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 2025
Institutional positions in Nerdwallet, Inc. as of Jun 30, 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
- 139
- +6 vs. Q1 2025
- Shares held
- 27.4M
- −29.9K (−0.1%) vs. Q1 2025
- Total value
- $301.0M
- +$52.4M (+21.1%) vs. Q1 2025
- New holders
- 27
- 62 more added
- Sold out
- 21
- 27 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Nerdwallet, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 7 | $77 | 0.00% | +7 | New |
| Oliver Lagore Vanvalin Investment Group | 18 | $163 | 0.00% | +18 | New |
| Advisor Group Holdings, Inc. | 25 | $274 | 0.00% | −6−19.4% | Reduced |
| SBI Securities Co., Ltd. | 25 | $274 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 37 | $406 | 0.00% | −23−38.3% | Reduced |
| Parkside Financial Bank & Trust | 55 | $603 | 0.00% | +55 | New |
| Signaturefd, LLC | 91 | $998 | 0.00% | +50+122.0% | Added |
| Rothschild Investment LLC | 95 | $1.04K | 0.00% | +95 | New |
| Sterling Capital Management LLC | 100 | $1.10K | 0.00% | +62+163.2% | Added |
| Versant Capital Management, Inc | 116 | $1.27K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 120 | $1.31K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 172 | $1.89K | 0.00% | +172 | New |
| Allworth Financial LP | 176 | $1.93K | 0.00% | +147+506.9% | Added |
| Harbour Investments, Inc. | 204 | $2.24K | 0.00% | +204 | New |
| GAMMA Investing LLC | 220 | $2.41K | 0.00% | +151+218.8% | Added |
| Stephens Consulting, LLC | 265 | $2.91K | 0.00% | +265 | New |
| IFP Advisors, Inc | 273 | $3.00K | 0.00% | +273 | New |
| True Wealth Design, LLC | 356 | $3.91K | 0.00% | +195+121.1% | Added |
| Clearstead Advisors, LLC | 396 | $4.34K | 0.00% | +396 | New |
| Caitong International Asset Management Co., Ltd | 416 | $4.56K | 0.00% | +400+2,500.0% | Added |
| EverSource Wealth Advisors, LLC | 426 | $4.67K | 0.00% | +375+735.3% | Added |
| Global Retirement Partners, LLC | 448 | $4.92K | 0.00% | +448 | New |
| Essential Partners LLC | 793 | $8.70K | 0.00% | +793 | New |
| Nisa Investment Advisors, LLC | 802 | $8.80K | 0.00% | +802 | New |
| CoreCap Advisors, LLC | 1,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,150 | $12.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,149 | $13.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,750 | $19.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 2,381 | $26.1K | 0.01% | +781+48.8% | Added |
| Simplex Trading, LLC | 2,926 | $32.0K | 0.00% | +2,926 | New |
| Ameritas Investment Partners, Inc. | 3,499 | $38.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,893 | $42.7K | 0.00% | +1,054+37.1% | Added |
| KLP Kapitalforvaltning AS | 6,000 | $65.8K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 9,139 | $100.3K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 9,985 | $109.5K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 10,518 | $115.4K | 0.00% | +367+3.6% | Added |
| Voya Investment Management LLC | 11,253 | $123.4K | 0.00% | +1,158+11.5% | Added |
| Royal Bank of Canada | 11,406 | $125.0K | 0.00% | +8,970+368.2% | Added |
| US Bancorp | 11,508 | $126.2K | 0.00% | +1,916+20.0% | Added |
| Lazard Asset Management LLC | 11,860 | $129.0K | 0.00% | +11,860 | New |
| Occudo Quantitative Strategies LP | 11,985 | $131.5K | 0.01% | +11,985 | New |
| SG Americas Securities, LLC | 12,650 | $139.0K | 0.00% | −395−3.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,862 | $145.6K | 0.00% | +12,862 | New |
| Aigen Investment Management, LP | 13,706 | $150.4K | 0.02% | +13,706 | New |
| Colony Group, LLC | 13,878 | $152.2K | 0.00% | +13,878 | New |
| Ridgecrest Wealth Partners, LLC | 14,218 | $156.0K | 0.08% | 00.0% | Unchanged |
| Quest Partners LLC | 14,338 | $157.3K | 0.02% | −2,916−16.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 14,487 | $158.9K | 0.00% | −413−2.8% | Reduced |
