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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 2026

Institutional positions in Nerdwallet, Inc. as of Jun 30, 2026. 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
147
−9 vs. Q1 2026
Shares held
27.3M
−3.04M (−10.0%) vs. Q1 2026
Total value
$252.3M
−$62.9M (−19.9%) vs. Q1 2026
New holders
27
49 more added
Sold out
36
51 more reduced

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 147 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 42 institutionsQ1 2022: 49 institutionsQ2 2022: 68 institutionsQ3 2022: 66 institutionsQ4 2022: 82 institutionsQ1 2023: 99 institutionsQ2 2023: 106 institutionsQ3 2023: 95 institutionsQ4 2023: 104 institutionsQ1 2024: 114 institutionsQ2 2024: 108 institutionsQ3 2024: 113 institutionsQ4 2024: 128 institutionsQ1 2025: 134 institutionsQ2 2025: 139 institutionsQ3 2025: 145 institutionsQ4 2025: 161 institutionsQ1 2026: 158 institutionsQ2 2026: 147 institutions
Value heldQ2 2026: $252.3M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $269.0MQ1 2022: $217.8MQ2 2022: $171.9MQ3 2022: $205.6MQ4 2022: $238.3MQ1 2023: $498.6MQ2 2023: $266.0MQ3 2023: $245.3MQ4 2023: $440.2MQ1 2024: $453.6MQ2 2024: $446.0MQ3 2024: $340.0MQ4 2024: $389.2MQ1 2025: $248.7MQ2 2025: $301.0MQ3 2025: $300.1MQ4 2025: $399.6MQ1 2026: $315.7MQ2 2026: $252.3M
Institutions holding NRDS and their total value by quarter
QuarterHoldersValue
Q2 2026147$252.3M
Q1 2026158$315.7M
Q4 2025161$399.6M
Q3 2025145$300.1M
Q2 2025139$301.0M
Q1 2025134$248.7M
Q4 2024128$389.2M
Q3 2024113$340.0M
Q2 2024108$446.0M
Q1 2024114$453.6M
Q4 2023104$440.2M
Q3 202395$245.3M
Q2 2023106$266.0M
Q1 202399$498.6M
Q4 202282$238.3M
Q3 202266$205.6M
Q2 202268$171.9M
Q1 202249$217.8M
Q4 202142$269.0M
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Nerdwallet, Inc.; share changes are against Q1 2026.

