NERDWALLET, INC. - Common Stock (NRDS)

CUSIP: 64082B102

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / Common Stock
Shares outstanding
35,105,931
Total 13F shares
29,864,759
Share change
+2,270,659
Total reported value
$439,579,706
Put/Call ratio
71%
Price per share
$14.72
Number of holders
102
Value change
+$35,968,263
Number of buys
61
Number of sells
38

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
10%+ Owner
class O/S missing
4,454,541
$53,810,855 08 Nov 2021
Innovius Capital Management, LLC
13F
Company
15%
5,209,366
$46,311,264 30 Sep 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
10%
3,526,688
$31,352,256 30 Sep 2023
13F
FMR LLC
13F
Company
9.9%
3,486,387
$30,993,981 30 Sep 2023
13F
BlackRock Finance, Inc.
13F
Company
6.8%
2,403,115
$21,363,692 30 Sep 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
6.2%
2,159,873
$19,202,000 30 Sep 2023
13F
SAMLYN CAPITAL, LLC
13F
Company
5.1%
1,790,685
$15,919,189 30 Sep 2023
13F
Brandywine Global Investment Management, LLC
13F
Company
3.5%
1,228,046
$10,917,329 30 Sep 2023
13F
Azora Capital LP
13F
Company
2.4%
851,956
$7,573,889 30 Sep 2023
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
2.2%
761,348
$6,769,307 30 Sep 2023
13F
STATE STREET CORP
13F
Company
1.8%
637,560
$5,667,908 30 Sep 2023
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
1.4%
486,814
$4,327,427 30 Sep 2023
13F
Steamboat Capital Partners, LLC
13F
Company
1.3%
442,761
$3,936,145 30 Sep 2023
13F
CENTAURUS FINANCIAL, INC.
13F
Company
1%
361,696
$3,215,000 30 Sep 2023
13F
NORTHERN TRUST CORP
13F
Company
0.93%
327,079
$2,907,732 30 Sep 2023
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
0.81%
285,424
$2,537,419 30 Sep 2023
13F
PRICE T ROWE ASSOCIATES INC /MD/
13F
Company
0.76%
266,476
$2,370,000 30 Sep 2023
13F
MARSHALL WACE, LLP
13F
Company
0.73%
254,545
$2,262,905 30 Sep 2023
13F
RENAISSANCE TECHNOLOGIES LLC
13F
Company
0.67%
235,600
$2,094,000 30 Sep 2023
13F
Qube Research & Technologies Ltd
13F
Company
0.67%
235,025
$2,089,372 30 Sep 2023
13F
Kelly Gillease
3/4/5
Chief Marketing Officer
class O/S missing
159,337
$1,924,791 01 Sep 2022
MILLENNIUM MANAGEMENT LLC
13F
Company
0.57%
200,718
$1,784,383 30 Sep 2023
13F
D. E. Shaw & Co., Inc.
13F
Company
0.54%
188,641
$1,677,019 30 Sep 2023
13F
John Caine
3/4/5
Chief Product Officer
class O/S missing
126,973
$1,533,834 05 Dec 2022
Connor, Clark & Lunn Investment Management Ltd.
13F
Company
0.45%
159,159
$1,414,924 30 Sep 2023
13F
Whetstone Capital Advisors, LLC
13F
Company
0.41%
143,944
$1,280,000 30 Sep 2023
13F
ROYAL BANK OF CANADA
13F
Company
0.39%
137,489
$1,222,000 30 Sep 2023
13F
Quinn Opportunity Partners LLC
13F
Company
0.3%
106,883
$950,190 30 Sep 2023
13F
Bank of New York Mellon Corp
13F
Company
0.29%
101,127
$899,019 30 Sep 2023
13F
Nuveen Asset Management, LLC
13F
Company
0.25%
88,159
$783,734 30 Sep 2023
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.22%
76,854
$683,232 30 Sep 2023
13F
JACOBS LEVY EQUITY MANAGEMENT, INC
13F
Company
0.22%
75,823
$674,066 30 Sep 2023
13F
MORGAN STANLEY
13F
Company
0.21%
74,596
$663,159 30 Sep 2023
13F
Swiss National Bank
13F
Company
0.21%
73,600
$654,304 30 Sep 2023
13F
Utah Retirement Systems
13F
Company
0.21%
71,995
$640,036 30 Sep 2023
13F
FEDERATED HERMES, INC.
13F
Company
0.17%
60,671
$539,365 30 Sep 2023
13F
PDT Partners, LLC
13F
Company
0.16%
57,605
$512,108 30 Sep 2023
13F
ALLIANCEBERNSTEIN L.P.
13F
Company
0.13%
44,950
$399,606 30 Sep 2023
13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
Company
0.13%
44,496
$395,569 30 Sep 2023
13F
GOLDMAN SACHS GROUP INC
13F
Company
0.12%
43,038
$382,608 30 Sep 2023
13F
RHUMBLINE ADVISERS
13F
Company
0.12%
42,497
$377,792 30 Sep 2023
13F
PineBridge Investments, L.P.
13F
Company
0.12%
42,313
$376,163 30 Sep 2023
13F
Trexquant Investment LP
13F
Company
0.12%
41,826
$371,833 30 Sep 2023
13F
Vontobel Holding Ltd.
13F
Company
0.11%
40,345
$358,667 30 Sep 2023
13F
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
13F
Company
0.11%
37,411
$332,584 30 Sep 2023
13F
STATE OF WISCONSIN INVESTMENT BOARD
13F
Company
0.1%
33,917
$301,522 30 Sep 2023
13F
JANE STREET GROUP, LLC
13F
Company
0.09%
33,100
$294,259 30 Sep 2023
13F

Institutional Holders of NERDWALLET, INC. - Common Stock (NRDS) as of Q4 2023

As of 31 Dec 2023, NERDWALLET, INC. - Common Stock (NRDS) was held by 102 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 29,864,759 shares. The largest 10 holders included Innovius Capital Management, LLC, FMR LLC, VANGUARD GROUP INC, BlackRock Inc., T. Rowe Price Investment Management, Inc., SAMLYN CAPITAL, LLC, Azora Capital LP, Brandywine Global Investment Management, LLC, GEODE CAPITAL MANAGEMENT, LLC, and STATE STREET CORP. This page lists 102 institutional shareholders reporting positions in this security for the Q4 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders
94
Q4 2023 holders
102
Holder diff
8
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 Value $ Q4 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.