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.
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
- 0 filings
- Insiders trading
- 0
- Net value
- $0
- 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.
| Name | Title | Last reported holding | Last filing | Filings, past year |
|---|---|---|---|---|
| Lee Jun Hyung | Chief Financial Officer | 354,783 | Sep 3, 2026 | 3 |
| Mischner Sam Brian | Chief Revenue Officer | 228,121 | Sep 3, 2026 | 2 |
| Chen Tim Chao-Ming | Chief Executive Officer | 539,160 | Sep 3, 2026 | 5 |
| Tatum Nicholas | Chief Accounting Officer | 69,466 | Sep 3, 2026 | 7 |
| McBirney Collin | Other: See Explanation in Footnotes | 3,289,285Indirect | Jun 30, 2026 | 1 |
| Topline Capital Management, LLC | Other: See Explanation in Footnotes | 3,289,285Indirect | Jun 30, 2026 | 1 |
| Topline Capital Partners, LP | 10% Owner | 3,289,285 | Jun 30, 2026 | 1 |
| McBride Kenneth Thomas | Director | 90,526 | May 26, 2026 | 1 |
| Laube Lynne Marie | Director | 79,627 | May 26, 2026 | 1 |
| Chia Teresa | Director | 39,474 | May 26, 2026 | 1 |
| Ling Anthony | Director | 55,436 | May 26, 2026 | 2 |
| Yount Samuel | Chief Business Officer | 173,973Indirect | Mar 19, 2026 | 9 |
| Ceran Jennifer | Director | 54,236 | May 23, 2025 | 0 |
| StClair Lauren | Chief Financial Officer | 307,606 | Mar 5, 2025 | 0 |
| Taylor Maurice Kevin | Director | 45,320 | May 16, 2024 | 0 |
| Yuann Kevin | Chief Business Officer | 282,818 | Mar 25, 2024 | 0 |
| Caine John | Chief Product Officer | 126,973 | Dec 6, 2022 | 0 |
| Institutional Venture Partners XIV, L.P. | 10% Owner | 3,654,541 | Nov 9, 2022 | 0 |
| Gillease Kelly | Chief Marketing Officer | 159,337 | Sep 6, 2022 | 0 |
| Loverro Thomas | Director | 15,815 | May 26, 2022 | 0 |
| Fogelsong Norman A | 10% Owner | 4,454,541Indirect | Nov 10, 2021 | 0 |
| Phelps Dennis B | 10% Owner | 4,454,541Indirect | Nov 10, 2021 | 0 |
| Harrick Stephen J | 10% Owner | 4,454,541Indirect | Nov 10, 2021 | 0 |
| Chaffee Todd C | 10% Owner | 4,454,541Indirect | Nov 10, 2021 | 0 |
| Miller J Sanford | 10% Owner | 4,454,541Indirect | Nov 10, 2021 | 0 |
| Institutional Venture Management XIV, LLC | 10% Owner | 4,454,541Indirect | Nov 10, 2021 | 0 |
| Maltz Jules A. | 10% Owner | 4,454,541Indirect | Nov 10, 2021 | 0 |
| Innovius Capital Sirius I, L.P. | 10% Owner | 5,209,366Indirect | Nov 10, 2021 | 0 |
| Innovius Capital GP I, LLC | 10% Owner | 5,209,366Indirect | Nov 10, 2021 | 0 |
| Robinson James D III | Director | 556,817Indirect | Nov 10, 2021 | 0 |
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.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Dec 6, 2021 (view filing) | Dec 2 | 4 days | Gillease KellyChief Marketing Officer | SSaleClass A Common Stock | −2.42K | $15.99 | −$38.7K | −2.5%94.8K after | |
| Dec 6, 2021 (view filing) | Dec 2 | 4 days | Yuann KevinChief Business Officer | SSaleClass A Common Stock | −691 | $15.99 | −$11.0K | −0.4%193.3K after | |
| Mar 4, 2022 (view filing) | Mar 2 | 2 days | Yuann KevinChief Business Officer | SSaleClass A Common Stock | −869 | $9.51 | −$8.26K | −0.4%192.4K after | |
| Mar 4, 2022 (view filing) | Mar 2 | 2 days | StClair LaurenChief Financial Officer | SSaleClass A Common Stock | −19.4K | $9.51 | −$184.2K | −11.7%145.5K after | |
| Mar 4, 2022 (view filing) | Mar 2 | 2 days | Gillease KellyChief Marketing Officer | SSaleClass A Common Stock | −2.93K | $9.51 | −$27.8K | −2.3%122.3K after | |
| Mar 8, 2022 (view filing) | Mar 7 | 1 day | Chen Tim Chao-MingChief Executive Officer | PPurchaseClass A Common Stock | +61.1K | $9.80 | +$598.8K | New position61.1K after | |
