Company Analysis

NerdWallet, Inc. (NRDS)

Nasdaq: NRDS · Services-Computer Processing & Data Preparation · San Mateo, CA · filing with the SEC since 2015
Grade6.4
◀ Past 7.0● Present 6.6▶ Future 5.5

Who owns NerdWallet, Inc.

As filed with the SEC
Holders of 5% or more
2
Blackrock, Inc. holds 7.3% of Class A Stock, as its SCHEDULE 13G/A filed Jan 21, 2026 says.
Directors and officers
9
report now, of 17 people on the record since 2021. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 2 named at left.
Holders of 5% or moreshare of the class, as filed
Blackrock, Inc.
7.3%
Arrowstreet Capital, Limited Partnership
5.2%
Innovius Capital GP I, LLC
SCHEDULE 13G/A · filed Feb 17, 2026 · Class A Common Stock, $0.0001 par value per share · reported falling below 5%, from 8.4% in Nov 14, 2025
under 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 26, 2026 · Common Stock · reported falling below 5%, from 12.1% in Mar 5, 2026
under 5%
What NRDS reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Privately-Held Company
A company bought · acquisition · Oct 2025 · owns, named in the 10-K filed Feb 25, 2026
Next Door Lending LLC
A company bought · acquisition · Sep 2024 · owns, named in the 10-K filed Feb 25, 2026
Insider tradesForm 4
18sales
0purchases
6sales on a scheduled plan
2people selling
$1.8Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
212223242526
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window4 of 30 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Mcbirney Collinother3$17.9M00$0
Topline Capital Partners, LP10% owner3$17.9M00$0
Yount SamuelChief Business Officer12$1.6M00$0
Tatum NicholasChief Accounting Officer6$200,00060$0
SI Assistanton NRDS · research, not advice