NERDWALLET, INC. - Class A Common Stock, $0.0001 par value per share (NRDS) Institutional Ownership

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

Type / Class
Equity / Class A Common Stock, $0.0001 par value per share
Symbol
NRDS on Nasdaq
Shares outstanding
40,533,833
Price per share
$12.23
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
29,359,506
Total reported value
$397,160,764
% of total 13F portfolios
0%
Share change
+1,748,936
Value change
+$24,659,123
Number of holders
156
Price from insider filings
$12.23
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of NERDWALLET, INC. - Class A Common Stock, $0.0001 par value per share (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
BlackRock, Inc. 7.3% $40,350,259 2,977,791 BlackRock, Inc. 31 Dec 2025
Innovius Capital Sirius I, L.P. 2.4% -75% $13,181,603 -$37,369,003 972,812 -74% Innovius Capital GP I, LLC 31 Dec 2025

As of 31 Dec 2025, 156 institutional investors reported holding 29,359,506 shares of NERDWALLET, INC. - Class A Common Stock, $0.0001 par value per share (NRDS). This represents 72% of the company’s total 40,533,833 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of NERDWALLET, INC. - Class A Common Stock, $0.0001 par value per share (NRDS) together control 62% 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% 6.4% $71,153,015
VANGUARD GROUP INC 9.1% 3,697,862 -7.4% 0% $50,106,031
BlackRock, Inc. 7.8% 3,154,391 +3.8% 0% $42,742,000
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 3.4% 1,364,950 +20% 0.01% $18,495,073
DIMENSIONAL FUND ADVISORS LP 2.9% 1,169,058 +4.9% 0% $15,842,022
Quinn Opportunity Partners LLC 2.6% 1,034,086 -4.6% 0.61% $14,011,865
GEODE CAPITAL MANAGEMENT, LLC 2.3% 928,521 -1.1% 0% $12,583,797
STATE STREET CORP 2.3% 922,142 +3.2% 0% $12,495,024
PRUDENTIAL FINANCIAL INC 2% 807,781 +670% 0.01% $10,945,433
RENAISSANCE TECHNOLOGIES LLC 2% 799,437 +9.6% 0.02% $10,832,371
JACOBS LEVY EQUITY MANAGEMENT, INC 1.5% 624,456 +12% 0.03% $8,461,379
D. E. Shaw & Co., Inc. 1.4% 561,316 +43% 0.01% $7,605,832
MILLENNIUM MANAGEMENT LLC 1.3% 538,421 +1231% 0.01% $7,295,605
Connor, Clark & Lunn Investment Management Ltd. 1.3% 519,093 -42% 0.02% $7,033,710
UBS Group AG 1.2% 489,591 +52% 0% $6,633,958
Trexquant Investment LP 1.1% 448,938 -2.2% 0.05% $6,083,110
FMR LLC 0.93% 377,735 +28% 0% $5,118,313
LOS ANGELES CAPITAL MANAGEMENT LLC 0.84% 339,768 -4.5% 0.01% $3,934,515
Nuveen, LLC 0.82% 330,631 +296% 0% $4,480,050
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.78% 315,969 -4.7% 0% $4,281,380
NORTHERN TRUST CORP 0.77% 310,814 -7.3% 0% $4,211,529
JANE STREET GROUP, LLC 0.66% 267,112 +72% 0% $3,619,368
NFJ INVESTMENT GROUP, LLC 0.62% 253,241 -4.2% 0.12% $3,431,415
GOLDMAN SACHS GROUP INC 0.62% 250,418 +69% 0% $3,393,164
ALLIANCEBERNSTEIN L.P. 0.61% 245,770 +50% 0% $3,330,184

Institutional Holders of NERDWALLET, INC. - Class A Common Stock, $0.0001 par value per share (NRDS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 29,359,506 $397,160,764 +$24,659,123 $13.55 156
2025 Q3 27,766,536 $298,765,764 +$2,973,397 $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