NERDWALLET, INC. - Common Stock (NRDS)

CUSIP: 64082B102

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class
Equity / Common Stock
Shares outstanding
35,105,931
Total 13F shares
28,261,739
Share change
-2,553,470
Total reported value
$265,964,019
Put/Call ratio
317%
Price per share
$9.41
Number of holders
104
Value change
-$34,865,620
Number of buys
72
Number of sells
43

Quarterly Holders Quick Answers

What is CUSIP 64082B102?
CUSIP 64082B102 identifies NRDS - NERDWALLET, INC. - Common Stock in SEC institutional holdings data.

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Top shareholders of NRDS - NERDWALLET, INC. - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
Innovius Capital Management, LLC
13F
Company
15%
5,209,366
$84,287,542 31 Mar 2023
13F
Innovius Capital Sirius I, L.P.
3/4/5
10%+ Owner
class O/S missing
5,209,366
$62,929,141 08 Nov 2021
Institutional Venture Management XIV, LLC
3/4/5 13F
10%+ Owner · Company
6.3%
from 13F
4,454,541
$53,810,855 08 Nov 2021
VANGUARD GROUP INC
13F
Company
9.2%
3,215,278
$52,023,198 31 Mar 2023
13F
FMR LLC
13F
Company
8.6%
3,003,325
$48,593,798 31 Mar 2023
13F
Institutional Venture Partners XIV, L.P.
3/4/5
10%+ Owner
class O/S missing
3,654,541
$44,146,855 07 Nov 2022
T. Rowe Price Investment Management, Inc.
13F
Company
5.7%
1,985,700
$32,129,000 31 Mar 2023
13F
BlackRock Finance, Inc.
13F
Company
5%
1,740,788
$28,165,950 31 Mar 2023
13F
LORD, ABBETT & CO. LLC
13F
Company
4.7%
1,664,870
$26,938,000 31 Mar 2023
13F
James D. Robinson III
3/4/5
Director
class O/S missing
1,670,452
$20,179,060 08 Nov 2021
SAMLYN CAPITAL, LLC
13F
Company
3.3%
1,172,686
$18,974,059 31 Mar 2023
13F
Azora Capital LP
13F
Company
1.9%
671,598
$10,866,456 31 Mar 2023
13F
Brandywine Global Investment Management, LLC
13F
Company
1.9%
657,685
$10,641,343 31 Mar 2023
13F
MILLENNIUM MANAGEMENT LLC
13F
Company
1.7%
596,256
$9,647,000 31 Mar 2023
13F
MORGAN STANLEY
13F
Company
1.7%
585,753
$9,477,484 31 Mar 2023
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
1.6%
565,725
$9,153,436 31 Mar 2023
13F
D. E. Shaw & Co., Inc.
13F
Company
1.5%
510,926
$8,266,783 31 Mar 2023
13F
STATE STREET CORP
13F
Company
1.4%
497,890
$8,055,860 31 Mar 2023
13F
Steamboat Capital Partners, LLC
13F
Company
1.1%
400,000
$6,472,000 31 Mar 2023
13F
DRIEHAUS CAPITAL MANAGEMENT LLC
13F
Company
1.1%
395,691
$6,402,280 31 Mar 2023
13F
Schonfeld Strategic Advisors LLC
13F
Company
1.1%
370,800
$5,999,544 31 Mar 2023
13F
CENTAURUS FINANCIAL, INC.
13F
Company
1%
361,696
$5,852,000 31 Mar 2023
13F
CITADEL ADVISORS LLC
13F
Company
0.81%
285,477
$4,619,018 31 Mar 2023
13F
G2 Investment Partners Management LLC
13F
Company
0.8%
279,779
$4,526,824 31 Mar 2023
13F
NORTHERN TRUST CORP
13F
Company
0.7%
245,557
$3,973,113 31 Mar 2023
13F
OBERWEIS ASSET MANAGEMENT INC/
13F
Company
0.65%
229,700
$3,716,546 31 Mar 2023
13F
RENAISSANCE TECHNOLOGIES LLC
13F
Company
0.65%
229,400
$3,712,000 31 Mar 2023
13F
PRICE T ROWE ASSOCIATES INC /MD/
13F
Company
0.65%
227,843
$3,688,000 31 Mar 2023
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
0.64%
223,951
$3,623,527 31 Mar 2023
13F
NORGES BANK
13F
Company
0.51%
178,500
$2,888,130 31 Mar 2023
13F
Nuveen Asset Management, LLC
13F
Company
0.47%
165,790
$2,683,000 31 Mar 2023
13F
TWO SIGMA INVESTMENTS, LP
13F
Company
0.45%
156,457
$2,531,474 31 Mar 2023
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.44%
156,077
$2,525,325 31 Mar 2023
13F
FEDERATED HERMES, INC.
13F
Company
0.43%
151,525
$2,451,675 31 Mar 2023
13F
Informed Momentum Co LLC
13F
Company
0.4%
139,626
$2,259,149 31 Mar 2023
13F
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
13F
Company
0.39%
137,500
$2,224,750 31 Mar 2023
13F
Invesco Ltd.
13F
Company
0.35%
123,186
$1,993,149 31 Mar 2023
13F
Qube Research & Technologies Ltd
13F
Company
0.35%
123,114
$1,991,985 31 Mar 2023
13F
Kelly Gillease
3/4/5
Chief Marketing Officer
class O/S missing
159,337
$1,924,791 01 Sep 2022
Cubist Systematic Strategies, LLC
13F
Company
0.3%
104,784
$1,695,405 31 Mar 2023
13F
Jump Financial, LLC
13F
Company
0.29%
101,528
$1,642,723 31 Mar 2023
13F
MARSHALL WACE, LLP
13F
Company
0.29%
100,188
$1,621,042 31 Mar 2023
13F
John Caine
3/4/5
Chief Product Officer
class O/S missing
126,973
$1,533,834 05 Dec 2022
JPMORGAN CHASE & CO
13F
Company
0.27%
94,431
$1,528,000 31 Mar 2023
13F
JANE STREET GROUP, LLC
13F
Company
0.25%
88,781
$1,436,477 31 Mar 2023
13F
Bank of New York Mellon Corp
13F
Company
0.25%
87,617
$1,417,644 31 Mar 2023
13F
Connor, Clark & Lunn Investment Management Ltd.
13F
Company
0.25%
86,942
$1,406,722 31 Mar 2023
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
0.22%
76,981
$1,245,553 31 Mar 2023
13F
Squarepoint Ops LLC
13F
Company
0.21%
74,277
$1,201,802 31 Mar 2023
13F
Engineers Gate Manager LP
13F
Company
0.16%
55,022
$890,256 31 Mar 2023
13F

Institutional Holders of NERDWALLET, INC. - Common Stock (NRDS) as of Q2 2023

As of 30 Jun 2023, NERDWALLET, INC. - Common Stock (NRDS) was held by 104 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 28,261,739 shares. The largest 10 holders included Innovius Capital Management, LLC, VANGUARD GROUP INC, BlackRock Inc., T. Rowe Price Investment Management, Inc., FMR LLC, SAMLYN CAPITAL, LLC, Institutional Venture Management XIV, LLC, Brandywine Global Investment Management, LLC, Azora Capital LP, and GEODE CAPITAL MANAGEMENT, LLC. This page lists 105 institutional shareholders reporting positions in this security for the Q2 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders
98
Q2 2023 holders
104
Holder diff
6
Investor Q1 2023 Shares Q2 2023 Shares Share Diff Share Chg % Q1 2023 Value $ Q2 2023 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.