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 |
|---|---|---|---|---|---|
| US Bancorp | 9,592 | $127.6K | 0.00% | +2,800+41.2% | Added |
| Royal Bank of Canada | 9,370 | $125.0K | 0.00% | −101,962−91.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,380 | $124.8K | 0.00% | +2,599+38.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 9,139 | $121.5K | 0.00% | +9,139 | New |
| Point72 (DIFC) Ltd | 7,875 | $104.7K | 0.01% | +7,875 | New |
| KLP Kapitalforvaltning AS | 6,000 | $79.8K | 0.00% | +6,000 | New |
| Ameritas Investment Partners, Inc. | 3,499 | $46.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,069 | $40.8K | 0.00% | −2,303−42.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,750 | $23.3K | 0.01% | −500−22.2% | Reduced |
| CoreCap Advisors, LLC | 1,200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,149 | $15.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 448 | $5.96K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 362 | $4.82K | 0.00% | +13+3.7% | Added |
| Nisa Investment Advisors, LLC | 211 | $2.81K | 0.00% | −40−15.9% | Reduced |
| Skopos Labs, Inc. | 185 | $2.46K | 0.00% | +185 | New |
| CWM, LLC | 128 | $2.00K | 0.00% | +22+20.8% | Added |
| Jones Financial Companies LLLP | 120 | $1.60K | 0.00% | +120 | New |
| Versant Capital Management, Inc | 116 | $1.54K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 56 | $744 | 0.00% | −173−75.5% | Reduced |
| Sterling Capital Management LLC | 32 | $426 | 0.00% | −8−20.0% | Reduced |
| SBI Securities Co., Ltd. | 25 | $333 | 0.00% | +25 | New |
| Oliver Lagore Vanvalin Investment Group | 18 | $239 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 17 | $226 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 13 | $173 | 0.00% | +13 | New |
| IFP Advisors, Inc | 11 | $146 | 0.00% | +11 | New |
| Rothschild Investment LLC | 10 | $133 | 0.00% | −30−75.0% | Reduced |
| Parallel Advisors, LLC | 7 | $93 | 0.00% | +7 | New |
| Farther Finance Advisors, LLC | 5 | $67 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −2,725,877−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −720,512−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −59,163−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −49,347−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −28,260−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −20,682−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −19,914−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −16,711−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −16,711−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −16,336−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −14,890−100.0% | Sold out |
| Prudent Man Advisors, LLC | 0 | $0 | 0.00% | −10,767−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Innovius Capital Management, LLC | – | – | – | – | Not filed |
| TNF LLC | – | – | – | – | Not filed |