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NerdWallet Ownership | Who Owns NerdWallet?

OverviewForecastRevenueFinancialsChartTranscripts

NerdWallet Ownership Summary

NerdWallet is owned by 36.15% institutional investors, 6.28% insiders, and 57.57% retail investors. Topline capital management is the largest institutional shareholder, holding 6.78% of NRDS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.79% of its assets in NerdWallet shares.

NRDS Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockNerdWallet36.15%6.28%57.57%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryCredit Services Stocks39.92%8.89%51.19%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Topline capital management5.25M6.78%$69.84M
Innovius capital management5.21M6.75%$76.06M
Vanguard group3.83M4.95%$50.94M
Blackrock2.70M3.50%$39.40M
Blackrock funding, inc. /de2.61M3.37%$34.69M
Fmr1.41M1.82%$18.75M
Connor, clark & lunn investment management908.47K1.17%$12.08M
Quinn opportunity partners893.78K1.15%$11.89M
Dimensional fund advisors lp867.50K1.12%$11.54M
Geode capital management825.88K1.07%$10.99M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Innovius capital management5.21M86.43%$76.06M
Topline capital management5.25M13.21%$69.84M
Alta fox capital management809.09K3.83%$10.76M
Quinn opportunity partners893.78K0.80%$11.89M
Formula growth70.00K0.32%$931.00K
Basswood capital management342.17K0.27%$4.55M
Centaurus financial180.85K0.18%$2.64M
Steamboat capital partners40.00K0.16%$532.00K
Pdt partners108.38K0.13%$1.44M
Versor investments lp50.30K0.12%$668.99K

Top Buyers

HolderShares% AssetsChange
Topline capital management5.25M13.21%5.25M
Quinn opportunity partners893.78K0.80%867.68K
Alta fox capital management809.09K3.83%809.09K
Connor, clark & lunn investment management908.47K0.05%555.33K
Millennium management700.13K0.00%535.70K

Top Sellers

HolderShares% AssetsChange
T. rowe price investment management---2.73M
Azora capital lp---2.50M
Samlyn capital---1.97M
Lord, abbett---896.77K
Brandywine global investment management---720.51K

New Positions

HolderShares% AssetsChangeValue
Topline capital management5.25M13.21%5.25M$69.84M
Alta fox capital management809.09K3.83%809.09K$10.76M
Norges bank284.60K0.00%284.60K$3.79M
Bnp paribas arbitrage, snc177.95K0.00%177.95K$2.37M
Canada pension plan investment board87.90K0.00%87.90K$1.17M

Sold Out

HolderChange
Decisionpoint financial-1.00
Capital performance advisors llp-1.00
Farther finance advisors-5.00
Nelson, van denburg & campbell wealth management group-7.00
Rothschild investment-10.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 20241288.47%27,978,8764.57%363.02%7622.58%3512.90%
Sep 30, 20241183.51%26,757,276-12.36%342.25%62-10.14%3119.23%
Jun 30, 2024113-5.04%30,531,835-0.99%392.45%6828.30%26-40.91%
Mar 31, 20241195.31%30,837,1953.26%402.64%53-24.29%4491.30%
Dec 31, 202311313.00%29,864,7938.23%393.02%7055.56%23-28.13%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv1.33M1.79%-
Vanguard Small Cap Index1.00M1.35%45.09K
iShares Russell 2000 ETF950.96K1.28%-8.25K
T. Rowe Price U.S. SC Value Eq Tr-Z843.18K1.07%41.16K
T. Rowe Price Small-Cap Value740.96K1.01%-869.53K
CREF Stock R3648.86K0.88%-127.65K
CREF Stock R1648.86K0.87%-127.65K
Vanguard Institutional Extnd Mkt Idx Tr570.31K0.77%6.09K
Vanguard Small Cap Growth Index Inv562.51K0.76%23.60K
Strategic Advisers Fidelity US TtlStk482.40K0.65%-

Recent Insider Transactions

DateNameRoleActivityValue
Jan 03, 2025YOUNT SAMUEL Chief Business OfficerSell$715.88K
Jan 03, 2025YOUNT SAMUEL Chief Business OfficerSell$1.43M
Jan 02, 2025YOUNT SAMUEL Chief Business OfficerSell$3.96M
Dec 30, 2024YOUNT SAMUEL Chief Business OfficerSell$13.46K
Dec 30, 2024YOUNT SAMUEL Chief Business OfficerSell$26.93K

Insider Transactions Trends

DateBuySell
2025 Q1-4
2024 Q4417
2024 Q3-3
2024 Q2-1
2024 Q1-2

NRDS Ownership FAQ

Who Owns NerdWallet?

NerdWallet shareholders are primarily institutional investors at 36.15%, followed by 6.28% insiders and 57.57% retail investors. The average institutional ownership in NerdWallet's industry, Credit Services Stocks, is 39.92%, which NerdWallet falls below.

Who owns the most shares of NerdWallet?

NerdWallet’s largest shareholders are Topline capital management (5.25M shares, 6.78%), Innovius capital management (5.21M shares, 6.75%), and Vanguard group (3.83M shares, 4.95%). Together, they hold 18.48% 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 1.79% of its total shares outstanding invested in 1.33M NerdWallet shares.

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