Nerdwallet, Inc.
NRDSFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Nerdwallet, Inc. Makes Money
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From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 7 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 30, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| ROYAL BANK OF CANADA | 2026-03-31 | 1,324 | $14K | SEC filing |
| Entropy Technologies, LP | 2026-03-31 | 13,909 | $144K | SEC filing |
| SJS Investment Consulting Inc. | 2026-03-31 | 12 | $125 | SEC filing |
| GEODE CAPITAL MANAGEMENT, LLC | 2026-03-31 | 918,806 | $9.54M | SEC filing |
| L2 Asset Management, LLC | 2026-03-31 | 11,425 | $119K | SEC filing |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-03-31 | 17,082 | $177K | SEC filing |
| DEUTSCHE BANK AG\ | 2026-03-31 | 33,678 | $350K | SEC filing |
| Nuveen, LLC | 2026-03-31 | 83,287 | $865K | SEC filing |
| Legal & General Group Plc | 2026-03-31 | 33,750 | $350K | SEC filing |
| FIRST TRUST ADVISORS LP | 2026-03-31 | 112,917 | $1.17M | SEC filing |
| Wealth Preservation Advisors, LLC | 2026-03-31 | 8 | $83 | SEC filing |
| INTECH INVESTMENT MANAGEMENT LLC | 2026-03-31 | 10,891 | $113K | SEC filing |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2026-03-31 | 42,880 | Not shown | SEC filing |
| CITADEL ADVISORS LLC | 2026-03-31 | 89,766 | $932K | SEC filing |
| Essential Partners LLC | 2026-03-31 | 904 | $9.38K | SEC filing |
| CENTAURUS FINANCIAL, INC. | 2026-03-31 | 153,353 | Not shown | SEC filing |
| State of Wyoming | 2026-03-31 | 59,142 | $614K | SEC filing |
| D. E. Shaw & Co., Inc. | 2026-03-31 | 461,016 | $4.79M | SEC filing |
| WealthCollab, LLC | 2026-03-31 | 66 | $686 | SEC filing |
| AQR CAPITAL MANAGEMENT LLC | 2026-03-31 | 400,248 | $4.15M | SEC filing |
- Each value is checked against Nerdwallet, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 2 rows: the filed value is about 1,000 times too small for the share count at Nerdwallet, Inc.'s share price.
120 filers have only one report here.
Independent insiders buying near the same time
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-30 | McBirney Collin · Other | Common Stock | S — Open market or private sale | −454,872 | 9.27 | SEC filing |
| 2026-06-30 | Topline Capital Partners, LP · 10% owner | Common Stock | S — Open market or private sale | −454,872 | 9.27 | SEC filing |
| 2026-06-29 | Topline Capital Partners, LP · 10% owner | Common Stock | S — Open market or private sale | −587,835 | 9.22 | SEC filing |
| 2026-06-29 | McBirney Collin · Other | Common Stock | S — Open market or private sale | −587,835 | 9.22 | SEC filing |
| 2026-06-26 | Topline Capital Partners, LP · 10% owner | Common Stock | S — Open market or private sale | −919,153 | 8.95 | SEC filing |
| 2026-06-26 | McBirney Collin · Other | Common Stock | S — Open market or private sale | −919,153 | 8.95 | SEC filing |
| 2026-03-17 | YOUNT SAMUEL · Chief Business Officer | Class A Common Stock | S — Open market or private sale | −24,278 | 10.33 | SEC filing |
| 2026-03-17 | YOUNT SAMUEL · Chief Business Officer | Class A Common Stock | S — Open market or private sale | −6,154 | 10.26 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-01 | Tatum Nicholas · Chief Accounting Officer | Class A Common Stock | F — Payment of exercise price or tax by delivering securities | −3,263 | SEC filing |
| 2026-06-01 | Mischner Sam Brian · Chief Revenue Officer | Class A Common Stock | F — Payment of exercise price or tax by delivering securities | −1,572 | SEC filing |
| 2026-06-01 | Chen Tim Chao-Ming · Chief Executive Officer | Class A Common Stock | F — Payment of exercise price or tax by delivering securities | −15,309 | SEC filing |
| 2026-06-01 | Lee Jun Hyung · Chief Financial Officer | Class A Common Stock | F — Payment of exercise price or tax by delivering securities | −47,876 | SEC filing |
| 2026-05-22 | Chia Teresa · Director | Class A Common Stock | A — Grant, award, or other acquisition | +19,710 | SEC filing |
| 2026-05-22 | Chia Teresa · Director | Class A Common Stock | A — Grant, award, or other acquisition | +19,764 | SEC filing |
| 2026-05-21 | Laube Lynne Marie · Director | Class A Common Stock | A — Grant, award, or other acquisition | +19,494 | SEC filing |
| 2026-05-21 | MCBRIDE KENNETH THOMAS · Director | Class A Common Stock | A — Grant, award, or other acquisition | +19,494 | SEC filing |
Showing 8 of 40 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2022-11-07 | Institutional Venture Partners XIV, L.P. · 10% owner | Class A Common Stock | J — Other acquisition or disposition | −800,000 | SEC filing |
Showing 1 of 1 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.