| Mar 10, 2022 (view filing) | Mar 8-9 | 2 days | Chen Tim Chao-MingChief Executive Officer | PPurchaseClass A Common Stock | +38.9K | $10.59 | +$412.1K | +63.7%100.0K after | 2 lots |
| Mar 16, 2022 (view filing) | Mar 14-15 | 2 days | Chen Tim Chao-MingChief Executive Officer | PPurchaseClass A Common Stock | +20.0K | $10.18 | +$203.6K | +20.0%120.0K after | From original2 lots |
| Mar 17, 2022 (view filing) | Mar 16 | 1 day | Chen Tim Chao-MingChief Executive Officer | PPurchaseClass A Common Stock | +10.0K | $10.60 | +$106.0K | +9.1%120.0K after | Amended |
| May 11, 2022 (view filing) | May 9 | 2 days | Yuann KevinChief Business Officer | SSaleClass A Common Stock | −3.52K | $8.08 | −$28.5K | −1.6%223.1K after | |
| Jun 6, 2022 (view filing) | Jun 2-3 | 4 days | Yuann KevinChief Business Officer | SSaleClass A Common Stock | −2.55K | $11.95 | −$30.5K | −1.1%220.6K after | 2 lots |
| Jun 6, 2022 (view filing) | Jun 2 | 4 days | StClair LaurenChief Financial Officer | SSaleClass A Common Stock | −5.53K | $11.99 | −$66.3K | −2.4%225.6K after | |
| Jun 6, 2022 (view filing) | Jun 2 | 4 days | Gillease KellyChief Marketing Officer | SSaleClass A Common Stock | −3.19K | $11.99 | −$38.3K | −1.9%162.4K after | |
| Jun 13, 2022 (view filing) | Jun 9 | 4 days | Yuann KevinChief Business Officer | SSaleClass A Common Stock | −1.50K | $11.14 | −$16.7K | −0.7%219.1K after | |
| Jul 13, 2022 (view filing) | Jul 11 | 2 days | Yuann KevinChief Business Officer | SSaleClass A Common Stock | −1.50K | $8.83 | −$13.2K | −0.7%217.6K after | |
| Aug 11, 2022 (view filing) | Aug 10 | 1 day | Yuann KevinChief Business Officer | SSaleClass A Common Stock | −1.50K | $10.11 | −$15.2K | −0.7%216.1K after | |
| Aug 11, 2022 (view filing) | Aug 9-11 | 2 days | Chen Tim Chao-MingChief Executive Officer | PPurchaseClass A Common Stock | +40.0K | $9.66 | +$386.5K | +11.1%399.5K after | 2 lots |
| Sep 14, 2022 (view filing) | Sep 12 | 2 days | Yuann KevinChief Business Officer | SSaleClass A Common Stock | −1.50K | $11.27 | −$16.9K | −0.7%213.2K after | |
| Oct 12, 2022 (view filing) | Oct 11 | 1 day | Yuann KevinChief Business Officer | SSaleClass A Common Stock | −1.50K | $11.28 | −$16.9K | −0.7%211.7K after | |
| Nov 14, 2022 (view filing) | Nov 11 | 3 days | Yuann KevinChief Business Officer | SSaleClass A Common Stock | −1.50K | $13.14 | −$19.7K | −0.7%210.2K after | |
| Dec 5, 2022 (view filing) | Dec 2 | 3 days | Yuann KevinChief Business Officer | SSaleClass A Common Stock | −1.19K | $12.94 | −$15.4K | −0.6%207.7K after | |
| Dec 6, 2022 (view filing) | Dec 5 | 1 day | Caine JohnChief Product Officer | SSaleClass A Common Stock | −28.0K | $11.95 | −$334.3K | −18.1%127.0K after | |
| Dec 13, 2022 (view filing) | Dec 12 | 1 day | Yuann KevinChief Business Officer | SSaleClass A Common Stock | −1.50K | $9.97 | −$15.0K | −0.7%206.2K after | |
| Dec 19, 2022 (view filing) | Dec 16 | 3 days | Chen Tim Chao-MingChief Executive Officer | PPurchaseClass A Common Stock | +26.9K | $9.29 | +$249.8K | +6.9%416.2K after | |
| Jan 18, 2023 (view filing) | Jan 17 | 1 day | Yuann KevinChief Business Officer | SSaleClass A Common Stock | −6.53K | $10.23 | −$66.8K | −3.2%199.7K after | |
| Mar 1, 2023 (view filing) | Feb 27 | 2 days | Yuann KevinChief Business Officer | SSaleClass A Common Stock | −2.45K | $20.00 | −$49.0K | −1.2%197.2K after | |
| Mar 3, 2023 (view filing) | Mar 2-3 | 1 day | Yuann KevinChief Business Officer | SSaleClass A Common Stock | −3.58K | $21.29 | −$76.3K | −1.8%192.1K after | 2 lots |
| May 11, 2023 (view filing) | May 9 | 2 days | Chen Tim Chao-MingChief Executive Officer | PPurchaseClass A Common Stock | +30.8K | $8.38 | +$258.4K | +4.7%685.5K after | |
| Jun 5, 2023 (view filing) | Jun 2 | 3 days | Yuann KevinChief Business Officer | SSaleClass A Common Stock | −2.57K | $9.97 | −$25.6K | −1.1%234.5K after | 10b5-1 |
