Nerdwallet, Inc. NRDS
Institutional shares held
25.3 Million
405K
calls
55.5K
puts
Total value of holdings
$325M
$5.2M
calls
$712K
puts
Market Cap
$540M
42,033,700
Shares Out.
Institutional ownership
60.14%
# of Institutions
120
We take great care to ensure that the data presented and summarized in this overview for NERDWALLET, INC. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding NRDS
View all-
Innovius Capital Management, LLC5.21MShares$66.9 Million100.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA4.07MShares$52.3 Million0.0% of portfolio
-
T. Rowe Price Investment Management, Inc. Baltimore, MD2.73MShares$35 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.7MShares$34.7 Million0.0% of portfolio
-
Geode Capital Management, LLC Boston, MA924KShares$11.9 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX803KShares$10.3 Million0.0% of portfolio
-
State Street Corp Boston, MA800KShares$10.3 Million0.0% of portfolio
-
Brandywine Global Investment Management, LLC Philadelphia, PA721KShares$9.25 Million0.06% of portfolio
-
Basswood Capital Management, L.L.C. New York, NY507KShares$6.51 Million0.34% of portfolio
-
Jacobs Levy Equity Management, Inc Florham Park, NJ498KShares$6.4 Million0.03% of portfolio
Latest Institutional Activity in NRDS
Top Purchases
Top Sells
About NRDS
NerdWallet, Inc. operates a digital platform that provides consumer-driven advice about personal finance by connecting individuals and small and mid-sized businesses with financial products providers. The company's platform offers guidance to consumers through educational content, tools and calculators, and product marketplaces, as well as NerdWallet app for various financial products, including credit cards, mortgages, insurance, SMB products, personal loans, banking, investing, and student loans. It serves customers in the United States, the United Kingdom, and Canada. The company was founded in 2009 and is based in San Francisco, California.
Insider Transactions at NRDS
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Dec 19
2024
|
Samuel Yount Chief Business Officer |
SELL
Open market or private sale
|
Indirect |
21,124
-1.72%
|
$253,488
$12.7 P/Share
|
|
Dec 18
2024
|
Samuel Yount Chief Business Officer |
SELL
Open market or private sale
|
Indirect |
154,465
-11.18%
|
$2,008,045
$13.14 P/Share
|
|
Dec 17
2024
|
Samuel Yount Chief Business Officer |
SELL
Open market or private sale
|
Indirect |
114,524
-7.66%
|
$1,488,812
$13.41 P/Share
|
|
Dec 16
2024
|
Samuel Yount Chief Business Officer |
SELL
Open market or private sale
|
Indirect |
71,341
-4.55%
|
$927,433
$13.39 P/Share
|
|
Dec 13
2024
|
Samuel Yount Chief Business Officer |
SELL
Open market or private sale
|
Indirect |
76,185
-4.64%
|
$990,405
$13.4 P/Share
|
|
Dec 12
2024
|
Samuel Yount Chief Business Officer |
SELL
Open market or private sale
|
Indirect |
100,000
-5.74%
|
$1,300,000
$13.63 P/Share
|
|
Dec 11
2024
|
Samuel Yount Chief Business Officer |
SELL
Open market or private sale
|
Indirect |
65,167
-3.6%
|
$847,171
$13.79 P/Share
|
|
Dec 02
2024
|
Tim Chao Ming Chen Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
15,310
-2.37%
|
$214,340
$14.04 P/Share
|
|
Dec 02
2024
|
Lauren St Clair Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
11,856
-3.65%
|
$165,984
$14.04 P/Share
|
|
Dec 02
2024
|
Samuel Yount Chief Business Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
1,331
-0.26%
|
$18,634
$14.04 P/Share
|
|
Oct 22
2024
|
Topline Capital Management, LLC |
BUY
Open market or private purchase
|
Indirect |
412,055
+7.28%
|
$4,532,605
$11.35 P/Share
|
|
Oct 22
2024
|
Topline Capital Partners, LP > 10% Shareholder |
BUY
Open market or private purchase
|
Direct |
412,055
+7.28%
|
$4,532,605
$11.35 P/Share
|
|
Oct 21
2024
|
Topline Capital Management, LLC |
BUY
Open market or private purchase
|
Indirect |
49,722
+1.02%
|
$596,664
$12.05 P/Share
|
|
Oct 21
2024
|
Topline Capital Partners, LP > 10% Shareholder |
BUY
Open market or private purchase
|
Direct |
49,722
+1.02%
|
$596,664
$12.05 P/Share
|
|
Sep 03
2024
|
Lauren St Clair Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
11,913
-3.55%
|
$142,956
$12.6 P/Share
|
|
Sep 03
2024
|
Tim Chao Ming Chen Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
14,485
-2.19%
|
$173,820
$12.6 P/Share
|
|
Sep 03
2024
|
Samuel Yount Chief Business Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
1,327
-0.25%
|
$15,924
$12.6 P/Share
|
|
Aug 19
2024
|
Samuel Yount Chief Business Officer |
SELL
Open market or private sale
|
Indirect |
5,000
-0.21%
|
$60,000
$12.01 P/Share
|
|
Jul 03
2024
|
Samuel Yount Chief Business Officer |
SELL
Open market or private sale
|
Indirect |
7,500
-0.32%
|
$112,500
$15.04 P/Share
|
|
Jul 02
2024
|
Samuel Yount Chief Business Officer |
SELL
Open market or private sale
|
Indirect |
5,000
-0.21%
|
$70,000
$14.66 P/Share
|
Last 12 Months Summary
Buy / Acquisition
1.13M
Shares
From
8
Insiders
| Grant, award, or other acquisition | 202K shares |
|---|---|
| Open market or private purchase | 924K shares |
Sell / Disposition
739K
Shares
From
7
Insiders
| Payment of exercise price or tax liability | 93.4K shares |
|---|---|
| Open market or private sale | 646K shares |