NRDSNasdaqServices-Computer Processing & Data PreparationFiscal year ends December 31
NERDWALLET, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$10.07+0.04 (+0.45%)
Close on Oct 19, 2026
- Market cap
- $662.61M
- P/E (TTM)
- 11.3
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
42.6%
27M of 64M shares
Institutional holders
147
28 new, 36 sold out
Net institutional buying
-3M
In Q2 2026
Insider trades, 12 months
0 buys · 23 sales
Net sold $37.52M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Topline Capital Partners, LP | 5,294,343 | – | 13G (passive) amendment | Nov 7, 2024 |
| BlackRock, Inc. | 2,977,791 | 7.30% | 13G (passive) amendment | Dec 31, 2025 |
| T. Rowe Price Investment Management, Inc. | 2,725,877 | 5.80% | 13G (passive) amendment | Nov 14, 2024 |
| Arrowstreet Capital Holding LLC | 1,808,988 | 5.20% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of NRDS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Topline Capital Management, LLC | 3,289,285 | 5.15% | $30.43M | −1,961,860 | 7.89% |
| BlackRock, Inc. | 2,579,569 | 4.04% | $23.86M | −481,178 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 1,770,333 | 2.77% | $16.38M | −38,655 | 0.01% |
| Dimensional Fund Advisors LP | 1,433,877 | 2.24% | $13.26M | +111,029 | 0.00% |
| Vanguard Capital Management LLC | 1,370,062 | 2.14% | $12.67M | +11,622 | 0.00% |
| Quinn Opportunity Partners LLC | 1,052,114 | 1.65% | $9.73M | +62,965 | 0.45% |
| Jacobs Levy Equity Management, Inc | 1,034,562 | 1.62% | $9.57M | +310,766 | 0.03% |
| State Street Corp | 926,571 | 1.45% | $8.57M | +21,297 | 0.00% |
| Geode Capital Management, LLC | 851,676 | 1.33% | $7.88M | −67,130 | 0.00% |
| D. E. Shaw & Co., Inc. | 813,807 | 1.27% | $7.53M | +352,791 | 0.00% |
| Vanguard Portfolio Management LLC | 789,259 | 1.23% | $7.30M | −655,813 | 0.00% |
| FMR LLC | 665,591 | 1.04% | $6.16M | +197,564 | 0.00% |
| Morgan Stanley | 624,993 | 0.98% | $5.78M | +421,649 | 0.00% |
| Renaissance Technologies LLC | 527,000 | 0.82% | $4.87M | −475,275 | 0.01% |
| Hrt Financial LP | 489,854 | 0.77% | $4.53K | +275,322 | 0.00% |
| OP Asset Management Ltd | 468,194 | 0.73% | $4.33M | −201,992 | 0.05% |
| American Century Companies Inc | 349,537 | 0.55% | $3.23M | +198,318 | 0.00% |
| Northern Trust Corp | 341,362 | 0.53% | $3.16M | +37,732 | 0.00% |
| Trexquant Investment LP | 339,017 | 0.53% | $3.14M | −284,150 | 0.02% |
| UBS Group AG | 320,124 | 0.50% | $2.96M | −46,848 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 147 | 27M | 42.6% | 28 / 49 | 51 / 36 | 4M | 7M |
| Q1 2026 | 158 | 30M | 47.5% | 38 / 59 | 47 / 38 | 8M | 4M |
| Q4 2025 | 161 | 30M | 46.3% | 34 / 61 | 47 / 18 | 4M | 3M |
| Q3 2025 | 145 | 28M | 43.8% | 30 / 47 | 42 / 23 | 3M | 2M |
| Q2 2025 | 139 | 27M | 42.9% | 27 / 61 | 28 / 21 | 3M | 3M |
| Q1 2025 | 134 | 27M | 43.0% | 35 / 39 | 37 / 26 | 4M | 5M |
| Q4 2024 | 128 | 29M | 45.8% | 32 / 47 | 35 / 15 | 13M | 5M |
| Q3 2024 | 113 | 27M | 42.0% | 25 / 37 | 30 / 18 | 6M | 8M |
| Q2 2024 | 108 | 32M | 49.3% | 18 / 49 | 26 / 22 | 2M | 3M |
| Q1 2024 | 114 | 32M | 50.5% | 21 / 32 | 41 / 11 | 4M | 3M |
| Q4 2023 | 104 | 31M | 48.0% | 23 / 43 | 24 / 14 | 5M | 2M |
