Nerdwallet, Inc. NRDS
Institutional shares held
27.7 Million
278K
calls
1.96M
puts
Total value of holdings
$248M
$2.49M
calls
$17.5M
puts
Market Cap
$377M
42,033,700
Shares Out.
Institutional ownership
65.88%
# of Institutions
138
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$46.7 Million100.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.83MShares$34.3 Million0.0% of portfolio
-
Black Rock Inc. New York, NY2.7MShares$24.2 Million0.0% of portfolio
-
State Street Corp Boston, MA920KShares$8.24 Million0.0% of portfolio
-
Connor, Clark & Lunn Investment Management Ltd.908KShares$8.14 Million0.06% of portfolio
-
Quinn Opportunity Partners LLC Charlottesville, VA894KShares$8.01 Million0.89% of portfolio
-
Dimensional Fund Advisors LP Austin, TX868KShares$7.77 Million0.0% of portfolio
-
Geode Capital Management, LLC Boston, MA826KShares$7.4 Million0.0% of portfolio
-
Alta Fox Capital Management, LLC Fort Worth, TX809KShares$7.25 Million3.83% of portfolio
-
Arrowstreet Capital, Limited Partnership Boston, MA767KShares$6.87 Million0.01% 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 |
|---|---|---|---|---|---|
| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|
Mar 21
2025
|
Nicholas Tatum Chief Accounting Officer |
BUY
Grant, award, or other acquisition
|
Direct |
26,178
+25.42%
|
-
|
|
Mar 18
2025
|
Samuel Yount Chief Business Officer |
BUY
Grant, award, or other acquisition
|
Direct |
66,306
+10.17%
|
-
|
|
Mar 17
2025
|
Jun Hyung Lee Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
287,632
+43.42%
|
-
|
|
Mar 03
2025
|
Lauren St Clair Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
5,494
-1.75%
|
$54,940
$10.09 P/Share
|
|
Mar 03
2025
|
Tim Chao Ming Chen Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
11,077
-1.76%
|
$110,770
$10.09 P/Share
|
|
Jan 03
2025
|
Samuel Yount Chief Business Officer |
SELL
Open market or private sale
|
Indirect |
159,464
-20.92%
|
$2,073,032
$13.46 P/Share
|
|
Jan 02
2025
|
Samuel Yount Chief Business Officer |
SELL
Open market or private sale
|
Indirect |
440,336
-36.62%
|
$5,724,368
$13.49 P/Share
|
|
Dec 30
2024
|
Samuel Yount Chief Business Officer |
SELL
Open market or private sale
|
Indirect |
3,003
-0.25%
|
$39,039
$13.45 P/Share
|
|
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
|
Last 12 Months Summary
Buy / Acquisition
1.35M
Shares
From
9
Insiders
| Grant, award, or other acquisition | 424K shares |
|---|---|
| Open market or private purchase | 924K shares |
Sell / Disposition
1.33M
Shares
From
6
Insiders
| Payment of exercise price or tax liability | 84.6K shares |
|---|---|
| Open market or private sale | 1.24M shares |