DaveManuel.com · Institutional Ownership · Who Owns It
NERDWALLET INC (NRDS)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
151
Reporting holders
$254.2M
Reported value
0.4%
Calls
0.3%
Puts
-10
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Topline Capital Management, LLC | $30.4M | 3,289,285 | 7.89% | 7q | -37.4%-$18.1M |
| BlackRock, Inc. | $23.9M | 2,579,569 | 0.00% | 8q | -15.7%-$4.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $16.4M | 1,770,333 | 0.01% | 8q | -2.1%-$357.6K |
| DIMENSIONAL FUND ADVISORS LP | $13.3M | 1,433,877 | 0.00% | 14q | +8.4%+$1.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $12.7M | 1,370,062 | 0.00% | 2q | +0.9%+$107.5K |
| Quinn Opportunity Partners LLC | $9.7M | 1,052,114 | 0.45% | 8q | +6.4%+$582.4K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $9.6M | 1,034,562 | 0.03% | 9q | +42.9%+$2.9M |
| STATE STREET CORP | $8.6M | 926,571 | 0.00% | 18q | +2.4%+$197.0K |
| GEODE CAPITAL MANAGEMENT, LLC | $7.9M | 851,676 | 0.00% | 19q | -7.3%-$621.1K |
| D. E. Shaw & Co., Inc. | $7.5M | 813,807 | 0.00% | 14q | +76.5%+$3.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $7.3M | 789,259 | 0.00% | 2q | -45.4%-$6.1M |
| FMR LLC | $6.2M | 665,591 | 0.00% | 19q | +42.2%+$1.8M |
| MORGAN STANLEY | $5.8M | 624,993 | 0.00% | 19q | +207.4%+$3.9M |
| RENAISSANCE TECHNOLOGIES LLC | $4.9M | 527,000 | 0.01% | 18q | -47.4%-$4.4M |
| HRT FINANCIAL LP | $4.5M | 489,854 | 0.01% | 3q | +128.3%+$2.5M |
| OP Asset Management Ltd | $4.3M | 468,194 | 0.05% | 6q | -30.1%-$1.9M |
| CITADEL ADVISORS LLC | $3.5M incl. $897.2K options CALL+PUT | 285,636 | 0.00% | 19q | +218.2%+$2.4M |
| AMERICAN CENTURY COMPANIES INC | $3.2M | 349,537 | 0.00% | 11q | +131.1%+$1.8M |
| NORTHERN TRUST CORP | $3.2M | 341,362 | 0.00% | 19q | +12.4%+$349.0K |
| Trexquant Investment LP | $3.1M | 339,017 | 0.02% | 14q | -45.6%-$2.6M |
| UBS Group AG | $3.0M | 320,124 | 0.00% | 19q | -12.8%-$433.3K |
| PRINCIPAL FINANCIAL GROUP INC | $2.8M | 303,401 | 0.00% | 2q | +8.5%+$219.8K |
| MILLENNIUM MANAGEMENT LLC | $2.8M | 298,070 | 0.00% | 15q | -51.0%-$2.9M |
| GOLDMAN SACHS GROUP INC | $2.8M | 297,661 | 0.00% | 18q | +13.4%+$326.1K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.4M | 262,293 | 0.00% | 19q | -12.1%-$333.2K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.4M | 257,136 | 0.04% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $2.2M | 214,820 | 0.00% | 17q | -12.6%-$321.4K |
| STATE OF WISCONSIN INVESTMENT BOARD | $2.1M | 229,958 | 0.00% | 5q | +46.5%+$675.5K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $2.1M | 225,937 | 0.01% | 9q | -7.8%-$177.1K |
| Connor, Clark & Lunn Investment Management Ltd. | $2.1M | 225,650 | 0.00% | 14q | -21.7%-$580.0K |
| VANGUARD FIDUCIARY TRUST CO | $2.0M | 214,530 | 0.00% | 2q | -15.9%-$375.4K |
| MACKENZIE FINANCIAL CORP | $1.8M | 191,473 | 0.00% | 3q | +185.4%+$1.2M |
| AQR CAPITAL MANAGEMENT LLC | $1.6M | 175,027 | 0.00% | 8q | -56.3%-$2.1M |
| Nuveen, LLC | $1.6M | 173,462 | 0.00% | 6q | +108.3%+$834.1K |
| Jump Financial, LLC | $1.4M | 154,800 | 0.01% | 2q | +116.1%+$769.4K |
| CENTAURUS FINANCIAL, INC. | $1.4M | 153,353 | 0.05% | 16q | HELD |
| XTX Topco Ltd | $1.4M | 149,428 | 0.02% | 4q | -50.0%-$1.4M |
| CITIGROUP INC | $1.3M | 145,482 | 0.00% | 19q | +1815.5%+$1.3M |
| Empowered Funds, LLC | $1.2M | 132,136 | 0.01% | new | NEW |
