NerdWallet Ownership | Who Owns NerdWallet?
NerdWallet Ownership Summary
NerdWallet is owned by 40.31% institutional investors, 5.81% insiders, and 53.88% retail investors. Innovius capital management is the largest institutional shareholder, holding 6.75% of NRDS shares. Vanguard MStar Total Stk Mkt Idx Invest is the top mutual fund, with 1.58% of its assets in NerdWallet shares.
NRDS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | NerdWallet | 40.31% | 5.81% | 53.88% |
| Sector | Communication Services Stocks | 43.30% | 18.05% | 38.65% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Internet Content & Information Stocks | 41.37% | 19.79% | 38.84% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Innovius capital management | 5.21M | 6.75% | $76.06M |
| Vanguard group | 3.70M | 4.88% | $50.11M |
| Topline capital management | 3.29M | 4.82% | $30.43M |
| Blackrock funding, inc. /de | 2.58M | 3.78% | $23.86M |
| Blackrock | 2.70M | 3.50% | $39.40M |
| Arrowstreet capital, limited partnership | 1.77M | 2.60% | $16.38M |
| Dimensional fund advisors lp | 1.43M | 2.10% | $13.26M |
| Vanguard capital management | 1.37M | 2.01% | $12.67M |
| Quinn opportunity partners | 1.05M | 1.54% | $9.73M |
| Jacobs levy equity management | 1.03M | 1.52% | $9.57M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Innovius capital management | 5.21M | 86.43% | $76.06M |
| Topline capital management | 3.29M | 7.89% | $30.43M |
| Quinn opportunity partners | 1.05M | 0.45% | $9.73M |
| Rangeley capital | 23.30K | 0.20% | $215.53K |
| Centaurus financial | 180.85K | 0.18% | $2.64M |
| Olympiad research lp | 11.10K | 0.17% | $119.39K |
| Winmill | 70.00K | 0.14% | $647.50K |
| Steamboat capital partners | 40.78K | 0.11% | $438.84K |
| Quest partners | 68.34K | 0.05% | $925.97K |
| Bridgeway capital management | 257.14K | 0.04% | $2.38M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 624.99K | 0.00% | 421.65K |
| D. e. shaw | 813.81K | 0.00% | 352.79K |
| Jacobs levy equity management | 1.03M | 0.03% | 310.77K |
| Norges bank | 284.60K | 0.00% | 284.60K |
| Hrt financial lp | 489.85K | 0.01% | 275.32K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | - | - | -2.73M |
| Azora capital lp | - | - | -2.50M |
| Samlyn capital | - | - | -1.97M |
| Topline capital management | 3.29M | 7.89% | -1.96M |
| Lord, abbett | - | - | -896.77K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 284.60K | 0.00% | 284.60K | $3.79M |
| Sixth street partners management company | 262.29K | 0.00% | 262.29K | $2.43M |
| Bridgeway capital management | 257.14K | 0.04% | 257.14K | $2.38M |
| Empowered funds | 132.14K | 0.01% | 132.14K | $1.22M |
| Mitsubishi ufj trust & banking | 80.95K | 0.00% | 80.95K | $748.82K |
Sold Out
| Holder | Change |
|---|---|
| Decisionpoint financial | -1.00 |
| Capital performance advisors llp | -1.00 |
| Dunhill financial | -1.00 |
| Nelson, van denburg & campbell wealth management group | -7.00 |
| Wealth preservation advisors | -8.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 155 | -4.91% | 27,488,761 | -9.40% | 40 | 2.42% | 80 | -16.67% | 51 | 6.25% |
| Mar 31, 2026 | 59 | -63.80% | 7,056,578 | -76.03% | 9 | 0.63% | 31 | -67.02% | 21 | -57.14% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 1.01M | 1.58% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 1.01M | 1.53% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.01M | 1.53% | - |
| iShares Russell 2000 ETF | 858.38K | 1.30% | -15.26K |
| 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 |
| Fidelity Enhanced Small Cap Core ETF | 610.08K | 0.93% | 2.35K |
| CREF Stock R1 | 648.86K | 0.87% | -127.65K |
| Fidelity Enhanced Small Cap ETF | 436.54K | 0.66% | -5.07K |
| Strategic Advisers Fidelity US TtlStk | 482.40K | 0.65% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 30, 2026 | Topline Capital Management, LLC | See Explanation in Footnotes | Sell | $4.22M |
| Jun 29, 2026 | Topline Capital Management, LLC | See Explanation in Footnotes | Sell | $5.42M |
| Jun 26, 2026 | Topline Capital Management, LLC | See Explanation in Footnotes | Sell | $8.23M |
| Jun 26, 2026 | Topline Capital Partners, LP | - | Sell | $8.23M |
| Jun 29, 2026 | Topline Capital Partners, LP | - | Sell | $5.42M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | - |
| 2026 Q2 | - | 6 |
| 2026 Q1 | - | 9 |
| 2025 Q4 | - | 9 |
| 2025 Q3 | - | - |
NRDS Ownership FAQ
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