Nerdwallet, Inc. NRDS
Institutional shares held
27.3 Million
183K
calls
57.9K
puts
Total value of holdings
$381M
$2.56M
calls
$809K
puts
Market Cap
$588M
42,033,700
Shares Out.
Institutional ownership
64.91%
# of Institutions
152
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$72.8 Million100.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.99MShares$55.8 Million0.0% of portfolio
-
Black Rock Inc. New York, NY2.7MShares$37.7 Million0.0% of portfolio
-
Arrowstreet Capital, Limited Partnership Boston, MA1.13MShares$15.9 Million0.01% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.11MShares$15.6 Million0.0% of portfolio
-
Quinn Opportunity Partners LLC Charlottesville, VA1.08MShares$15.1 Million0.9% of portfolio
-
Geode Capital Management, LLC Boston, MA939KShares$13.1 Million0.0% of portfolio
-
State Street Corp Boston, MA893KShares$12.5 Million0.0% of portfolio
-
Connor, Clark & Lunn Investment Management Ltd.888KShares$12.4 Million0.03% of portfolio
-
Jim Simons Renaissance Technologies LLC | New York, Ny729KShares$10.2 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 |
|---|---|---|---|---|---|
|
Dec 03
2025
|
Nicholas Tatum Chief Accounting Officer |
SELL
Open market or private sale
|
Direct |
596
-0.94%
|
$8,940
$15.93 P/Share
|
|
Dec 02
2025
|
Nicholas Tatum Chief Accounting Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
2,511
-3.81%
|
$37,665
$15.41 P/Share
|
|
Dec 02
2025
|
Tim Chao Ming Chen Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
15,309
-2.6%
|
$229,635
$15.41 P/Share
|
|
Dec 02
2025
|
Samuel Yount Chief Business Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
4,862
-1.1%
|
$72,930
$15.41 P/Share
|
|
Dec 02
2025
|
Samuel Yount Chief Business Officer |
SELL
Open market or private sale
|
Indirect |
15,945
-4.26%
|
$255,120
$16.04 P/Share
|
|
Nov 26
2025
|
Samuel Yount Chief Business Officer |
SELL
Open market or private sale
|
Indirect |
10,000
-2.6%
|
$150,000
$15.07 P/Share
|
|
Nov 24
2025
|
Samuel Yount Chief Business Officer |
SELL
Open market or private sale
|
Indirect |
5,040
-1.3%
|
$70,560
$14.28 P/Share
|
|
Nov 14
2025
|
Samuel Yount Chief Business Officer |
SELL
Open market or private sale
|
Indirect |
521
-0.13%
|
$7,294
$14.25 P/Share
|
|
Nov 13
2025
|
Samuel Yount Chief Business Officer |
SELL
Open market or private sale
|
Indirect |
12,129
-3.02%
|
$169,806
$14.34 P/Share
|
|
Oct 02
2025
|
Nicholas Tatum Chief Accounting Officer |
SELL
Bona fide gift
|
Direct |
2,055
-3.02%
|
-
|
|
Oct 02
2025
|
Nicholas Tatum Chief Accounting Officer |
SELL
Open market or private sale
|
Direct |
4,272
-5.91%
|
$42,720
$10.76 P/Share
|
|
Sep 02
2025
|
Tim Chao Ming Chen Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
15,310
-2.54%
|
$153,100
$10.26 P/Share
|
|
Sep 02
2025
|
Samuel Yount Chief Business Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
4,862
-1.09%
|
$48,620
$10.26 P/Share
|
|
Sep 02
2025
|
Nicholas Tatum Chief Accounting Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
2,511
-3.36%
|
$25,110
$10.26 P/Share
|
|
Jul 11
2025
|
Samuel Yount Chief Business Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
201,544
-31.14%
|
$2,015,440
$10.59 P/Share
|
|
Jun 03
2025
|
Samuel Yount Chief Business Officer |
BUY
Grant, award, or other acquisition
|
Direct |
62,790
+8.84%
|
-
|
|
Jun 02
2025
|
Nicholas Tatum Chief Accounting Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
1,985
-2.59%
|
$19,850
$10.52 P/Share
|
|
Jun 02
2025
|
Samuel Yount Chief Business Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
2,067
-0.35%
|
$20,670
$10.52 P/Share
|
|
Jun 02
2025
|
Tim Chao Ming Chen Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
15,309
-2.47%
|
$153,090
$10.52 P/Share
|
|
May 22
2025
|
Anthony Ling Director |
BUY
Grant, award, or other acquisition
|
Direct |
17,996
+50.0%
|
-
|
Last 12 Months Summary
Buy / Acquisition
515K
Shares
From
7
Insiders
| Grant, award, or other acquisition | 515K shares |
|---|
Sell / Disposition
1.3M
Shares
From
7
Insiders
| Payment of exercise price or tax liability | 283K shares |
|---|---|
| Open market or private sale | 1.01M shares |
| Bona fide gift | 2.06K shares |