NRDS Insider Trading

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Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 45.93%

Insider Buying (Last 12 Months): $5,275,974.35

Insider Selling (Last 12 Months): $11,265,578.15

NerdWallet Insider Trading History Chart

NerdWallet Share Price & Price History

^$8.27

▲ +0.11 (1.35%)

As of 04/11/2025 05:00 PM ET

Days: 30 | 90 | 365

NerdWallet Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
1/2/2025	Samuel Yount	Insider	Sell	440,336	$13.49	$5,940,132.64	254,237
12/30/2024	Samuel Yount	Insider	Sell	3,003	$13.45	$40,390.35	401,101
12/18/2024	Samuel Yount	Insider	Sell	154,465	$13.14	$2,029,670.10	409,147
12/16/2024	Samuel Yount	Insider	Sell	71,341	$13.39	$955,255.99	498,862
12/13/2024	Samuel Yount	Insider	Sell	76,185	$13.40	$1,020,879.00	522,656
12/11/2024	Samuel Yount	Insider	Sell	65,167	$13.79	$898,652.93	581,419
12/2/2024	Lauren Stclair	CFO	Sell	11,856	$14.04	$166,458.24	313,100
10/22/2024	Topline Capital Partners, Lp	Major Shareholder	Buy	412,055	$11.35	$4,676,824.25	5,251,145
10/21/2024	Topline Capital Management, Ll	Insider	Buy	49,722	$12.05	$599,150.10	4,839,090
8/19/2024	Samuel Yount	VP	Sell	5,000	$12.01	$60,050.00	2,329,471
7/2/2024	Samuel Yount	VP	Sell	5,000	$14.66	$73,300.00	2,341,971
5/24/2024	Jennifer Ceran	Director	Sell	5,897	$13.70	$80,788.90	36,099
3/5/2024	Samuel Yount	VP	Sell	1,335	$16.71	$22,307.85	2,347,857
2/23/2024	Samuel Yount	VP	Sell	6,309	$16.16	$101,953.44	2,350,242
11/2/2023	Maurice Kevin Taylor	Director	Sell	800	$11.04	$8,832.00	43,028
9/11/2023	Tim Chao-Ming Chen	CEO	Buy	23,938	$8.40	$201,079.20	688,523
9/5/2023	Kevin Yuann	Insider	Sell	2,570	$8.96	$23,027.20	229,226
6/2/2023	Kevin Yuann	Insider	Sell	2,570	$9.97	$25,622.90	234,527
5/9/2023	Tim Chao-Ming Chen	CEO	Buy	30,838	$8.38	$258,422.44	685,477
3/2/2023	Kevin Yuann	Insider	Sell	2,357	$21.14	$49,826.98	193,281
2/27/2023	Kevin Yuann	Insider	Sell	2,450	$20.00	$49,000.00	197,214
1/17/2023	Kevin Yuann	Insider	Sell	6,526	$10.23	$66,760.98	199,664
12/16/2022	Tim Chao-Ming Chen	CEO	Buy	26,888	$9.29	$249,789.52	416,176
12/12/2022	Kevin Yuann	Insider	Sell	1,500	$9.97	$14,955.00	206,190
12/2/2022	Kevin Yuann	Insider	Sell	1,188	$12.94	$15,372.72	207,690
11/11/2022	Kevin Yuann	Insider	Sell	1,500	$13.14	$19,710.00	210,203
10/11/2022	Kevin Yuann	Insider	Sell	1,500	$11.28	$16,920.00	211,703
9/12/2022	Kevin Yuann	Insider	Sell	1,500	$11.27	$16,905.00	213,203
8/11/2022	Tim Chao-Ming Chen	CEO	Buy	10,000	$9.85	$98,500.00	399,507
8/10/2022	Kevin Yuann	Insider	Sell	1,500	$10.11	$15,165.00	216,065
8/9/2022	Tim Chao-Ming Chen	CEO	Buy	30,000	$9.60	$288,000.00	389,507
7/11/2022	Kevin Yuann	Insider	Sell	1,500	$8.83	$13,245.00	217,565
6/9/2022	Kevin Yuann	Insider	Sell	1,500	$11.14	$16,710.00	219,065
6/2/2022	Kelly Gillease	CMO	Sell	3,191	$11.99	$38,260.09	162,449
6/2/2022	Kevin Yuann	Insider	Sell	1,396	$11.99	$16,738.04	221,720
6/2/2022	Lauren Stclair	CFO	Sell	5,532	$11.99	$66,328.68	225,611
5/9/2022	Kevin Yuann	Insider	Sell	3,524	$8.08	$28,473.92	223,116

