NERDWALLET, INC. - Class A Stock (NRDS) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2021 to Q4 2025

Type / Class
Equity / Class A Stock
Symbol
NRDS on Nasdaq
Shares outstanding
40,791,658
Price per share
$13.55
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
27,766,536
Total reported value
$298,765,763
% of total 13F portfolios
0%
Share change
+295,097
Value change
+$2,973,399
Number of holders
142
Price from insider filings
$13.55
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of NERDWALLET, INC. - Class A Stock (NRDS) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
VANGUARD GROUP INC 9.2% $34,775,655 3,829,918 The Vanguard Group 31 Dec 2024
Innovius Capital Sirius I, L.P. 8.4% $40,142,031 3,730,672 Innovius Capital GP I, LLC 30 Sep 2025
BlackRock, Inc. 7.3% $40,350,259 2,977,791 BlackRock, Inc. 31 Dec 2025

As of 30 Sep 2025, 142 institutional investors reported holding 27,766,536 shares of NERDWALLET, INC. - Class A Stock (NRDS). This represents 68% of the company’s total 40,791,658 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of NERDWALLET, INC. - Class A Stock (NRDS) together control 59% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Topline Capital Management, LLC 13% 5,251,145 0% 9.7% $56,502,320
VANGUARD GROUP INC 9.8% 3,994,180 +1.2% 0% $42,977,377
BlackRock, Inc. 7.4% 3,037,614 +4.3% 0% $32,684,725
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2.8% 1,133,790 +26% 0.01% $12,199,580
DIMENSIONAL FUND ADVISORS LP 2.7% 1,114,055 +1.6% 0% $11,988,004
Quinn Opportunity Partners LLC 2.7% 1,083,495 -1.9% 0.85% $11,658,406
GEODE CAPITAL MANAGEMENT, LLC 2.3% 939,183 +1.5% 0% $10,106,955
STATE STREET CORP 2.2% 893,298 +3.9% 0% $9,611,886
Connor, Clark & Lunn Investment Management Ltd. 2.2% 887,820 -11% 0.03% $9,552,943
RENAISSANCE TECHNOLOGIES LLC 1.8% 729,100 -6.2% 0.01% $7,845,116
JACOBS LEVY EQUITY MANAGEMENT, INC 1.4% 557,989 -1.1% 0.02% $6,003,962
Trexquant Investment LP 1.1% 458,959 +83% 0.05% $4,938,399
CITADEL ADVISORS LLC 1.1% 433,632 -14% 0% $4,665,880
D. E. Shaw & Co., Inc. 0.96% 392,645 -7.4% 0% $4,224,861
MORGAN STANLEY 0.88% 357,360 -33% 0% $3,845,192
LOS ANGELES CAPITAL MANAGEMENT LLC 0.87% 355,951 +51% 0.01% $3,830,033
NORTHERN TRUST CORP 0.82% 335,367 +1.4% 0% $3,608,549
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.81% 331,677 +3.7% 0% $3,568,845
UBS Group AG 0.79% 321,637 +92% 0% $3,460,814
FMR LLC 0.72% 295,461 +13% 0% $3,179,160
NFJ INVESTMENT GROUP, LLC 0.65% 264,456 0.1% $2,845,546
TUDOR INVESTMENT CORP ET AL 0.64% 261,321 0.02% $2,811,814
BNP PARIBAS FINANCIAL MARKETS 0.56% 229,491 0% 0% $2,469,323
AQR CAPITAL MANAGEMENT LLC 0.45% 181,766 -36% 0% $1,955,802
Y-Intercept (Hong Kong) Ltd 0.44% 178,894 +44% 0.05% $1,924,899

Institutional Holders of NERDWALLET, INC. - Class A Stock (NRDS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 47,272 $639,787 -$287,499 $13.55 12
2025 Q3 27,766,536 $298,765,763 +$2,973,399 $10.76 142
2025 Q2 27,342,993 $299,956,718 +$426,327 $10.97 137
2025 Q1 27,400,936 $247,980,418 -$20,911,208 $9.05 132
2024 Q4 29,220,094 $388,626,063 +$32,159,468 $13.30 127
2024 Q3 26,754,634 $339,496,238 -$60,639,985 $12.71 112
2024 Q2 30,506,239 $445,392,125 -$4,425,791 $14.60 107
2024 Q1 30,818,444 $453,056,703 +$13,866,564 $14.70 112
2023 Q4 29,864,759 $439,579,706 +$35,968,263 $14.72 102
2023 Q3 27,593,152 $245,303,458 -$7,169,803 $8.89 94
2023 Q2 28,261,739 $265,964,019 -$34,865,620 $9.41 104
2023 Q1 30,815,009 $498,586,972 +$100,045,475 $16.18 98
2022 Q4 24,835,957 $238,425,247 +$16,751,639 $9.60 80
2022 Q3 23,181,471 $205,653,239 -$2,168,454 $8.87 60
2022 Q2 21,670,953 $171,871,264 +$36,530,766 $7.93 63
2022 Q1 18,220,701 $217,811,000 +$8,764,064 $11.99 46
2021 Q4 17,350,932 $268,977,000 +$184,800,001 $15.55 39