Insider Transactions Reported by 21 Insiders of NERDWALLET, INC.

Symbol: NRDS on Nasdaq
Location: San Mateo, CA

Key facts

NRDS - NERDWALLET, INC. has 21 insiders with reported activity on this page.
Net insider value flow over the last year: -$1,668,499.
Recent transaction rows are available for direct filing-level review.

Change

Buy value: ; sell value: $1,668,499.
Net share flow: -138,047.

Research use

This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.

Evidence

Filed on Form 4

Issuer insider activity is sourced from SEC Forms 3, 4, and 5.

See Original Filing

Insider trading overview

Last 12 months

Net insider flow leans to selling over the last 12 months. Net value: -$1,668,499.

Buys

Shares: 0

Insiders: 0

Sells

$1,668,499

Shares: 138,047

Insiders: 2

Net

-$1,668,499

Shares: -138,047

Insiders: -2

Window (months)	Sell shares	Buy $	Sell $	Net $
0-3	86,043	$0	$901,173	-$901,173
3-6	32,772	$0	$506,880	-$506,880
6-9	19,232	$0	$260,446	-$260,446
9-12	0	$0	$0	$0

NERDWALLET, INC. executives and other stock owners filed with the SEC include:

Name	Relationship	Holdings Value	Past Year Net Change	Change %	Valuation	Report Date
Innovius Capital Sirius I, L.P.	10%+ Owner	$62,929,141			Mixed	08 Nov 2021
Topline Capital Management, LLC	Other*	$59,600,496			Filing P/S	21 Oct 2024
Topline Capital Partners, LP	10%+ Owner	$59,600,496			Filing P/S	21 Oct 2024
Institutional Venture Management XIV, LLC	10%+ Owner	$53,810,855			Mixed	08 Nov 2021
Institutional Venture Partners XIV, L.P.	10%+ Owner	$44,146,855			Mixed	07 Nov 2022
James D. Robinson III	Director	$20,179,060			Mixed	08 Nov 2021
Samuel Yount	Chief Business Officer	$9,057,688	-$1,467,612	-14%	Mixed	17 Mar 2026
Tim Chao-Ming Chen	Chief Executive Officer, Director, 10%+ Owner	$5,925,503			Mixed	02 Mar 2026
Kevin Yuann	Chief Business Officer	$4,725,889			Mixed	21 Mar 2024
Jun Hyung Lee	Chief Financial Officer	$3,934,962			Mixed	18 Mar 2026
Sam Brian Mischner	Chief Revenue Officer	$3,405,074			Mixed	03 Apr 2026
Lauren StClair	Chief Financial Officer	$3,103,745			Mixed	03 Mar 2025
Kelly Gillease	Chief Marketing Officer	$1,924,791			Mixed	01 Sep 2022
John Caine	Chief Product Officer	$1,533,834			Mixed	05 Dec 2022
Maurice Kevin Taylor	Director	$757,297			Mixed	14 May 2024
Nicholas Tatum	Chief Accounting Officer	$716,301	-$200,887	-22%	Mixed	18 Mar 2026
Kenneth T. McBride	Director	$644,970			Mixed	21 May 2025
Lynne Marie Laube	Director	$546,007			Mixed	21 May 2025
Jennifer Ceran	Director	$492,462			Mixed	21 May 2025
Thomas Loverro	Director	$191,045			Mixed	25 May 2022
Anthony Ling	Director	$163,403			Mixed	22 May 2025