See Full Table

SEC Filings (Institutional Ownership Changes) for NerdWallet (NASDAQ:NRDS)

38.81% of NerdWallet stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

NerdWallet Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/8/2025	Rhumbline Advisers	50,236	$0.46M	0.0%	-2.5%	0.068%
3/12/2025	Centaurus Financial Inc.	175,023	$2.33M	0.1%	-3.2%	0.236%
2/27/2025	Jefferies Financial Group Inc.	67,725	$0.90M	0.0%	N/A	0.092%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	93,102	$1.24M	0.0%	+69.2%	0.127%
2/17/2025	Squarepoint Ops LLC	17,144	$0.23M	0.0%	-31.8%	0.023%
2/17/2025	State of Wyoming	16,469	$0.22M	0.0%	-22.4%	0.022%
2/17/2025	Steamboat Capital Partners LLC	40,000	$0.53M	0.2%	-83.7%	0.054%
2/17/2025	Point72 Asia Singapore Pte. Ltd.	10,517	$0.14M	0.0%	+3,417.4%	0.014%
2/17/2025	Point72 Asset Management L.P.	24,300	$0.32M	0.0%	-65.3%	0.033%
2/17/2025	Nuveen Asset Management LLC	683,546	$9.09M	0.0%	+52.8%	0.931%
2/17/2025	Millennium Management LLC	700,129	$9.31M	0.0%	+325.8%	0.953%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	19,867	$0.26M	0.0%	-6.3%	0.027%
2/17/2025	Jacobs Levy Equity Management Inc.	569,106	$7.57M	0.0%	+14.2%	0.775%
2/17/2025	Jefferies Financial Group Inc.	67,725	$0.90M	0.0%	N/A	0.092%
2/17/2025	Deutsche Bank AG	132,953	$1.77M	0.0%	+526.8%	0.181%
2/17/2025	D. E. Shaw & Co. Inc.	378,091	$5.03M	0.0%	+18.8%	0.515%
2/17/2025	Cresset Asset Management LLC	23,945	$0.32M	0.0%	-16.8%	0.033%
2/17/2025	Cubist Systematic Strategies LLC	225,310	$3M	0.0%	+330.9%	0.307%
2/17/2025	Bayesian Capital Management LP	36,261	$0.48M	0.1%	N/A	0.049%
2/17/2025	Bank of America Corp DE	53,500	$0.71M	0.0%	-7.3%	0.073%
2/17/2025	Basswood Capital Management L.L.C.	342,165	$4.55M	0.3%	-32.5%	0.466%
2/17/2025	BNP Paribas Financial Markets	177,952	$2.37M	0.0%	N/A	0.242%
2/17/2025	Ameriprise Financial Inc.	85,937	$1.14M	0.0%	-41.4%	0.117%
2/17/2025	Alta Fox Capital Management LLC	809,086	$10.76M	3.8%	N/A	1.102%
2/14/2025	PDT Partners LLC	108,379	$1.44M	0.1%	+279.3%	0.148%
2/14/2025	Northern Trust Corp	329,326	$4.38M	0.0%	-6.4%	0.448%
2/14/2025	The Manufacturers Life Insurance Company	13,074	$0.17M	0.0%	-10.7%	0.018%
2/14/2025	Aquatic Capital Management LLC	50,793	$0.68M	0.0%	N/A	0.069%
2/14/2025	Topline Capital Management LLC	5,251,145	$69.84M	13.1%	N/A	7.150%
2/14/2025	Voya Investment Management LLC	11,204	$0.15M	0.0%	-21.7%	0.015%
2/14/2025	RBF Capital LLC	35,000	$0.47M	0.0%	-58.5%	0.048%
2/14/2025	Hsbc Holdings PLC	26,881	$0.35M	0.0%	N/A	0.037%
2/14/2025	Tower Research Capital LLC TRC	3,069	$41K	0.0%	-42.9%	0.004%
2/14/2025	MetLife Investment Management LLC	24,537	$0.33M	0.0%	+12.4%	0.033%
2/14/2025	Dimensional Fund Advisors LP	867,500	$11.54M	0.0%	+8.0%	1.181%
2/14/2025	Formula Growth Ltd.	70,000	$0.93M	0.3%	N/A	0.095%
2/13/2025	Canada Pension Plan Investment Board	87,900	$1.17M	0.0%	N/A	0.120%
2/13/2025	Marshall Wace LLP	261,410	$3.48M	0.0%	N/A	0.356%
2/13/2025	Jump Financial LLC	60,076	$0.80M	0.0%	N/A	0.082%
2/13/2025	XTX Topco Ltd	14,551	$0.19M	0.0%	-16.0%	0.020%
2/13/2025	Barclays PLC	64,020	$0.85M	0.0%	-1.9%	0.087%
2/13/2025	Quinn Opportunity Partners LLC	893,781	$11.89M	0.8%	+3,324.4%	1.217%
2/13/2025	Renaissance Technologies LLC	742,909	$9.88M	0.0%	+49.5%	1.012%
2/13/2025	Legal & General Group Plc	41,295	$0.55M	0.0%	-4.3%	0.056%
2/13/2025	Russell Investments Group Ltd.	44,073	$0.59M	0.0%	+50.8%	0.060%
2/13/2025	Dynamic Technology Lab Private Ltd	34,090	$0.45M	0.1%	N/A	0.046%
2/13/2025	Wells Fargo & Company MN	16,394	$0.22M	0.0%	+34.7%	0.022%
2/12/2025	Trexquant Investment LP	341,251	$4.54M	0.1%	+66.7%	0.465%
