Security key
64082B102
- Type / Class
- Equity / Common Shares
- Shares outstanding
- 34,788,231
- Total 13F shares
- 27,342,993
- Share change
- -94,999
- Total reported value
- $299,956,718
- Put/Call ratio
- 66%
- Price per share
- $10.97
- Number of holders
- 137
- Value change
- +$426,327
- Number of buys
- 84
- Number of sells
- 48
Report period
Q2 2025
Institutions
137
Top holders
10
NRDS full security history
Newer quarter: Q3 2025
Previous quarter: Q1 2025
NERDWALLET, INC. SEC filings
NERDWALLET, INC. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 64082B102
Recent filing periods:
Top shareholders of NRDS - NERDWALLET, INC. - Common Shares (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 | |
| Topline Capital Management, LLC |
3/4/5
13F
|
Other* · Company |
15%
from 13F
|
5,251,145
|
$59,600,496 | — | 21 Oct 2024 | |
| Topline Capital Partners, LP |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
5,251,145
|
$59,600,496 | — | 21 Oct 2024 | |
| Institutional Venture Management XIV, LLC |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
4,454,541
|
$53,810,855 | — | 08 Nov 2021 | |
| 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 |
11%
|
3,899,417
|
$35,289,725 | — | 31 Mar 2025 | |
| BlackRock, Inc. |
13F
|
Company |
7.5%
|
2,618,991
|
$23,701,869 | — | 31 Mar 2025 | |
| James D. Robinson III |
3/4/5
|
Director |
—
class O/S missing
|
1,670,452
|
$20,179,060 | — | 08 Nov 2021 | |
| Quinn Opportunity Partners LLC |
13F
|
Company |
3.3%
|
1,154,369
|
$10,447,039 | — | 31 Mar 2025 | |
| Connor, Clark & Lunn Investment Management Ltd. |
13F
|
Company |
2.8%
|
966,203
|
$8,744,137 | — | 31 Mar 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
2.6%
|
904,285
|
$8,183,683 | — | 31 Mar 2025 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
2.6%
|
887,789
|
$8,034,490 | — | 31 Mar 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
2.5%
|
867,113
|
$7,847,373 | — | 31 Mar 2025 | |
| STATE STREET CORP |
13F
|
Company |
2.5%
|
866,947
|
$7,845,870 | — | 31 Mar 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.4%
|
843,517
|
$7,635,524 | — | 31 Mar 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
1.9%
|
677,969
|
$6,135,619 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.8%
|
621,246
|
$5,622,276 | — | 31 Mar 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
1.6%
|
552,900
|
$5,003,745 | — | 31 Mar 2025 | |
| Kevin Yuann |
3/4/5
|
Chief Business Officer |
—
class O/S missing
|
282,818
|
$4,725,889 | — | 21 Mar 2024 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
1.4%
|
494,583
|
$4,475,976 | — | 31 Mar 2025 | |
| MARSHALL WACE, LLP |
13F
|
Company |
1.3%
|
464,766
|
$4,206,136 | — | 31 Mar 2025 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
1.3%
|
460,855
|
$4,170,737 | — | 31 Mar 2025 | |
| Nuveen, LLC |
13F
|
Company |
1.2%
|
404,478
|
$3,660,526 | — | 31 Mar 2025 | |
| Lauren StClair |
3/4/5
|
Chief Financial Officer |
—
class O/S missing
|
307,606
|
$3,103,745 | — | 03 Mar 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.94%
|
326,655
|
$2,956,227 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
0.88%
|
307,422
|
$2,782,170 | — | 31 Mar 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.85%
|
295,240
|
$2,671,922 | — | 31 Mar 2025 | |
| FMR LLC |
13F
|
Company |
0.72%
|
250,690
|
$2,268,745 | — | 31 Mar 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.71%
|
248,369
|
$2,247,739 | — | 31 Mar 2025 | |
| Kelly Gillease |
3/4/5
|
Chief Marketing Officer |
—
class O/S missing
|
159,337
|
$1,924,791 | — | 01 Sep 2022 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.6%
|
210,385
|
$1,903,984 | — | 31 Mar 2025 | |
| CENTAURUS FINANCIAL, INC. |
13F
|
Company |
0.5%
|
175,023
|
$1,584,000 | — | 31 Mar 2025 | |
| John Caine |
3/4/5
|
Chief Product Officer |
—
class O/S missing
|
126,973
|
$1,533,834 | — | 05 Dec 2022 | |
| TUDOR INVESTMENT CORP ET AL |
13F
|
Company |
0.48%
|
168,051
|
$1,520,862 | — | 31 Mar 2025 | |
| IEQ CAPITAL, LLC |
13F
|
Company |
0.47%
|
165,000
|
$1,493,250 | — | 31 Mar 2025 | |
| Journey Advisory Group, LLC |
13F
|
Company |
0.47%
|
164,278
|
$1,486,716 | — | 31 Mar 2025 | |
| PDT Partners, LLC |
13F
|
Company |
0.43%
|
149,994
|
$1,357,446 | — | 31 Mar 2025 | |
| LOS ANGELES CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.41%
|
142,783
|
$1,292,186 | — | 31 Mar 2025 | |
| Kent Lake PR LLC |
13F
|
Company |
0.37%
|
127,534
|
$1,154,183 | — | 31 Mar 2025 | |
| DARK FOREST CAPITAL MANAGEMENT LP |
13F
|
Company |
0.35%
|
123,493
|
$1,117,612 | — | 31 Mar 2025 | |
| Trexquant Investment LP |
13F
|
Company |
0.35%
|
122,709
|
$1,110,516 | — | 31 Mar 2025 | |
| Integrated Quantitative Investments LLC |
13F
|
Company |
0.33%
|
116,250
|
$1,052,063 | — | 31 Mar 2025 | |
| Engineers Gate Manager LP |
13F
|
Company |
0.31%
|
106,871
|
$967,183 | — | 31 Mar 2025 | |
| FORMULA GROWTH LTD |
13F
|
Company |
0.27%
|
93,298
|
$844,347 | — | 31 Mar 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.25%
|
87,655
|
$793,280 | — | 31 Mar 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.24%
|
85,156
|
$770,662 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.24%
|
83,832
|
$758,679 | — | 31 Mar 2025 | |
| Maurice Kevin Taylor |
3/4/5
|
Director |
—
class O/S missing
|
45,320
|
$757,297 | — | 14 May 2024 | |
| Y-Intercept (Hong Kong) Ltd |
13F
|
Company |
0.22%
|
75,210
|
$680,651 | — | 31 Mar 2025 | |
| Kenneth T. McBride |
3/4/5
|
Director |
0.2%
|
71,032
|
$644,970 | — | 21 May 2025 |
Institutional Holders of NERDWALLET, INC. - Common Shares (NRDS) as of Q2 2025
As of 30 Jun 2025,
NERDWALLET, INC. - Common Shares (NRDS) was held by
137 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
27,342,993 shares.
The largest 10 holders included
Topline Capital Management, LLC, VANGUARD GROUP INC, BlackRock, Inc., Quinn Opportunity Partners LLC, DIMENSIONAL FUND ADVISORS LP, Connor, Clark & Lunn Investment Management Ltd., GEODE CAPITAL MANAGEMENT, LLC, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP, STATE STREET CORP, and RENAISSANCE TECHNOLOGIES LLC.
This page lists
138
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
132
Q2 2025 holders
137
Holder diff
5
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.