate Manager LP | 70,957 | $901.9K | 0.02% | +70,957 | New |
| Badgley Phelps Wealth Managers, LLC | 76,232 | $968.9K | 0.02% | 00.0% | Unchanged |
| Swiss National Bank | 77,000 | $978.7K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 84,282 | $1.07M | 0.05% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 92,706 | $1.18M | 0.00% | −30,167−24.6% | Reduced |
| UBS Group AG | 103,579 | $1.32M | 0.00% | +63,882+160.9% | Added |
| Royal Bank of Canada | 111,332 | $1.42M | 0.00% | +2,746+2.5% | Added |
| Citadel Advisors LLC | 144,486 | $1.84M | 0.00% | −62,246−30.1% | Reduced |
| Ameriprise Financial Inc | 146,566 | $1.86M | 0.00% | −1,969−1.3% | Reduced |
| Millennium Management LLC | 164,428 | $2.09M | 0.00% | +142,195+639.6% | Added |
| Centaurus Financial, Inc. | 180,848 | $2.30M | 0.15% | 00.0% | Unchanged |
| Trexquant Investment LP | 204,734 | $2.60M | 0.03% | +174,375+574.4% | Added |
| Goldman Sachs Group Inc | 218,143 | $2.77M | 0.00% | +100,940+86.1% | Added |
| Morgan Stanley | 235,936 | $3.00M | 0.00% | −241,588−50.6% | Reduced |
| Steamboat Capital Partners, LLC | 244,864 | $3.11M | 0.98% | −5,062−2.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 302,912 | $3.85M | 0.00% | +302,912 | New |
| D. E. Shaw & Co., Inc. | 318,280 | $4.05M | 0.01% | −122,673−27.8% | Reduced |
| Charles Schwab Investment Management Inc | 329,444 | $4.19M | 0.00% | +5,209+1.6% | Added |
| Northern Trust Corp | 351,861 | $4.47M | 0.00% | +39,927+12.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 353,139 | $4.49M | 0.02% | +86,029+32.2% | Added |