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Nerdwallet Inc (NRDS)

CUSIP: 64082B102 | NYSE | Communication Services · Internet Content & Information | Small Cap | 360 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GVanguard Capital Management LLC1,653,3455.1%New 5%+ stakeSep 30, 202692d ahead of 13F (1,370,062 sh) · +283,283
13GVanguard Capital Management LLC1,653,345
5.1% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (1,370,062 sh) · +283,283

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,463,946
0.0% of portfolio›$12.9M
MacKenzie Financial Corp501,042
0.0% of portfolio›$4.4M
Principal Financial Group Inc303,195
0.0% of portfolio›$2.7M
Creative Planning251,569
0.0% of portfolio›$2.2M
SummerHaven Investment Management, LLC96,570
0.5% of portfolio›$847.9K
Strs Ohio74,300
0.0% of portfolio›$652.4K
Inspire Investing, LLC72,652
0.0% of portfolio›$637.9K
Alps Advisors Inc61,080
0.0% of portfolio›$536.3K
State of Wyoming29,785
0.0% of portfolio›$261.5K
Wealth Enhancement Advisory Services, LLC17,742
0.0% of portfolio›$173.7K
Badgley Phelps Wealth Managers, LLC16,186
0.0% of portfolio›$142.1K
Citigroup Inc10,265
0.0% of portfolio›$90.1K
Nisa Investment Advisors, LLC8,597
0.0% of portfolio›$75.5K
New York State Teachers Retirement System3,659
0.0% of portfolio›$32
Harbor Capital Advisors, Inc.3,450
0.0% of portfolio›$30
Signaturefd, LLC2,187
0.0% of portfolio›$19.2K
Covestor Ltd1,164
0.0% of portfolio›$11
Sterling Capital Management LLC1,086
0.0% of portfolio›$9.5K
CoreCap Advisors, LLC900
0.0% of portfolio›$7.9K
Parallel Advisors, LLC761
0.0% of portfolio›$6.7K
Gamma Investing LLC686
0.0% of portfolio›$6.0K
Versant Capital Management, Inc611
0.0% of portfolio›$5.4K
Farther Finance Advisors, LLC566
0.0% of portfolio›$5.0K
EverSource Wealth Advisors, LLC352
0.0% of portfolio›$3.1K
Essential Partners LLC281
0.0% of portfolio›$2.5K
Pension & Wealth Management Advisors, Inc.156
0.0% of portfolio›$1.4K
SJS Investment Consulting Inc.101
0.0% of portfolio›$887
TD Private Client Wealth LLC100
0.0% of portfolio›$878
Nfsg Corp100
0.0% of portfolio›$878
True Wealth Design, LLC84
0.0% of portfolio›$738
Monetary Solutions, Ltd75
0.0% of portfolio›$659
Simplex Trading, LLC61
0.0% of portfolio›$535
IFP Advisors, Inc57
0.0% of portfolio›$500
Parkside Financial Bank & Trust55
0.0% of portfolio›$483
SBI Securities Co., Ltd.45
0.0% of portfolio›$395
Provenance Wealth Advisors, LLC31
0.0% of portfolio›$272
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,463,946$12.9M0.0%IndexLowAustin, TX2026-11-04
MacKenzie Financial Corp
501,042$4.4M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Principal Financial Group Inc
303,195$2.7M0.0%CoreLowDes Moines, IA2026-11-02
Creative Planning
251,569$2.2M0.0%IndexVery LowOverland Park, KS2026-11-02
SummerHaven Investment Management, LLC
96,570$847.9K0.5%Deep ValueHighStamford, CT2026-10-19
Strs Ohio
74,300$652.4K0.0%CoreMediumColumbus, OH2026-10-30
Inspire Investing, LLC
72,652$637.9K0.0%GARPHighMeridian, ID2026-10-22
Alps Advisors Inc
61,080$536.3K0.0%YieldLowDenver, CO2026-11-03
State of Wyoming
29,785$261.5K0.0%ValueHighCheyenne, WY2026-10-28
Wealth Enhancement Advisory Services, LLC
17,742$173.7K0.0%CoreLowPlymouth, MN2026-10-13
Badgley Phelps Wealth Managers, LLC
16,186$142.1K0.0%GrowthVery LowSeattle, WA2026-10-22
Citigroup Inc
10,265$90.1K0.0%CoreMediumNew York, NY2026-11-04
Nisa Investment Advisors, LLC
8,597$75.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
New York State Teachers Retirement System
3,659$320.0%CoreVery LowAlbany, NY2026-10-22
Harbor Capital Advisors, Inc.
3,450$300.0%ValueHighChicago, IL2026-10-22
Signaturefd, LLC
2,187$19.2K0.0%IndexLowAtlanta, GA2026-10-23
Covestor Ltd
1,164$110.0%ValueHighLondon, United Kingdom2026-10-30
Sterling Capital Management LLC
1,086$9.5K0.0%GARPMediumCharlotte, NC2026-10-22
CoreCap Advisors, LLC
900$7.9K0.0%ETFMediumSouthfield, MI2026-10-08
Parallel Advisors, LLC
761$6.7K0.0%IndexLowSan Francisco, CA2026-11-03
Gamma Investing LLC
686$6.0K0.0%IndexVery LowFoster City, CA2026-10-08
Versant Capital Management, Inc
611$5.4K0.0%GARPLowPhoenix, AZ2026-10-02
Farther Finance Advisors, LLC
566$5.0K0.0%IndexLowSan Francisco, CA2026-10-08
EverSource Wealth Advisors, LLC
352$3.1K0.0%CoreMediumBirmingham, AL2026-11-04
Essential Partners LLC
281$2.5K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Pension & Wealth Management Advisors, Inc.
156$1.4K0.0%ETFLowWaltham, MA2026-10-16
SJS Investment Consulting Inc.
101$8870.0%ETFVery LowSylvania, OH2026-10-26
TD Private Client Wealth LLC
100$8780.0%ETFLowNew York, NY2026-10-28
Nfsg Corp
100$8780.0%Agg GrowthMediumBoca Raton, FL2026-10-15
True Wealth Design, LLC
84$7380.0%ETFMediumAkron, OH2026-10-13
Monetary Solutions, Ltd
75$6590.0%ETFVery LowDayton, OH2026-10-22
Simplex Trading, LLC
61$5350.0%CoreVery HighChicago, IL2026-11-04
IFP Advisors, Inc
57$5000.0%GrowthLowTampa, FL2026-10-16
Parkside Financial Bank & Trust
55$4830.0%CoreVery LowSaint Louis, MO2026-10-27
SBI Securities Co., Ltd.
45$3950.0%Agg GrowthLowTokyo, Mexico2026-10-22
Provenance Wealth Advisors, LLC
31$2720.0%ETFLowFort Lauderdale, FL2026-10-30