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 2025
Institutional positions in Nerdwallet, Inc. as of Mar 31, 2025. 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
- 134
- +9 vs. Q4 2024
- Shares held
- 27.5M
- −1.10M (−3.9%) vs. Q4 2024
- Total value
- $248.7M
- −$131.4M (−34.6%) vs. Q4 2024
- New holders
- 35
- 38 more added
- Sold out
- 26
- 38 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Nerdwallet, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 12 | $109 | 0.00% | +12 | New |
| Caitong International Asset Management Co., Ltd | 16 | $145 | 0.00% | +16 | New |
| SBI Securities Co., Ltd. | 25 | $226 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 29 | $264 | 0.00% | +29 | New |
| Advisor Group Holdings, Inc. | 31 | $280 | 0.00% | −25−44.6% | Reduced |
| Sterling Capital Management LLC | 38 | $344 | 0.00% | +6+18.8% | Added |
| Signaturefd, LLC | 41 | $371 | 0.00% | +41 | New |
| Aster Capital Management (DIFC) Ltd | 44 | $449 | 0.00% | +44 | New |
| EverSource Wealth Advisors, LLC | 51 | $462 | 0.00% | +38+292.3% | Added |
| Parallel Advisors, LLC | 60 | $543 | 0.00% | +53+757.1% | Added |
| GAMMA Investing LLC | 69 | $624 | 0.00% | +52+305.9% | Added |
| UMA Financial Services, Inc. | 106 | $960 | 0.00% | +106 | New |
| Versant Capital Management, Inc | 116 | $1.05K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 120 | $1.08K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 161 | $1.46K | 0.00% | +161 | New |
| Fortitude Family Office, LLC | 362 | $3.28K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,000 | $9.05K | 0.00% | −200−16.7% | Reduced |
| Amalgamated Bank | 1,149 | $10.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,150 | $10.4K | 0.00% | +1,150 | New |
| Quarry LP | 1,600 | $14.5K | 0.00% | +1,600 | New |
| Newbridge Financial Services Group, Inc. | 1,750 | $15.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,980 | $18.0K | 0.00% | +1,852+1,446.9% | Added |
| Royal Bank of Canada | 2,436 | $22.0K | 0.00% | −6,934−74.0% | Reduced |
| Tower Research Capital LLC (TRC) | 2,839 | $25.7K | 0.00% | −230−7.5% | Reduced |
| Ameritas Investment Partners, Inc. | 3,499 | $31.7K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,619 | $41.8K | 0.00% | −15,421−77.0% | Reduced |
| KLP Kapitalforvaltning AS | 6,000 | $54.3K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 9,139 | $82.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 9,592 | $86.8K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 9,985 | $90.4K | 0.00% | −3,700−27.0% | Reduced |
| Voya Investment Management LLC | 10,095 | $91.4K | 0.00% | −1,109−9.9% | Reduced |
| Arizona State Retirement System | 10,151 | $91.9K | 0.00% | −1,416−12.2% | Reduced |
| RHS Financial, LLC | 11,037 | $99.9K | 0.06% | +11,037 | New |
| Allianz Asset Management GmbH | 11,900 | $107.7K | 0.00% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 12,426 | $112.5K | 0.01% | +745+6.4% | Added |
| Evelyn Partners Investment Management LLP | 12,450 | $112.7K | 0.00% | +12,450 | New |
| EntryPoint Capital, LLC | 12,597 | $114.0K | 0.05% | +12,597 | New |
| Manufacturers Life Insurance Company, The | 12,612 | $114.1K | 0.00% | −462−3.5% | Reduced |
| SG Americas Securities, LLC | 13,045 | $118.0K | 0.00% | −3,187−19.6% | Reduced |
| Ridgecrest Wealth Partners, LLC | 14,218 | $128.7K | 0.07% | 00.0% | Unchanged |
| Magnetar Financial LLC | 14,343 | $129.8K | 0.00% | +14,343 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,769 | $133.7K | 0.00% | +5,389+57.5% | Added |
| Schonfeld Strategic Advisors LLC | 14,900 | $134.8K | 0.00% | +14,900 | New |
| Corton Capital Inc. | 15,159 | $137.2K | 0.45% | +15,159 | New |
| Cresset Asset Management, LLC | 16,448 | $148.9K | 0.00% | −7,497−31.3% | Reduced |
| Two Sigma Advisers, LP | 16,700 | $151.1K | 0.00% | +600+3.7% | Added |
| Wells Fargo & Company | 16,763 | $151.7K | 0.00% | +369+2.3% | Added |
| Meeder Asset Management Inc | 16,841 | $152.4K | 0.01% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 17,021 | $154.0K | 0.02% | +17,021 | New |