| Q3 2023 | 95 | 28M | 43.2% | 11 / 34 | 32 / 22 | 4M | 5M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of NRDS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,006,684 | 1.57% | $9.31M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 850,413 | 1.33% | $7.87M | 0.01% | Jun 30, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 564,172 | 0.88% | $5.22M | 0.09% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 361,023 | 0.56% | $3.25M | 0.01% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 333,515 | 0.52% | $3.09M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 310,950 | 0.49% | $2.88M | 0.02% | Jun 30, 2026 |
| Principal U.S. Small-Cap ETF | 297,497 | 0.47% | $2.75M | 0.12% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 285,393 | 0.45% | $2.57M | 0.02% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 250,315 | 0.39% | $2.25M | 0.02% | Jul 31, 2026 |
| Avantis U.S. Small Cap Value ETF | 228,781 | 0.36% | $1.97M | 0.01% | May 31, 2026 |
| Vanguard Strategic Small-Cap Equity Fund | 224,373 | 0.35% | $2.08M | 0.07% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 203,155 | 0.32% | $1.75M | 0.01% | May 31, 2026 |
| U.S. Small Cap Portfolio | 189,244 | 0.30% | $1.70M | 0.01% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 181,470 | 0.28% | $1.56M | 0.00% | May 31, 2026 |
| Vanguard Explorer Fund | 176,809 | 0.28% | $1.59M | 0.01% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Tim Chao-Ming Chen | Chief Executive Officer, Director, 10% owner | 23,560,479 | 36.86% | Sep 3, 2026 |
| Nicholas Tatum | Chief Accounting Officer | 69,466 | 0.11% | Sep 3, 2026 |
| Jun Hyung Lee | Chief Financial Officer | 354,783 | 0.56% | Sep 3, 2026 |
| Sam Brian Mischner | Chief Revenue Officer | 228,121 | 0.36% | Sep 3, 2026 |
| Samuel Yount | Chief Business Officer | 915,436 | 1.43% | Mar 19, 2026 |
| Lauren StClair | Chief Financial Officer | 465,106 | 0.73% | Mar 5, 2025 |
| Anthony Ling | Director | 55,436 | 0.09% | May 26, 2026 |
| Lynne Marie Laube | Director | 79,627 | 0.12% | May 26, 2026 |
| Teresa Chia | Director | 39,474 | 0.06% | May 26, 2026 |
| Kenneth Thomas McBride | Director | 90,526 | 0.14% | May 26, 2026 |
| Jennifer Ceran | Director | 54,236 | 0.08% | May 23, 2025 |
| Topline Capital Management, LLC | – | 5,251,145 | 8.21% | Jun 30, 2026 |
| Topline Capital Partners, LP | 10% owner | 3,289,285 | 5.15% | Jun 30, 2026 |
| Collin McBirney | – | 3,289,285 | 5.15% | Jun 30, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jun Hyung Lee Chief Financial Officer | Sep 1, 2026 | Tax withholding | −13,299 | $9.78 | $130.06K | 354,783 |
| Nicholas Tatum Chief Accounting Officer | Sep 1, 2026 | Tax withholding | −2,990 | $9.78 | $29.24K | 69,466 |
| Sam Brian Mischner Chief Revenue Officer | Sep 1, 2026 | Tax withholding | −22,643 | $9.78 | $221.45K | 228,121 |
| Tim Chao-Ming Chen Chief Executive Officer, Director, 10% owner | Sep 1, 2026 | Tax withholding | −7,723 | $9.78 | $75.53K | 539,160 |
| Collin McBirney – | Jun 30, 2026 | Sale | −454,872 | $9.27 | $4.22M | 3,289,285 |
| Topline Capital Partners, LP 10% owner | Jun 30, 2026 | Sale | −454,872 | $9.27 | $4.22M | 3,289,285 |
| Collin McBirney – | Jun 29, 2026 | Sale | −587,835 | $9.22 | $5.42M | 3,744,157 |
| Topline Capital Partners, LP 10% owner | Jun 29, 2026 | Sale | −587,835 | $9.22 | $5.42M | 3,744,157 |
| Collin McBirney – | Jun 26, 2026 | Sale | −919,153 | $8.95 | $8.23M | 4,331,992 |
| Topline Capital Partners, LP 10% owner | Jun 26, 2026 | Sale | −919,153 | $8.95 | $8.23M | 4,331,992 |