Top shareholders of NERDWALLET, INC. (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 13D/G	10%+ Owner · Innovius Capital GP I, LLC	2.4% from 13D/G	5,209,366	$62,929,141	—	08 Nov 2021	3/4/5 13D/G
Topline Capital Management, LLC	3/4/5 13F	Other* · Company	15% from 13F	5,251,145	$59,600,496	—	21 Oct 2024	3/4/5 13F
Topline Capital Partners, LP	3/4/5	10%+ Owner	— class O/S missing	5,251,145	$59,600,496	—	21 Oct 2024	3/4/5
Institutional Venture Management XIV, LLC	3/4/5	10%+ Owner	— class O/S missing	4,454,541	$53,810,855	—	08 Nov 2021	3/4/5
Institutional Venture Partners XIV, L.P.	3/4/5	10%+ Owner	— class O/S missing	3,654,541	$44,146,855	—	07 Nov 2022	3/4/5
BlackRock, Inc.	13D/G 13F	Company	7.3%	2,977,791	$40,350,259	$0	31 Dec 2025	13D/G 13F
James D. Robinson III	3/4/5	Director	— class O/S missing	1,670,452	$20,179,060	—	08 Nov 2021	3/4/5
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	13D/G 13F	Company	5.2%	1,808,988	$18,777,295	$0	31 Mar 2026	13D/G 13F
VANGUARD PORTFOLIO MANAGEMENT LLC	13F	Company	4.2%	1,445,072	$14,999,847	—	31 Mar 2026	13F
VANGUARD CAPITAL MANAGEMENT LLC	13F	Company	3.9%	1,358,440	$14,100,607	—	31 Mar 2026	13F
DIMENSIONAL FUND ADVISORS LP	13F	Company	3.8%	1,322,848	$13,730,261	—	31 Mar 2026	13F
RENAISSANCE TECHNOLOGIES LLC	13F	Company	2.9%	1,002,275	$10,403,615	—	31 Mar 2026	13F
Quinn Opportunity Partners LLC	13F	Company	2.8%	989,149	$10,267,367	—	31 Mar 2026	13F
GEODE CAPITAL MANAGEMENT, LLC	13F	Company	2.6%	918,806	$9,539,122	—	31 Mar 2026	13F
STATE STREET CORP	13F	Company	2.6%	905,274	$9,396,744	—	31 Mar 2026	13F
Samuel Yount	3/4/5	Chief Business Officer	— mixed-class rows	1,041,017 mixed-class rows	$9,057,688	-$1,467,612	17 Mar 2026	3/4/5
JACOBS LEVY EQUITY MANAGEMENT, INC	13F	Company	2.1%	723,796	$7,513,002	—	31 Mar 2026	13F
OP Asset Management Ltd	13F	Company	1.9%	670,186	$6,956,530	—	31 Mar 2026	13F
Trexquant Investment LP	13F	Company	1.8%	623,167	$6,468,473	—	31 Mar 2026	13F
WELLINGTON MANAGEMENT GROUP LLP	13F	Company	1.8%	612,227	$6,354,917	—	31 Mar 2026	13F
MILLENNIUM MANAGEMENT LLC	13F	Company	1.7%	607,768	$6,308,632	—	31 Mar 2026	13F
Tim Chao-Ming Chen	3/4/5	Chief Executive Officer, Director, 10%+ Owner	— mixed-class rows	23,583,511 mixed-class rows	$5,925,503	—	02 Mar 2026	3/4/5
JANE STREET GROUP, LLC	13F	Company	1.5%	533,726	$5,540,076	—	31 Mar 2026	13F
