Quick Takeaways
- 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.
Insider Transactions Reported by 21 Insiders of NERDWALLET, INC.
- Symbol
- NRDS on Nasdaq
- Location
- San Mateo, CA
What Changed
- Buy value: ; sell value: $1,668,499.
- Net share flow: -138,047.
Why This Matters
- 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.
Source Evidence
Filed on Form 4
See Original Filing
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Insider trading overview
Last 12 monthsNet insider flow leans to selling over the last 12 months. Net value: -$1,668,499.
Buys
$0
Shares: 0
Insiders: 0
Sells
$1,668,499
Shares: 138,047
Insiders: 2
Net
-$1,668,499
Shares: -138,047
Insiders: -2
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 86,043 | $0 | $901,173 | -$901,173 |
| 3-6 | 0 | 47,732 | $0 | $721,359 | -$721,359 |
| 6-9 | 0 | 4,272 | $0 | $45,967 | -$45,967 |
| 9-12 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| Topline Capital Management, LLC |
13F
3/4/5
|
Company · Other* |
15%
|
5,251,145
|
$71,153,015 | — | 31 Dec 2025 | |
| 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 | |
| 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 | |
| VANGUARD GROUP INC |
13F
|
Company |
11%
|
3,697,862
|
$50,106,031 | — | 31 Dec 2025 | |
| Institutional Venture Partners XIV, L.P. |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
3,654,541
|
$44,146,855 | — | 07 Nov 2022 | |
| BlackRock, Inc. |
13F
13D/G
|
Company |
7.3%
from 13D/G
|
3,154,391
|
$42,742,000 | — | 31 Dec 2025 | |
| James D. Robinson III |
3/4/5
|
Director |
—
class O/S missing
|
1,670,452
|
$20,179,060 | — | 08 Nov 2021 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
3.9%
|
1,364,950
|
$18,495,073 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
3.3%
|
1,169,058
|
$15,842,022 | — | 31 Dec 2025 | |
| Quinn Opportunity Partners LLC |
13F
|
Company |
2.9%
|
1,034,086
|
$14,011,865 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.6%
|
928,521
|
$12,583,797 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
2.6%
|
922,142
|
$12,495,024 | — | 31 Dec 2025 | |
| PRUDENTIAL FINANCIAL INC |
13F
|
Company |
2.3%
|
807,781
|
$10,945,433 | — | 31 Dec 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
2.3%
|
799,437
|
$10,832,371 | — | 31 Dec 2025 | |
| 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 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
1.8%
|
624,456
|
$8,461,379 | — | 31 Dec 2025 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
1.6%
|
561,316
|
$7,605,832 | — | 31 Dec 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
1.5%
|
538,421
|
$7,295,605 | — | 31 Dec 2025 | |
| Connor, Clark & Lunn Investment Management Ltd. |
13F
|
Company |
1.5%
|
519,093
|
$7,033,710 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
1.4%
|
489,591
|
$6,633,958 | — | 31 Dec 2025 | |
| Trexquant Investment LP |
13F
|
Company |
1.3%
|
448,938
|
$6,083,110 | — | 31 Dec 2025 | |
| 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 | |
| FMR LLC |
13F
|
Company |
1.1%
|
377,735
|
$5,118,313 | — | 31 Dec 2025 | |
| Kevin Yuann |
3/4/5
|
Chief Business Officer |
—
class O/S missing
|
282,818
|
$4,725,889 | — | 21 Mar 2024 | |
| Nuveen, LLC |
13F
|
Company |
0.94%
|
330,631
|
$4,480,050 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.9%
|
315,969
|
$4,281,380 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.89%
|
310,814
|
$4,211,529 | — | 31 Dec 2025 | |
| Jun Hyung Lee |
3/4/5
|
Chief Financial Officer |
—
mixed-class rows
|
1,247,874
mixed-class rows
|
$3,934,962 | — | 18 Mar 2026 | |
| LOS ANGELES CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.97%
|
339,768
|
$3,934,515 | — | 31 Dec 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.76%
|
267,112
|
$3,619,368 | — | 31 Dec 2025 | |
| NFJ INVESTMENT GROUP, LLC |
13F
|
Company |
0.72%
|
253,241
|
$3,431,415 | — | 31 Dec 2025 | |
| Sam Brian Mischner |
3/4/5
|
Chief Revenue Officer |
0.72%
|
251,297
|
$3,405,074 | — | 03 Apr 2026 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.71%
|
250,418
|
$3,393,164 | — | 31 Dec 2025 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.7%
|
245,770
|
$3,330,184 | — | 31 Dec 2025 | |
| Lauren StClair |
3/4/5
|
Chief Financial Officer |
—
class O/S missing
|
307,606
|
$3,103,745 | — | 03 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.54%
|
189,197
|
$2,563,620 | — | 31 Dec 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.52%
|
184,082
|
$2,494,311 | — | 31 Dec 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.5%
|
176,828
|
$2,396,019 | — | 31 Dec 2025 | |
| CENTAURUS FINANCIAL, INC. |
13F
|
Company |
0.48%
|
166,839
|
$2,261,000 | — | 31 Dec 2025 | |
| Kelly Gillease |
3/4/5
|
Chief Marketing Officer |
—
class O/S missing
|
159,337
|
$1,924,791 | — | 01 Sep 2022 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.39%
|
138,527
|
$1,877,041 | — | 31 Dec 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.37%
|
128,943
|
$1,747,178 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.35%
|
123,606
|
$1,674,859 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.35%
|
121,952
|
$1,652,449 | — | 31 Dec 2025 | |
| TUDOR INVESTMENT CORP ET AL |
13F
|
Company |
0.33%
|
117,118
|
$1,586,949 | — | 31 Dec 2025 | |
| John Caine |
3/4/5
|
Chief Product Officer |
—
class O/S missing
|
126,973
|
$1,533,834 | — | 05 Dec 2022 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.31%
|
110,116
|
$1,492,071 | — | 31 Dec 2025 | |
| Creative Planning |
13F
|
Company |
0.31%
|
109,037
|
$1,477,451 | — | 31 Dec 2025 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
0.3%
|
106,982
|
$1,449,514 | — | 31 Dec 2025 |
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.