NerdWallet Ownership | Who Owns NerdWallet?
NerdWallet Ownership Summary
NerdWallet is owned by 19.87% institutional investors, 3.92% insiders, and 76.21% retail investors. Topline capital management is the largest institutional shareholder, holding 7.02% of NRDS shares. iShares Russell 2000 ETF is the top mutual fund, with 1.49% of its assets in NerdWallet shares.
NRDS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | NerdWallet | 19.87% | 3.92% | 76.21% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Credit Services Stocks | 34.10% | 9.51% | 56.39% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Topline capital management | 5.25M | 7.02% | $56.50M |
| Innovius capital management | 5.21M | 6.75% | $76.06M |
| Vanguard group | 3.70M | 4.88% | $50.11M |
| Blackrock funding, inc. /de | 3.15M | 4.17% | $42.74M |
| Blackrock | 2.70M | 3.50% | $39.40M |
| Dimensional fund advisors lp | 1.17M | 1.54% | $15.84M |
| Arrowstreet capital, limited partnership | 1.13M | 1.52% | $12.20M |
| Quinn opportunity partners | 1.08M | 1.45% | $11.66M |
| Geode capital management | 928.52K | 1.23% | $12.58M |
| State street | 893.30K | 1.19% | $9.61M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Innovius capital management | 5.21M | 86.43% | $76.06M |
| Topline capital management | 5.25M | 9.71% | $56.50M |
| Quinn opportunity partners | 1.08M | 0.83% | $11.66M |
| Dynamic technology lab private | 60.39K | 0.19% | $818.00K |
| Centaurus financial | 180.85K | 0.18% | $2.64M |
| Olympiad research lp | 11.10K | 0.17% | $119.39K |
| Caz investments lp | 5.51K | 0.13% | $74.72K |
| Pdt partners | 168.96K | 0.11% | $1.82M |
| Steamboat capital partners | 40.78K | 0.11% | $438.84K |
| Nfj investment group | 264.46K | 0.10% | $2.85M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 700.13K | 0.00% | 535.70K |
| Norges bank | 284.60K | 0.00% | 284.60K |
| Blackrock | 2.70M | 0.00% | 269.00K |
| Nfj investment group | 264.46K | 0.10% | 264.46K |
| Tudor investment corp et al | 261.32K | 0.00% | 261.32K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | - | - | -2.73M |
| Azora capital lp | - | - | -2.50M |
| Samlyn capital | - | - | -1.97M |
| Lord, abbett | - | - | -896.77K |
| Alta fox capital management | - | - | -809.09K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 284.60K | 0.00% | 284.60K | $3.79M |
| Nfj investment group | 264.46K | 0.10% | 264.46K | $2.85M |
| First trust advisors lp | 116.06K | 0.00% | 116.06K | $1.25M |
| Hrt financial lp | 104.81K | 0.00% | 104.81K | $1.42M |
| Brown brothers harriman | 53.67K | 0.00% | 53.67K | $727.28M |
Sold Out
| Holder | Change |
|---|---|
| Capital performance advisors llp | -1.00 |
| Decisionpoint financial | -1.00 |
| Raymond james financial | -7.00 |
| Nelson, van denburg & campbell wealth management group | -7.00 |
| Coldstream capital management | -12.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 100 | -33.33% | 15,041,833 | -46.00% | 19 | 1.43% | 51 | -37.04% | 33 | -15.38% |
| Sep 30, 2025 | 145 | 7.41% | 26,953,489 | 6.19% | 36 | 3.13% | 80 | -8.05% | 36 | 44.00% |
| Jun 30, 2025 | 143 | 5.15% | 27,167,998 | -0.75% | 36 | 2.67% | 90 | 30.43% | 28 | -31.71% |
| Mar 31, 2025 | 136 | - | 27,357,662 | -6.27% | 36 | 2.59% | 72 | -11.11% | 40 | 11.11% |
| Dec 31, 2024 | 128 | 8.47% | 27,978,876 | 4.57% | 36 | 3.02% | 76 | 22.58% | 35 | 12.90% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Russell 2000 ETF | 995.56K | 1.49% | -8.13K |
| Vanguard Total Stock Mkt Idx Inv | 927.25K | 1.41% | -297.30K |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 843.18K | 1.07% | 41.16K |
| T. Rowe Price Small-Cap Value | 740.96K | 1.01% | -869.53K |
| CREF Stock R1 | 648.86K | 0.87% | -127.65K |
| Strategic Advisers Fidelity US TtlStk | 482.40K | 0.65% | - |
| Fidelity Enhanced Small Cap ETF | 420.55K | 0.63% | - |
| Fidelity Small Cap Index | 413.95K | 0.62% | -5.09K |
| Vanguard Institutional Extnd Mkt Idx Tr | 395.44K | 0.60% | 16.50K |
| Vanguard Small Cap Index | 362.70K | 0.55% | -523.91K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 17, 2026 | YOUNT SAMUEL | Chief Business Officer | Sell | $250.79K |
| Mar 17, 2026 | YOUNT SAMUEL | Chief Business Officer | Sell | $63.14K |
| Mar 17, 2026 | YOUNT SAMUEL | Chief Business Officer | Sell | $365.70K |
| Mar 17, 2026 | YOUNT SAMUEL | Chief Business Officer | Sell | $63.14K |
| Mar 12, 2026 | YOUNT SAMUEL | Chief Business Officer | Sell | $2.24K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | - | 9 |
| 2025 Q4 | - | 9 |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
NRDS Ownership FAQ
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