Nerdwallet Inc (NRDS) Ownership

11.95 ↑0.28 (2.40%)

As of January 31, 2023, 12:21pm EST.

Institutions
Mutual Funds

Institutional Ownership

Innovius Capital Management, LLC is the biggest individual institutional holder of Nerdwallet Inc (NRDS), owning a total of 5.2 million shares. Combined, the top 24 institutional holders of NRDS own 31.42% of the company with a total of 23.4 million shares.

In the latest ownership report on September 30th 2022, the top 24 institutional holders increased their combined ownership of NRDS by 2.4 million shares. 14 institutions bought 4,396,471 total additional shares and increased their ownership by an average of 36.72%. However 6 institutions sold 1,996,382 total shares and decreased their ownership by an average of 22.96%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Nerdwallet increased by a net total of 2,400,089 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Innovius Capital Management, LLC	7.008%	0.000%	5,209,366	0	2022-09-30
Institutional Venture Management XIV LLC	5.993%	0.000%	4,454,541	0	2022-09-30
Vanguard Group Inc	4.122%	43.187%	3,064,047	924,147	2022-09-30
T. Rowe Price Investment Management,Inc.	2.408%	0.000%	1,789,977	1,789,977	2022-09-30
FMR Inc	2.346%	9.008%	1,743,566	144,077	2022-09-30
BlackRock Inc	2.179%	26.632%	1,620,056	340,715	2022-09-30
Brandywine Global Investment Mgmt LLC	1.684%	14.212%	1,251,376	155,715	2022-09-30
Point72 Asset Management, L.P.	0.730%	-16.785%	542,382	-109,400	2022-09-30
T. Rowe Price Associates, Inc.	0.710%	-77.204%	528,008	-1,788,213	2022-09-30
Geode Capital Management, LLC	0.676%	74.921%	502,123	215,066	2022-09-30
State Street Corporation	0.466%	31.248%	346,369	82,464	2022-09-30
Lord, Abbett & Co LLC	0.463%	0.000%	344,408	344,408	2022-09-30
Goldman Sachs Group Inc	0.416%	89.382%	309,360	146,008	2022-09-30
Northern Trust Corp	0.300%	19.189%	222,699	35,853	2022-09-30
Charles Schwab Investment Management Inc	0.292%	138.961%	217,139	126,271	2022-09-30
RIT Capital Partners PLC	0.210%	-37.704%	155,741	-94,259	2022-09-30
Nuveen Asset Management, LLC	0.111%	-0.188%	82,358	-155	2022-09-30
Bank of New York Mellon Corp	0.099%	34.901%	73,641	19,052	2022-09-30
Renaissance Technologies Corp	0.098%	-5.208%	72,800	-4,000	2022-09-30
Parian Global Management LP	0.081%	0.000%	60,000	60,000	2022-09-30
Walleye Trading LLC	0.070%	32.469%	51,888	12,718	2022-09-30
Newbridge Financial Services Group, Inc.	0.069%	-0.686%	51,384	-355	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Innovius Capital Management, LLC	7.008%	0.000%	5,209,366	0	2022-09-30
Institutional Venture Management XIV LLC	5.993%	0.000%	4,454,541	0	2022-09-30
Vanguard Group Inc	4.122%	43.187%	3,064,047	924,147	2022-09-30
T. Rowe Price Investment Management,Inc.	2.408%	0.000%	1,789,977	1,789,977	2022-09-30
FMR Inc	2.346%	9.008%	1,743,566	144,077	2022-09-30
BlackRock Inc	2.179%	26.632%	1,620,056	340,715	2022-09-30
Brandywine Global Investment Mgmt LLC	1.684%	14.212%	1,251,376	155,715	2022-09-30
Schonfeld Strategic Advisors LLC	0.820%	1,504.210%	609,600	571,600	2022-06-30
Point72 Asset Management, L.P.	0.730%	-16.785%	542,382	-109,400	2022-09-30
T. Rowe Price Associates, Inc.	0.710%	-77.204%	528,008	-1,788,213	2022-09-30
Geode Capital Management, LLC	0.676%	74.921%	502,123	215,066	2022-09-30
State Street Corporation	0.466%	31.248%	346,369	82,464	2022-09-30
Lord, Abbett & Co LLC	0.463%	0.000%	344,408	344,408	2022-09-30
Goldman Sachs Group Inc	0.416%	89.382%	309,360	146,008	2022-09-30
Northern Trust Corp	0.300%	19.189%	222,699	35,853	2022-09-30
Charles Schwab Investment Management Inc	0.292%	138.961%	217,139	126,271	2022-09-30
RIT Capital Partners PLC	0.210%	-37.704%	155,741	-94,259	2022-09-30
Nuveen Asset Management, LLC	0.111%	-0.188%	82,358	-155	2022-09-30
Bank of New York Mellon Corp	0.099%	34.901%	73,641	19,052	2022-09-30
Renaissance Technologies Corp	0.098%	-5.208%	72,800	-4,000	2022-09-30
Parian Global Management LP	0.081%	0.000%	60,000	60,000	2022-09-30
OCCUDO QUANTITATIVE STRATEGIES LP	0.075%	0.000%	55,564	55,564	2022-06-30
Walleye Trading LLC	0.070%	32.469%	51,888	12,718	2022-09-30
Newbridge Financial Services Group, Inc.	0.069%	-0.686%	51,384	-355	2022-09-30