2/12/2025	Geode Capital Management LLC	825,884	$10.99M	0.0%	-10.7%	1.125%
2/12/2025	Alliancebernstein L.P.	24,600	$0.33M	0.0%	+13.3%	0.033%
2/12/2025	Arrowstreet Capital Limited Partnership	766,670	$10.20M	0.0%	+153.1%	1.044%
2/12/2025	Norges Bank	284,600	$3.79M	0.0%	N/A	0.388%
2/12/2025	JPMorgan Chase & Co.	241,020	$3.21M	0.0%	+556.8%	0.328%
2/11/2025	Corebridge Financial Inc.	17,443	$0.23M	0.0%	-17.4%	0.024%
2/11/2025	Vanguard Group Inc.	3,829,918	$50.94M	0.0%	-5.9%	5.215%
2/11/2025	KLP Kapitalforvaltning AS	6,000	$80K	0.0%	N/A	0.008%
2/11/2025	AXQ Capital LP	10,354	$0.14M	0.1%	N/A	0.014%
2/11/2025	American Century Companies Inc.	21,237	$0.28M	0.0%	+8.0%	0.029%
2/11/2025	Quantbot Technologies LP	20,040	$0.27M	0.0%	N/A	0.027%
2/10/2025	Swiss National Bank	78,600	$1.05M	0.0%	+2.1%	0.107%
2/10/2025	Connor Clark & Lunn Investment Management Ltd.	908,468	$12.08M	0.1%	+157.3%	1.237%
2/6/2025	Charles Schwab Investment Management Inc.	298,964	$3.98M	0.0%	-9.3%	0.407%
2/5/2025	Bailard Inc.	12,000	$0.16M	0.0%	N/A	0.016%
2/5/2025	US Bancorp DE	9,592	$0.13M	0.0%	+41.2%	0.013%
2/5/2025	Versor Investments LP	50,300	$0.67M	0.1%	N/A	0.068%
2/4/2025	Los Angeles Capital Management LLC	216,172	$2.88M	0.0%	+892.3%	0.294%
2/4/2025	Bank of New York Mellon Corp	88,214	$1.17M	0.0%	-4.8%	0.120%
1/30/2025	Rhumbline Advisers	51,536	$0.69M	0.0%	+1.5%	0.070%
1/21/2025	Brighton Jones LLC	13,369	$0.18M	0.0%	-29.4%	0.018%
1/17/2025	SG Americas Securities LLC	16,232	$0.22M	0.0%	+17.0%	0.022%
12/26/2024	JPMorgan Chase & Co.	36,694	$0.47M	0.0%	-54.9%	0.050%
11/19/2024	Barclays PLC	65,277	$0.83M	0.0%	+374.6%	0.089%
11/16/2024	Geode Capital Management LLC	924,423	$11.75M	0.0%	+2.1%	1.259%
11/15/2024	Barclays PLC	65,277	$0.83M	0.0%	+374.6%	0.089%
11/15/2024	XTX Topco Ltd	17,325	$0.22M	0.0%	N/A	0.024%
11/15/2024	Jane Street Group LLC	50,154	$0.64M	0.0%	-22.9%	0.068%
11/15/2024	State Street Corp	799,521	$10.16M	0.0%	+3.7%	1.089%
11/15/2024	Point72 Asset Management L.P.	70,000	$0.89M	0.0%	N/A	0.095%
11/15/2024	Jacobs Levy Equity Management Inc.	498,244	$6.33M	0.0%	+346.5%	0.678%
11/15/2024	Basswood Capital Management L.L.C.	507,122	$6.45M	0.3%	N/A	0.691%
11/15/2024	Paloma Partners Management Co	19,914	$0.25M	0.0%	N/A	0.027%
11/14/2024	PDT Partners LLC	28,570	$0.36M	0.0%	-56.5%	0.039%
11/14/2024	Verition Fund Management LLC	40,590	$0.52M	0.0%	N/A	0.055%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	55,032	$0.70M	0.0%	-10.4%	0.075%
11/13/2024	FMR LLC	1,330,494	$16.91M	0.0%	-23.7%	1.812%
11/12/2024	Charles Schwab Investment Management Inc.	329,444	$4.19M	0.0%	+1.6%	0.449%
11/9/2024	Intech Investment Management LLC	10,600	$0.14M	0.0%	N/A	0.014%
11/8/2024	Connor Clark & Lunn Investment Management Ltd.	353,139	$4.49M	0.0%	+32.2%	0.481%
11/6/2024	Natixis Advisors LLC	16,002	$0.20M	0.0%	-6.4%	0.020%
11/5/2024	GSA Capital Partners LLP	49,347	$0.63M	0.0%	+138.4%	0.063%
11/4/2024	Los Angeles Capital Management LLC	21,785	$0.28M	0.0%	+5.8%	0.028%
11/2/2024	Mesirow Financial Investment Management Inc.	18,913	$0.24M	0.0%	-17.8%	0.024%
10/31/2024	Olympiad Research LP	16,711	$0.21M	0.1%	+42.3%	0.021%
10/28/2024	US Bancorp DE	6,792	$86K	0.0%	N/A	0.009%
10/25/2024	TNF LLC	14,000	$0.18M	0.1%	N/A	0.018%
10/16/2024	nVerses Capital LLC	4,900	$62K	0.0%	N/A	0.006%
10/3/2024	SG Americas Securities LLC	13,868	$0.18M	0.0%	-54.5%	0.018%
9/16/2024	Cubist Systematic Strategies LLC	15,671	$0.23M	0.0%	+11.1%	0.020%
9/11/2024	Newbridge Financial Services Group Inc.	6,164	$90K	0.0%	-49.1%	0.008%
8/16/2024	Quarry LP	2,094	$31K	0.0%	N/A	0.003%