FMR LLC	13F	Company	1.3%	468,027	$4,858,120	—	31 Mar 2026	13F
D. E. Shaw & Co., Inc.	13F	Company	1.3%	461,016	$4,785,346	—	31 Mar 2026	13F
Kevin Yuann	3/4/5	Chief Business Officer	— class O/S missing	282,818	$4,725,889	—	21 Mar 2024	3/4/5
AQR CAPITAL MANAGEMENT LLC	13F	Company	1.2%	400,248	$4,154,574	—	31 Mar 2026	13F
Jun Hyung Lee	3/4/5	Chief Financial Officer	— mixed-class rows	1,247,874 mixed-class rows	$3,934,962	—	18 Mar 2026	3/4/5
UBS Group AG	13F	Company	1.1%	366,972	$3,809,169	—	31 Mar 2026	13F
Sam Brian Mischner	3/4/5	Chief Revenue Officer	0.72%	251,297	$3,405,074	—	03 Apr 2026	3/4/5
ALLIANCEBERNSTEIN L.P.	13F	Company	0.71%	245,779	$3,330,305	—	31 Mar 2026	13F
NORTHERN TRUST CORP	13F	Company	0.87%	303,630	$3,151,680	—	31 Mar 2026	13F
XTX Topco Ltd	13F	Company	0.86%	299,049	$3,104,129	—	31 Mar 2026	13F
Lauren StClair	3/4/5	Chief Financial Officer	— class O/S missing	307,606	$3,103,745	—	03 Mar 2025	3/4/5
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	13F	Company	0.86%	298,312	$3,096,479	—	31 Mar 2026	13F
Connor, Clark & Lunn Investment Management Ltd.	13F	Company	0.83%	288,348	$2,993,052	—	31 Mar 2026	13F
PRINCIPAL FINANCIAL GROUP INC	13F	Company	0.8%	279,640	$2,902,664	—	31 Mar 2026	13F
GOLDMAN SACHS GROUP INC	13F	Company	0.75%	262,403	$2,723,743	—	31 Mar 2026	13F
VANGUARD FIDUCIARY TRUST CO	13F	Company	0.73%	255,114	$2,648,083	—	31 Mar 2026	13F
LOS ANGELES CAPITAL MANAGEMENT LLC	13F	Company	0.7%	245,082	$2,543,952	—	31 Mar 2026	13F
HRT FINANCIAL LP	13F	Company	0.62%	214,532	$2,226,000	—	31 Mar 2026	13F
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	13F	Company	0.6%	208,811	$2,167,458	—	31 Mar 2026	13F
MORGAN STANLEY	13F	Company	0.58%	203,344	$2,110,711	—	31 Mar 2026	13F
Kelly Gillease	3/4/5	Chief Marketing Officer	— class O/S missing	159,337	$1,924,791	—	01 Sep 2022	3/4/5
STATE OF WISCONSIN INVESTMENT BOARD	13F	Company	0.45%	156,936	$1,628,996	—	31 Mar 2026	13F
Creative Planning	13F	Company	0.44%	154,724	$1,606,035	—	31 Mar 2026	13F
CENTAURUS FINANCIAL, INC.	13F	Company	0.44%	153,353	$1,592,000	—	31 Mar 2026	13F
AMERICAN CENTURY COMPANIES INC	13F	Company	0.43%	151,219	$1,569,653	—	31 Mar 2026	13F
John Caine	3/4/5	Chief Product Officer	— class O/S missing	126,973	$1,533,834	—	05 Dec 2022	3/4/5
Point72 Asset Management, L.P.	13F	Company	0.36%	125,377	$1,301,413	—	31 Mar 2026	13F