Mutual Fund Ownership

T. Rowe Price Small-Cap Value is the biggest individual fund holder of Nerdwallet Inc (NRDS), owning a total of 1.2 million shares. Combined, the top 22 mutual fund holders of NRDS own 13.47% of the company with a total of 10 million shares.

In the latest ownership report on December 31st 2022, the top 22 fund holders increased their combined ownership of NRDS by 117 thousand shares. 5 funds bought 137,059 total additional shares and increased their ownership by an average of 31.03%. However 2 funds sold 19,719 total shares and decreased their ownership by an average of 6.92%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Nerdwallet increased by a net total of 117,340 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	1.453%	0.000%	1,080,320	0	2022-12-31
Vanguard Small Cap Index	1.184%	1.192%	880,318	10,368	2022-12-31
T. Rowe Price U.S. SC Value Eq Tr-Z	0.675%	17.159%	501,853	73,500	2022-12-31
Vanguard Small Cap Growth Index Inv	0.675%	-1.277%	501,411	-6,486	2022-12-31
Vanguard Extended Market Index Investor	0.588%	0.276%	437,123	1,205	2022-12-31
State St Russell Sm Cap® Indx NL Cl C	0.129%	1.054%	95,878	1,000	2022-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.124%	-12.557%	92,154	-13,233	2022-12-31
T. Rowe Price Small-Cap Value Equity	0.119%	135.482%	88,619	50,986	2022-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
T. Rowe Price Small-Cap Value	1.575%	-0.400%	1,170,578	-4,700	2022-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	1.453%	38.702%	1,080,320	301,444	2022-09-30
Vanguard Total Stock Mkt Idx Inv	1.453%	0.000%	1,080,320	0	2022-12-31
Fidelity® Select IT Services	1.296%	0.000%	963,700	0	2022-11-30
Vanguard Small Cap Index	1.184%	1.192%	880,318	10,368	2022-12-31
iShares Russell 2000 ETF	0.792%	-0.834%	588,858	-4,950	2022-12-30
T. Rowe Price Financial Services	0.705%	0.000%	523,800	0	2022-09-30
Fidelity Advisor® Stock Selec Mid Cp I	0.696%	64.910%	517,518	203,700	2022-11-30
T. Rowe Price U.S. SC Value Eq Tr-Z	0.675%	17.159%	501,853	73,500	2022-12-31
Vanguard Small Cap Growth Index Inv	0.675%	-1.277%	501,411	-6,486	2022-12-31
Vanguard Extended Market Index Investor	0.588%	0.276%	437,123	1,205	2022-12-31
Fidelity® Series All-Sector Equity	0.534%	0.000%	397,100	0	2022-11-30
Lord Abbett Micro Cap Growth I	0.296%	100.669%	220,214	110,474	2022-11-30
iShares Russell 2000 Growth ETF	0.288%	0.113%	214,269	241	2022-12-30
Fidelity® Small Cap Index	0.278%	3.626%	206,516	7,227	2022-10-31
Fidelity® Extended Market Index	0.209%	0.000%	155,213	0	2022-11-30
Schwab US Small-Cap ETF™	0.183%	0.000%	135,711	0	2022-12-30
State St Russell Sm Cap® Indx NL Cl C	0.129%	1.054%	95,878	1,000	2022-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.124%	-12.557%	92,154	-13,233	2022-12-31
T. Rowe Price Small-Cap Value Equity	0.119%	135.482%	88,619	50,986	2022-12-31
1290 VT Micro Cap K	0.116%	92.726%	86,054	41,403	2022-11-30
NT R2000 Growth Index Fund - NL	0.102%	0.000%	75,982	0	2022-09-30