Comparable stake leader
BlackRock, Inc.
SEC ownership of NERDWALLET, INC.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001625278.
Disclosed value leader
Innovius Capital Sirius I, L.P.
Comparable rows
50/50
Latest evidence
01 Jun 2026
- Public ticker
- NRDS on Nasdaq
- Parsed ownership sources
-
13D/G, 13F, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
BlackRock, Inc.
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
BlackRock, Inc.
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
01 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001625278
- Issuer location
- San Mateo, CA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of NERDWALLET, INC. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
BlackRock, Inc.
Disclosed value leader
Innovius Capital Sirius I...
Comparable rows
50/50
Latest evidence
01 Jun 2026
13D/G
13F
3/4/5
Lead comparable stake: 7.3%
13D/G row: BlackRock, Inc.
Showing 1-8 of 50 holder rows.
Quick read
BlackRock, Inc. leads the comparable SEC ownership view at 7.3%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens BlackRock, Inc.'s linked filing trail.
Comparable ownership
Top 5
BlackRock, Inc.
7.3%
ARROWSTREET CAPITAL, LIMITED PART...
5.2%
Innovius Capital Sirius I, L.P.
2.4%
Sam Brian Mischner
0.72%
Kenneth T. McBride
0.26%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BlackRock, Inc. |
13D/G
13F
Company
|
7.3%
|
$40,350,259
2,977,791 shares
|
$0 | 31 Dec 2025 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13D/G
13F
Company
|
5.2%
|
$18,777,295
1,808,988 shares
|
$0 | 31 Mar 2026 |
| Innovius Capital Sirius I, L.P. |
3/4/5
13D/G
10%+ Owner · Innovius Capital GP I, LLC
|
2.4%
from 13D/G
|
$62,929,141
5,209,366 shares
|
— | 08 Nov 2021 |
| Sam Brian Mischner |
3/4/5
Chief Revenue Officer
|
0.72%
|
$2,592,145
249,725 shares
|
— | 01 Jun 2026 |
| Kenneth T. McBride |
3/4/5
Director
|
0.26%
|
$939,659
90,526 shares
|
— | 21 May 2026 |
| Lynne Marie Laube |
3/4/5
Director
|
0.23%
|
$826,528
79,627 shares
|
— | 21 May 2026 |
| Nicholas Tatum |
3/4/5
Chief Accounting Officer
|
0.21%
|
$752,093
72,456 shares
|
-$200,887 | 01 Jun 2026 |
| Anthony Ling |
3/4/5
Director
|
0.16%
|
$575,425
55,436 shares
|
— | 21 May 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$1,668,499.
Buys
$0
Insiders: 0
Sells
$1,668,499
Insiders: 2
Net
-$1,668,499
Shares: -138,047
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 138,047
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 86,043 | $0 | $901,173 | -$901,173 |
| 6-9 | 0 | 52,004 | $0 | $767,326 | -$767,326 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 22 reporting-owner rows connected to NERDWALLET, INC.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
22
Largest Forms 3/4/5 holder
Innovius Capital Sirius I, L.P.
Net 12M change
-$1,668,499
Latest report
01 Jun 2026
| 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 Partners, LP | 10%+ Owner | $59,600,496 | Filing P/S | 21 Oct 2024 | ||
| Topline Capital Management, LLC | Other* | $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 | $5,676,645 | Median | 01 Jun 2026 | ||
| Kevin Yuann | Chief Business Officer | $4,725,889 | Mixed | 21 Mar 2024 | ||
| Jun Hyung Lee | Chief Financial Officer | $3,820,691 | Median | 01 Jun 2026 | ||
| Lauren StClair | Chief Financial Officer | $3,103,745 | Mixed | 03 Mar 2025 | ||
| Sam Brian Mischner | Chief Revenue Officer | $2,592,145 | Median | 01 Jun 2026 | ||
| Kelly Gillease | Chief Marketing Officer | $1,924,791 | Mixed | 01 Sep 2022 | ||
| John Caine | Chief Product Officer | $1,533,834 | Mixed | 05 Dec 2022 | ||
| Kenneth T. McBride | Director | $939,659 | Median | 21 May 2026 | ||
| Lynne Marie Laube | Director | $826,528 | Median | 21 May 2026 | ||
| Maurice Kevin Taylor | Director | $757,297 | Mixed | 14 May 2024 | ||
| Nicholas Tatum | Chief Accounting Officer | $752,093 | -$200,887 | -21% | Median | 01 Jun 2026 |
| Anthony Ling | Director | $575,425 | Median | 21 May 2026 | ||
| Jennifer Ceran | Director | $492,462 | Mixed | 21 May 2025 |
Recent insider transactions for NERDWALLET, INC.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Sam Brian Mischner | NRDS | Class A Common Stock | Tax liability | -0.63% | -1,572 | 249,725 | 01 Jun 2026 | Direct | ||
| Nicholas Tatum | NRDS | Class A Common Stock | Tax liability | -4.31% | -3,263 | 72,456 | 01 Jun 2026 | Direct | ||
| Jun Hyung Lee | NRDS | Class A Common Stock | Tax liability | -11.5% | -47,876 | 368,082 | 01 Jun 2026 | Direct | ||
| Tim Chao-Ming Chen | NRDS | Class A Common Stock | Tax liability | -2.72% | -15,309 | 546,883 | 01 Jun 2026 | Direct | ||
| Teresa P. Chia | NRDS | Class A Common Stock | Award | 39,474 | 39,474 | 22 May 2026 | Direct | |||
| Kenneth T. McBride | NRDS | Class A Common Stock | Award | 27.4% | 19,494 | 90,526 | 21 May 2026 | Direct | ||
| Anthony Ling | NRDS | Class A Common Stock | Award | 54.2% | 19,494 | 55,436 | 21 May 2026 | Direct | ||
| Lynne Marie Laube | NRDS | Class A Common Stock | Award | 32.4% | 19,494 | 79,627 | 21 May 2026 | Direct | ||
| Anthony Ling | NRDS | Class A Common Stock | Award | 99.7% | 17,946 | 35,942 | 20 May 2026 | Direct | ||
| 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 |
* marks a reported price that did not pass the local price check.