Nerdwallet Inc

Search
⚲

Nerdwallet Inc
Ticker	NRDS
CIK #	0001625278
CUSIP	64082B102
Sector	Technology - Services-Computer Processing & Data Preparation
Address	55 Hawthorne Street 11th Floor, San Francisco, CA 94105
Source	[EDGAR]

Reg D Offering (Form D)	Filed	Raised	Terms
Nerdwallet Inc	2020-12-02	54.3 M	Exemption: 506(b) · Duration: One year or less · Revenue: Decline to Disclose

Form 13D/13G Filer	Form 13D/13G Subject	Filed	% Owned
Arrowstreet Capital Limited Partnership	Nerdwallet Inc	[2026-05-15]	0.0
Topline Capital Management LLC	Nerdwallet Inc	[2024-08-19]	81947.6
T Rowe Price Investment Management Inc	Nerdwallet Inc	[2024-02-14]	5.2
BlackRock Inc	Nerdwallet Inc	[2024-01-29]	5.7
FMR LLC	Nerdwallet Inc	[2023-02-09]	0.0
Vanguard Group Inc	Nerdwallet Inc	[2023-02-09]	7.33
Innovius Capital Sirius I LP	Nerdwallet Inc	[2022-02-14]	15.3
Price T Rowe Associates Inc /MD/	Nerdwallet Inc	[2022-02-14]	5.8
Institutional Venture Partners XIV LP	Nerdwallet Inc	[2022-02-14]	13.0

Form 3/4/5 Filer	2011 - 2026
Topline Capital Management LLC
Nerdwallet Inc
McBirney Collin
Topline Capital Partners LP
Mischner Sam Brian
Chen Tim Chao-Ming
Lee Jun Hyung
Tatum Nicholas
Laube Lynne Marie
Chia Teresa
McBride Kenneth Thomas
Ling Anthony
Yount Samuel
Ceran Jennifer
StClair Lauren
Taylor Maurice Kevin
Yuann Kevin
Caine John
Institutional Venture Partners XIV LP
Gillease Kelly
Loverro Thomas
Robinson James D III
Miller J Sanford
Phelps Dennis B
Institutional Venture Management XIV LLC
Chaffee Todd C
Maltz Jules A
Harrick Stephen J
Fogelsong Norman A
Innovius Capital Sirius I LP
Innovius Capital GP I LLC

Insider Transaction (Form 3/4/5)	Date	Action	Shares	Price	Value ($)
Lee Jun Hyung Employee Stock Options (right to buy) · derivative	2026-03-18	Grant	256,653	$0.00
Tatum Nicholas Class A Common Stock	2026-03-18	Grant	28,517	$0.00
Lee Jun Hyung Class A Common Stock	2026-03-18	Grant	128,326	$0.00
Yount Samuel Class A Common Stock	2026-03-17	Sell	6,154	$10.26	63,140
Yount Samuel Class A Common Stock	2026-03-17	Sell	24,278	$10.33	250,792
Yount Samuel Class A Common Stock	2026-03-17	Sell	6,154	$10.26	63,140
Yount Samuel Class A Common Stock	2026-03-17	Sell	35,402	$10.33	365,703
Yount Samuel Class A Common Stock	2026-03-12	Sell	211	$10.60	2,237
Yount Samuel Class A Common Stock	2026-03-12	Sell	2,800	$10.61	29,708
Tatum Nicholas Class A Common Stock	2026-03-05	Sell	10,151	$11.45	116,229
Tatum Nicholas Class A Common Stock	2026-03-04	Sell	298	$11.45	3,412
Tatum Nicholas Class A Common Stock	2026-03-04	Sell	595	$11.45	6,813
Tatum Nicholas Class A Common Stock	2026-03-04	Gift	595	$0.00
Chen Tim Chao-Ming Class A Common Stock	2026-03-02	Tax withheld	11,095	$11.08	122,933
Tatum Nicholas Class A Common Stock	2026-03-02	Tax withheld	2,827	$11.08	31,323
Yount Samuel Class A Common Stock	2026-03-02	Tax withheld	3,779	$11.08	41,871
Tatum Nicholas Class A Common Stock	2025-12-03	Sell	596	$15.93	9,494
Class A Common Stock	2025-12-03	Sell	1,191	$15.93	18,973
Yount Samuel Class A Common Stock	2025-12-02	Sell	15,945	$16.04	255,758
Tatum Nicholas Class A Common Stock	2025-12-02	Tax withheld	2,511	$15.41	38,695
showing 20 of 200 most recent transactions

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Y-Intercept Hong Kong Ltd	[2026-06-30]	SOLE	19,788	19,788
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	96	13,230
Versant Capital Management Inc	[2026-06-30]	SOLE	1,749	1,749
Alaska Retirement Management Board	[2026-06-30]	SOLE	1,743	1,743
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	1,285
Corecap Advisors LLC	[2026-06-30]	SOLE	0	900
Gamma Investing LLC	[2026-06-30]	DFND	356	356
IFP Advisors LLC	[2026-06-30]	SOLE	196	196
True Wealth Design LLC	[2026-06-30]	SOLE	0	91
Prev \| Page 1 \| Next

Stock Issuer and Owners