Nerdwallet Inc. Class ANRDS

13F holders, Q2 2024 (June 30)
108holders −6
16new positions
22sold out
4famous investors
$14.60avg. 13F price*

At the end of Q2 2024, 108 institutions reported holding Nerdwallet Inc. Class A (NRDS) in their 13F filings, down 6 from Q1 2024. 16 opened new positions and 22 sold out. The largest holders were Innovius Capital Management, LLC ($76.1M), Vanguard Group Inc. ($58.9M) and BlackRock Inc. ($39.4M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Nerdwallet Inc. Class A
CUSIP
64082B102
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 114Q1 2024Q2 2024: 108Q2 2024Q3 2024: 113Q3 2024Q4 2024: 128Q4 2024Q1 2025: 134Q1 2025Q2 2025: 139Q2 2025Q3 2025: 145Q3 2025Q4 2025: 161Q4 2025Q1 2026: 158Q1 2026Q2 2026: 147Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions16$6.3M
Exits22$4.9M

All 13F filers, Q1 2024 → Q2 2024: 2,664,783 shares bought and 2,963,788 shares sold, net −299,005 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 108 holders

Innovius Capital Management, LLC 86.43% No change 5,209,366 $76.1M
Vanguard Group Inc. 0.00% Add +0.8% 4,037,237 $58.9M
BlackRock Inc. 0.00% Add +11.1% 2,698,835 $39.4M
T. Rowe Price Investment Management, Inc. 0.02% Add +2.2% 2,640,667 $38.6M
Azora Capital LP 2.09% Add +26.6% 2,496,656 $36.5M
Samlyn Capital, LLC 0.49% Reduce -0.6% 1,968,302 $28.7M
FMR LLC 0.00% Reduce -50.6% 1,744,666 $25.5M
Geode Capital Management, LLC 0.00% Add +11.3% 905,093 $13.2M
Lord, Abbett & Co. LLC 0.04% Reduce -3.2% 896,768 $13.1M
State Street Corp. 0.00% Add +10.7% 770,736 $11.3M
Dimensional Fund Advisors LP 0.00% Add +12.6% 769,831 $11.2M
Brandywine Global Investment Management, LLC 0.08% Reduce -7.5% 722,638 $10.6M
Morgan Stanley 0.00% Add +157.6% 477,524 $7.0M
D. E. Shaw & Co. 0.01% Add +93.9% 440,953 $6.4M
Charles Schwab Investment Management Inc. 0.00% Add +7.7% 324,235 $4.7M
Nuveen Asset Management, LLC 0.00% Add +281.4% 316,046 $4.6M
Northern Trust Corp. 0.00% Reduce -2.4% 311,934 $4.6M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Add +8.3% 267,110 $3.9M
Renaissance Technologies 0.01% Add +18.8% 251,000 $3.7M
Steamboat Capital Partners, LLC 1.34% Add +3.3% 249,926 $3.6M
Citadel Advisors 0.00% Reduce -14.6% 206,732 $3.0M
Centaurus Financial, Inc. 0.18% No change 180,848 $2.6M
Ameriprise Financial Inc. 0.00% Reduce -23.2% 148,535 $2.2M
Bank of New York Mellon Corp 0.00% Add +27.6% 122,873 $1.8M
Goldman Sachs Group Inc. 0.00% Reduce -52.6% 117,203 $1.7M
Qube Research & Technologies Ltd 0.00% Add +52.1% 111,842 $1.6M
Jacobs Levy Equity Management, Inc. 0.01% New 111,598 $1.6M
Essex Investment Management Co. LLC 0.30% New 110,656 $1.6M
Royal Bank of Canada 0.00% Reduce -6.2% 108,586 $1.6M
Marshall Wace, LLP 0.00% Add +2.0% 105,802 $1.5M
RBF Capital, LLC 0.07% No change 84,282 $1.2M
JPMorgan Chase & Co. 0.00% Reduce -24.5% 81,299 $1.2M
Swiss National Bank 0.00% Add +4.6% 77,000 $1.1M
Badgley Phelps Wealth Managers, LLC 0.03% No change 76,232 $1.1M
PDT Partners, LLC 0.09% No change 65,643 $958K
Jane Street Group, LLC 0.00% Reduce -24.4% 65,052 $950K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +514.0% 61,403 $896K
Bank of America Corp. 0.00% Add +29.3% 60,857 $889K
Rhumbline Advisers 0.00% Add +17.6% 52,373 $765K
Invesco Ltd. 0.00% Reduce -20.0% 48,859 $713K
Alliancebernstein L.P. 0.00% Add +11.4% 43,450 $634K
Susquehanna International Group, LLP 0.00% Add +176.6% 42,833 $625K
National Philanthropic Trust 0.01% No change 40,000 $584K
UBS Group AG 0.00% Reduce -3.6% 39,697 $580K