| Nicholas Tatum Chief Accounting Officer | Jun 1, 2026 | Tax withholding | −3,263 | $8.75 | $28.55K | 72,456 |
| Sam Brian Mischner Chief Revenue Officer | Jun 1, 2026 | Tax withholding | −1,572 | $8.75 | $13.76K | 249,725 |
| Tim Chao-Ming Chen Chief Executive Officer, Director, 10% owner | Jun 1, 2026 | Tax withholding | −15,309 | $8.75 | $133.95K | 546,883 |
| Jun Hyung Lee Chief Financial Officer | Jun 1, 2026 | Tax withholding | −47,876 | $8.75 | $418.92K | 368,082 |
| Teresa Chia Director | May 22, 2026 | Award | +19,710 | – | – | 39,474 |
| Teresa Chia Director | May 22, 2026 | Award | +19,764 | – | – | 19,764 |
| Kenneth Thomas McBride Director | May 21, 2026 | Award | +19,494 | – | – | 90,526 |
| Lynne Marie Laube Director | May 21, 2026 | Award | +19,494 | – | – | 79,627 |
| Anthony Ling Director | May 21, 2026 | Award | +19,494 | – | – | 55,436 |
| Anthony Ling Director | May 20, 2026 | Award | +17,946 | – | – | 35,942 |
| Jun Hyung Lee Chief Financial Officer | Mar 18, 2026 | Award | +128,326 | – | – | 415,958 |
| Nicholas Tatum Chief Accounting Officer | Mar 18, 2026 | Award | +28,517 | – | – | 75,719 |
| Samuel Yount Chief Business Officer | Mar 17, 2026 | Sale | −6,154 | $10.26 | $63.14K | 307,885 |
| Samuel Yount Chief Business Officer | Mar 17, 2026 | Sale | −35,402 | $10.33 | $365.70K | 314,039 |
| Samuel Yount Chief Business Officer | Mar 17, 2026 | Sale | −6,154 | $10.26 | $63.14K | 349,441 |
| Samuel Yount Chief Business Officer | Mar 17, 2026 | Sale | −24,278 | $10.33 | $250.79K | 173,973 |
| Samuel Yount Chief Business Officer | Mar 12, 2026 | Sale | −211 | $10.60 | $2.24K | 355,595 |
| Samuel Yount Chief Business Officer | Mar 12, 2026 | Sale | −2,800 | $10.61 | $29.71K | 198,251 |
| Nicholas Tatum Chief Accounting Officer | Mar 5, 2026 | Sale(10b5-1 plan) | −10,151 | $11.45 | $116.23K | 47,202 |
| Nicholas Tatum Chief Accounting Officer | Mar 4, 2026 | Gift | −595 | – | – | 57,353 |
| Nicholas Tatum Chief Accounting Officer | Mar 4, 2026 | Sale(10b5-1 plan) | −298 | $11.45 | $3.41K | 57,948 |
| Nicholas Tatum Chief Accounting Officer | Mar 4, 2026 | Sale(10b5-1 plan) | −595 | $11.45 | $6.81K | 58,246 |
| Nicholas Tatum Chief Accounting Officer | Mar 2, 2026 | Tax withholding | −2,827 | $11.08 | $31.32K | 58,841 |
| Tim Chao-Ming Chen Chief Executive Officer, Director, 10% owner | Mar 2, 2026 | Tax withholding | −11,095 | $11.08 | $122.93K | 562,192 |
| Samuel Yount Chief Business Officer | Mar 2, 2026 | Tax withholding | −3,779 | $11.08 | $41.87K | 433,578 |
| Nicholas Tatum Chief Accounting Officer | Dec 3, 2025 | Sale(10b5-1 plan) | −1,191 | $15.93 | $18.97K | 62,263 |
| Nicholas Tatum Chief Accounting Officer | Dec 3, 2025 | Sale(10b5-1 plan) | −596 | $15.93 | $9.49K | 62,858 |
| Nicholas Tatum Chief Accounting Officer | Dec 2, 2025 | Tax withholding | −2,511 | $15.41 | $38.69K | 63,454 |
| Samuel Yount Chief Business Officer | Dec 2, 2025 | Tax withholding | −4,862 | $15.41 | $74.92K | 437,357 |
| Tim Chao-Ming Chen Chief Executive Officer, Director, 10% owner | Dec 2, 2025 | Tax withholding | −15,309 | $15.41 | $235.91K | 573,287 |
| Samuel Yount Chief Business Officer | Dec 2, 2025 | Sale | −15,945 | $16.04 | $255.76K | 358,116 |
| Samuel Yount Chief Business Officer | Nov 26, 2025 | Sale | −10,000 | $15.07 | $150.70K | 374,061 |
| Samuel Yount Chief Business Officer | Nov 24, 2025 | Sale | −5,040 | $14.28 | $71.97K | 384,061 |
