Who Owns NerdWallet Stock?
NASDAQ: NRDSCommunication ServicesInternet Content & InformationUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 89.46%
- Held by insiders
- 5.83%
- Institutional holders
- 210
- Institutions 89.5%
- Insiders 5.8%
- Public and other 4.7%
Who owns NerdWallet stock?
Institutional investors own about 89.5% of NerdWallet's shares, spread across 210 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 5.83% of NRDS.
The largest institutional holders are Topline Capital Management, LLC (10.20%), Blackrock Inc. (8.00%) and Arrowstreet Capital, Limited Partnership (5.49%). Together, the top 10 institutions control 46.9% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their NRDS positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of NRDS
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Topline Capital Management, LLC | 3.29M | 10.20% | -37.4% |
| Blackrock Inc. | 2.58M | 8.00% | -15.7% |
| Arrowstreet Capital, Limited Partnership | 1.77M | 5.49% | -2.1% |
| Dimensional Fund Advisors LP | 1.43M | 4.45% | +8.4% |
| Vanguard Capital Management LLC | 1.37M | 4.25% | +0.9% |
| Quinn Opportunity Partners, LLC | 1.05M | 3.26% | +6.4% |
| Jacobs Levy Equity Management, Inc. | 1.03M | 3.21% | +42.9% |
| State Street Corporation | 926.57K | 2.87% | +2.4% |
| Geode Capital Management, LLC | 851.68K | 2.64% | -7.3% |
| Shaw D.E. & Co., Inc. | 813.81K | 2.52% | +76.5% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of NRDS
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 1.01M | 3.12% |
| iShares Trust-iShares Russell 2000 ETF | 864.27K | 2.68% |
| Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF | 649.04K | 2.01% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 361.02K | 1.12% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 339.69K | 1.05% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 333.51K | 1.03% |
| iShares Trust-iShares Russell 2000 Growth ETF | 328.40K | 1.02% |
| Principal Exchange-Traded Funds-Principal U.S. Small-Cap ETF | 293.73K | 0.91% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | 250.31K | 0.78% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Small-Cap Equity Fund | 224.37K | 0.70% |
Frequently asked questions
Who is the largest shareholder of NerdWallet?
Topline Capital Management, LLC is the largest institutional shareholder of NRDS, owning 10.20% of shares outstanding (3.29M shares) as of its latest 13F filing.
What percentage of NerdWallet is owned by institutions?
Institutions own about 89.5% of NRDS shares and 95.0% of the public float.
How much of NerdWallet do insiders own?
Insiders, such as officers and directors, own about 5.83% of NRDS shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.