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Nerdwallet, Inc.

NRDS
Exchange
Nasdaq
Industry
Services-Computer Processing & Data Preparation
SEC CIK
0001625278

In the last 90 days, Nerdwallet, Inc. insiders filed 0 open-market purchases and 1 sale; 147 institutions reported holding it in 13F filings for Q2 2026, worth $252.3M in total; no superinvestor holds it.

Open-market trades, last 90 days

Open-market purchases (P) and sales (S) by Nerdwallet, Inc. insiders, counted by Form 4 filing. Trades with a flagged price and duplicate filings are left out.

Open-market buys
0 filings
Open-market sells
1 filing
1 insider, $17.9M in total
Insiders trading
1
Net value
−$17.9M
Purchases minus sales

Insider roster

Directors, officers and 10% owners who have filed a Form 4 for Nerdwallet, Inc., current and former, most recent filer first. Last reported holding is the position after the last non-derivative trade in their latest filing.

Insider roster for Nerdwallet, Inc.
NameTitleLast reported holdingLast filingFilings, past year
Lee Jun HyungChief Financial Officer354,783Sep 3, 20263
Mischner Sam BrianChief Revenue Officer228,121Sep 3, 20262
Chen Tim Chao-MingChief Executive Officer539,160Sep 3, 20265
Tatum NicholasChief Accounting Officer69,466Sep 3, 20267
McBirney CollinOther: See Explanation in Footnotes3,289,285IndirectJun 30, 20261
Topline Capital Management, LLCOther: See Explanation in Footnotes3,289,285IndirectJun 30, 20261
Topline Capital Partners, LP10% Owner3,289,285Jun 30, 20261
McBride Kenneth ThomasDirector90,526May 26, 20261
Laube Lynne MarieDirector79,627May 26, 20261
Chia TeresaDirector39,474May 26, 20261
Ling AnthonyDirector55,436May 26, 20262
Yount SamuelChief Business Officer173,973IndirectMar 19, 20269
Ceran JenniferDirector54,236May 23, 20250
StClair LaurenChief Financial Officer307,606Mar 5, 20250
Taylor Maurice KevinDirector45,320May 16, 20240
Yuann KevinChief Business Officer282,818Mar 25, 20240
Caine JohnChief Product Officer126,973Dec 6, 20220
Institutional Venture Partners XIV, L.P.10% Owner3,654,541Nov 9, 20220
Gillease KellyChief Marketing Officer159,337Sep 6, 20220
Loverro ThomasDirector15,815May 26, 20220
Fogelsong Norman A10% Owner4,454,541IndirectNov 10, 20210
Phelps Dennis B10% Owner4,454,541IndirectNov 10, 20210
Harrick Stephen J10% Owner4,454,541IndirectNov 10, 20210
Chaffee Todd C10% Owner4,454,541IndirectNov 10, 20210
Miller J Sanford10% Owner4,454,541IndirectNov 10, 20210
Institutional Venture Management XIV, LLC10% Owner4,454,541IndirectNov 10, 20210
Maltz Jules A.10% Owner4,454,541IndirectNov 10, 20210
Innovius Capital Sirius I, L.P.10% Owner5,209,366IndirectNov 10, 20210
Innovius Capital GP I, LLC10% Owner5,209,366IndirectNov 10, 20210
Robinson James D IIIDirector556,817IndirectNov 10, 20210

Insider trades

Each row adds up one type of transaction in one Form 4 filing. Only open-market purchases (P) and sales (S) are shown by default; use the filters to see grants, option exercises and other codes.

