Free Trial

NerdWallet (NRDS) Institutional Ownership

NerdWallet logo
$14.22 -0.01 (-0.07%)
As of 01/17/2025 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for NerdWallet (NASDAQ:NRDS)

Current
Institutional Ownership
Percentage
38.81%
Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$42.12M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$8.65M
Get NRDS Insider Trade Alerts

Want to know when executives and insiders are buying or selling NerdWallet stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

NRDS Institutional Buying and Selling by Quarter

NerdWallet Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025SG Americas Securities LLC16,232$216K0.0%+17.0%0.022%
12/26/2024JPMorgan Chase & Co.36,694$466K0.0%-54.9%0.050%
11/19/2024Barclays PLC65,277$830K0.0%+374.6%0.089%
11/16/2024Geode Capital Management LLC924,423$11.75M0.0%+2.1%1.259%
11/15/2024Barclays PLC65,277$830K0.0%+374.6%0.089%
11/15/2024XTX Topco Ltd17,325$220K0.0%N/A0.024%
11/15/2024Jane Street Group LLC50,154$637K0.0%-22.9%0.068%
11/15/2024State Street Corp799,521$10.16M0.0%+3.7%1.089%
11/15/2024Point72 Asset Management L.P.70,000$890K0.0%N/A0.095%
11/15/2024Jacobs Levy Equity Management Inc.498,244$6.33M0.0%+346.5%0.678%
11/15/2024Basswood Capital Management L.L.C.507,122$6.45M0.3%N/A0.691%
11/15/2024Paloma Partners Management Co19,914$253K0.0%N/A0.027%
11/14/2024PDT Partners LLC28,570$363K0.0%-56.5%0.039%
11/14/2024Verition Fund Management LLC40,590$516K0.0%N/A0.055%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC55,032$699K0.0%-10.4%0.075%
11/13/2024FMR LLC1,330,494$16.91M0.0%-23.7%1.812%
11/12/2024Charles Schwab Investment Management Inc.329,444$4.19M0.0%+1.6%0.449%
11/9/2024Intech Investment Management LLC10,600$135K0.0%N/A0.014%
11/8/2024Connor Clark & Lunn Investment Management Ltd.353,139$4.49M0.0%+32.2%0.481%
11/6/2024Natixis Advisors LLC16,002$203K0.0%-6.4%0.020%
11/5/2024GSA Capital Partners LLP49,347$627K0.0%+138.4%0.063%
11/4/2024Los Angeles Capital Management LLC21,785$277K0.0%+5.8%0.028%
11/2/2024Mesirow Financial Investment Management Inc.18,913$240K0.0%-17.8%0.024%
10/31/2024Olympiad Research LP16,711$212K0.1%+42.3%0.021%
10/28/2024US Bancorp DE6,792$86K0.0%N/A0.009%
10/25/2024TNF LLC14,000$178K0.1%N/A0.018%
10/16/2024nVerses Capital LLC4,900$62K0.0%N/A0.006%
10/3/2024SG Americas Securities LLC13,868$176K0.0%-54.5%0.018%
9/16/2024Cubist Systematic Strategies LLC15,671$229K0.0%+11.1%0.020%
9/11/2024Newbridge Financial Services Group Inc.6,164$90K0.0%-49.1%0.008%
8/16/2024Quarry LP2,094$31K0.0%N/A0.003%
8/16/2024Algert Global LLC13,437$196K0.0%N/A0.017%
8/15/2024Susquehanna Fundamental Investments LLC16,815$245K0.0%N/A0.022%
8/15/2024The Manufacturers Life Insurance Company14,999$219K0.0%+16.9%0.019%
8/14/2024Squarepoint Ops LLC21,042$307K0.0%+45.5%0.027%
8/14/2024Cubist Systematic Strategies LLC15,671$229K0.0%+11.1%0.020%
8/14/2024Marshall Wace LLP105,802$1.55M0.0%+2.0%0.136%
8/14/2024Samlyn Capital LLC1,968,302$28.74M0.5%-0.6%2.532%
8/9/2024Renaissance Technologies LLC251,000$3.67M0.0%+18.8%0.323%
8/9/2024Dimensional Fund Advisors LP769,831$11.24M0.0%+12.6%0.990%
Grab This Altcoin Before Trump's Crypto Announcement (Ad)

Grab This Altcoin Before Trump's Crypto Announcement Whatever it is, I expect it to pump the market, which is why I'm recommending ONE coin to all investors right now.

