NERDWALLET INC NRDS
COM CL A · Common Stock · CUSIP 64082B102 · ISIN US64082B1026
American personal finance company
- SectorTechnology
- IndustryServices-Computer Processing & Data Preparation
- HeadquartersSan Mateo, CA
- Founded2009
- Websitenerdwallet.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $9.26. Options: 7 managers hold calls ($1.1m notional), 6 hold puts ($814.9k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 66 |
| Q4 2022 | 82 |
| Q1 2023 | 100 |
| Q2 2023 | 107 |
| Q3 2023 | 96 |
| Q4 2023 | 105 |
| Q1 2024 | 115 |
| Q2 2024 | 109 |
| Q3 2024 | 113 |
| Q4 2024 | 129 |
| Q1 2025 | 135 |
| Q2 2025 | 140 |
| Q3 2025 | 145 |
| Q4 2025 | 162 |
| Q1 2026 | 158 |
| Q2 2026 | 147 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 60 | 47 |
| Q4 2024 | 72 | 50 |
| Q1 2025 | 71 | 60 |
| Q2 2025 | 85 | 48 |
| Q3 2025 | 76 | 65 |
| Q4 2025 | 93 | 65 |
| Q1 2026 | 91 | 84 |
| Q2 2026 | 74 | 87 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $2.9m | $699.0k | 0.24 |
| Q4 2025 | $7.5m | $399.7k | 0.05 |
| Q1 2026 | $569.9k | $1.9m | 3.32 |
| Q2 2026 | $1.1m | $814.9k | 0.77 |
Biggest buyers
| MORGAN STANLEY | Added | +421.6k |
| D. E. Shaw & Co., Inc. | Added | +352.8k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Added | +310.8k |
| HRT FINANCIAL LP | Added | +275.3k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | New | +257.1k |
| AMERICAN CENTURY COMPANIES INC | Added | +198.3k |
| FMR LLC | Added | +197.6k |
| CITADEL ADVISORS LLC | Added | +195.9k |
| CITIGROUP INC | Added | +137.9k |
| Empowered Funds, LLC | New | +132.1k |
Biggest sellers
| Topline Capital Management, LLC | Reduced | -2.0m |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | -655.8k |
| WELLINGTON MANAGEMENT GROUP LLP | Sold out | -612.2k |
| JANE STREET GROUP, LLC | Sold out | -533.7k |
| BlackRock, Inc. | Reduced | -481.2k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -475.3k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -309.7k |
| Trexquant Investment LP | Reduced | -284.1k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -225.2k |
| OP Asset Management Ltd | Reduced | -202.0k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $665.1k71.9k shares |
| JANE STREET GROUP, LLC | Reduced | $148.0k16.0k shares |
| IMC-Chicago, LLC | New | $123.0k13.3k shares |
| PEAK6 LLC | New | $111.0k12.0k shares |
| Walleye Trading LLC | New | $12.0k1.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.9k200 shares |
| GROUP ONE TRADING LLC | Reduced | $925100 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $232.2k25.1k shares |
| Walleye Trading LLC | New | $144.3k15.6k shares |
| SIMPLEX TRADING, LLC | Added | $115.6k12.5k shares |
| Walleye Capital LLC | New | $115.6k12.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $108.2k11.7k shares |
| GROUP ONE TRADING LLC | Added | $99.0k10.7k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2026-01-21 | 7.3% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13G · institution new · filed 2026-05-15 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26), Innovius Capital Sirius I, L.P. (2.4%, 2026-02-17)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 2 | $8.3m | $8.1m |
| Q1 2025 | 0 | — | 1 | $8.1m | $8.1m |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 2 | $757.8k | $64.9k |
| Q1 2026 | 0 | — | 2 | $901.2k | $126.5k |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-06-30 | Topline Capital Partners, LP 10% owner | Sold | $4.2m454.9k shares |
| 2026-06-30 | McBirney Collin +1 See Explanation in Footnotes · By Topline Capital Partners, LP | Sold | $4.2m454.9k shares |
| 2026-06-29 | Topline Capital Partners, LP 10% owner | Sold | $5.4m587.8k shares |
| 2026-06-29 | McBirney Collin +1 See Explanation in Footnotes · By Topline Capital Partners, LP | Sold | $5.4m587.8k shares |
| 2026-06-26 | Topline Capital Partners, LP 10% owner | Sold | $8.2m919.2k shares |
| 2026-06-26 | McBirney Collin +1 See Explanation in Footnotes · By Topline Capital Partners, LP | Sold | $8.2m919.2k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Topline Capital Management, LLC 7.89% of their portfolio | 3.3m $30.4m | Reduced -2.0m |
