NerdWallet, Inc.
NerdWallet, Inc. (NRDS) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · NRDS · as of Sep 30, 2025
Ownership Breakdown
153
Institutional Holders
▲ 6 vs Q2
$301.29M
Total Inst. Value
▲ $192,897 vs Q2
72.80M
Shares Outstanding
freeFloat 94.29%
28.00M
13F Shares Held
▲ 552,571 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
NRDS largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
TOPLINE CAPITAL MANAGEMENT, LLC services-computer processing & data preparation | 5.25M | 7.02% | 7.02% | $56.50B | Nov 14, 2025 | — held |
VANGUARD GROUP INC services-computer processing & data preparation | 3.99M | 5.34% | 5.34% | $42.98B | Nov 7, 2025 | ▲ 48.2K |
BLACKROCK, INC. services-computer processing & data preparation | 3.04M | 4.06% | 4.06% | $32.68B | Nov 12, 2025 | ▲ 124.9K |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP services-computer processing & data preparation | 1.13M | 1.52% | 1.52% | $12.20B | Nov 13, 2025 | ▲ 234.7K |
DIMENSIONAL FUND ADVISORS LP services-computer processing & data preparation | 1.11M | 1.49% | 1.49% | $11.99B | Nov 12, 2025 | ▲ 17.9K |
QUINN OPPORTUNITY PARTNERS LLC services-computer processing & data preparation | 1.08M | 1.45% | 1.45% | $11.66B | Nov 13, 2025 | ▼ 20.7K |
GEODE CAPITAL MANAGEMENT, LLC services-computer processing & data preparation | 939.2K | 1.26% | 1.26% | $10.11B | Nov 12, 2025 | ▲ 13.7K |
STATE STREET CORP services-computer processing & data preparation | 893.3K | 1.19% | 1.19% | $9.61B | Nov 14, 2025 | ▲ 33.5K |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. services-computer processing & data preparation | 887.8K | 1.19% | 1.19% | $9.55B | Nov 13, 2025 | ▼ 108.2K |
RENAISSANCE TECHNOLOGIES LLC services-computer processing & data preparation | 729.1K | 97.47% | 97.47% | $7.85B | Nov 13, 2025 | ▼ 48.1K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
29
Increased
+2.00M shares3
New Positions
first time holders14
Decreased
−725.6K shares0
Sold Out
fully exitedNet shares change (top 50)
+1.27M
+2.00M / −725.6K
Net new holders
+18
3 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
NRDS insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
1
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Mischner Sam Brian Chief Revenue Officer | Jun 1, 2026 | Tax Withhold | 1,572 | $8.75 | $13.8K | 249.7K | Form 4 ↗ |
Chia Teresa director | May 22, 2026 | Award | 19,710 | — | — | 39.5K | Form 4 ↗ |
Chia Teresa director | May 22, 2026 | Award | 19,764 | — | — | 19.8K | Form 4 ↗ |
MCBRIDE KENNETH THOMAS director | May 21, 2026 | Award | 19,494 | — | — | 90.5K | Form 4 ↗ |
Ling Anthony director | May 21, 2026 | Award | 19,494 | — | — | 55.4K | Form 4 ↗ |
Laube Lynne Marie director | May 21, 2026 | Award | 19,494 | — | — | 79.6K | Form 4 ↗ |
Ling Anthony director | May 20, 2026 | Award | 17,946 | — | — | 35.9K | Form 4 ↗ |
Tatum Nicholas Chief Accounting Officer | Mar 18, 2026 | Award | 28,517 | — | — | 75.7K | Form 4 ↗ |
Lee Jun Hyung Chief Financial Officer | Mar 18, 2026 | Award | 256,653 | $10.18 | $2.61M | 831.9K | Form 4 ↗ |
Lee Jun Hyung Chief Financial Officer | Mar 18, 2026 | Award | 128,326 | — | — | 416.0K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
NerdWallet, Inc. (NRDS) is primarily owned by institutional investors, who hold approximately 38.5% of total shares outstanding. Company insiders own approximately 5.71%, while retail and public investors account for the remaining 55.83%.
The largest institutional shareholder of NerdWallet, Inc. is TOPLINE CAPITAL MANAGEMENT, LLC, holding approximately 5.25 million shares — equal to 7.02% of outstanding shares — as of September 30, 2025.
A total of 153 institutional investors currently hold NRDS stock, with a combined institutional value of approximately $301,288,325 as of the most recent 13F filing period.
Frequently asked questions
NRDS ownershipNerdWallet, Inc. (NRDS) is primarily owned by institutional investors, who hold approximately 38.5% of shares. The largest shareholder is TOPLINE CAPITAL MANAGEMENT, LLC with a 7.02% stake. Company insiders hold 5.71%. Data sourced from SEC Form 13F as of September 30, 2025.