NERDWALLET, INC. - Common Stock (NRDS)

CUSIP: 64082B102

Q3 2023 13F Holders as of 30 Sep 2023

Type / Class
Equity / Common Stock
Shares outstanding
35,105,931
Total 13F shares
27,593,152
Share change
-668,587
Total reported value
$245,303,458
Put/Call ratio
108%
Price per share
$8.89
Number of holders
94
Value change
-$7,169,803
Number of buys
44
Number of sells
53

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 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
3.2%
from 13F
4,454,541
$53,810,855 08 Nov 2021
Innovius Capital Management, LLC
13F
Company
15%
5,209,366
$49,020,134 30 Jun 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
VANGUARD GROUP INC
13F
Company
9.5%
3,339,266
$31,422,492 30 Jun 2023
13F
BlackRock Finance, Inc.
13F
Company
6.6%
2,310,991
$21,746,425 30 Jun 2023
13F
James D. Robinson III
3/4/5
Director
class O/S missing
1,670,452
$20,179,060 08 Nov 2021
T. Rowe Price Investment Management, Inc.
13F
Company
5.7%
1,985,700
$18,686,000 30 Jun 2023
13F
FMR LLC
13F
Company
5.3%
1,847,872
$17,388,475 30 Jun 2023
13F
SAMLYN CAPITAL, LLC
13F
Company
4.5%
1,573,234
$14,804,133 30 Jun 2023
13F
Brandywine Global Investment Management, LLC
13F
Company
2.8%
994,071
$9,354,208 30 Jun 2023
13F
Azora Capital LP
13F
Company
2.5%
864,838
$8,138,126 30 Jun 2023
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
1.9%
676,156
$6,362,631 30 Jun 2023
13F
STATE STREET CORP
13F
Company
1.7%
590,784
$5,559,277 30 Jun 2023
13F
Steamboat Capital Partners, LLC
13F
Company
1.2%
434,546
$4,089,078 30 Jun 2023
13F
MILLENNIUM MANAGEMENT LLC
13F
Company
1.2%
430,375
$4,049,829 30 Jun 2023
13F
D. E. Shaw & Co., Inc.
13F
Company
1.1%
403,703
$3,798,845 30 Jun 2023
13F
CENTAURUS FINANCIAL, INC.
13F
Company
1%
361,696
$3,404,000 30 Jun 2023
13F
MORGAN STANLEY
13F
Company
0.97%
340,485
$3,203,963 30 Jun 2023
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
0.95%
334,495
$3,147,686 30 Jun 2023
13F
NORTHERN TRUST CORP
13F
Company
0.9%
315,048
$2,964,601 30 Jun 2023
13F
RENAISSANCE TECHNOLOGIES LLC
13F
Company
0.89%
310,866
$2,925,000 30 Jun 2023
13F
Qube Research & Technologies Ltd
13F
Company
0.85%
296,735
$2,792,276 30 Jun 2023
13F
Nuveen Asset Management, LLC
13F
Company
0.71%
249,379
$2,346,656 30 Jun 2023
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
0.71%
248,538
$2,338,743 30 Jun 2023
13F
PRICE T ROWE ASSOCIATES INC /MD/
13F
Company
0.67%
235,741
$2,219,000 30 Jun 2023
13F
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
13F
Company
0.65%
226,600
$2,132,306 30 Jun 2023
13F
LORD, ABBETT & CO. LLC
13F
Company
0.61%
214,023
$2,014,000 30 Jun 2023
13F
Kelly Gillease
3/4/5
Chief Marketing Officer
class O/S missing
159,337
$1,924,791 01 Sep 2022
OBERWEIS ASSET MANAGEMENT INC/
13F
Company
0.53%
187,700
$1,766,257 30 Jun 2023
13F
NORGES BANK
13F
Company
0.51%
178,500
$1,679,685 30 Jun 2023
13F
OSAIC HOLDINGS, INC.
13F
Company
0.5%
176,668
$1,662,445 30 Jun 2023
13F
MARSHALL WACE, LLP
13F
Company
0.5%
174,622
$1,643,193 30 Jun 2023
13F
John Caine
3/4/5
Chief Product Officer
class O/S missing
126,973
$1,533,834 05 Dec 2022
EVENTIDE ASSET MANAGEMENT, LLC
13F
Company
0.43%
150,000
$1,411,500 30 Jun 2023
13F
JPMORGAN CHASE & CO
13F
Company
0.43%
149,360
$1,405,477 30 Jun 2023
13F
FEDERATED HERMES, INC.
13F
Company
0.42%
147,814
$1,390,930 30 Jun 2023
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.39%
135,365
$1,273,785 30 Jun 2023
13F
G2 Investment Partners Management LLC
13F
Company
0.33%
115,477
$1,086,639 30 Jun 2023
13F
PATHWAY CAPITAL MANAGEMENT, LP
13F
Company
0.31%
109,043
$1,026,095 30 Jun 2023
13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
Company
0.29%
101,216
$952,443 30 Jun 2023
13F
Bank of New York Mellon Corp
13F
Company
0.28%
99,703
$938,205 30 Jun 2023
13F
JANE STREET GROUP, LLC
13F
Company
0.27%
93,625
$881,011 30 Jun 2023
13F
Connor, Clark & Lunn Investment Management Ltd.
13F
Company
0.27%
93,228
$877,275 30 Jun 2023
13F
JACOBS LEVY EQUITY MANAGEMENT, INC
13F
Company
0.22%
75,823
$713,494 30 Jun 2023
13F
Swiss National Bank
13F
Company
0.21%
73,600
$692,576 30 Jun 2023
13F
DARK FOREST CAPITAL MANAGEMENT LP
13F
Company
0.18%
63,622
$598,683 30 Jun 2023
13F
PineBridge Investments, L.P.
13F
Company
0.16%
55,222
$519,639 30 Jun 2023
13F
Utah Retirement Systems
13F
Company
0.14%
50,056
$471,027 30 Jun 2023
13F
Dynamic Technology Lab Private Ltd
13F
Company
0.14%
49,816
$469,000 30 Jun 2023
13F

Institutional Holders of NERDWALLET, INC. - Common Stock (NRDS) as of Q3 2023

As of 30 Sep 2023, NERDWALLET, INC. - Common Stock (NRDS) was held by 94 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 27,593,152 shares. The largest 10 holders included Innovius Capital Management, LLC, VANGUARD GROUP INC, FMR LLC, BlackRock Inc., T. Rowe Price Investment Management, Inc., SAMLYN CAPITAL, LLC, Brandywine Global Investment Management, LLC, Azora Capital LP, GEODE CAPITAL MANAGEMENT, LLC, and STATE STREET CORP. This page lists 94 institutional shareholders reporting positions in this security for the Q3 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2023 vs Q2 2023 Across Filers

Q2 2023 holders
104
Q3 2023 holders
94
Holder diff
-10
Investor Q2 2023 Shares Q3 2023 Shares Share Diff Share Chg % Q2 2023 Value $ Q3 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.
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