Insider trades
Filed (ET)Trade dateFiling delayInsiderTransactionSharesAvg priceValueHolding changeFlags
Jun 30, 2026 (view filing)5:24 PM ETJun 26-304 daysMcBirney Collin and 1 otherOther: See Explanation in FootnotesSSale−1.96M$9.11−$17.9M−37.4%3.29M after3 lotsDuplicate filing
Jun 30, 2026 (view filing)Jun 26-304 daysTopline Capital Partners, LP10% OwnerSSale−1.96M$9.11−$17.9M−37.4%3.29M after3 lots
Mar 19, 2026 (view filing)Mar 172 daysYount SamuelChief Business OfficerSSaleClass A Common Stock−72.0K$10.32−$742.8K−29.3%174.0K after4 lots
Mar 16, 2026 (view filing)Mar 124 daysYount SamuelChief Business OfficerSSaleClass A Common Stock−3.01K$10.61−$31.9K−1.5%198.3K after2 lots
Mar 6, 2026 (view filing)Mar 4-52 daysTatum NicholasChief Accounting OfficerSSaleClass A Common Stock−11.0K$11.45−$126.5K−19.0%47.2K after3 lots10b5-1
Dec 23, 2025 (view filing)Nov 1340 daysYount SamuelChief Business OfficerSSaleClass A Common Stock−14.4K$14.34−$207.1K−3.6%387.3K afterAmended
Dec 23, 2025 (view filing)Dec 320 daysTatum NicholasChief Accounting OfficerSSaleClass A Common Stock−1.19K$15.93−$19.0K−1.9%62.3K afterAmended10b5-1
Dec 4, 2025 (view filing)Dec 22 daysYount SamuelChief Business OfficerSSaleClass A Common Stock−15.9K$16.04−$255.8K−4.3%358.1K after
Dec 1, 2025 (view filing)Nov 265 daysYount SamuelChief Business OfficerSSaleClass A Common Stock−10.0K$15.07−$150.7K−2.6%374.1K after
Nov 26, 2025 (view filing)Nov 242 daysYount SamuelChief Business OfficerSSaleClass A Common Stock−5.04K$14.28−$72.0K−1.3%384.1K after
Nov 18, 2025 (view filing)Nov 144 daysYount SamuelChief Business OfficerSSaleClass A Common Stock−521$14.25−$7.42K−0.1%389.1K after
Oct 6, 2025 (view filing)Oct 24 daysTatum NicholasChief Accounting OfficerSSaleClass A Common Stock−4.27K$10.76−$46.0K−5.9%68.0K after10b5-1
Jan 7, 2025 (view filing)Jan 34 daysYount SamuelChief Business OfficerSSaleClass A Common Stock−159.5K$13.46−$2.15M−44.2%201.1K after2 lots10b5-1
Jan 2, 2025 (view filing)Dec 30, 2024-Jan 2, 20253 daysYount SamuelChief Business OfficerSSaleClass A Common Stock−443.3K$13.49−$5.98M−63.6%254.2K after4 lots10b5-1
Dec 23, 2024 (view filing)Dec 194 daysYount SamuelChief Business OfficerSSaleClass A Common Stock−21.1K$12.70−$268.3K−2.6%803.5K after2 lots10b5-1
Dec 19, 2024 (view filing)Dec 17-182 daysYount SamuelChief Business OfficerSSaleClass A Common Stock−269.0K$13.25−$3.57M−39.7%409.1K after4 lots10b5-1
Dec 17, 2024 (view filing)Dec 13-164 daysYount SamuelChief Business OfficerSSaleClass A Common Stock−147.5K$13.40−$1.98M−22.8%498.9K after4 lots10b5-1
Dec 13, 2024 (view filing)Dec 11-122 daysYount SamuelChief Business OfficerSSaleClass A Common Stock−165.2K$13.69−$2.26M−23.2%548.1K after4 lots10b5-1
Dec 4, 2024 (view filing)Dec 22 daysStClair LaurenChief Financial OfficerSSaleClass A Common Stock−11.9K$14.04−$166.5K−3.6%313.1K after
Oct 23, 2024 (view filing)12:08 PM ETOct 21-222 daysMcBirney Collin and 1 otherOther: See Explanation in FootnotesPPurchase+461.8K$11.43+$5.28M+9.6%5.25M after2 lotsDuplicate filing
Oct 23, 2024 (view filing)Oct 21-222 daysTopline Capital Partners, LP10% OwnerPPurchase+461.8K$11.43+$5.28M+9.6%5.25M after2 lots
Aug 21, 2024 (view filing)Aug 192 daysYount SamuelVP, General ManagerSSaleClass A Common Stock−5.00K$12.01−$60.0K−0.2%2.33M after10b5-1
Jul 3, 2024 (view filing)Jul 2-31 dayYount SamuelVP, General ManagerSSaleClass A Common Stock−12.5K$14.89−$186.1K−0.5%2.33M after2 lots10b5-1
May 29, 2024 (view filing)May 245 daysCeran JenniferDirectorSSaleClass A Common Stock−5.90K$13.70−$80.8K−14.0%36.1K after10b5-1
