NerdWallet Ownership | Who Owns NerdWallet?

Overview Forecast RevenueFinancials Chart Transcripts

NerdWallet Ownership Summary

NerdWallet is owned by 36.32% institutional investors, 4.22% insiders, and 59.46% 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 1.71% of its assets in NerdWallet shares.

NRDS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	NerdWallet	36.32%	4.22%	59.46%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Credit Services Stocks	53.72%	9.31%	36.97%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Topline capital management	5.25M	7.02%	$57.61M
Innovius capital management	5.21M	6.75%	$76.06M
Vanguard group	3.83M	4.95%	$50.94M
Blackrock funding, inc. /de	2.91M	3.89%	$31.95M
Blackrock	2.70M	3.50%	$39.40M
Fmr	1.41M	1.82%	$18.75M
Quinn opportunity partners	1.10M	1.48%	$12.11M
Connor, clark & lunn investment management	996.03K	1.33%	$10.93M
Arrowstreet capital, limited partnership	899.10K	1.20%	$9.86M
Dimensional fund advisors lp	867.50K	1.12%	$11.54M

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	9.87%	$57.61M
Quinn opportunity partners	1.10M	1.01%	$12.11M
Corton capital	37.78K	0.48%	$414.46K
Centaurus financial	180.85K	0.18%	$2.64M
Dynamic technology lab private	103.67K	0.15%	$1.14M
Steamboat capital partners	40.00K	0.12%	$438.80K
Pdt partners	168.98K	0.10%	$1.85M
Versor investments lp	47.93K	0.09%	$525.81K
Ridgecrest wealth partners	14.22K	0.08%	$155.97K

Top Buyers

Holder	Shares	% Assets	Change
Millennium management	700.13K	0.00%	535.70K
Blackrock funding, inc. /de	2.91M	0.00%	293.69K
Morgan stanley	477.52K	0.00%	292.13K
Norges bank	284.60K	0.00%	284.60K
Blackrock	2.70M	0.00%	269.00K

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
Bnp paribas arbitrage, snc	177.95K	0.00%	177.95K	$2.37M
State of wisconsin investment board	138.95K	0.00%	138.95K	$1.52M
Walleye capital	86.42K	0.00%	86.42K	$948.07K
Exoduspoint capital management, lp	37.16K	0.00%	37.16K	$408.00K

Sold Out

Holder	Change
Decisionpoint financial	-1.00
Capital performance advisors llp	-1.00
Farther finance advisors	-5.00
Nelson, van denburg & campbell wealth management group	-7.00
Ifp advisors	-11.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2024	118	3.51%	26,757,276	-12.36%	34	2.25%	62	-10.14%	31	19.23%
Jun 30, 2024	113	-5.04%	30,531,835	-0.99%	39	2.45%	68	28.30%	26	-40.91%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	1.30M	1.71%	-28.89K
iShares Russell 2000 ETF	1.00M	1.32%	-19.11K
Vanguard Small Cap Index	987.08K	1.30%	-6.67K
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	553.62K	0.73%	220.00
Strategic Advisers Fidelity US TtlStk	482.40K	0.65%	-
Fidelity Small Cap Index	415.43K	0.55%	57.86K
Vanguard Institutional Extnd Mkt Idx Tr	388.51K	0.51%	-178.69K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jan 03, 2025	YOUNT SAMUEL	Chief Business Officer	Sell	$715.88K
Jan 03, 2025	YOUNT SAMUEL	Chief Business Officer	Sell	$1.43M
Jan 02, 2025	YOUNT SAMUEL	Chief Business Officer	Sell	$3.96M
Dec 30, 2024	YOUNT SAMUEL	Chief Business Officer	Sell	$13.46K
Dec 30, 2024	YOUNT SAMUEL	Chief Business Officer	Sell	$26.93K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	-
2025 Q1	-	4
2024 Q4	4	17
2024 Q3	-	3
2024 Q2	-	1

NRDS Ownership FAQ

Who Owns NerdWallet?

NerdWallet shareholders are primarily institutional investors at 36.32%, followed by 4.22% insiders and 59.46% retail investors. The average institutional ownership in NerdWallet's industry, Credit Services Stocks, is 53.72%, 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 (3.83M shares, 4.95%). Together, they hold 18.72% 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 1.71% of its total shares outstanding invested in 1.3M NerdWallet shares.

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