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 2024
Institutional positions in Nerdwallet, Inc. as of Dec 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
- 128
- +17 vs. Q3 2024
- Shares held
- 29.3M
- +7.69M (+35.6%) vs. Q3 2024
- Total value
- $389.2M
- +$115.5M (+42.2%) vs. Q3 2024
- New holders
- 32
- 47 more added
- Sold out
- 15
- 35 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Nerdwallet, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 5 | $67 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7 | $93 | 0.00% | +7 | New |
| Rothschild Investment LLC | 10 | $133 | 0.00% | −30−75.0% | Reduced |
| IFP Advisors, Inc | 11 | $146 | 0.00% | +11 | New |
| EverSource Wealth Advisors, LLC | 13 | $173 | 0.00% | +13 | New |
| GAMMA Investing LLC | 17 | $226 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 18 | $239 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 25 | $333 | 0.00% | +25 | New |
| Sterling Capital Management LLC | 32 | $426 | 0.00% | −8−20.0% | Reduced |
| Advisor Group Holdings, Inc. | 56 | $744 | 0.00% | −173−75.5% | Reduced |
| Versant Capital Management, Inc | 116 | $1.54K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 120 | $1.60K | 0.00% | +120 | New |
| CWM, LLC | 128 | $2.00K | 0.00% | +22+20.8% | Added |
| Skopos Labs, Inc. | 185 | $2.46K | 0.00% | +185 | New |
| Nisa Investment Advisors, LLC | 211 | $2.81K | 0.00% | −40−15.9% | Reduced |
| Fortitude Family Office, LLC | 362 | $4.82K | 0.00% | +13+3.7% | Added |
| Global Retirement Partners, LLC | 448 | $5.96K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,149 | $15.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,750 | $23.3K | 0.01% | −500−22.2% | Reduced |
| Tower Research Capital LLC (TRC) | 3,069 | $40.8K | 0.00% | −2,303−42.9% | Reduced |
| Ameritas Investment Partners, Inc. | 3,499 | $46.5K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 6,000 | $79.8K | 0.00% | +6,000 | New |
| Point72 (DIFC) Ltd | 7,875 | $104.7K | 0.01% | +7,875 | New |
| Police & Firemen's Retirement System of New Jersey | 9,139 | $121.5K | 0.00% | +9,139 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,380 | $124.8K | 0.00% | +2,599+38.3% | Added |
| Royal Bank of Canada | 9,370 | $125.0K | 0.00% | −101,962−91.6% | Reduced |
| US Bancorp | 9,592 | $127.6K | 0.00% | +2,800+41.2% | Added |
| Axq Capital, LP | 10,354 | $137.7K | 0.06% | +10,354 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 10,517 | $139.9K | 0.04% | +10,218+3,417.4% | Added |
| Voya Investment Management LLC | 11,204 | $149.0K | 0.00% | −3,110−21.7% | Reduced |
| Arizona State Retirement System | 11,567 | $153.8K | 0.00% | +295+2.6% | Added |
| Vista Wealth Management Group, LLC | 11,681 | $155.4K | 0.01% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 11,900 | $158.3K | 0.00% | +11,900 | New |
| Jain Global LLC | 11,921 | $158.5K | 0.00% | +11,921 | New |
| Bailard, Inc. | 12,000 | $159.6K | 0.00% | +12,000 | New |
| Manufacturers Life Insurance Company, The | 13,074 | $173.9K | 0.00% | −1,559−10.7% | Reduced |
| Brighton Jones LLC | 13,369 | $177.8K | 0.01% | −5,573−29.4% | Reduced |
| New York State Common Retirement Fund | 13,685 | $182.0K | 0.00% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 14,218 | $189.1K | 0.10% | 00.0% | Unchanged |
| XTX Topco Ltd | 14,551 | $193.5K | 0.02% | −2,774−16.0% | Reduced |
| Natixis Advisors, L.P. | 15,972 | $212.0K | 0.00% | −30−0.2% | Reduced |
| Two Sigma Advisers, LP | 16,100 | $214.1K | 0.00% | +400+2.5% | Added |
| SG Americas Securities, LLC | 16,232 | $216.0K | 0.00% | +2,364+17.0% | Added |
| Wells Fargo & Company | 16,394 | $218.0K | 0.00% | +4,225+34.7% | Added |
| State of Wyoming | 16,469 | $219.0K | 0.03% | −4,763−22.4% | Reduced |
| Meeder Asset Management Inc | 16,841 | $224.0K | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 17,144 | $228.0K | 0.00% | −7,990−31.8% | Reduced |
| Corebridge Financial, Inc. | 17,443 | $232.0K | 0.00% | −3,684−17.4% | Reduced |
