NerdWallet Ownership | Who Owns NerdWallet?

Overview Forecast RevenueFinancials Chart Transcripts

NerdWallet Ownership Summary

NerdWallet is owned by 36.03% institutional investors, 4.45% insiders, and 59.51% 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	36.03%	4.45%	59.51%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Credit Services Stocks	45.07%	10.14%	44.79%

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	3.99M	5.34%	$42.98M
Blackrock funding, inc. /de	3.04M	4.06%	$32.68M
Blackrock	2.70M	3.50%	$39.40M
Arrowstreet capital, limited partnership	1.13M	1.52%	$12.20M
Dimensional fund advisors lp	1.11M	1.49%	$11.99M
Quinn opportunity partners	1.08M	1.45%	$11.66M
Geode capital management	939.18K	1.26%	$10.11M
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
Caz investments lp	21.32K	0.43%	$229.36K
Centaurus financial	180.85K	0.18%	$2.64M
Olympiad research lp	11.10K	0.17%	$119.39K
Pdt partners	168.96K	0.11%	$1.82M
Steamboat capital partners	40.78K	0.11%	$438.84K
Integrated quantitative investments	36.85K	0.11%	$396.55K
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
Janney montgomery scott	83.19K	0.00%	83.19K	$895.00K
Xtx topco	30.99K	0.02%	30.99K	$333.45K

Sold Out

Holder	Change
Decisionpoint financial	-1.00
Capital performance advisors llp	-1.00
Raymond james financial	-7.00
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 %
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%
Sep 30, 2024	118	3.51%	26,757,276	-12.36%	34	2.25%	62	-10.14%	31	19.23%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	1.30M	1.71%	-28.89K
iShares Russell 2000 ETF	1.03M	1.35%	-
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
Dec 03, 2025	Tatum Nicholas	Chief Accounting Officer	Sell	$9.49K
Dec 02, 2025	YOUNT SAMUEL	Chief Business Officer	Sell	$255.74K
Nov 26, 2025	YOUNT SAMUEL	Chief Business Officer	Sell	$150.70K
Nov 24, 2025	YOUNT SAMUEL	Chief Business Officer	Sell	$71.97K
Nov 14, 2025	YOUNT SAMUEL	Chief Business Officer	Sell	$7.42K

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	-	6
2025 Q3	-	-
2025 Q2	-	-
2025 Q1	-	4
2024 Q4	4	17

NRDS Ownership FAQ

Who Owns NerdWallet?

NerdWallet shareholders are primarily institutional investors at 36.03%, followed by 4.45% insiders and 59.52% retail investors. The average institutional ownership in NerdWallet's industry, Credit Services Stocks, is 45.07%, 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 (3.99M shares, 5.34%). Together, they hold 19.11% 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.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools