Institutional Ownership Nerdwallet, Inc. (NRDS)
This table provides information about the institutional ownership of Nerdwallet, Inc. (NRDS). We have compiled data on the 120 institutions that hold shares in the stock, with a total of 25.3 Million shares, which have been reported (via 13F filing form) to have a value of $339 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
349
shares
|
$4,519
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
299
shares
|
$3,872
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
251
shares
|
$3,250
0.0% of portfolio
|
Q3 2024
Added 527.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
229
shares
|
$2,965
0.0% of portfolio
|
Q3 2024
Reduced 27.99%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
116
shares
|
$1,502
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
106
shares
|
$1,372
0.0% of portfolio
|
Q3 2024
Added 96.3%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
100
shares
|
$1,295
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
40
shares
|
$518
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
40
shares
|
$518
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
18
shares
|
$233
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
17
shares
|
$220
0.0% of portfolio
|
Q3 2024
Reduced 63.04%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
5
shares
|
$64
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
1
shares
|
$12
0.0% of portfolio
|
Q3 2024
New holding
|