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.
| 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 2026
Shares, value and share of portfolio for each institution holding Nerdwallet, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Investments Australia, Ltd. | 8,672 | $80.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,276 | $76.6K | 0.00% | +4,048+95.7% | Added |
| KLP Kapitalforvaltning AS | 8,100 | $74.9K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 6,688 | $61.9K | 0.00% | −6,942−50.9% | Reduced |
| SRS Capital Advisors, Inc. | 3,854 | $35.6K | 0.00% | +3,624+1,575.7% | Added |
| New York State Teachers Retirement System | 3,659 | $34.0K | 0.00% | −288−7.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 3,561 | $32.9K | 0.00% | +3,420+2,425.5% | Added |
| Ameritas Investment Partners, Inc. | 3,499 | $32.4K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,275 | $30.3K | 0.00% | +3,275 | New |
| National Bank of Canada | 2,995 | $27.7K | 0.00% | +495+19.8% | Added |
| Macquarie Group Ltd | 2,934 | $27.1K | 0.00% | +2,934 | New |
| Clear Street Markets LLC | 1,989 | $18.4K | 0.00% | +1,989 | New |
| Versant Capital Management, Inc | 1,749 | $16.2K | 0.00% | +1,053+151.3% | Added |
| State of Alaska, Department of Revenue | 1,743 | $16.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,586 | $14.7K | 0.00% | +1,445+1,024.8% | Added |
| Hurley Capital, LLC | 1,470 | $13.6K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,398 | $12.9K | 0.00% | +1,123+408.4% | Added |
| Farther Finance Advisors, LLC | 1,285 | $11.9K | 0.00% | +1,212+1,660.3% | Added |
| Meeder Asset Management Inc | 1,155 | $10.7K | 0.00% | +1,155 | New |
| Northwestern Mutual Wealth Management Co | 1,150 | $10.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,031 | $9.54K | 0.00% | +1,031 | New |
| CoreCap Advisors, LLC | 900 | $8.32K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 878 | $8.12K | 0.00% | +330+60.2% | Added |
| Group One Trading, L.P. | 554 | $5.12K | 0.00% | −1,853−77.0% | Reduced |
| Advisor Group Holdings, Inc. | 491 | $4.54K | 0.00% | −2,359−82.8% | Reduced |
| GAMMA Investing LLC | 356 | $3.29K | 0.00% | −94−20.9% | Reduced |
| Quarry LP | 307 | $2.84K | 0.00% | +307 | New |
| Jones Financial Companies LLLP | 307 | $2.79K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 261 | $2.41K | 0.00% | +261 | New |
| IFP Advisors, Inc | 196 | $1.81K | 0.00% | −43−18.0% | Reduced |
| Optiver Holding B.V. | 180 | $1.67K | 0.00% | −104−36.6% | Reduced |
| Allworth Financial LP | 170 | $1.57K | 0.00% | −532−75.8% | Reduced |
| Sterling Capital Management LLC | 116 | $1.07K | 0.00% | −141−54.9% | Reduced |
| Rothschild Investment LLC | 108 | $999 | 0.00% | −100−48.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 100 | $925 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 91 | $842 | 0.00% | −246−73.0% | Reduced |
| SJS Investment Consulting Inc. | 90 | $833 | 0.00% | +78+650.0% | Added |
| Monetary Solutions, Ltd | 75 | $694 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 55 | $509 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 45 | $416 | 0.00% | +2+4.7% | Added |
| Essential Partners LLC | 39 | $361 | 0.00% | −865−95.7% | Reduced |
| Smartleaf Asset Management LLC | 17 | $160 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 14 | $130 | 0.00% | +14 | New |
| The PNC Financial Services Group, Inc. | 13 | $120 | 0.00% | −473−97.3% | Reduced |
| Larson Financial Group LLC | 6 | $56 | 0.00% | −238−97.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 3 | $27 | 0.00% | +3 | New |
| Covestor Ltd | 53 | $0 | 0.00% | −2,727−98.1% | Reduced |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −612,227−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −533,726−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −109,846−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −63,098−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −58,392−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −50,296−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −36,282−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −31,922−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −28,490−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −27,300−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −23,888−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −22,535−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −17,082−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −16,879−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −16,739−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −16,429−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −16,137−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −15,857−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −13,301−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −12,142−100.0% | Sold out |
| L2 Asset Management, LLC | 0 | $0 | 0.00% | −11,425−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −10,891−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −10,825−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −10,688−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −10,499−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −10,423−100.0% | Sold out |
| Arizona State Retirement System | 0 | $0 | 0.00% | −10,346−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −433−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −431−100.0% | Sold out |
| Zions Bancorporation, National Association | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| WealthCollab, LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Janus Henderson Group PLC | – | – | – | – | Not filed |