Data available starting January 2016

See Full Table

NerdWallet, Inc. operates a digital platform that provides consumer-driven advice about personal finance by connecting individuals and small and mid-sized businesses with financial products providers in the United States, the United Kingdom, Australia, and Canada. Its platform offers guidance to consumers through educational content, tools and calculators, and product marketplaces, as well as through NerdWallet app for various financial products, including credit cards, mortgages, insurance, SMB products, personal loans, banking, investing, and student loans. The company was founded in 2009 and is based in San Francisco, California.

Today's Range

Now: $8.27

$7.86

$8.36

50 Day Range

MA: $10.26

$7.80

$14.20

52 Week Range

Now: $8.27

$7.55

$16.45

Volume

371,014 shs

Average Volume

536,128 shs

Market Capitalization

$612.87 million

P/E Ratio

20.68

Dividend Yield

N/A

Beta

1.41

Who are the company insiders with the largest holdings of NerdWallet?: NerdWallet's top insider shareholders include:
Topline Capital Partners, Lp (Major Shareholder)
Topline Capital Management, Ll (Insider)
Samuel Yount (VP)
Tim Chao-Ming Chen (CEO)
Samuel Yount (Insider)
Lauren Stclair (CFO)
Kevin Yuann (Insider)
Maurice Kevin Taylor (Director)
Jennifer Ceran (Director)
Learn More about top insider investors at NerdWallet.
Who are the major institutional investors of NerdWallet?: NerdWallet's top institutional shareholders include:
Rhumbline Advisers — 0.07%
Learn More about top institutional investors of NerdWallet stock.
Which major investors are selling NerdWallet stock?: During the last quarter, NRDS stock was sold by these institutional investors:
Rhumbline Advisers
In the last year, company insiders that have sold NerdWallet company stock include:
Topline Capital Partners, Lp (Major Shareholder)
Topline Capital Management, Ll (Insider)
Samuel Yount (VP)
Tim Chao-Ming Chen (CEO)
Learn More investors selling NerdWallet stock.