NerdWallet Ownership | Who Owns NerdWallet?

Overview Forecast RevenueFinancials Chart Transcripts

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. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.83% 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
Yorktown management & research	15.10K	0.16%	$204.60K
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

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
Decisionpoint financial	-1.00
Capital performance advisors llp	-1.00
Nelson, van denburg & campbell wealth management group	-7.00
Raymond james financial	-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
Vanguard Total Stock Mkt Idx Inv	1.22M	1.83%	-
iShares Russell 2000 ETF	1.05M	1.58%	534.68K
Vanguard Small Cap Index	884.75K	1.32%	-1.08K
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
Vanguard Small Cap Growth Index Inv	490.95K	0.74%	-7.30K
Strategic Advisers Fidelity US TtlStk	482.40K	0.65%	-
Fidelity Small Cap Index	415.72K	0.62%	-494.00
Fidelity Enhanced Small Cap ETF	401.46K	0.60%	1.95K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 05, 2026	Tatum Nicholas	Chief Accounting Officer	Sell	$116.23K
Mar 04, 2026	Tatum Nicholas	Chief Accounting Officer	Sell	$3.41K
Mar 04, 2026	Tatum Nicholas	Chief Accounting Officer	Sell	$6.81K
Nov 13, 2025	YOUNT SAMUEL	Chief Business Officer	Sell	$207.06K
Dec 03, 2025	Tatum Nicholas	Chief Accounting Officer	Sell	$18.97K

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	3
2025 Q4	-	9
2025 Q3	-	-
2025 Q2	-	-
2025 Q1	-	4

NRDS Ownership FAQ

Who Owns NerdWallet?

NerdWallet shareholders are primarily institutional investors at 19.87%, followed by 3.92% insiders and 76.21% retail investors. The average institutional ownership in NerdWallet's industry, Credit Services Stocks, is 34.10%, which NerdWallet falls below.

Who owns the most shares of NerdWallet?

NerdWallet’s largest shareholders are Topline capital management (5.25M shares, 7.02%), Innovius capital management (5.21M shares, 6.75%), and Vanguard group (3.7M shares, 4.88%). Together, they hold 18.65% of NerdWallet’s total shares outstanding.

Does Blackrock own NerdWallet?

Yes, BlackRock owns 3.50% of NerdWallet, totaling 2.7M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 39.4M$. In the last quarter, BlackRock increased its holdings by 269K shares, a 11.07% change.

Who is NerdWallet’s biggest shareholder by percentage of total assets invested?

Innovius capital management is NerdWallet’s biggest shareholder by percentage of total assets invested, with 86.43% of its assets in 5.21M NerdWallet shares, valued at 76.06M$.

Who is the top mutual fund holder of NerdWallet shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of NerdWallet shares, with 1.83% of its total shares outstanding invested in 1.22M NerdWallet shares.

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