Institutional Ownership Nerdwallet, Inc. (NRDS)
This table provides information about the institutional ownership of Nerdwallet, Inc. (NRDS). We have compiled data on the 147 institutions that hold shares in the stock, with a total of 27.4 Million shares, which have been reported (via 13F filing form) to have a value of $293 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
176
shares
|
$1,856
0.0% of portfolio
|
Q2 2025
Added 506.9%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
172
shares
|
$1,814
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
120
shares
|
$1,266
0.0% of portfolio
|
Q1 2025
Reduced 80.17%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
116
shares
|
$1,223
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
100
shares
|
$1,055
0.0% of portfolio
|
Q2 2025
Added 163.16%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
95
shares
|
$1,002
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
91
shares
|
$960
0.0% of portfolio
|
Q2 2025
Added 121.95%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
55
shares
|
$580
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
37
shares
|
$390
0.0% of portfolio
|
Q2 2025
Reduced 38.33%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
25
shares
|
$263
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
25
shares
|
$263
0.0% of portfolio
|
Q2 2025
Reduced 19.35%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
18
shares
|
$189
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
7
shares
|
$73
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|