Nerdwallet Inc (NRDS) Ownership

10.52 ↓0.19 (-1.77%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Topline Capital Management LLC is the biggest individual institutional holder of Nerdwallet Inc (NRDS), owning a total of 5.3 million shares. Combined, the top 52 institutional holders of NRDS own 59.77% of the company with a total of 44.6 million shares.

In the latest ownership report on March 31st 2025, the top 52 institutional holders decreased their combined ownership of NRDS by 204 thousand shares. 3 institutions bought 116,970 total additional shares and increased their ownership by an average of 2.15%. However 4 institutions sold 321,388 total shares and decreased their ownership by an average of 11.42%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Nerdwallet decreased by a net total of -204,418 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Topline Capital Management LLC	7.047%	0.000%	5,251,145	0	2025-03-31
Vanguard Group Inc	5.233%	1.815%	3,899,417	69,499	2025-03-31
BlackRock Inc	3.515%	0.410%	2,618,991	10,686	2025-03-31
Dimensional Fund Advisors, Inc.	1.214%	4.240%	904,285	36,785	2025-03-31
State Street Corp	1.164%	-5.775%	866,947	-53,132	2025-03-31
Renaissance Technologies Corp	0.742%	-25.576%	552,900	-190,009	2025-03-31
Jacobs Levy Equity Management, Inc.	0.664%	-13.095%	494,583	-74,523	2025-03-31
Charles Schwab Investment Management Inc	0.396%	-1.246%	295,240	-3,724	2025-03-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Topline Capital Management LLC	7.047%	0.000%	5,251,145	0	2025-03-31
Innovius Capital Management, LLC	6.993%	0.000%	5,209,366	0	2024-09-30
Vanguard Group Inc	5.233%	1.815%	3,899,417	69,499	2025-03-31
T. Rowe Price Investment Management,Inc.	3.712%	3.227%	2,725,877	85,210	2024-09-30
BlackRock Inc	3.515%	0.410%	2,618,991	10,686	2025-03-31
Azora Capital LP	3.400%	26.598%	2,496,656	524,542	2024-06-30
Samlyn Capital, LLC	2.680%	-0.592%	1,968,302	-11,716	2024-06-30
FMR Inc	1.892%	5.945%	1,409,596	79,102	2024-12-31
Institutional Venture Management XIV LLC	1.463%	-50.000%	1,113,635	-1,113,635	2023-06-30
Connor Clark & Lunn Inv Mgmt Ltd	1.219%	157.255%	908,468	555,329	2024-12-31
Dimensional Fund Advisors, Inc.	1.214%	4.240%	904,285	36,785	2025-03-31
Lord, Abbett & Co LLC	1.221%	-3.219%	896,768	-29,828	2024-06-30
Quinn Opportunity Partners LLC	1.200%	3,324.450%	893,781	867,681	2024-12-31
State Street Corp	1.164%	-5.775%	866,947	-53,132	2025-03-31
Geode Capital Management, LLC	1.108%	-10.660%	825,884	-98,539	2024-12-31
ALTA FOX CAPITAL MANAGEMENT, LLC	1.086%	0.000%	809,086	809,086	2024-12-31
Arrowstreet Capital Limited Partnership	1.029%	153.100%	766,670	463,758	2024-12-31
Brandywine Global Investment Mgmt LLC	0.972%	-0.294%	720,512	-2,126	2024-09-30
Millennium Management LLC	0.940%	325.797%	700,129	535,701	2024-12-31
State Street Corporation	0.884%	1.806%	696,081	12,349	2024-03-31
Nuveen Asset Management, LLC	0.917%	52.841%	683,546	236,320	2024-12-31
Citadel Advisors Llc	0.773%	298.437%	575,686	431,200	2024-12-31
Renaissance Technologies Corp	0.742%	-25.576%	552,900	-190,009	2025-03-31
Jacobs Levy Equity Management, Inc.	0.664%	-13.095%	494,583	-74,523	2025-03-31
Goldman Sachs Group Inc	0.549%	87.550%	409,126	190,983	2024-12-31
Driehaus Capital Management LLC	0.510%	0.000%	395,691	395,691	2023-03-31
Morgan Stanley - Brokerage Accounts	0.521%	64.400%	387,878	151,942	2024-12-31
D. E. Shaw & Co LP	0.507%	18.792%	378,091	59,811	2024-12-31
Schonfeld Strategic Advisors LLC	0.478%	-22.035%	370,800	-104,798	2023-03-31
Amvescap Plc.	0.460%	2,295.580%	357,468	342,546	2023-12-31
Basswood Capital Management LLC	0.459%	-32.528%	342,165	-164,957	2024-12-31
Trexquant Investment LP	0.458%	66.680%	341,251	136,517	2024-12-31
Northern Trust Corp	0.442%	-6.405%	329,326	-22,535	2024-12-31
Relative Value Partners Group LLC	0.391%	0.000%	300,000	300,000	2022-12-31
Charles Schwab Investment Management Inc	0.396%	-1.246%	295,240	-3,724	2025-03-31
NORGES BANK	0.382%	658.933%	284,600	247,100	2024-12-31
G2 Investment Partners Management LLC	0.365%	-53.855%	279,779	-326,527	2023-03-31
Marshall Wace Asset Management Ltd	0.334%	45.769%	254,545	79,923	2023-09-30
Steamboat Capital Partners, LLC	0.333%	-2.025%	244,864	-5,062	2024-09-30
Qube Research & Technologies	0.305%	-20.796%	235,025	-61,710	2023-09-30
T. Rowe Price Associates, Inc.	0.261%	-24.591%	200,947	-65,529	2023-12-31
Ameriprise Financial Inc	0.246%	93.213%	193,437	93,321	2024-03-31
Centaurus Financial Inc	0.246%	0.000%	180,848	0	2024-09-30
Oberweis Asset Management Inc	0.229%	0.000%	175,900	175,900	2022-12-31
RIT Capital Partners PLC	0.205%	-37.704%	155,741	-94,259	2022-09-30
Jump Financial, LLC	0.132%	407.640%	101,528	81,528	2023-03-31
Bank of New York Mellon Corp	0.103%	7.131%	78,892	5,251	2022-12-31
Point72 Asset Management, L.P.	0.095%	0.000%	70,000	70,000	2024-09-30
Parian Global Management LP	0.079%	0.000%	60,000	60,000	2022-09-30
OCCUDO QUANTITATIVE STRATEGIES LP	0.075%	0.000%	55,564	55,564	2022-06-30
Walleye Trading LLC	0.070%	32.469%	51,888	12,718	2022-09-30
Newbridge Financial Services Group, Inc.	0.068%	-0.686%	51,384	-355	2022-09-30