| BlackRock, Inc. 0.00% of their portfolio | 2.6m $23.9m | Reduced -481.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 1.8m $16.4m | Reduced -38.7k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 1.4m $13.3m | Added +111.0k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.4m $12.7m | Added +11.6k |
| Quinn Opportunity Partners LLC 0.45% of their portfolio | 1.1m $9.7m | Added +63.0k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.03% of their portfolio | 1.0m $9.6m | Added +310.8k |
| STATE STREET CORP 0.00% of their portfolio | 926.6k $8.6m | Added +21.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 851.7k $7.9m | Reduced -67.1k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 813.8k $7.5m | Added +352.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 789.3k $7.3m | Reduced -655.8k |
| FMR LLC 0.00% of their portfolio | 665.6k $6.2m | Added +197.6k |
| MORGAN STANLEY 0.00% of their portfolio | 625.0k $5.8m | Added +421.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 527.0k $4.9m | Reduced -475.3k |
| HRT FINANCIAL LP 0.01% of their portfolio | 489.9k $4.5m | Added +275.3k |
| OP Asset Management Ltd 0.05% of their portfolio | 468.2k $4.3m | Reduced -202.0k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 349.5k $3.2m | Added +198.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 341.4k $3.2m | Added +37.7k |
| Trexquant Investment LP 0.02% of their portfolio | 339.0k $3.1m | Reduced -284.1k |
| UBS Group AG 0.00% of their portfolio | 320.1k $3.0m | Reduced -46.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 303.4k $2.8m | Added +23.8k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 298.1k $2.8m | Reduced -309.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 297.7k $2.8m | Added +35.3k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 285.6k $2.6m | Added +195.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 262.3k $2.4m | Reduced -36.0k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 257.1k $2.4m | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 230.0k $2.1m | Added +73.0k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 225.9k $2.1m | Reduced -19.1k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 225.7k $2.1m | Reduced -62.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 214.8k $2.2m | Reduced -31.0k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 214.5k $2.0m | Reduced -40.6k |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 191.5k $1.8m | Added +124.4k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 175.0k $1.6m | Reduced -225.2k |
| Nuveen, LLC 0.00% of their portfolio | 173.5k $1.6m | Added +90.2k |
| Jump Financial, LLC 0.01% of their portfolio | 154.8k $1.4m | Added +83.2k |
| CENTAURUS FINANCIAL, INC. 0.06% of their portfolio | 153.4k $1.4m | Unchanged |
| XTX Topco Ltd 0.02% of their portfolio | 149.4k $1.4m | Reduced -149.6k |
| CITIGROUP INC 0.00% of their portfolio | 145.5k $1.3m | Added +137.9k |
| Empowered Funds, LLC 0.01% of their portfolio | 132.1k $1.2m | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 129.4k $1.2m | Added +84.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 123.7k $1.1m | Added +2.0k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.02% of their portfolio | 115.0k $1.1m | Reduced -93.8k |
| Invesco Ltd. 0.00% of their portfolio | 114.1k $1.1m | Added +1.0k |
| Quantinno Capital Management LP 0.00% of their portfolio | 111.2k $1.0m | Added +38.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 109.8k $1.0m | Reduced -5.5k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 95.5k $883.0k | Reduced -17.5k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 89.6k $829.3k | Added +28.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 89.5k $840.8k | Reduced -2.9k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 84.5k $781.4k | Reduced -40.9k |