Cresset Asset Management, LLC 0.00% Add +35.8% 39,496 $577K
Legal & General Group Plc 0.00% Add +8.0% 39,226 $573K
California State Teachers Retirement System 0.00% Add +2.1% 38,134 $557K
Legato Capital Management LLC 0.07% New 38,019 $555K
Norges Bank 0.00% New 37,500 $548K
SG Americas Securities, LLC 0.00% New 30,507 $445K
Trexquant Investment LP 0.01% Reduce -30.3% 30,359 $443K
Jump Financial, LLC 0.01% Add +36.7% 24,400 $356K
State of Wyoming 0.06% Add +211.6% 24,371 $356K
T. Rowe Price Associates Inc. 0.00% Reduce -87.7% 23,315 $341K
Millennium Management 0.00% Reduce -91.2% 22,233 $325K
MetLife Investment Management, LLC 0.00% Add +17.0% 21,832 $319K
Vontobel Holding Ltd. 0.00% Reduce -3.7% 21,047 $307K
Squarepoint Ops LLC 0.00% Add +45.5% 21,042 $307K
Corebridge Financial, Inc. 0.00% — 20,820 $304K
Gsa Capital Partners LLP 0.02% New 20,703 $302K
Los Angeles Capital Management LLC 0.00% New 20,595 $301K
American Century Companies Inc. 0.00% Reduce -42.1% 19,691 $287K
Brighton Jones LLC 0.01% Add +1.0% 18,942 $277K
Janus Henderson Group PLC 0.00% Reduce -1.0% 18,400 $268K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 17,897 $261K
Natixis Advisors, LLC 0.00% New 17,096 $250K
Meeder Asset Management Inc. 0.02% Add +126.4% 16,841 $246K
Susquehanna Fundamental Investments, LLC 0.01% New 16,815 $245K
STRS Ohio 0.00% Add +14.3% 16,800 $245K
Cubist Systematic Strategies, LLC 0.00% Add +11.1% 15,671 $229K
Deutsche Bank AG 0.00% Reduce -9.7% 15,662 $229K
Manufacturers Life Insurance Company, The 0.00% Add +16.9% 14,999 $219K
Ridgecrest Wealth Partners, LLC 0.13% No change 14,218 $208K
Barclays PLC 0.00% Reduce -55.9% 13,753 $201K
New York State Common Retirement Fund 0.00% Add +0.2% 13,685 $200K
Two Sigma Advisers, LP 0.00% New 13,500 $197K
Algert Global LLC 0.01% New 13,437 $196K
AlphaQuest LLC 0.03% Reduce -42.9% 13,385 $195K
Voya Investment Management LLC 0.00% Add +20.6% 13,313 $194K
Wells Fargo & Company 0.00% Add +22.1% 12,390 $181K
Olympiad Research LP 0.13% Add +8.9% 11,744 $171K
Adero Partners, LLC 0.01% No change 11,681 $171K
Prelude Capital Management, LLC 0.01% Add +8.9% 11,274 $165K
Prudent Man Advisors, LLC 0.06% Add +3.7% 11,100 $162K
Arizona State Retirement System 0.00% Add +5.5% 10,952 $160K
Russell Investments Group, Ltd. 0.00% Add +31244.1% 10,657 $156K
Citigroup Inc. 0.00% Add +76.4% 9,840 $144K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 6,781 $99K
Tower Research Capital LLC (TRC) 0.00% Add +1433.7% 6,319 $92K
NFSG Corp 0.03% Reduce -49.1% 6,164 $90K
Parallel Advisors, LLC 0.00% Add +4.3% 4,500 $66K
Ameritas Investment Partners, Inc. 0.00% No change 3,499 $51K
Covestor Ltd 0.02% Reduce -5.7% 2,547 $37K
Quarry LP 0.01% New 2,094 $31K
CoreCap Advisors, LLC 0.00% Add +500.0% 1,200 $18K
Amalgamated Bank 0.00% No change 1,149 $17K
Global Retirement Partners, LLC 0.00% No change 448 $7K
Fortitude Family Office, LLC 0.00% No change 349 $5K
Osaic Holdings, Inc. 0.00% Add +1172.0% 318 $5K
Northwestern Mutual Wealth Management Co. 0.00% New 125 $2K
Cwm, LLC 0.00% Add +58.8% 54 $1K
GAMMA Investing LLC 0.00% Add +1433.3% 46 $672
Nisa Investment Advisors, LLC 0.00% Reduce -25.9% 40 $584
Rothschild Investment LLC 0.00% New 30 $438
Creekmur Asset Management LLC 0.00% New 23 $336
Oliver Lagore Vanvalin Investment Group 0.00% No change 18 $263
PNC Financial Services Group, Inc. 0.00% New 11 $161
Farther Finance Advisors, LLC 0.00% No change 5 $73

"% of holder's portfolio" is NRDS's weight in each manager's 13F, not the share of Nerdwallet Inc. Class A the manager owns.