Mutual Fund Ownership

Fidelity®Enterprise Technology Svcs Port is the biggest individual fund holder of Nerdwallet Inc (NRDS), owning a total of 1.5 million shares. Combined, the top 61 mutual fund holders of NRDS own 29.80% of the company with a total of 22.5 million shares.

In the latest ownership report on April 30th 2025, the top 61 fund holders increased their combined ownership of NRDS by 17 thousand shares. 6 funds bought 16,878 total additional shares and increased their ownership by an average of 1.51%. However 1 funds sold 84 total shares and decreased their ownership by an average of 0.05%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Nerdwallet increased by a net total of 16,794 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Small Cap Index	1.350%	0.117%	1,005,759	1,170	2025-04-30
iShares Russell 2000 ETF	1.190%	0.017%	886,908	150	2025-04-30
Vanguard Small Cap Growth Index Inv	0.756%	0.129%	563,238	725	2025-04-30
iShares Russell 2000 Growth ETF	0.422%	0.000%	314,421	0	2025-04-30
Fidelity Enhanced Small Cap ETF	0.303%	0.000%	225,838	0	2025-04-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.289%	0.449%	215,416	962	2025-04-30
State St Russell Sm/Mid Cp® Indx SL Cl I	0.289%	0.449%	215,416	962	2025-04-30
Vanguard Russell 2000 ETF	0.237%	7.893%	176,464	12,909	2025-04-30
Schwab US Small-Cap ETF™	0.222%	-0.051%	165,182	-84	2025-04-30
State St Russell Sm Cap® Indx SL Cl I	0.173%	0.000%	128,578	0	2025-04-30
Dimensional US Small Cap ETF	0.144%	0.000%	107,570	0	2025-04-30
Dimensional US Core Equity 2 ETF	0.139%	0.000%	103,532	0	2025-04-30
Xtrackers MSCI World Swap ETF 1C	0.137%	0.000%	102,300	0	2025-04-30
Schwab Small Cap Index	0.118%	0.000%	87,631	0	2025-04-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Fidelity®Enterprise Technology Svcs Port	2.004%	0.000%	1,525,523	0	2023-10-31
Select Enterprise Technology Services	2.004%	0.000%	1,525,523	0	2023-11-30
Vanguard Total Stock Mkt Idx Inv	1.788%	0.000%	1,331,971	0	2025-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr	1.419%	0.000%	1,080,320	0	2023-03-31
Vanguard Small Cap Index	1.350%	0.117%	1,005,759	1,170	2025-04-30
Fidelity® Select IT Services	1.266%	-15.655%	971,255	-180,268	2023-04-30
iShares Russell 2000 ETF	1.190%	0.017%	886,908	150	2025-04-30
T. Rowe Price U.S. SC Value Eq Tr-Z	1.148%	5.132%	843,181	41,157	2024-09-30
T. Rowe Price Small-Cap Value	1.009%	-53.992%	740,963	-869,532	2024-10-31
CREF Stock R1	0.871%	-16.439%	648,860	-127,650	2025-02-28
Vanguard Institutional Extnd Mkt Idx Tr	0.765%	1.080%	570,310	6,091	2025-03-31
Vanguard Small Cap Growth Index Inv	0.756%	0.129%	563,238	725	2025-04-30
Fidelity® Small Cap Growth	0.715%	11.320%	550,700	56,000	2023-07-31
Strategic Advisers® Fidelity US TtlStk	0.684%	609.193%	520,831	447,391	2023-11-30
Fidelity Advisor® Stock Selec Mid Cp I	0.652%	0.000%	496,143	0	2023-11-30
Strategic Advisers Fidelity US TtlStk	0.651%	0.000%	482,400	0	2025-01-31
Fidelity® Small Cap Stock	0.631%	0.000%	480,600	0	2023-10-31
Vanguard Extended Market Index Investor	0.578%	-0.028%	448,365	-127	2023-08-31
