Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in NRDS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Topline Capital Management, LLC | 5.3M | $54.5M | 0.0% | 7.213% | 9.01% |
| 2 | BlackRock, Inc. | 3.1M | $31.8M | -3.0% | 4.204% | 0.00% |
| 3 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.8M | $18.8M | +32.5% | 2.485% | 0.01% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.4M | $15.0M | β | 1.985% | 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1.4M | $14.1M | β | 1.866% | 0.00% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 1.3M | $13.7M | +13.2% | 1.817% | 0.00% |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 1.0M | $10.4M | +25.4% | 1.377% | 0.02% |
| 8 | Quinn Opportunity Partners LLC | 989K | $10.3M | -4.3% | 1.359% | 0.54% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 919K | $9.5M | -1.1% | 1.262% | 0.00% |
| 10 | STATE STREET CORP | 905K | $9.4M | -1.8% | 1.244% | 0.00% |
| 11 | JACOBS LEVY EQUITY MANAGEMENT, INC | 724K | $7.5M | +15.9% | 0.994% | 0.03% |
| 12 | Trexquant Investment LP | 623K | $6.5M | +38.8% | 0.856% | 0.06% |
| 13 | WELLINGTON MANAGEMENT GROUP LLP | 612K | $6.4M | β | 0.841% | 0.00% |
| 14 | MILLENNIUM MANAGEMENT LLC | 608K | $6.3M | +12.9% | 0.835% | 0.00% |
| 15 | FMR LLC | 468K | $4.9M | +23.9% | 0.643% | 0.00% |
| 16 | D. E. Shaw & Co., Inc. | 461K | $4.8M | -17.9% | 0.633% | 0.00% |
| 17 | AQR CAPITAL MANAGEMENT LLC | 400K | $4.2M | +117.4% | 0.550% | 0.00% |
| 18 | UBS Group AG | 367K | $3.8M | -25.1% | 0.504% | 0.00% |
| 19 | ALLIANCEBERNSTEIN L.P. | 246K | $3.3M | 0.0% | 0.338% | 0.00% |
| 20 | NORTHERN TRUST CORP | 304K | $3.2M | -2.3% | 0.417% | 0.00% |
| 21 | XTX Topco Ltd | 299K | $3.1M | +299.9% | 0.411% | 0.05% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 298K | $3.1M | -5.6% | 0.410% | 0.00% |
| 23 | Connor, Clark & Lunn Investment Management Ltd. | 288K | $3.0M | -44.5% | 0.396% | 0.01% |
| 24 | PRINCIPAL FINANCIAL GROUP INC | 280K | $2.9M | β | 0.384% | 0.00% |
| 25 | GOLDMAN SACHS GROUP INC | 262K | $2.7M | +4.8% | 0.360% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in NRDS β a direct measure of their conviction.
Filings activity in NRDS during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new NRDS position in Q1 2026
Institutions that fully closed their NRDS position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 157 | 0.6% | 48.67% | 14.99 pp | $301M | 24% |
| Q4 2025 | 158 | +12% | 63.66% | +15.58 pp | $394M | +32% |
| Q3 2025 | 141 | +2.2% | 48.08% | 0.21 pp | $298M | 0.4% |
| Q2 2025 | 138 | +4.5% | 48.29% | +9.60 pp | $299M | +25% |
| Q1 2025 | 132 | +6.5% | 38.69% | 22.64 pp | $239M | 37% |
| Q4 2024 | 124 | +12% | 61.33% | +12.73 pp | $380M | +26% |
| Q3 2024 | 111 | +5.7% | 48.60% | 13.84 pp | $301M | 22% |
| Q2 2024 | 105 | β | 62.44% | β | $386M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying NRDS stock.
Based on Q1 2026 13F filings, institutional ownership of NerdWallet, Inc. stands at 48.7%, held across 157 reporting institutions.
Topline Capital Management, LLC is the largest reported institutional holder of NRDS, with approximately 5,251,145 shares worth $0.05B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of NRDS, including RENAISSANCE TECHNOLOGIES LLC, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for NRDS is 41 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
40 institutions opened new positions in NRDS during Q1 2026, while 41 fully exited. 32 added to existing positions and 84 trimmed.
NRDS institutional ownership fell by 14.99 percentage points quarter-over-quarter, with a net change of -1 holders.
The top 10 institutions account for 62.3% of all reported 13F value in NRDS, and the top 25 account for 84.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
NerdWallet, Inc. (NRDS) Institutional Ownership