NerdWallet Ownership | Who Owns NerdWallet?
NerdWallet Ownership Summary
NerdWallet is owned by 34.57% institutional investors, 6.35% insiders, and 59.08% retail investors. Innovius capital management is the largest institutional shareholder, holding 6.75% of NRDS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.81% of its assets in NerdWallet shares.
NRDS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | NerdWallet | 34.57% | 6.35% | 59.08% |
| Sector | Financial Services Stocks | 86.48% | 14.02% | -0.50% |
| Industry | Credit Services Stocks | 49.88% | 8.04% | 42.08% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Innovius capital management | 5.21M | 6.75% | $76.06M |
| Vanguard group | 4.04M | 5.23% | $58.94M |
| Blackrock | 2.70M | 3.50% | $39.40M |
| T. rowe price investment management | 2.64M | 3.42% | $38.55M |
| Fmr | 1.74M | 2.26% | $25.47M |
| Geode capital management | 905.09K | 1.17% | $13.22M |
| State street | 770.74K | 1.00% | $11.25M |
| Dimensional fund advisors lp | 769.83K | 1.00% | $11.24M |
| Brandywine global investment management | 722.64K | 0.94% | $10.55M |
| Morgan stanley | 477.52K | 0.62% | $6.97M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Innovius capital management | 5.21M | 86.43% | $76.06M |
| Steamboat capital partners | 249.93K | 1.34% | $3.65M |
| Centaurus financial | 180.85K | 0.18% | $2.64M |
| Olympiad research lp | 11.74K | 0.13% | $171.46K |
| Ridgecrest wealth partners | 14.22K | 0.10% | $189.10K |
| Pdt partners | 65.64K | 0.09% | $958.39K |
| Brandywine global investment management | 722.64K | 0.08% | $10.55M |
| Rbf capital | 84.28K | 0.07% | $1.23M |
| State of wyoming | 24.37K | 0.06% | $355.82K |
| Prudent man advisors | 11.10K | 0.06% | $162.06K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 477.52K | 0.00% | 292.13K |
| Blackrock | 2.70M | 0.00% | 269.00K |
| Nuveen asset management | 316.05K | 0.00% | 233.18K |
| D. e. shaw | 440.95K | 0.01% | 213.50K |
| Jacobs levy equity management | 111.60K | 0.01% | 111.60K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Azora capital lp | - | - | -2.50M |
| Samlyn capital | - | - | -1.97M |
| Fmr | 1.74M | 0.00% | -1.79M |
| Lord, abbett | - | - | -896.77K |
| Millennium management | 22.23K | 0.00% | -230.77K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 37.50K | 0.00% | 37.50K | $547.50K |
| Corebridge financial | 20.82K | 0.00% | 20.82K | $303.97K |
| Gsa capital partners llp | 20.70K | 0.02% | 20.70K | $302.00K |
| Los angeles capital management | 20.59K | 0.00% | 20.59K | $300.69K |
| Mirae asset global etfs | 17.90K | 0.00% | 17.90K | $261.30K |
Sold Out
| Holder | Change |
|---|---|
| Decisionpoint financial | -1.00 |
| Nelson, van denburg & campbell wealth management group | -7.00 |
| Creekmur asset management | -23.00 |
| Nverses capital | -300.00 |
| Clear street markets | -559.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 119 | 5.31% | 30,837,195 | 3.26% | 40 | 2.64% | 53 | -24.29% | 44 | 91.30% |
| Dec 31, 2023 | 113 | 13.00% | 29,864,793 | 8.23% | 39 | 3.02% | 70 | 55.56% | 23 | -28.13% |
| Sep 30, 2023 | 100 | -7.41% | 27,593,152 | -2.33% | 35 | 2.59% | 45 | -36.62% | 32 | 39.13% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 1.33M | 1.81% | - |
| Vanguard Small Cap Index | 957.01K | 1.30% | -114.57K |
| iShares Russell 2000 ETF | 956.59K | 1.30% | -3.67K |
| 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 |
| Fidelity Advisor Stock Selec Mid Cp I | 725.55K | 0.99% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 563.07K | 0.77% | -51.09K |
| Vanguard Small Cap Growth Index Inv | 540.84K | 0.74% | -41.96K |
| CREF Stock R1 | 515.63K | 0.70% | 353.07K |
| Strategic Advisers Fidelity US TtlStk | 458.40K | 0.62% | -39.80K |
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 |
|---|---|---|
| 2024 Q4 | 4 | 17 |
| 2024 Q3 | - | 3 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | 2 |
| 2023 Q4 | - | 1 |
NRDS Ownership FAQ
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