| Vanguard Global Advisers, LLC | $1.2M | 129,433 | 0.00% | 2q | +188.2%+$781.9K |
| AMERIPRISE FINANCIAL INC | $1.1M | 123,697 | 0.00% | 11q | +1.6%+$18.1K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $1.1M | 114,994 | 0.02% | 2q | -44.9%-$867.8K |
| Invesco Ltd. | $1.1M | 114,109 | 0.00% | 17q | +0.9%+$9.6K |
| Quantinno Capital Management LP | $1.0M | 111,236 | 0.00% | 4q | +52.9%+$355.9K |
| Bank of New York Mellon Corp | $1.0M | 109,809 | 0.00% | 17q | -4.8%-$51.1K |
| FIRST TRUST ADVISORS LP | $883.0K | 95,461 | 0.00% | 4q | -15.5%-$161.5K |
| JPMORGAN CHASE & CO | $840.8K | 89,538 | 0.00% | 18q | -3.2%-$27.5K |
| Russell Investments Group, Ltd. | $829.3K | 89,649 | 0.00% | 13q | +47.1%+$265.6K |
| Point72 Asset Management, L.P. | $781.4K | 84,480 | 0.00% | 3q | -32.6%-$378.3K |
| Mitsubishi UFJ Trust & Banking Corp | $748.8K | 80,953 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $724.6K incl. $108.2K options PUT | 66,635 | 0.00% | 19q | -33.2%-$359.5K |
| CANADA PENSION PLAN INVESTMENT BOARD | $710.4K | 76,800 | 0.00% | 3q | +32.2%+$173.0K |
| Janney Montgomery Scott LLC | $702.0K | 75,885 | 0.00% | 4q | +218.3%+$481.5K |
| ALLSTATE CORP | $659.9K | 71,345 | 0.01% | 2q | +46.9%+$210.8K |
| Vident Advisory, LLC | $649.0K | 70,165 | 0.00% | new | NEW |
| WINMILL & CO. INC | $647.5K | 70,000 | 0.14% | new | NEW |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $606.9K | 65,614 | 0.00% | 2q | -1.1%-$6.6K |
| Swiss National Bank | $585.5K | 63,300 | 0.00% | 13q | -14.8%-$101.8K |
| RAYMOND JAMES FINANCIAL INC | $565.3K | 61,117 | 0.00% | new | NEW |
| CAXTON ASSOCIATES LLP | $547.1K | 59,147 | 0.01% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $537.3K | 58,089 | 0.00% | 19q | +47.4%+$172.7K |
| Squarepoint Ops LLC | $507.9K | 54,905 | 0.00% | new | NEW |
| BROWN BROTHERS HARRIMAN & CO | $496.5K | 53,674 | 0.00% | 3q | HELD |
| Weiss Asset Management LP | $482.5K | 52,160 | 0.01% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $475.3K | 51,388 | 0.00% | 12q | -17.1%-$97.7K |
| Brevan Howard Capital Management LP | $470.5K | 50,861 | 0.00% | 4q | +169.1%+$295.6K |
| ROYAL BANK OF CANADA | $464.0K | 50,298 | 0.00% | 17q | +3698.9%+$451.8K |
| TWO SIGMA INVESTMENTS, LP | $459.3K | 49,651 | 0.00% | 2q | +30.0%+$105.9K |
| RHUMBLINE ADVISERS | $456.7K | 49,375 | 0.00% | 17q | -3.4%-$15.9K |
| Aquatic Capital Management LLC | $440.8K | 47,658 | 0.02% | new | NEW |
| TUDOR INVESTMENT CORP ET AL | $415.2K | 44,890 | 0.00% | new | NEW |
| STRS OHIO | $409.8K | 44,300 | 0.00% | 13q | +295.5%+$306.2K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $397.0K | 42,880 | 0.00% | 19q | HELD |
| Jain Global LLC | $372.0K | 40,219 | 0.00% | 2q | +248.6%+$265.3K |
| DEUTSCHE BANK AG\ | $331.2K | 35,809 | 0.00% | 17q | +6.3%+$19.7K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $326.0K | 35,242 | 0.00% | 17q | -3.7%-$12.5K |
| Legal & General Group Plc | $312.2K | 33,750 | 0.00% | 17q | HELD |
| WELLS FARGO & COMPANY/MN | $306.4K | 33,128 | 0.00% | 19q | +90.8%+$145.8K |
| State of Wyoming | $249.8K | 27,007 | 0.03% | 17q | -54.3%-$297.2K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $236.6K | 25,577 | 0.00% | 13q | HELD |
| Walleye Capital LLC | $233.9K incl. $115.6K options PUT | 12,786 | 0.00% | new | NEW |