| Samuel Yount Chief Business Officer | Nov 14, 2025 | Sale | −521 | $14.25 | $7.42K | 389,101 |
| Samuel Yount Chief Business Officer | Nov 13, 2025 | Sale | −14,439 | $14.34 | $207.06K | 387,312 |
| Samuel Yount Chief Business Officer | Nov 13, 2025 | Sale | −12,129 | $14.34 | $173.93K | 389,622 |
| Nicholas Tatum Chief Accounting Officer | Oct 2, 2025 | Sale(10b5-1 plan) | −4,272 | $10.76 | $45.97K | 68,020 |
| Nicholas Tatum Chief Accounting Officer | Oct 2, 2025 | Gift | −2,055 | – | – | 65,965 |
| Samuel Yount Chief Business Officer | Sep 2, 2025 | Tax withholding | −4,862 | $10.26 | $49.88K | 440,835 |
| Tim Chao-Ming Chen Chief Executive Officer, Director, 10% owner | Sep 2, 2025 | Tax withholding | −15,310 | $10.26 | $157.08K | 588,596 |
| Nicholas Tatum Chief Accounting Officer | Sep 2, 2025 | Tax withholding | −2,511 | $10.26 | $25.76K | 72,292 |
| Samuel Yount Chief Business Officer | Jul 11, 2025 | Tax withholding | −201,544 | $10.59 | $2.13M | 445,697 |
| Samuel Yount Chief Business Officer | Jun 3, 2025 | Award | +62,790 | – | – | 647,241 |
| Tim Chao-Ming Chen Chief Executive Officer, Director, 10% owner | Jun 2, 2025 | Tax withholding | −15,309 | $10.52 | $161.05K | 603,906 |
| Samuel Yount Chief Business Officer | Jun 2, 2025 | Tax withholding | −2,067 | $10.52 | $21.74K | 584,451 |
| Nicholas Tatum Chief Accounting Officer | Jun 2, 2025 | Tax withholding | −1,985 | $10.52 | $20.88K | 74,803 |
| Anthony Ling Director | May 22, 2025 | Award | +17,996 | – | – | 17,996 |
| Lynne Marie Laube Director | May 21, 2025 | Award | +18,137 | – | – | 60,133 |
| Kenneth Thomas McBride Director | May 21, 2025 | Award | +18,137 | – | – | 71,032 |
| Jennifer Ceran Director | May 21, 2025 | Award | +18,137 | – | – | 54,236 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Samuel Yount Former Officer | Jul 2, 2026 | 33,153 | $311.86K | Jul 2, 2026 | Stock Option Exercise |
| Margaret Yount Crt The Former affiliate | Jun 2, 2026 | 300 | $2.63K | Jun 2, 2026 | Merger/Acquisition |
| Llc Bearman Former Affiliate | Jun 2, 2026 | 500 | $4.38K | Jun 2, 2026 | Merger/Acquisition |
| Smb Charitable Remainder Trust The former affiliate | Jun 2, 2026 | 400 | $3.50K | Jun 2, 2026 | Merger/Acquisition |
| Margaret Yount Crt The Former affiliate | Jun 1, 2026 | 15,728 | $137.73K | Jun 1, 2026 | Merger/Acquisition |
| Llc Bearman Former Affiliate | Jun 1, 2026 | 35,062 | $306.99K | Jun 1, 2026 | Merger/Acquisition |
| Smb Charitable Remainder Trust The former affiliate | Jun 1, 2026 | 17,314 | $151.58K | Jun 1, 2026 | Merger/Acquisition |
| Llc Bearman Former Affiliate | May 26, 2026 | 71,193 | $587.96K | May 26, 2026 | Merger/Acquisition |
| Family Rev Trust Yount Former Affiliate | May 26, 2026 | 78,807 | $650.75K | May 26, 2026 | Merger/Acquisition |
| Family Rev Trust Yount Former Affiliate | May 22, 2026 | 150,000 | $1.25M | May 22, 2026 | Merger/Acquisition |
| Family Rev Trust Yount Officer | Mar 17, 2026 | 35,402 | $365.75K | Mar 17, 2026 | Merger/Acquisition |
| Margaret Yount Crt The Officer | Mar 17, 2026 | 6,154 | $63.13K | Mar 17, 2026 | Merger/Acquisition |
| Smb Charitable Remainder Trust The Officer | Mar 17, 2026 | 6,154 | $63.16K | Mar 17, 2026 | Merger/Acquisition |
| Trust Bearman Officer | Mar 17, 2026 | 24,278 | $250.87K | Mar 17, 2026 | Merger/Acquisition |
| Trust Bearman Officer | Mar 12, 2026 | 2,800 | $29.71K | Mar 12, 2026 | Merger/Acquisition |