| Meeder Asset Management Inc | 14,549 | $159.6K | 0.01% | −2,292−13.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,769 | $162.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 14,825 | $163.0K | 0.00% | +12,845+648.7% | Added |
| Manufacturers Life Insurance Company, The | 15,489 | $169.9K | 0.00% | +2,877+22.8% | Added |
| Creative Planning | 16,171 | $177.4K | 0.00% | +16,171 | New |
| Citigroup Inc | 17,114 | $187.7K | 0.00% | −12,325−41.9% | Reduced |
| Squarepoint Ops LLC | 17,144 | $188.1K | 0.00% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 18,162 | $199.2K | 0.01% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 18,246 | $200.2K | 0.03% | +18,246 | New |
| Janus Henderson Group PLC | 18,400 | $201.6K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 18,900 | $207.3K | 0.00% | +2,200+13.2% | Added |
| JPMorgan Chase & Co | 19,576 | $214.7K | 0.00% | +2,161+12.4% | Added |
| Bailard, Inc. | 22,300 | $244.6K | 0.01% | −3,800−14.6% | Reduced |
| Lighthouse Investment Partners, LLC | 22,380 | $245.5K | 0.01% | −22,421−50.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 22,659 | $248.6K | 0.00% | +1,934+9.3% | Added |
| Magnetar Financial LLC | 23,329 | $255.9K | 0.00% | +8,986+62.7% | Added |
| Centiva Capital, LP | 24,211 | $265.6K | 0.02% | −2,248−8.5% | Reduced |
| MetLife Investment Management | 24,273 | $266.3K | 0.00% | +367+1.5% | Added |
| Wells Fargo & Company | 24,305 | $266.6K | 0.00% | +7,542+45.0% | Added |
| Alliancebernstein L.P. | 24,910 | $273.3K | 0.00% | +4,500+22.0% | Added |
| Vontobel Holding Ltd. | 25,561 | $280.4K | 0.00% | +120.0% | Added |
| Quantbot Technologies LP | 25,920 | $284.3K | 0.01% | +21,301+461.2% | Added |
| Intech Investment Management LLC | 26,416 | $289.8K | 0.00% | +5,378+25.6% | Added |
| Jain Global LLC | 30,001 | $329.1K | 0.01% | +30,001 | New |
| Jump Financial, LLC | 31,094 | $341.1K | 0.00% | +31,094 | New |
| Price T Rowe Associates Inc | 31,680 | $348.0K | 0.00% | +4,869+18.2% | Added |
| RBF Capital, LLC | 35,000 | $383.9K | 0.02% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 36,247 | $397.6K | 0.00% | +36,247 | New |
| Integrated Quantitative Investments LLC | 36,854 | $404.3K | 0.12% | −79,396−68.3% | Reduced |
| California State Teachers Retirement System | 37,035 | $406.3K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 37,160 | $408.0K | 0.00% | +37,160 | New |
| STRS Ohio | 37,600 | $412.5K | 0.00% | +6,200+19.7% | Added |
| Corton Capital Inc. | 37,781 | $414.5K | 0.48% | +22,622+149.2% | Added |
| Steamboat Capital Partners, LLC | 40,000 | $438.8K | 0.12% | 00.0% | Unchanged |
| National Philanthropic Trust | 40,000 | $438.8K | 0.01% | 00.0% | Unchanged |
| Aviva PLC | 43,172 | $473.6K | 0.00% | −1,251−2.8% | Reduced |
| Russell Investments Group, Ltd. | 44,755 | $491.0K | 0.00% | +7,077+18.8% | Added |
| Legal & General Group Plc | 45,986 | $504.5K | 0.00% | +3,300+7.7% | Added |
| Versor Investments LP | 47,932 | $525.8K | 0.09% | +18,463+62.7% | Added |
| Badgley Phelps Wealth Managers, LLC | 48,278 | $529.6K | 0.01% | −8,000−14.2% | Reduced |
| Ieq Capital, LLC | 48,566 | $532.8K | 0.00% | −116,434−70.6% | Reduced |
| Susquehanna International Group, LLP | 51,935 | $569.7K | 0.00% | +7,981+18.2% | Added |
| Verition Fund Management LLC | 57,272 | $628.3K | 0.00% | +14,339+33.4% | Added |
| Engineers Gate Manager LP | 58,942 | $646.6K | 0.01% | −47,929−44.8% | Reduced |
| Rhumbline Advisers | 59,180 | $649.2K | 0.00% | +8,944+17.8% | Added |
| Invesco Ltd. | 61,822 | $678.2K | 0.00% | +15,019+32.1% | Added |
| American Century Companies Inc | 62,570 | $686.4K | 0.00% | +13,971+28.7% | Added |
| OP Asset Management Ltd | 62,850 | $689.5K | 0.01% | +28,118+81.0% | Added |
| State of Wyoming | 65,784 | $721.6K | 0.09% | +42,447+181.9% | Added |
| Swiss National Bank | 68,800 | $754.7K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 81,472 | $893.7K | 0.00% | +35,935+78.9% | Added |
| Walleye Capital LLC | 86,424 | $948.1K | 0.01% | +86,424 | New |