| Rangeley Capital, LLC | $215.5K | 23,300 | 0.20% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $206.0K | 22,272 | 0.00% | 2q | HELD |
| Creative Planning | $200.0K | 21,621 | 0.00% | 5q | -86.0%-$1.2M |
| Balyasny Asset Management L.P. | $198.8K | 21,489 | 0.00% | new | NEW |
| Campbell & CO Investment Adviser LLC | $192.3K | 20,786 | 0.01% | new | NEW |
| JUPITER ASSET MANAGEMENT LTD | $185.7K | 20,078 | 0.00% | 2q | +72.5%+$78.1K |
| MetLife Investment Management, LLC | $183.3K | 19,816 | 0.00% | 17q | -18.4%-$41.2K |
| Y-Intercept (Hong Kong) Ltd | $183.0K | 19,788 | 0.00% | new | NEW |
| Jupiter Topco LLC | $170.3K | 18,400 | 0.00% | new | FIRST |
| BNP PARIBAS FINANCIAL MARKETS | $166.2K | 17,967 | 0.00% | 7q | +97.4%+$82.0K |
| Entropy Technologies, LP | $160.2K | 17,314 | 0.01% | 3q | +24.5%+$31.5K |
| AVIVA PLC | $160.1K | 17,311 | 0.00% | 6q | -59.7%-$237.7K |
| Walleye Trading LLC | $156.3K CALL+PUT | options only | 0.00% | new | OPTIONS |
| Badgley Phelps Wealth Managers, LLC | $149.7K | 16,186 | 0.00% | 11q | -33.3%-$74.9K |
| JANE STREET GROUP, LLC | $148.0K CALL | options only | 0.00% | 14q | OPTIONS |
| SIMPLEX TRADING, LLC | $147.8K incl. $117.5K options CALL+PUT | 3,275 | 0.00% | 19q | HELD |
| MARTINGALE ASSET MANAGEMENT L P | $142.5K | 15,405 | 0.00% | 4q | -43.4%-$109.2K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $141.0K | 15,246 | 0.00% | 9q | -18.0%-$31.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $125.3K | 13,230 | 0.00% | 5q | -45.0%-$102.7K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-30 | 13G | Vanguard Capital Management | 5.1% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-26 | Topline Capital Partners, LP | 10% owner | Sold | 919,153 | $8.2M |
| 2026-06-26 | Topline Capital Management, LLC | Other | Sold | 919,153 | $8.2M |
| 2026-06-29 | Topline Capital Partners, LP | 10% owner | Sold | 587,835 | $5.4M |
| 2026-06-29 | Topline Capital Management, LLC | Other | Sold | 587,835 | $5.4M |
| 2026-06-30 | Topline Capital Partners, LP | 10% owner | Sold | 454,872 | $4.2M |
| 2026-06-30 | Topline Capital Management, LLC | Other | Sold | 454,872 | $4.2M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 24 | $2.3M | 255,731 | 6 | 7 | 4 | 0.0% |
| Q2 2026 | 151 | $254.2M | 27,252,821 | 28 | 50 | 52 | 0.7% |
| Q1 2026 | 161 | $318.2M | 30,342,132 | 34 | 58 | 45 | 0.8% |
| Q4 2025 | 163 | $407.9M | 29,569,919 | 31 | 60 | 47 | 1.9% |
| Q3 2025 | 149 | $304.7M | 27,988,160 | 30 | 45 | 40 | 1.2% |
| Q2 2025 | 143 | $308.5M | 27,444,871 | 26 | 60 | 29 | 2.4% |
| Q1 2025 | 138 | $270.5M | 27,485,808 | 34 | 38 | 37 | 8.0% |
| Q4 2024 | 134 | $420.0M | 29,260,094 | 30 | 47 | 32 | 7.3% |
| Q3 2024 | 116 | $346.4M | 26,831,329 | 24 | 37 | 29 | 1.7% |
| Q2 2024 | 112 | $463.2M | 31,526,401 | 18 | 47 | 26 | 0.6% |
| Q1 2024 | 116 | $480.4M | 32,263,498 | 20 | 31 | 40 | 1.3% |
| Q4 2023 | 108 | $457.7M | 30,655,682 | 25 | 42 | 22 | 1.4% |
| Q3 2023 | 95 | $247.8M | 27,593,152 | 11 | 31 | 32 | 1.0% |
| Q2 2023 | 106 | $271.6M | 28,476,857 | 28 | 44 | 22 | 1.3% |
| Q1 2023 | 101 | $597.3M | 36,140,889 | 35 | 38 | 16 | 2.1% |
| Q4 2022 | 82 | $250.7M | 25,500,484 | 23 | 30 | 14 | 2.4% |
| Q3 2022 | 60 | $223.5M | 24,891,432 | 9 | 20 | 22 | 1.2% |
| Q2 2022 | 63 | $188.5M | 23,401,177 | 26 | 22 | 8 | 1.5% |
| Q1 2022 | 50 | $219.0M | 18,220,747 | 17 | 11 | 13 | 0.5% |
| Q4 2021 | 43 | $273.3M | 17,362,952 | 42 | 0 | 0 | 1.5% |