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 2025
Institutional positions in Nerdwallet, Inc. as of Dec 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
- 161
- +16 vs. Q3 2025
- Shares held
- 29.5M
- +1.65M (+5.9%) vs. Q3 2025
- Total value
- $399.6M
- +$99.5M (+33.2%) vs. Q3 2025
- New holders
- 34
- 60 more added
- Sold out
- 18
- 47 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Nerdwallet, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 1 | $9 | 0.00% | +1 | New |
| SRS Capital Advisors, Inc. | 12 | $163 | 0.00% | −2,677−99.6% | Reduced |
| Smartleaf Asset Management LLC | 17 | $237 | 0.00% | +17 | New |
| US Bancorp | 23 | $312 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 24 | $325 | 0.00% | −77−76.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 26 | $352 | 0.00% | +26 | New |
| SBI Securities Co., Ltd. | 32 | $434 | 0.00% | −3−8.6% | Reduced |
| Larson Financial Group LLC | 45 | $610 | 0.00% | +45 | New |
| Parallel Advisors, LLC | 48 | $650 | 0.00% | +11+29.7% | Added |
| Parkside Financial Bank & Trust | 55 | $746 | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 75 | $1.02K | 0.00% | +75 | New |
| Global Retirement Partners, LLC | 79 | $1.07K | 0.00% | +79 | New |
| Marquette Asset Management, LLC | 92 | $1.25K | 0.00% | +92 | New |
| UMA Financial Services, Inc. | 95 | $1.29K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 96 | $1.30K | 0.00% | +1+1.1% | Added |
| Versant Capital Management, Inc | 116 | $1.57K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 151 | $2.05K | 0.00% | +136+906.7% | Added |
| Allworth Financial LP | 177 | $2.40K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 220 | $2.98K | 0.00% | −316−59.0% | Reduced |
| Jones Financial Companies LLLP | 237 | $3.21K | 0.00% | +117+97.5% | Added |
| EverSource Wealth Advisors, LLC | 244 | $3.31K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 265 | $3.59K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 300 | $3.85K | 0.00% | +300 | New |
| Sterling Capital Management LLC | 289 | $3.92K | 0.00% | +189+189.0% | Added |
| True Wealth Design, LLC | 344 | $4.66K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 413 | $5.60K | 0.00% | +184+80.3% | Added |
| Quadrant Capital Group LLC | 415 | $5.62K | 0.00% | −515−55.4% | Reduced |
| Nisa Investment Advisors, LLC | 418 | $5.66K | 0.00% | −298−41.6% | Reduced |
| Advisor Group Holdings, Inc. | 547 | $7.41K | 0.00% | +492+894.5% | Added |
| Essential Partners LLC | 615 | $8.33K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 641 | $8.69K | 0.00% | +641 | New |
| Signaturefd, LLC | 712 | $9.65K | 0.00% | +621+682.4% | Added |
| CoreCap Advisors, LLC | 900 | $12.2K | 0.00% | −100−10.0% | Reduced |
| The PNC Financial Services Group, Inc. | 1,187 | $16.1K | 0.00% | +15+1.3% | Added |
| Amalgamated Bank | 1,346 | $18.0K | 0.00% | +197+17.1% | Added |
| Northwestern Mutual Wealth Management Co | 1,511 | $20.5K | 0.00% | +361+31.4% | Added |
| Quarry LP | 1,588 | $21.5K | 0.00% | +417+35.6% | Added |
| Newbridge Financial Services Group, Inc. | 1,600 | $21.7K | 0.00% | −150−8.6% | Reduced |
| State of Alaska, Department of Revenue | 1,743 | $23.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,843 | $25.0K | 0.00% | −2,888−61.0% | Reduced |
| Tower Research Capital LLC (TRC) | 2,085 | $28.3K | 0.00% | +513+32.6% | Added |
| Royal Bank of Canada | 2,420 | $33.0K | 0.00% | +422+21.1% | Added |
| Covestor Ltd | 2,516 | $34.0K | 0.02% | +2,516 | New |
| Simplex Trading, LLC | 3,247 | $44.0K | 0.00% | +3,247 | New |
| Ameritas Investment Partners, Inc. | 3,499 | $47.4K | 0.00% | 00.0% | Unchanged |
| Caz Investments LP | 5,514 | $74.7K | 0.13% | −15,802−74.1% | Reduced |
| KLP Kapitalforvaltning AS | 8,100 | $109.8K | 0.00% | +2,100+35.0% | Added |
| New York State Common Retirement Fund | 9,985 | $135.3K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 10,469 | $141.9K | 0.00% | −292−2.7% | Reduced |
