Nerdwallet, Inc. 13F holders
147 funds reported a position in Nerdwallet, Inc. in their 13F for the quarter ended 30 June 2026, together 27.3 million shares worth $252.3 million. Against the quarter before, 25 opened a position, 49 added, 51 trimmed and 37 sold out; together they sold a net 3.1 million shares. The largest holders: Topline Capital Management, LLC, BlackRock, Inc. and Arrowstreet Capital, Limited Partnership.
Funds holding147-12 on Q1 2026
Shares they held27.3Mworth $252.3 million
Net sold on the quarter3.1M sharesabout $28.3 million at the funds' values
Funds buying to selling74 to 88opened or added, to cut or sold
Opened 25Added 49Held 20Trimmed 51Sold out 37
What each fund did in NRDS against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in NRDS in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,241 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 24 reported a position in Nerdwallet, Inc.: 5 opened one, 7 added, 4 trimmed and 3 sold out, a net 163,718 shares bought.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| SummerHaven Investment Management, LLC | +96,570 | 96,570 | new | 13F |
| Inspire Investing, LLC | +72,652 | 72,652 | new | 13F |
| Nisa Investment Advisors, LLC | +7,011 | 8,597 | added | 13F |
| Wealth Enhancement Advisory Services, LLC | +4,512 | 17,742 | added | 13F |
| Harbor Capital Advisors, Inc. | +3,450 | 3,450 | new | 13F |
| State of Wyoming | +2,778 | 29,785 | added | 13F |
| Signaturefd, LLC | +2,187 | 2,187 | new | 13F |
| Versant Capital Management, Inc | -1,138 | 611 | trimmed | 13F |
| Sterling Capital Management LLC | +970 | 1,086 | added | 13F |
| Farther Finance Advisors, LLC | -719 | 566 | trimmed | 13F |
| Gamma Investing LLC | +330 | 686 | added | 13F |
| Essential Partners LLC | +242 | 281 | added | 13F |
| IFP Advisors, Inc | -139 | 57 | trimmed | 13F |
| TD Private Client Wealth LLC | +100 | 100 | new | 13F |
| SJS Investment Consulting Inc. | +11 | 101 | added | 13F |
| True Wealth Design, LLC | -7 | 84 | trimmed | 13F |
| Caitong International Asset Management Co., Ltd | -3,561 | 0 | sold out | 13F |
| State of Alaska, Department of Revenue | -1,743 | 0 | sold out | 13F |
| Y-Intercept (Hong Kong) Ltd | -19,788 | 0 | sold out | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 7 reported a position in Nerdwallet, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 851,676 shares worth $7.9 million, 0.0% of its reported book. In the quarter, 3 funds added or opened a position and 4 trimmed or sold out; together they sold a net 488,115 shares, about $4.5 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 851,676 | $7.9 million | 0.0% | -67,130 | trimmed | 30 June 2026 | 13F |
| FMR LLC | 665,591 | $6.2 million | 0.0% | +197,564 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 527,000 | $4.9 million | 0.0% | -475,275 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 298,070 | $2.8 million | 0.0% | -309,698 | trimmed | 30 June 2026 | 13F |
| Citadel Advisors | 285,636 | $2.6 million | 0.0% | +195,870 | added | 30 June 2026 | 13F |
| Point72 Asset Management | 84,480 | $781,440 | 0.0% | -40,897 | trimmed | 30 June 2026 | 13F |
| Two Sigma Investments | 49,651 | $459,272 | 0.0% | +11,451 | added | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Topline Capital Management, LLC | 3,289,285 | 12.07% | $30.4 million | 7.89% | -1,961,860 | 13F |
| BlackRock, Inc. | 2,579,569 | 9.47% | $23.9 million | 0.00% | -481,178 | 13F |
| Arrowstreet Capital, Limited Partnership | 1,770,333 | 6.50% | $16.4 million | 0.01% | -38,655 | 13F |
| Dimensional Fund Advisors LP | 1,433,877 | 5.26% | $13.3 million | 0.00% | +111,029 | 13F |
| Vanguard Capital Management LLC | 1,370,062 | 5.03% | $12.7 million | 0.00% | +11,622 | 13F |
| Quinn Opportunity Partners LLC | 1,052,114 | 3.86% | $9.7 million | 0.46% | +62,965 | 13F |
| Jacobs Levy Equity Management, Inc. | 1,034,562 | 3.80% | $9.6 million | 0.03% | +310,766 | 13F |
| State Street Corp. | 926,571 | 3.40% | $8.6 million | 0.00% | +21,297 | 13F |
| Geode Capital Management, LLC | 851,676 | 3.13% | $7.9 million | 0.00% | -67,130 | 13F |
| D. E. Shaw & Co., Inc. | 813,807 | 2.99% | $7.5 million | 0.01% | +352,791 | 13F |
| Vanguard Portfolio Management LLC | 789,259 | 2.90% | $7.3 million | 0.00% | -655,813 | 13F |
| FMR LLC | 665,591 | 2.44% | $6.2 million | 0.00% | +197,564 | 13F |
| Morgan Stanley | 624,993 | 2.29% | $5.8 million | 0.00% | +421,649 | 13F |
| Renaissance Technologies LLC | 527,000 | 1.93% | $4.9 million | 0.01% | -475,275 | 13F |
| HRT Financial LP | 489,854 | 1.80% | $4.5 million | 0.01% | +275,322 | 13F |
