Company · Ownership research

NERDWALLET, INC. NRDS

CIK 0001625278 · CUSIP 64082B102

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 64082B102 (NRDS), not CUSIP 64082B902 (NRDS), CUSIP 64082B952 (NRDS), and does not merge CUSIPs.

This page lists the top 20 of 48 rows by value; the complete set is available through the API.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$12.85M 1,463,946 shares	0.00%	+30.07K(+2.10%)Added	SEC filing ↗ Nov 4, 2026	▾
02	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$7.20M 820,019 shares	0.00%	-31.66K(-3.70%)Reduced	SEC filing ↗ Nov 6, 2026	▾
03	MACKENZIE FINANCIAL CORP CIK 919859 · View history	$4.40M 501,042 shares	0.00%	+309.57K(+161.70%)Added	SEC filing ↗ Nov 2, 2026	▾
04	OP Asset Management Ltd CIK 2097005 · View history	$4.11M 468,194 shares	0.03%	0(0.00%)Unchanged	SEC filing ↗ Nov 5, 2026	▾
05	PRINCIPAL FINANCIAL GROUP INC CIK 1126328 · View history	$2.66M 303,195 shares	0.00%	-206(-0.10%)Reduced	SEC filing ↗ Nov 2, 2026	▾
06	Creative Planning CIK 1540235 · View history	$2.21M 251,569 shares	0.00%	+229.95K(+1,063.50%)Added	SEC filing ↗ Nov 2, 2026	▾
07	Russell Investments Group, Ltd. CIK 1692234 · View history	$1.55M 176,576 shares	0.00%	+86.93K(+97.00%)Added	SEC filing ↗ Nov 6, 2026	▾
08	Bank of New York Mellon Corp CIK 1390777 · View history	$910.87K 103,744 shares	0.00%	-6.07K(-5.50%)Reduced	SEC filing ↗ Nov 5, 2026	▾
09	SummerHaven Investment Management, LLC CIK 1846436 · Amended · View history	$847.88K 96,570 shares	0.47%	+96.57KNew	SEC filing ↗ Oct 19, 2026	▾
10	STRS OHIO CIK 820478 · View history	$652.35K 74,300 shares	0.00%	+30.00K(+67.70%)Added	SEC filing ↗ Oct 30, 2026	▾
11	Inspire Investing, LLC CIK 1670139 · View history	$637.88K 72,652 shares	0.03%	+72.65KNew	SEC filing ↗ Oct 22, 2026	▾
12	ALPS ADVISORS INC CIK 1376113 · View history	$536.28K 61,080 shares	0.00%	+61.08KNew	SEC filing ↗ Nov 3, 2026	▾
13	RITHOLTZ WEALTH MANAGEMENT CIK 1698218 · View history	$378.38K 43,096 shares	0.01%	+43.10KNew	SEC filing ↗ Nov 5, 2026	▾
14	DEUTSCHE BANK AG\ CIK 948046 · View history	$266.35K 30,336 shares	0.00%	-5.47K(-15.30%)Reduced	SEC filing ↗ Nov 6, 2026	▾
15	State of Wyoming CIK 1821626 · View history	$261.51K 29,785 shares	0.02%	+2.78K(+10.30%)Added	SEC filing ↗ Oct 28, 2026	▾
16	BARCLAYS PLC CIK 312069 · View history	$255.20K 29,066 shares	0.00%	+22.38K(+334.60%)Added	SEC filing ↗ Nov 6, 2026	▾
17	MQS Management LLC CIK 1759395 · View history	$236.52K 26,938 shares	0.14%	+26.94KNew	SEC filing ↗ Nov 6, 2026	▾
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 1632972 · View history	$173.69K 17,742 shares	0.00%	+4.51K(+34.10%)Added	SEC filing ↗ Oct 13, 2026	▾
19	Badgley Phelps Wealth Managers, LLC CIK 1895362 · View history	$142.11K 16,186 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Oct 22, 2026	▾
20	CITIGROUP INC CIK 831001 · View history	$90.13K 10,265 shares	0.00%	-135.22K(-92.90%)Reduced	SEC filing ↗ Nov 4, 2026	▾

Showing 20 / 48 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

4,629,199

Not deduplicated across managers

Disclosed value

$40.66M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

NERDWALLET, INC. · Q3 2026

Explore all 48 reporting institutions.

This page includes 20 of 48 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.