Institutions holding NRDS in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd53$00.00%−2,727−98.1%Reduced
Transamerica Financial Advisors, Inc.3$270.00%+3New
Larson Financial Group LLC6$560.00%−238−97.5%Reduced
The PNC Financial Services Group, Inc.13$1200.00%−473−97.3%Reduced
Clearstead Advisors, LLC14$1300.00%+14New
Smartleaf Asset Management LLC17$1600.00%00.0%Unchanged
Essential Partners LLC39$3610.00%−865−95.7%Reduced
SBI Securities Co., Ltd.45$4160.00%+2+4.7%Added
Parkside Financial Bank & Trust55$5090.00%00.0%Unchanged
Monetary Solutions, Ltd75$6940.00%00.0%Unchanged
SJS Investment Consulting Inc.90$8330.00%+78+650.0%Added
True Wealth Design, LLC91$8420.00%−246−73.0%Reduced
Newbridge Financial Services Group, Inc.100$9250.00%00.0%Unchanged
Rothschild Investment LLC108$9990.00%−100−48.1%Reduced
Sterling Capital Management LLC116$1.07K0.00%−141−54.9%Reduced
Allworth Financial LP170$1.57K0.00%−532−75.8%Reduced
Optiver Holding B.V.180$1.67K0.00%−104−36.6%Reduced
IFP Advisors, Inc196$1.81K0.00%−43−18.0%Reduced
Global Retirement Partners, LLC261$2.41K0.00%+261New
Jones Financial Companies LLLP307$2.79K0.00%00.0%Unchanged
Quarry LP307$2.84K0.00%+307New
GAMMA Investing LLC356$3.29K0.00%−94−20.9%Reduced
Advisor Group Holdings, Inc.491$4.54K0.00%−2,359−82.8%Reduced
Group One Trading, L.P.554$5.12K0.00%−1,853−77.0%Reduced
EverSource Wealth Advisors, LLC878$8.12K0.00%+330+60.2%Added
CoreCap Advisors, LLC900$8.32K0.00%00.0%Unchanged
Huntington National Bank1,031$9.54K0.00%+1,031New
Northwestern Mutual Wealth Management Co1,150$10.6K0.00%00.0%Unchanged
Meeder Asset Management Inc1,155$10.7K0.00%+1,155New
Farther Finance Advisors, LLC1,285$11.9K0.00%+1,212+1,660.3%Added
Parallel Advisors, LLC1,398$12.9K0.00%+1,123+408.4%Added
Hurley Capital, LLC1,470$13.6K0.01%00.0%Unchanged
Nisa Investment Advisors, LLC1,586$14.7K0.00%+1,445+1,024.8%Added
State of Alaska, Department of Revenue1,743$16.0K0.00%00.0%Unchanged
Versant Capital Management, Inc1,749$16.2K0.00%+1,053+151.3%Added
Clear Street Markets LLC1,989$18.4K0.00%+1,989New
Macquarie Group Ltd2,934$27.1K0.00%+2,934New
National Bank of Canada2,995$27.7K0.00%+495+19.8%Added
Simplex Trading, LLC3,275$30.3K0.00%+3,275New
Ameritas Investment Partners, Inc.3,499$32.4K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd3,561$32.9K0.00%+3,420+2,425.5%Added
New York State Teachers Retirement System3,659$34.0K0.00%−288−7.3%Reduced
SRS Capital Advisors, Inc.3,854$35.6K0.00%+3,624+1,575.7%Added
Barclays PLC6,688$61.9K0.00%−6,942−50.9%Reduced
KLP Kapitalforvaltning AS8,100$74.9K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)8,276$76.6K0.00%+4,048+95.7%Added
Vanguard Investments Australia, Ltd.8,672$80.2K0.00%00.0%Unchanged
New York State Common Retirement Fund9,985$92.4K0.00%00.0%Unchanged
Thrivent Financial for Lutherans10,915$101.0K0.00%+10,915New
Police & Firemen's Retirement System of New Jersey12,164$112.5K0.00%00.0%Unchanged
Walleye Capital LLC12,786$118.3K0.00%+12,786New
Wealth Enhancement Advisory Services, LLC13,230$125.3K0.00%−10,843−45.0%Reduced
Mirae Asset Global ETFs Holdings Ltd.15,246$141.0K0.00%−3,346−18.0%Reduced
Martingale Asset Management L P15,405$142.5K0.00%−11,807−43.4%Reduced
Badgley Phelps Wealth Managers, LLC16,186$149.7K0.00%−8,092−33.3%Reduced
Aviva PLC17,311$160.1K0.00%−25,697−59.7%Reduced
Entropy Technologies, LP17,314$160.2K0.01%+3,405+24.5%Added
BNP Paribas Arbitrage, SA17,967$166.2K0.00%+8,865+97.4%Added
Jupiter Topco LLC18,400$170.3K0.00%+18,400New
Y-Intercept (Hong Kong) Ltd19,788$183.0K0.00%+19,788New
MetLife Investment Management19,816$183.3K0.00%−4,457−18.4%Reduced
Jupiter Asset Management Ltd20,078$185.7K0.00%+8,440+72.5%Added
Campbell & CO Investment Adviser LLC20,786$192.3K0.01%+20,786New
Balyasny Asset Management LLC21,489$198.8K0.00%+21,489New
Creative Planning21,621$200.0K0.00%−133,103−86.0%Reduced
Vanguard Asset Management, Ltd22,272$206.0K0.00%00.0%Unchanged
Rangeley Capital, LLC23,300$215.5K0.21%+23,300New
Zurcher Kantonalbank (Zurich Cantonalbank)25,577$236.6K0.00%00.0%Unchanged
State of Wyoming27,007$249.8K0.03%−32,135−54.3%Reduced
Wells Fargo & Company33,128$306.4K0.00%+15,766+90.8%Added
Legal & General Group Plc33,750$312.2K0.00%00.0%Unchanged
California State Teachers Retirement System35,242$326.0K0.00%−1,352−3.7%Reduced
Deutsche Bank AG35,809$331.2K0.00%+2,131+6.3%Added
Jain Global LLC40,219$372.0K0.00%+28,682+248.6%Added
Price T Rowe Associates Inc42,880$397.0K0.00%00.0%Unchanged
STRS Ohio44,300$409.8K0.00%+33,100+295.5%Added
Tudor Investment Corp Et Al44,890$415.2K0.00%+44,890New
Aquatic Capital Management LLC47,658$440.8K0.02%+47,658New
Rhumbline Advisers49,375$456.7K0.00%−1,721−3.4%Reduced
Two Sigma Investments, LP49,651$459.3K0.00%+11,451+30.0%Added
Royal Bank of Canada50,298$464.0K0.00%+48,974+3,698.9%Added
Brevan Howard Capital Management LP50,861$470.5K0.01%+31,961+169.1%Added
UBS Asset Management Americas Inc51,388$475.3K0.00%−10,563−17.1%Reduced
Weiss Asset Management LP52,160$482.5K0.01%+52,160New
Brown Brothers Harriman & Co53,674$496.5K0.00%00.0%Unchanged
Squarepoint Ops LLC54,905$507.9K0.00%+54,905New
Bank of America Corp58,089$537.3K0.00%+18,668+47.4%Added
Caxton Associates LLP59,147$547.1K0.01%+59,147New
Raymond James Financial Inc61,117$565.3K0.00%+61,117New
Swiss National Bank63,300$585.5K0.00%−11,000−14.8%Reduced
Teacher Retirement System of Texas65,614$606.9K0.00%−716−1.1%Reduced
Susquehanna International Group, LLP66,635$616.4K0.00%−33,063−33.2%Reduced
Winmill & Co. Inc70,000$647.5K0.14%+70,000New
Vident Advisory, LLC70,165$649.0K0.00%+70,165New
Allstate Corp71,345$659.9K0.01%+22,791+46.9%Added
Janney Montgomery Scott LLC75,885$702.0K0.00%+52,047+218.3%Added
Canada Pension Plan Investment Board76,800$710.4K0.00%+18,700+32.2%Added
Mitsubishi UFJ Trust & Banking Corp80,953$748.8K0.00%+80,953New
Point72 Asset Management, L.P.84,480$781.4K0.00%−40,897−32.6%Reduced
Russell Investments Group, Ltd.89,649$829.3K0.00%+28,717+47.1%Added