8/8/2024Meeder Asset Management Inc.16,841$246K0.0%+126.4%0.022%
8/8/2024American Century Companies Inc.19,691$287K0.0%-42.1%0.025%
8/6/2024Quest Partners LLC13,385$195K0.0%-42.9%0.017%
8/6/2024Los Angeles Capital Management LLC20,595$301K0.0%N/A0.026%
8/1/2024Rhumbline Advisers52,373$765K0.0%+17.6%0.067%
8/1/2024Natixis Advisors LLC17,096$250K0.0%N/A0.022%
7/26/2024Legato Capital Management LLC38,019$555K0.1%N/A0.049%
7/26/2024Bank of New York Mellon Corp122,873$1.79M0.0%+27.6%0.158%
7/12/2024SG Americas Securities LLC30,507$445K0.0%N/A0.039%
5/16/2024California State Teachers Retirement System37,366$549K0.0%-2.2%0.048%
5/15/2024Price T Rowe Associates Inc. MD189,686$2.79M0.0%-5.6%0.244%
5/10/2024Acadian Asset Management LLC24,955$366K0.0%-39.9%0.032%
5/10/2024Vanguard Group Inc.4,005,447$58.88M0.0%+12.1%5.152%
5/9/2024Lord Abbett & CO. LLC926,596$13.62M0.0%+108.4%1.192%
5/7/2024Steamboat Capital Partners LLC242,033$3.56M1.2%+1.7%0.311%
5/1/2024Mirae Asset Global Investments Co. Ltd.11,611$171K0.0%-24.6%0.015%
4/26/2024Mesirow Financial Investment Management Inc.22,949$337K0.0%-23.0%0.030%
4/24/2024Newbridge Financial Services Group Inc.12,105$178K0.1%-24.6%0.016%
4/19/2024Mesirow Financial Investment Management Inc.22,949$337K1.7%-23.0%0.030%
3/28/2024Newbridge Financial Services Group Inc.16,044$236K0.1%-39.5%0.021%
2/15/2024G2 Investment Partners Management LLC167,328$2.46M0.7%N/A0.220%
2/14/2024Azora Capital LP1,054,105$15.52M1.3%+23.7%1.385%
2/13/2024Pinebridge Investments L.P.74,509$1.10M0.0%+76.1%0.098%
2/13/2024Prudent Man Advisors LLC11,168$164K0.1%-10.6%0.015%
2/12/2024Olympiad Research LP11,746$173K0.1%N/A0.015%
2/9/2024Trexquant Investment LP42,959$632K0.0%+2.7%0.056%
2/9/2024Dynamic Technology Lab Private Ltd16,218$239K0.0%N/A0.021%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank6,781$100K0.0%-11.3%0.009%
1/30/2024Vontobel Holding Ltd.22,541$332K0.0%-44.1%0.030%
1/25/2024Meeder Asset Management Inc.7,440$110K0.0%N/A0.010%
1/24/2024Mirae Asset Global Investments Co. Ltd.15,407$227K0.0%+32.7%0.020%
1/24/2024Arizona State Retirement System10,254$151K0.0%N/A0.013%
1/16/2024Raymond James Financial Services Advisors Inc.13,928$205K0.0%N/A0.018%
1/12/2024SG Americas Securities LLC9,012$133K0.0%N/A0.012%
12/18/2023Vanguard Group Inc.3,526,688$31.35M0.0%+5.6%4.632%
11/14/2023Steamboat Capital Partners LLC442,761$3.94M1.5%+1.9%0.582%
11/14/2023Qube Research & Technologies Ltd235,025$2.09M0.0%-20.8%0.309%
11/14/2023Trexquant Investment LP41,826$372K0.0%-13.6%0.055%
11/13/2023Connor Clark & Lunn Investment Management Ltd.159,159$1.42M0.0%+70.7%0.209%
11/13/2023Federated Hermes Inc.60,671$539K0.0%-59.0%0.080%
11/13/2023Healthcare of Ontario Pension Plan Trust Fund7,500$67K0.0%-96.7%0.010%
11/13/2023Dark Forest Capital Management LP17,354$154K0.0%-72.7%0.023%
11/13/2023Brandywine Global Investment Management LLC1,228,046$10.92M0.1%+23.5%1.613%
11/13/2023FMR LLC3,486,387$30.99M0.0%+88.7%4.580%
11/9/2023Prudent Man Advisors LLC12,495$111K0.0%N/A0.016%
10/26/2023Strs Ohio15,600$138K0.0%-42.0%0.020%
10/25/2023Zurcher Kantonalbank Zurich Cantonalbank7,643$68K0.0%+112.9%0.010%
10/17/2023Newbridge Financial Services Group Inc.26,514$236K0.1%+21.3%0.034%
10/11/2023Vontobel Holding Ltd.40,345$359K0.0%-9.7%0.052%
8/14/2023State of Wyoming23,952$225K0.1%-4.6%0.031%
Why Buffett, Griffin and 100 members of Congress are Piling into this One Investment (Ad)