Invesco Dorsey Wright Technology MomtETF	0.567%	0.000%	440,521	0	2024-03-31
Fidelity Small Cap Index	0.470%	1.214%	349,866	4,195	2025-02-28
Fidelity® Small Cap Index	0.437%	2.819%	332,761	9,124	2023-10-31
CREF Stock R3	0.423%	-51.431%	315,142	-333,718	2025-03-31
iShares Russell 2000 Growth ETF	0.422%	0.000%	314,421	0	2025-04-30
Fidelity Small Cap Stock	0.386%	-25.398%	299,900	-102,100	2024-02-29
Fidelity Select Enterprise Tech Svcs	0.321%	-83.657%	249,313	-1,276,210	2024-04-30
FIAM Small Cap Core Composite	0.316%	-28.009%	248,946	-96,854	2024-03-31
Fidelity Canadian Growth Company Sr B	0.311%	12.882%	236,600	27,000	2023-03-31
Fidelity Enhanced Small Cap ETF	0.303%	0.000%	225,838	0	2025-04-30
Lord Abbett Micro Cap Growth I	0.282%	0.000%	221,852	0	2024-07-31
FIAM Small Cap Core CIT Cl B	0.278%	-39.365%	216,346	-140,454	2024-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.289%	0.449%	215,416	962	2025-04-30
State St Russell Sm/Mid Cp® Indx SL Cl I	0.289%	0.449%	215,416	962	2025-04-30
Fidelity® Extended Market Index	0.283%	0.000%	215,026	0	2023-11-30
Fidelity Extended Market Index	0.262%	2.300%	195,394	4,393	2025-03-31
DFA US Small Cap I	0.255%	-2.415%	189,959	-4,700	2025-03-31
Fidelity® Small Cap Growth K6	0.247%	18.626%	189,802	29,802	2023-07-31
Fidelity® Series All-Sector Equity	0.246%	-20.017%	188,600	-47,200	2023-03-31
Oberweis Micro-Cap	0.247%	-18.285%	187,700	-42,000	2023-06-30
Oberweis Micro-Cap Growth	0.242%	-18.285%	187,700	-42,000	2023-06-30
Vanguard Russell 2000 ETF	0.237%	7.893%	176,464	12,909	2025-04-30
T. Rowe Price Financial Services	0.215%	0.000%	167,000	0	2024-03-31
Schwab US Small-Cap ETF™	0.222%	-0.051%	165,182	-84	2025-04-30
Eventide Exponential Technologies I	0.197%	0.000%	150,000	150,000	2023-06-30
Heptagon Driehaus US Micro Cap Eq C$ Acc	0.194%	0.000%	147,254	147,254	2023-02-28
Lord Abbett Developing Growth A	0.178%	0.000%	139,797	139,797	2024-07-31
Fidelity Global Innovators Cl F	0.176%	-54.410%	133,956	-159,870	2023-03-31
State St Russell Sm Cap® Indx SL Cl I	0.173%	0.000%	128,578	0	2025-04-30
Fidelity Advisor Stock Selec Mid Cp I	0.166%	-81.338%	123,587	-538,667	2025-02-28
Fidelity® Stock Selec All Cp	0.148%	1.753%	112,172	1,932	2023-02-28
Dimensional US Small Cap ETF	0.144%	0.000%	107,570	0	2025-04-30
Dimensional US Core Equity 2 ETF	0.139%	0.000%	103,532	0	2025-04-30
Xtrackers MSCI World Swap ETF 1C	0.137%	0.000%	102,300	0	2025-04-30
Northwestern Mutual Ser Small Cap Value	0.137%	0.600%	100,619	600	2024-09-30
DFA US Micro Cap I	0.134%	0.000%	100,141	0	2025-03-31
DFA US Core Equity 2 I	0.132%	0.000%	97,767	0	2024-12-31
Fidelity® Stock Selector All Cap Inv	0.131%	32.834%	97,500	24,100	2022-12-31
State St Russell Sm Cap® Indx NL Cl C	0.129%	1.054%	95,878	1,000	2022-12-31
T. Rowe Price Small-Cap Value Equity	0.119%	135.482%	88,619	50,986	2022-12-31
Schwab Small Cap Index	0.118%	0.000%	87,631	0	2025-04-30
1290 VT Micro Cap K	0.116%	92.726%	86,054	41,403	2022-11-30
NT R2000 Growth Index Fund - NL	0.102%	0.000%	75,982	0	2022-09-30