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 4, 2025 (view filing) | Dec 2 | 2 days | Yount SamuelChief Business Officer | SSaleClass A Common Stock | −15.9K | $16.04 | −$255.8K | −4.3%358.1K after | |
| Dec 23, 2025 (view filing) | Dec 3 | 20 days | Tatum NicholasChief Accounting Officer | SSaleClass A Common Stock | −1.19K | $15.93 | −$19.0K | −1.9%62.3K after | Amended10b5-1 |
| Dec 23, 2025 (view filing) | Nov 13 | 40 days | Yount SamuelChief Business Officer | SSaleClass A Common Stock | −14.4K | $14.34 | −$207.1K | −3.6%387.3K after | Amended |
| Mar 6, 2026 (view filing) | Mar 4-5 | 2 days | Tatum NicholasChief Accounting Officer | SSaleClass A Common Stock | −11.0K | $11.45 | −$126.5K | −19.0%47.2K after | 3 lots10b5-1 |
| Mar 16, 2026 (view filing) | Mar 12 | 4 days | Yount SamuelChief Business Officer | SSaleClass A Common Stock | −3.01K | $10.61 | −$31.9K | −1.5%198.3K after | 2 lots |
| Mar 19, 2026 (view filing) | Mar 17 | 2 days | Yount SamuelChief Business Officer | SSaleClass A Common Stock | −72.0K | $10.32 | −$742.8K | −29.3%174.0K after | 4 lots |
| Jun 30, 2026 (view filing) | Jun 26-30 | 4 days | Topline Capital Partners, LP10% Owner | SSale | −1.96M | $9.11 | −$17.9M | −37.4%3.29M after | 3 lots |
| Jun 30, 2026 (view filing)5:24 PM ET | Jun 26-30 | 4 days | McBirney Collin and 1 otherOther: See Explanation in Footnotes | SSale | −1.96M | $9.11 | −$17.9M | −37.4%3.29M after | 3 lotsDuplicate filing |