Mar 5, 2024 (view filing)Mar 5Same dayYount SamuelVP, General ManagerSSaleClass A Common Stock−1.33K$16.71−$22.3K−0.1%2.35M after10b5-1
Feb 27, 2024 (view filing)Feb 234 daysYount SamuelVP, General ManagerSSaleClass A Common Stock−6.31K$16.17−$102.0K−0.3%2.35M after10b5-1
Nov 6, 2023 (view filing)Nov 24 daysTaylor Maurice KevinDirectorSSaleClass A Common Stock−800$11.04−$8.83K−1.8%43.0K after
Sep 13, 2023 (view filing)Sep 11-122 daysChen Tim Chao-MingChief Executive OfficerPPurchaseClass A Common Stock+30.6K$8.36+$255.7K+4.6%695.2K after2 lots
Sep 6, 2023 (view filing)Sep 51 dayYuann KevinChief Business OfficerSSaleClass A Common Stock−2.57K$8.96−$23.0K−1.1%229.2K after10b5-1
Jun 5, 2023 (view filing)Jun 23 daysYuann KevinChief Business OfficerSSaleClass A Common Stock−2.57K$9.97−$25.6K−1.1%234.5K after10b5-1
May 11, 2023 (view filing)May 92 daysChen Tim Chao-MingChief Executive OfficerPPurchaseClass A Common Stock+30.8K$8.38+$258.4K+4.7%685.5K after
Mar 3, 2023 (view filing)Mar 2-31 dayYuann KevinChief Business OfficerSSaleClass A Common Stock−3.58K$21.29−$76.3K−1.8%192.1K after2 lots
Mar 1, 2023 (view filing)Feb 272 daysYuann KevinChief Business OfficerSSaleClass A Common Stock−2.45K$20.00−$49.0K−1.2%197.2K after
Jan 18, 2023 (view filing)Jan 171 dayYuann KevinChief Business OfficerSSaleClass A Common Stock−6.53K$10.23−$66.8K−3.2%199.7K after
Dec 19, 2022 (view filing)Dec 163 daysChen Tim Chao-MingChief Executive OfficerPPurchaseClass A Common Stock+26.9K$9.29+$249.8K+6.9%416.2K after
Dec 13, 2022 (view filing)Dec 121 dayYuann KevinChief Business OfficerSSaleClass A Common Stock−1.50K$9.97−$15.0K−0.7%206.2K after
Dec 6, 2022 (view filing)Dec 51 dayCaine JohnChief Product OfficerSSaleClass A Common Stock−28.0K$11.95−$334.3K−18.1%127.0K after
Dec 5, 2022 (view filing)Dec 23 daysYuann KevinChief Business OfficerSSaleClass A Common Stock−1.19K$12.94−$15.4K−0.6%207.7K after
Nov 14, 2022 (view filing)Nov 113 daysYuann KevinChief Business OfficerSSaleClass A Common Stock−1.50K$13.14−$19.7K−0.7%210.2K after
Oct 12, 2022 (view filing)Oct 111 dayYuann KevinChief Business OfficerSSaleClass A Common Stock−1.50K$11.28−$16.9K−0.7%211.7K after
Sep 14, 2022 (view filing)Sep 122 daysYuann KevinChief Business OfficerSSaleClass A Common Stock−1.50K$11.27−$16.9K−0.7%213.2K after
Aug 11, 2022 (view filing)Aug 9-112 daysChen Tim Chao-MingChief Executive OfficerPPurchaseClass A Common Stock+40.0K$9.66+$386.5K+11.1%399.5K after2 lots
Aug 11, 2022 (view filing)Aug 101 dayYuann KevinChief Business OfficerSSaleClass A Common Stock−1.50K$10.11−$15.2K−0.7%216.1K after
Jul 13, 2022 (view filing)Jul 112 daysYuann KevinChief Business OfficerSSaleClass A Common Stock−1.50K$8.83−$13.2K−0.7%217.6K after
Jun 13, 2022 (view filing)Jun 94 daysYuann KevinChief Business OfficerSSaleClass A Common Stock−1.50K$11.14−$16.7K−0.7%219.1K after
Jun 6, 2022 (view filing)Jun 24 daysGillease KellyChief Marketing OfficerSSaleClass A Common Stock−3.19K$11.99−$38.3K−1.9%162.4K after
Jun 6, 2022 (view filing)Jun 24 daysStClair LaurenChief Financial OfficerSSaleClass A Common Stock−5.53K$11.99−$66.3K−2.4%225.6K after
Jun 6, 2022 (view filing)Jun 2-34 daysYuann KevinChief Business OfficerSSaleClass A Common Stock−2.55K$11.95−$30.5K−1.1%220.6K after2 lots
May 11, 2022 (view filing)May 92 daysYuann KevinChief Business OfficerSSaleClass A Common Stock−3.52K$8.08−$28.5K−1.6%223.1K after
Mar 17, 2022 (view filing)Mar 161 dayChen Tim Chao-MingChief Executive OfficerPPurchaseClass A Common Stock+10.0K$10.60+$106.0K+9.1%120.0K afterAmended