| Intech Investment Management LLC | 17,514 | $232.9K | 0.00% | +6,914+65.2% | Added |
| Janus Henderson Group PLC | 18,400 | $244.9K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 19,154 | $254.7K | 0.01% | +241+1.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 19,867 | $264.2K | 0.00% | −1,345−6.3% | Reduced |
| Vontobel Holding Ltd. | 19,960 | $265.5K | 0.00% | −281−1.4% | Reduced |
| Quantbot Technologies LP | 20,040 | $266.5K | 0.01% | +20,040 | New |
| HRT Financial LP | 21,199 | $281.0K | 0.00% | +21,199 | New |
| American Century Companies Inc | 21,237 | $282.5K | 0.00% | +1,576+8.0% | Added |
| AQR Capital Management LLC | 22,385 | $297.7K | 0.00% | +10,196+83.6% | Added |
| Cresset Asset Management, LLC | 23,945 | $318.5K | 0.00% | −4,851−16.8% | Reduced |
| Point72 Asset Management, L.P. | 24,300 | $323.2K | 0.00% | −45,700−65.3% | Reduced |
| MetLife Investment Management | 24,537 | $326.3K | 0.00% | +2,705+12.4% | Added |
| Alliancebernstein L.P. | 24,600 | $327.2K | 0.00% | +2,880+13.3% | Added |
| Susquehanna International Group, LLP | 24,805 | $329.9K | 0.00% | +24,805 | New |
| Price T Rowe Associates Inc | 25,011 | $333.0K | 0.00% | +696+2.9% | Added |
| HSBC Holdings PLC | 26,881 | $354.3K | 0.00% | +26,881 | New |
| Citigroup Inc | 30,115 | $400.5K | 0.00% | +1,607+5.6% | Added |
| STRS Ohio | 31,400 | $417.6K | 0.00% | +4,900+18.5% | Added |
| Invesco Ltd. | 32,512 | $432.4K | 0.00% | −146−0.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 34,090 | $454.0K | 0.07% | +34,090 | New |
| RBF Capital, LLC | 35,000 | $465.5K | 0.02% | −49,282−58.5% | Reduced |
| Bayesian Capital Management, LP | 36,261 | $482.3K | 0.06% | +36,261 | New |
| California State Teachers Retirement System | 37,035 | $492.6K | 0.00% | −26−0.1% | Reduced |
| Weiss Asset Management LP | 38,772 | $515.7K | 0.01% | +38,772 | New |
| Steamboat Capital Partners, LLC | 40,000 | $532.0K | 0.16% | −204,864−83.7% | Reduced |
| National Philanthropic Trust | 40,000 | $532.0K | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 41,295 | $549.2K | 0.00% | +808+2.0% | Added |
| Russell Investments Group, Ltd. | 44,073 | $586.2K | 0.00% | +14,850+50.8% | Added |
| Versor Investments LP | 50,300 | $669.0K | 0.12% | +50,300 | New |
| Aquatic Capital Management LLC | 50,793 | $675.5K | 0.02% | +50,793 | New |
| Rhumbline Advisers | 51,536 | $685.4K | 0.00% | +769+1.5% | Added |
| Bank of America Corp | 53,500 | $711.5K | 0.00% | −4,198−7.3% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 56,278 | $748.5K | 0.02% | −19,954−26.2% | Reduced |
| Jump Financial, LLC | 60,076 | $799.0K | 0.02% | +60,076 | New |
| Barclays PLC | 64,020 | $851.5K | 0.00% | −1,257−1.9% | Reduced |
| Jefferies Financial Group Inc. | 67,725 | $900.7K | 0.01% | +67,725 | New |
| Verition Fund Management LLC | 68,939 | $916.9K | 0.00% | +28,349+69.8% | Added |
| Formula Growth Ltd | 70,000 | $931.0K | 0.32% | +70,000 | New |
| Swiss National Bank | 78,600 | $1.05M | 0.00% | +1,600+2.1% | Added |
| Jane Street Group, LLC | 79,740 | $1.06M | 0.00% | +29,586+59.0% | Added |
| Ameriprise Financial Inc | 85,937 | $1.14M | 0.00% | −60,629−41.4% | Reduced |
| Canada Pension Plan Investment Board | 87,900 | $1.17M | 0.00% | +87,900 | New |
| Bank of New York Mellon Corp | 88,214 | $1.17M | 0.00% | −4,492−4.8% | Reduced |
| UBS Asset Management Americas Inc | 93,102 | $1.24M | 0.00% | +38,070+69.2% | Added |
| Qube Research & Technologies Ltd | 101,939 | $1.36M | 0.00% | +101,939 | New |
| PDT Partners, LLC | 108,379 | $1.44M | 0.13% | +79,809+279.3% | Added |
| UBS Group AG | 112,259 | $1.49M | 0.00% | +8,680+8.4% | Added |
| Engineers Gate Manager LP | 116,997 | $1.56M | 0.03% | +46,040+64.9% | Added |
| Deutsche Bank AG | 132,953 | $1.77M | 0.00% | +111,743+526.8% | Added |
| Centaurus Financial, Inc. | 175,023 | $2.33M | 0.14% | −5,825−3.2% | Reduced |
| BNP Paribas Arbitrage, SA | 177,952 | $2.37M | 0.00% | +177,952 | New |