NerdWallet Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGM:NRDS Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
17 Mar 26	SellUS$742,774	Samuel Yount	Individual	71,988	US$10.33
12 Mar 26	SellUS$31,945	Samuel Yount	Individual	3,011	US$10.61
05 Mar 26	SellUS$126,454	Nicholas Tatum	Individual	11,044	US$11.45
02 Dec 25	SellUS$255,742	Samuel Yount	Individual	15,945	US$16.04
26 Nov 25	SellUS$150,700	Samuel Yount	Individual	10,000	US$15.07
24 Nov 25	SellUS$71,971	Samuel Yount	Individual	5,040	US$14.28
14 Nov 25	SellUS$7,424	Samuel Yount	Individual	521	US$14.25
13 Nov 25	SellUS$207,055	Samuel Yount	Individual	14,439	US$14.34

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of NRDS?
Owner Type	Number of Shares	Ownership Percentage
General Public	262,800	0.399%
Hedge Funds	5,251,145	7.98%
Institutions	26,264,850	39.9%
Individual Insiders	34,019,988	51.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 88.49% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
48.9%	Tim Chen	32,186,825	US$273.6m	0.05%	no data
7.98%	Topline Capital Management, LLC	5,251,145	US$44.6m	0%	6.98%
4.65%	BlackRock, Inc.	3,060,747	US$26.0m	-2.97%	no data
2.75%	Arrowstreet Capital, Limited Partnership	1,808,988	US$15.4m	32.5%	0.01%
2.2%	Vanguard Portfolio Management, LLC	1,445,072	US$12.3m	0%	no data
2.06%	Vanguard Capital Management, LLC	1,358,440	US$11.5m	0%	no data
2.01%	Dimensional Fund Advisors LP	1,322,848	US$11.2m	13.2%	no data
1.52%	Renaissance Technologies LLC	1,002,275	US$8.5m	25.4%	0.01%
1.5%	Quinn Opportunity Partners LLC	989,149	US$8.4m	-4.35%	0.41%
1.48%	Innovius Capital	972,812	US$8.3m	0%	100.0%
1.4%	Geode Capital Management, LLC	918,806	US$7.8m	-1.05%	no data
1.38%	State Street Global Advisors, Inc.	905,274	US$7.7m	-1.83%	no data
1.23%	Samuel Yount	810,329	US$6.9m	-7.95%	no data
1.1%	Jacobs Levy Equity Management Inc	723,796	US$6.2m	15.9%	0.02%
1.02%	OP Varainhoito Oy	670,186	US$5.7m	708%	no data
0.95%	Trexquant Investment LP	623,167	US$5.3m	38.8%	0.03%
0.93%	Wellington Management Group LLP	612,227	US$5.2m	0%	no data
0.92%	Millennium Management LLC	607,768	US$5.2m	12.9%	no data
0.81%	Jane Street Group, LLC	533,726	US$4.5m	99.8%	no data
0.71%	FMR LLC	468,027	US$4.0m	23.9%	no data
0.7%	D. E. Shaw & Co., L.P.	461,016	US$3.9m	-17.9%	no data
0.65%	UBS Asset Management AG	428,923	US$3.6m	-20.4%	no data
0.6%	AQR Capital Management, LLC	391,537	US$3.3m	119%	no data
0.56%	Jun Lee	368,082	US$3.1m	0%	no data
0.46%	Northern Trust Global Investments	303,630	US$2.6m	-2.31%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/06/17 06:42
End of Day Share Price	2026/06/17 00:00
Earnings	2026/03/31
Annual Earnings	2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

NerdWallet, Inc. is covered by 9 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Ross Sandler	Barclays
Nathaniel Schindler	BofA Global Research
Peter Christiansen	Citigroup Inc