| Acadian Asset Management LLC | 10,557 | $142.0K | 0.00% | +10,557 | New |
| Moran Wealth Management, LLC | 10,916 | $147.9K | 0.00% | +10,916 | New |
| Swiss Life Asset Management Ltd | 11,035 | $149.5K | 0.00% | +11,035 | New |
| Lighthouse Investment Partners, LLC | 11,225 | $152.1K | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 12,164 | $164.8K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 12,543 | $169.1K | 0.00% | +405+3.3% | Added |
| Manufacturers Life Insurance Company, The | 12,970 | $175.7K | 0.00% | −1,360−9.5% | Reduced |
| CWM, LLC | 13,096 | $177.0K | 0.00% | +204+1.6% | Added |
| Entropy Technologies, LP | 13,400 | $181.6K | 0.01% | +13,400 | New |
| Brevan Howard Capital Management LP | 13,992 | $189.6K | 0.00% | +1,857+15.3% | Added |
| Graham Capital Management, L.P. | 14,534 | $196.9K | 0.01% | +14,534 | New |
| Oxford Asset Management LLP | 14,643 | $198.4K | 0.07% | −5,356−26.8% | Reduced |
| Caption Management, LLC | 15,000 | $203.3K | 0.01% | +15,000 | New |
| Yorktown Management & Research Co Inc | 15,100 | $204.6K | 0.16% | +15,100 | New |
| Intech Investment Management LLC | 16,375 | $221.9K | 0.00% | −2,509−13.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,118 | $245.5K | 0.00% | +3,349+22.7% | Added |
| Quantinno Capital Management LP | 18,849 | $255.4K | 0.00% | +7,600+67.6% | Added |
| Bailard, Inc. | 19,600 | $265.6K | 0.01% | +19,600 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 19,850 | $269.0K | 0.00% | +521+2.7% | Added |
| Man Group plc | 20,815 | $282.0K | 0.00% | +20,815 | New |
| Vontobel Holding Ltd. | 21,153 | $286.6K | 0.00% | −2,454−10.4% | Reduced |
| Martingale Asset Management L P | 22,679 | $307.3K | 0.01% | −2,940−11.5% | Reduced |
| Group One Trading, L.P. | 22,843 | $309.5K | 0.01% | +16,028+235.2% | Added |
| Mackenzie Financial Corp | 22,275 | $310.1K | 0.00% | +22,275 | New |
| Integrated Quantitative Investments LLC | 23,096 | $313.0K | 0.07% | −13,758−37.3% | Reduced |
| PharVision Advisers, LLC | 23,480 | $318.2K | 0.16% | +23,480 | New |
| Lazard Asset Management LLC | 23,983 | $325.0K | 0.00% | +2,809+13.3% | Added |
| Janney Montgomery Scott LLC | 24,009 | $325.0K | 0.00% | −59,181−71.1% | Reduced |
| MetLife Investment Management | 24,273 | $328.9K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 24,862 | $336.9K | 0.00% | −2,281−8.4% | Reduced |
| Caxton Associates LLP | 26,317 | $356.6K | 0.01% | +26,317 | New |
| BNP Paribas Arbitrage, SA | 27,756 | $376.1K | 0.00% | −201,735−87.9% | Reduced |
| Globeflex Capital L P | 28,490 | $386.0K | 0.06% | 00.0% | Unchanged |
| Deutsche Bank AG | 29,495 | $399.7K | 0.00% | −100,870−77.4% | Reduced |
| SG Americas Securities, LLC | 29,569 | $401.0K | 0.00% | −10,954−27.0% | Reduced |
| RBF Capital, LLC | 30,000 | $406.5K | 0.02% | −5,000−14.3% | Reduced |
| Balyasny Asset Management LLC | 30,110 | $408.0K | 0.00% | +15,868+111.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 30,335 | $411.0K | 0.01% | −148,559−83.0% | Reduced |
| Numerai GP LLC | 31,211 | $422.9K | 0.05% | +31,211 | New |
| Badgley Phelps Wealth Managers, LLC | 32,278 | $437.4K | 0.01% | −8,000−19.9% | Reduced |
| Panagora Asset Management Inc | 33,026 | $447.5K | 0.00% | +33,026 | New |
| Aviva PLC | 33,340 | $451.8K | 0.00% | −12,059−26.6% | Reduced |
| Price T Rowe Associates Inc | 35,545 | $482.0K | 0.00% | +2,447+7.4% | Added |
| Two Sigma Advisers, LP | 36,100 | $489.2K | 0.00% | +10,000+38.3% | Added |
| ExodusPoint Capital Management, LP | 36,156 | $489.9K | 0.01% | +36,156 | New |
| California State Teachers Retirement System | 37,095 | $502.6K | 0.00% | +58+0.2% | Added |
| STRS Ohio | 37,600 | $509.5K | 0.00% | 00.0% | Unchanged |
| National Philanthropic Trust | 40,000 | $542.0K | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 40,000 | $542.0K | 0.00% | +40,000 | New |
| Versor Investments LP | 40,732 | $551.9K | 0.09% | +20,900+105.4% | Added |
| Point72 Asset Management, L.P. | 42,702 | $578.6K | 0.00% | +42,702 | New |