Recent Insider Transactions by Companies or Individuals for NERDWALLET, INC.

Showing up to 300 most recent insider transactions from the last 12 months.

Insider	Symbol	Class	Transaction	%	Value $	* Price $	Shares	Shares Owned	Date	Ownership
Nicholas Tatum	NRDS	Class A Common Stock	Award	60.4%			28,517	75,719	18 Mar 2026	Direct
Jun Hyung Lee	NRDS	Class A Common Stock	Award	44.6%			128,326	415,958	18 Mar 2026	Direct
Jun Hyung Lee	NRDS	Employee Stock Options (right to buy)	Award	44.6%			256,653	831,916	18 Mar 2026	Direct
Samuel Yount	NRDS	Class A Common Stock	Sale	-12.2%	$250,792	$10.33	-24,278	173,973	17 Mar 2026	By LLC
Samuel Yount	NRDS	Class A Common Stock	Sale	-13.4%	$491,983	$10.31	-47,710	307,885	17 Mar 2026	By Trusts
Samuel Yount	NRDS	Class A Common Stock	Sale	-1.39%	$29,708	$10.61	-2,800	198,251	12 Mar 2026	By LLC
Samuel Yount	NRDS	Class A Common Stock	Sale	-0.06%	$2,237	$10.60	-211	355,595	12 Mar 2026	By Trusts
Nicholas Tatum	NRDS	Class A Common Stock	Sale	-17.7%	$116,229	$11.45	-10,151	47,202	05 Mar 2026	Direct
Nicholas Tatum	NRDS	Class A Common Stock	Gift	-1.03%			-595	57,353	04 Mar 2026	Direct
Nicholas Tatum	NRDS	Class A Common Stock	Sale	-1.52%	$10,225	$11.45	-893	57,948	04 Mar 2026	Direct
Samuel Yount	NRDS	Class A Common Stock	Tax liability	-0.86%			-3,779	433,578	02 Mar 2026	Direct
Tim Chao-Ming Chen	NRDS	Class A Common Stock	Tax liability	-1.94%			-11,095	562,192	02 Mar 2026	Direct
Nicholas Tatum	NRDS	Class A Common Stock	Tax liability	-4.58%			-2,827	58,841	02 Mar 2026	Direct
Nicholas Tatum	NRDS	Class A Common Stock	Sale	-1.88%	$18,973	$15.93	-1,191	62,263	03 Dec 2025	Direct
Nicholas Tatum	NRDS	Class A Common Stock	Sale	-0.94%	$9,494	$15.93	-596	62,858	03 Dec 2025	Direct
Nicholas Tatum	NRDS	Class A Common Stock	Tax liability	-3.81%			-2,511	63,454	02 Dec 2025	Direct
Tim Chao-Ming Chen	NRDS	Class A Common Stock	Tax liability	-2.6%			-15,309	573,287	02 Dec 2025	Direct
Samuel Yount	NRDS	Class A Common Stock	Tax liability	-1.1%			-4,862	437,357	02 Dec 2025	Direct
Samuel Yount	NRDS	Class A Common Stock	Sale	-4.26%	$255,742	$16.04	-15,945	358,116	02 Dec 2025	By Trusts
Samuel Yount	NRDS	Class A Common Stock	Sale	-2.6%	$150,700	$15.07	-10,000	374,061	26 Nov 2025	By Trusts
Tim Chao-Ming Chen	NRDS	Class B Common Stock	Gift	37.9%			1,001,360	3,640,481	24 Nov 2025	By The Seed Investor Irrevocable Remainder Trust II
Tim Chao-Ming Chen	NRDS	Class B Common Stock	Gift	16.5%			2,740,027	19,380,838	24 Nov 2025	By The Tim Chen Revocable Trust
Tim Chao-Ming Chen	NRDS	Class B Common Stock	Gift	-100%			-3,741,387	0	24 Nov 2025	The Seed Investor 2022 Annuity Trust
Samuel Yount	NRDS	Class A Common Stock	Sale	-1.3%	$71,971	$14.28	-5,040	384,061	24 Nov 2025	By Trusts
Samuel Yount	NRDS	Class A Common Stock	Sale	-0.13%	$7,424	$14.25	-521	389,101	14 Nov 2025	By Trusts
Samuel Yount	NRDS	Class A Common Stock	Sale	-3.59%	$207,055	$14.34	-14,439	387,312	13 Nov 2025	By Trusts
Nicholas Tatum	NRDS	Class A Common Stock	Gift	-3.02%			-2,055	65,965	02 Oct 2025	Direct
Nicholas Tatum	NRDS	Class A Common Stock	Sale	-5.91%	$45,967	$10.76	-4,272	68,020	02 Oct 2025	Direct
Samuel Yount	NRDS	Class A Common Stock	Tax liability	-1.09%			-4,862	440,835	02 Sep 2025	Direct
Tim Chao-Ming Chen	NRDS	Class A Common Stock	Tax liability	-2.54%			-15,310	588,596	02 Sep 2025	Direct
Nicholas Tatum	NRDS	Class A Common Stock	Tax liability	-3.36%			-2,511	72,292	02 Sep 2025	Direct
Samuel Yount	NRDS	Class A Common Stock	Tax liability	-31.1%			-201,544	445,697	11 Jul 2025	Direct
Samuel Yount	NRDS	Class A Common Stock	Award	10.7%			62,790	647,241	03 Jun 2025	Direct
Samuel Yount	NRDS	Employee Stock Options (right to buy)	Award				125,581	125,581	03 Jun 2025	Direct
Samuel Yount	NRDS	Class A Common Stock	Tax liability	-0.35%			-2,067	584,451	02 Jun 2025	Direct
Nicholas Tatum	NRDS	Class A Common Stock	Tax liability	-2.59%			-1,985	74,803	02 Jun 2025	Direct
Tim Chao-Ming Chen	NRDS	Class A Common Stock	Tax liability	-2.47%			-15,309	603,906	02 Jun 2025	Direct
Anthony Ling	NRDS	Class A Common Stock	Award				17,996	17,996	22 May 2025	Direct
Lynne Marie Laube	NRDS	Class A Common Stock	Award	43.2%			18,137	60,133	21 May 2025	Direct
Jennifer Ceran	NRDS	Class A Common Stock	Award	50.2%			18,137	54,236	21 May 2025	Direct
Kenneth T. McBride	NRDS	Class A Common Stock	Award	34.3%			18,137	71,032	21 May 2025	Direct

* An asterisk sign (*) next to the price indicates that the price is likely invalid.