| Mitsubishi UFJ Trust & Banking Corp 0.00% of their portfolio | 81.0k $748.8k | New |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 76.8k $710.4k | Added +18.7k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 75.9k $702.0k | Added +52.0k |
| ALLSTATE CORP 0.01% of their portfolio | 71.3k $659.9k | Added +22.8k |
| Vident Advisory, LLC 0.00% of their portfolio | 70.2k $649.0k | New |
| WINMILL & CO. INC 0.14% of their portfolio | 70.0k $647.5k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 66.6k $616.4k | Reduced -33.1k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio | 65.6k $606.9k | Reduced -716 |
| Swiss National Bank 0.00% of their portfolio | 63.3k $585.5k | Reduced -11.0k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 61.1k $565.3k | New |
| CAXTON ASSOCIATES LLP 0.01% of their portfolio | 59.1k $547.1k | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 58.1k $537.3k | Added +18.7k |
| Squarepoint Ops LLC 0.00% of their portfolio | 54.9k $507.9k | New |
| BROWN BROTHERS HARRIMAN & CO 0.00% of their portfolio | 53.7k $496.5k | Unchanged |
| Weiss Asset Management LP 0.01% of their portfolio | 52.2k $482.5k | Not comparable |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 51.4k $475.3k | Reduced -10.6k |
| Brevan Howard Capital Management LP 0.01% of their portfolio | 50.9k $470.5k | Added +32.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 50.3k $464.0k | Added +49.0k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 49.7k $459.3k | Added +11.5k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 49.4k $456.7k | Reduced -1.7k |
| Aquatic Capital Management LLC 0.02% of their portfolio | 47.7k $440.8k | New |
| TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio | 44.9k $415.2k | New |
| STRS OHIO 0.00% of their portfolio | 44.3k $409.8k | Added +33.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 42.9k $397.0k | Unchanged |
| Jain Global LLC 0.00% of their portfolio | 40.2k $372.0k | Added +28.7k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 35.8k $331.2k | Added +2.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 35.2k $326.0k | Reduced -1.4k |
| Legal & General Group Plc 0.00% of their portfolio | 33.8k $312.2k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 33.1k $306.4k | Added +15.8k |
| State of Wyoming 0.03% of their portfolio | 27.0k $249.8k | Reduced -32.1k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 25.6k $236.6k | Unchanged |
| Rangeley Capital, LLC 0.20% of their portfolio | 23.3k $215.5k | New |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 22.3k $206.0k | Unchanged |
| Creative Planning 0.00% of their portfolio | 21.6k $200.0k | Reduced -133.1k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 21.5k $198.8k | New |
| Campbell & CO Investment Adviser LLC 0.01% of their portfolio | 20.8k $192.3k | New |
| JUPITER ASSET MANAGEMENT LTD 0.00% of their portfolio | 20.1k $185.7k | Added +8.4k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 19.8k $183.3k | Reduced -4.5k |
| Y-Intercept (Hong Kong) Ltd 0.00% of their portfolio | 19.8k $183.0k | New |
| Jupiter Topco LLC 0.00% of their portfolio | 18.4k $170.3k | First filing |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 18.0k $166.2k | Added +8.9k |
| Entropy Technologies, LP 0.01% of their portfolio | 17.3k $160.2k | Added +3.4k |
| AVIVA PLC 0.00% of their portfolio | 17.3k $160.1k | Reduced -25.7k |
| Badgley Phelps Wealth Managers, LLC 0.00% of their portfolio | 16.2k $149.7k | Reduced -8.1k |
| MARTINGALE ASSET MANAGEMENT L P 0.00% of their portfolio | 15.4k $142.5k | Reduced -11.8k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 15.2k $141.0k | Reduced -3.3k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 13.2k $125.3k | Reduced -10.8k |
| Walleye Capital LLC 0.00% of their portfolio | 12.8k $118.3k | New |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 12.2k $112.5k | Unchanged |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 10.9k $101.0k | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 10.0k $92.4k | Unchanged |