| Sep 6, 2023 (view filing) | Sep 5 | 1 day | Yuann KevinChief Business Officer | SSaleClass A Common Stock | −2.57K | $8.96 | −$23.0K | −1.1%229.2K after | 10b5-1 |
| Sep 13, 2023 (view filing) | Sep 11-12 | 2 days | Chen Tim Chao-MingChief Executive Officer | PPurchaseClass A Common Stock | +30.6K | $8.36 | +$255.7K | +4.6%695.2K after | 2 lots |
| Nov 6, 2023 (view filing) | Nov 2 | 4 days | Taylor Maurice KevinDirector | SSaleClass A Common Stock | −800 | $11.04 | −$8.83K | −1.8%43.0K after | |
| Feb 27, 2024 (view filing) | Feb 23 | 4 days | Yount SamuelVP, General Manager | SSaleClass A Common Stock | −6.31K | $16.17 | −$102.0K | −0.3%2.35M after | 10b5-1 |
| Mar 5, 2024 (view filing) | Mar 5 | Same day | Yount SamuelVP, General Manager | SSaleClass A Common Stock | −1.33K | $16.71 | −$22.3K | −0.1%2.35M after | 10b5-1 |
| May 29, 2024 (view filing) | May 24 | 5 days | Ceran JenniferDirector | SSaleClass A Common Stock | −5.90K | $13.70 | −$80.8K | −14.0%36.1K after | 10b5-1 |
| Jul 3, 2024 (view filing) | Jul 2-3 | 1 day | Yount SamuelVP, General Manager | SSaleClass A Common Stock | −12.5K | $14.89 | −$186.1K | −0.5%2.33M after | 2 lots10b5-1 |
| Aug 21, 2024 (view filing) | Aug 19 | 2 days | Yount SamuelVP, General Manager | SSaleClass A Common Stock | −5.00K | $12.01 | −$60.0K | −0.2%2.33M after | 10b5-1 |
| Oct 23, 2024 (view filing) | Oct 21-22 | 2 days | Topline Capital Partners, LP10% Owner | PPurchase | +461.8K | $11.43 | +$5.28M | +9.6%5.25M after | 2 lots |
| Oct 23, 2024 (view filing)12:08 PM ET | Oct 21-22 | 2 days | McBirney Collin and 1 otherOther: See Explanation in Footnotes | PPurchase | +461.8K | $11.43 | +$5.28M | +9.6%5.25M after | 2 lotsDuplicate filing |
| Dec 4, 2024 (view filing) | Dec 2 | 2 days | StClair LaurenChief Financial Officer | SSaleClass A Common Stock | −11.9K | $14.04 | −$166.5K | −3.6%313.1K after | |
| Dec 13, 2024 (view filing) | Dec 11-12 | 2 days | Yount SamuelChief Business Officer | SSaleClass A Common Stock | −165.2K | $13.69 | −$2.26M | −23.2%548.1K after | 4 lots10b5-1 |
| Dec 17, 2024 (view filing) | Dec 13-16 | 4 days | Yount SamuelChief Business Officer | SSaleClass A Common Stock | −147.5K | $13.40 | −$1.98M | −22.8%498.9K after | 4 lots10b5-1 |
| Dec 19, 2024 (view filing) | Dec 17-18 | 2 days | Yount SamuelChief Business Officer | SSaleClass A Common Stock | −269.0K | $13.25 | −$3.57M | −39.7%409.1K after | 4 lots10b5-1 |
| Dec 23, 2024 (view filing) | Dec 19 | 4 days | Yount SamuelChief Business Officer | SSaleClass A Common Stock | −21.1K | $12.70 | −$268.3K | −2.6%803.5K after | 2 lots10b5-1 |
| Jan 2, 2025 (view filing) | Dec 30, 2024-Jan 2, 2025 | 3 days | Yount SamuelChief Business Officer | SSaleClass A Common Stock | −443.3K | $13.49 | −$5.98M | −63.6%254.2K after | 4 lots10b5-1 |
| Jan 7, 2025 (view filing) | Jan 3 | 4 days | Yount SamuelChief Business Officer | SSaleClass A Common Stock | −159.5K | $13.46 | −$2.15M | −44.2%201.1K after | 2 lots10b5-1 |
| Oct 6, 2025 (view filing) | Oct 2 | 4 days | Tatum NicholasChief Accounting Officer | SSaleClass A Common Stock | −4.27K | $10.76 | −$46.0K | −5.9%68.0K after | 10b5-1 |
| Nov 18, 2025 (view filing) | Nov 14 | 4 days | Yount SamuelChief Business Officer | SSaleClass A Common Stock | −521 | $14.25 | −$7.42K | −0.1%389.1K after | |
| Nov 26, 2025 (view filing) | Nov 24 | 2 days | Yount SamuelChief Business Officer | SSaleClass A Common Stock | −5.04K | $14.28 | −$72.0K | −1.3%384.1K after | |
| Dec 1, 2025 (view filing) | Nov 26 | 5 days | Yount SamuelChief Business Officer | SSaleClass A Common Stock | −10.0K | $15.07 | −$150.7K | −2.6%374.1K after |