| OP Asset Management Ltd | 468,194 | 1.72% | $4.3 million | 0.05% | -201,992 | 13F |
| American Century Companies Inc. | 349,537 | 1.28% | $3.2 million | 0.00% | +198,318 | 13F |
| Northern Trust Corp. | 341,362 | 1.25% | $3.2 million | 0.00% | +37,732 | 13F |
| Trexquant Investment LP | 339,017 | 1.24% | $3.1 million | 0.02% | -284,150 | 13F |
| UBS Group AG | 320,124 | 1.17% | $3.0 million | 0.00% | -46,848 | 13F |
| Principal Financial Group Inc. | 303,401 | 1.11% | $2.8 million | 0.00% | +23,761 | 13F |
| Millennium Management LLC | 298,070 | 1.09% | $2.8 million | 0.00% | -309,698 | 13F |
| Goldman Sachs Group Inc. | 297,661 | 1.09% | $2.8 million | 0.00% | +35,258 | 13F |
| Citadel Advisors LLC | 285,636 | 1.05% | $2.6 million | 0.00% | +195,870 | 13F |
| Charles Schwab Investment Management Inc. | 262,293 | 0.96% | $2.4 million | 0.00% | -36,019 | 13F |
| Bridgeway Capital Management, LLC | 257,136 | 0.94% | $2.4 million | 0.04% | new | 13F |
| AllianceBernstein L.P. | 214,820 | 0.79% | $2.2 million | 0.00% | -30,959 | 13F |
| State of Wisconsin Investment Board | 229,958 | 0.84% | $2.1 million | 0.00% | +73,022 | 13F |
| Los Angeles Capital Management LLC | 225,937 | 0.83% | $2.1 million | 0.01% | -19,145 | 13F |
| Connor, Clark & Lunn Investment Management Ltd. | 225,650 | 0.83% | $2.1 million | 0.00% | -62,698 | 13F |
| Vanguard Fiduciary Trust Co. | 214,530 | 0.79% | $2.0 million | 0.00% | -40,584 | 13F |
| Mackenzie Financial Corp. | 191,473 | 0.70% | $1.8 million | 0.00% | +124,379 | 13F |
| AQR Capital Management LLC | 175,027 | 0.64% | $1.6 million | 0.00% | -225,221 | 13F |
| Nuveen, LLC | 173,462 | 0.64% | $1.6 million | 0.00% | +90,175 | 13F |
| Jump Financial, LLC | 154,800 | 0.57% | $1.4 million | 0.01% | +83,175 | 13F |
| Centaurus Financial, Inc. | 153,353 | 0.56% | $1.4 million | 0.06% | no change | 13F |
| XTX Topco Ltd | 149,428 | 0.55% | $1.4 million | 0.02% | -149,621 | 13F |
| Citigroup Inc. | 145,482 | 0.53% | $1.3 million | 0.00% | +137,887 | 13F |
| Empowered Funds, LLC | 132,136 | 0.48% | $1.2 million | 0.01% | new | 13F |
| Vanguard Global Advisers, LLC | 129,433 | 0.47% | $1.2 million | 0.00% | +84,528 | 13F |
| Ameriprise Financial Inc. | 123,697 | 0.45% | $1.1 million | 0.00% | +1,955 | 13F |
| Susquehanna Fundamental Investments, LLC | 114,994 | 0.42% | $1.1 million | 0.02% | -93,817 | 13F |
| Invesco Ltd. | 114,109 | 0.42% | $1.1 million | 0.00% | +1,040 | 13F |
| Quantinno Capital Management LP | 111,236 | 0.41% | $1.0 million | 0.00% | +38,472 | 13F |
| Bank of New York Mellon Corp | 109,809 | 0.40% | $1.0 million | 0.00% | -5,529 | 13F |
| First Trust Advisors LP | 95,461 | 0.35% | $883,014 | 0.00% | -17,456 | 13F |
| JPMorgan Chase & Co. | 89,538 | 0.33% | $840,761 | 0.00% | -2,926 | 13F |
| Russell Investments Group, Ltd. | 89,649 | 0.33% | $829,261 | 0.00% | +28,717 | 13F |
| Point72 Asset Management, L.P. | 84,480 | 0.31% | $781,440 | 0.00% | -40,897 | 13F |
| Mitsubishi UFJ Trust & Banking Corp | 80,953 | 0.30% | $748,815 | 0.00% | new | 13F |
The 50 largest of the 147 funds that reported a position in NRDS in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on NRDS
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 71,900 | $665,075 | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 25,100 | $232,175 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 15 May 2026 | 13G | Arrowstreet Capital, Limited Partnership and 3 others | 1.8 million | 5.2% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 26 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 5 March 2026 | 13G/A | The Vanguard Group and 1 other | 4.3 million | 12.1% | 27 February 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 17 February 2026 | 13G/A | Innovius Capital Sirius I, L.P. and 5 others | 972,812 | 2.4% | 31 December 2025 | passive, other (13d-1(d)) | EDGAR |
| 21 January 2026 | 13G/A | BlackRock, Inc. and 1 other | 3.0 million | 7.3% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 14 November 2025 | 13G/A | Innovius Capital Sirius I, L.P. and 5 others | 3.7 million | 8.4% | 30 September 2025 | passive, other (13d-1(d)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 28 September 2026 | 1,348 | $8.50 | SEC |
| 25 September 2026 | 20,359 | $8.20 | SEC |
| 22 September 2026 | 23 | $9.08 | SEC |
| 11 September 2026 | 3,793 | $9.32 | SEC |
| 8 September 2026 | 5,016 | $9.88 | SEC |
| 4 September 2026 | 22,611 | $9.91 | SEC |
| 2 September 2026 | 40 | $9.78 | SEC |
| 31 August 2026 | 1,819 | $9.90 | SEC |
| 25 August 2026 | 1 | $10.14 | SEC |
| 20 August 2026 | 2,324 | $10.12 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.