| Squarepoint Ops LLC | 17,144 | $155.2K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 17,189 | $155.6K | 0.00% | −254−1.5% | Reduced |
| Quest Partners LLC | 17,254 | $156.1K | 0.02% | +17,254 | New |
| JPMorgan Chase & Co | 17,415 | $157.6K | 0.00% | −223,605−92.8% | Reduced |
| Nomura Holdings Inc | 17,530 | $158.6K | 0.00% | +17,530 | New |
| JT Stratford LLC | 17,694 | $160.1K | 0.03% | +17,694 | New |
| Basswood Capital Management, L.L.C. | 18,162 | $164.4K | 0.01% | −324,003−94.7% | Reduced |
| Janus Henderson Group PLC | 18,400 | $166.1K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 20,410 | $184.7K | 0.00% | −4,190−17.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 20,725 | $187.6K | 0.00% | +858+4.3% | Added |
| Intech Investment Management LLC | 21,038 | $190.4K | 0.00% | +3,524+20.1% | Added |
| Capula Management Ltd | 21,284 | $192.6K | 0.00% | +21,284 | New |
| State of Wyoming | 23,337 | $211.2K | 0.03% | +6,868+41.7% | Added |
| MetLife Investment Management | 23,906 | $216.3K | 0.00% | −631−2.6% | Reduced |
| Vontobel Holding Ltd. | 25,549 | $231.2K | 0.00% | +5,589+28.0% | Added |
| Bailard, Inc. | 26,100 | $236.2K | 0.01% | +14,100+117.5% | Added |
| Centiva Capital, LP | 26,459 | $239.5K | 0.01% | +26,459 | New |
| Price T Rowe Associates Inc | 26,811 | $243.0K | 0.00% | +1,800+7.2% | Added |
| Citigroup Inc | 29,439 | $266.4K | 0.00% | −676−2.2% | Reduced |
| Versor Investments LP | 29,469 | $266.7K | 0.04% | −20,831−41.4% | Reduced |
| STRS Ohio | 31,400 | $284.2K | 0.00% | 00.0% | Unchanged |
| OP Asset Management Ltd | 34,732 | $314.3K | 0.01% | +34,732 | New |
| RBF Capital, LLC | 35,000 | $316.8K | 0.02% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 36,886 | $333.8K | 0.00% | −49,051−57.1% | Reduced |
| California State Teachers Retirement System | 37,035 | $335.2K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 37,678 | $341.0K | 0.00% | −6,395−14.5% | Reduced |
| Gsa Capital Partners LLP | 37,971 | $344.0K | 0.03% | +37,971 | New |
| Brevan Howard Capital Management LP | 38,239 | $346.1K | 0.01% | +38,239 | New |
| BNP Paribas Arbitrage, SA | 38,816 | $351.3K | 0.00% | −139,136−78.2% | Reduced |
| Steamboat Capital Partners, LLC | 40,000 | $362.0K | 0.11% | 00.0% | Unchanged |
| National Philanthropic Trust | 40,000 | $362.0K | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 40,432 | $365.9K | 0.00% | +18,047+80.6% | Added |
| Legal & General Group Plc | 42,686 | $386.3K | 0.00% | +1,391+3.4% | Added |
| Verition Fund Management LLC | 42,933 | $388.5K | 0.00% | −26,006−37.7% | Reduced |
| Susquehanna International Group, LLP | 43,954 | $397.8K | 0.00% | +19,149+77.2% | Added |
| Aviva PLC | 44,423 | $402.0K | 0.00% | +44,423 | New |
| Lighthouse Investment Partners, LLC | 44,801 | $405.4K | 0.02% | +44,801 | New |
| Barclays PLC | 45,537 | $412.1K | 0.00% | −18,483−28.9% | Reduced |
| Invesco Ltd. | 46,803 | $423.6K | 0.00% | +14,291+44.0% | Added |
| American Century Companies Inc | 48,599 | $439.8K | 0.00% | +27,362+128.8% | Added |
| Rhumbline Advisers | 50,236 | $454.6K | 0.00% | −1,300−2.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 50,972 | $461.0K | 0.07% | +16,882+49.5% | Added |
| Badgley Phelps Wealth Managers, LLC | 56,278 | $509.3K | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 57,752 | $522.7K | 0.00% | +57,752 | New |
| Jane Street Group, LLC | 64,516 | $583.9K | 0.00% | −15,224−19.1% | Reduced |
| Swiss National Bank | 68,800 | $622.6K | 0.00% | −9,800−12.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 75,210 | $680.7K | 0.05% | +75,210 | New |
| Bank of America Corp | 83,832 | $758.7K | 0.00% | +30,332+56.7% | Added |
| UBS Asset Management Americas Inc | 85,156 | $770.7K | 0.00% | −7,946−8.5% | Reduced |
| Bank of New York Mellon Corp | 87,655 | $793.3K | 0.00% | −559−0.6% | Reduced |
| Formula Growth Ltd | 93,298 | $844.3K | 0.34% | +23,298+33.3% | Added |