This isn't just another investment. It might be the last retirement stock you'll ever need. But this window of opportunity is closing fast.

8/14/2023Institutional Venture Management XIV LLC1,113,635$10.48M6.3%-50.0%1.436%
8/14/2023Lombard Odier Asset Management USA Corp27,996$263K0.0%N/A0.036%
8/14/2023Prelude Capital Management LLC11,033$104K0.0%N/A0.014%
8/14/2023Graham Capital Management L.P.22,773$214K0.0%N/A0.029%
8/11/2023Pinebridge Investments L.P.55,222$520K0.0%N/A0.072%
8/11/2023Quinn Opportunity Partners LLC26,461$249K0.0%+14.5%0.034%
8/11/2023Brandywine Global Investment Management LLC994,071$9.35M0.1%+51.1%1.296%
8/11/2023Trexquant Investment LP48,424$456K0.0%+139.5%0.063%
8/4/2023American International Group Inc.16,483$155K0.0%+31.4%0.021%
8/4/2023Citizens Financial Group Inc. RI17,825$168K0.0%N/A0.023%
(Data available from 1/1/2016 forward)

NRDS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NRDS shares?

During the previous two years, 90 institutional investors and hedge funds held shares of NerdWallet. The most heavily invested institutionals were Vanguard Group Inc. ($58.88M), Samlyn Capital LLC ($28.74M), FMR LLC ($16.91M), Azora Capital LP ($15.52M), Lord Abbett & CO. LLC ($13.62M), Geode Capital Management LLC ($11.75M), and Dimensional Fund Advisors LP ($11.24M).Learn more on NRDS's institutional investors.

What percentage of NerdWallet stock is owned by institutional investors?

38.81% of NerdWallet stock is owned by institutional investors. Learn more on NRDS's institutional investor holdings.

Which institutional investors have been buying NerdWallet stock?

Of the 73 institutional investors that purchased NerdWallet stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($1.64M), Azora Capital LP ($873.75K), Lord Abbett & CO. LLC ($812.64K), G2 Investment Partners Management LLC ($773.63K), Brandywine Global Investment Management LLC ($771.99K), Vanguard Group Inc. ($619.68K), and Basswood Capital Management L.L.C. ($507.12K).

How much institutional buying is happening at NerdWallet?

Institutional investors have bought a total of 9,098,573 shares in the last 24 months. This purchase volume represents approximately $111.47M in transactions.

Which NerdWallet major shareholders have been selling company stock?

Of the 31 institutional investors that sold NerdWallet stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brandywine Global Investment Management LLC ($1.59M), Institutional Venture Management XIV LLC ($1.11M), FMR LLC ($414.17K), G2 Investment Partners Management LLC ($326.53K), Healthcare of Ontario Pension Plan Trust Fund ($219.10K), Federated Hermes Inc. ($87.14K), and Qube Research & Technologies Ltd ($61.71K).

How much institutional selling is happening at NerdWallet?

Institutional investors have sold a total of 4,157,978 shares in the last 24 months. This volume of shares sold represents approximately $54.39M in transactions.



This page (NASDAQ:NRDS) was last updated on 1/18/2025 by MarketBeat.com Staff
From Our Partners