Institutional Ownership Nerdwallet, Inc. (NRDS)
This table provides information about the institutional ownership of Nerdwallet, Inc. (NRDS). We have compiled data on the 152 institutions that hold shares in the stock, with a total of 27.3 Million shares, which have been reported (via 13F filing form) to have a value of $381 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
244
shares
|
$3,411
0.0% of portfolio
|
Q3 2025
Reduced 42.72%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
229
shares
|
$3,201
0.0% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
177
shares
|
$2,474
0.0% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
120
shares
|
$1,677
0.0% of portfolio
|
Q1 2025
Reduced 80.17%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
116
shares
|
$1,621
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
101
shares
|
$1,411
0.0% of portfolio
|
Q3 2025
Reduced 63.0%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
100
shares
|
$1,398
0.0% of portfolio
|
Q2 2025
Added 163.16%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
95
shares
|
$1,328
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
95
shares
|
$1,328
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
91
shares
|
$1,272
0.0% of portfolio
|
Q2 2025
Added 121.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
55
shares
|
$768
0.0% of portfolio
|
Q3 2025
Added 120.0%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
55
shares
|
$768
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
37
shares
|
$517
0.0% of portfolio
|
Q2 2025
Reduced 38.33%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
35
shares
|
$489
0.0% of portfolio
|
Q3 2025
Added 40.0%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
25
shares
|
$349
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
23
shares
|
$321
0.0% of portfolio
|
Q3 2025
Reduced 99.8%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
18
shares
|
$251
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
15
shares
|
$209
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|