NRDS Institutional Ownership
NerdWallet, Inc.
1W: +0.7%
1M: +24.4%
3M: +10.3%
YTD: -18.0%
1Y: -10.3%
3Y: +46.6%
$10.60
-0.20 (-1.85%)
Pre-Market: $10.62 (+0.03, +0.24%)
Weekly Expected Move ±6.4%
$10
$10
$11
$12
$12
Credit Risk of going bust: lower than 85% of companies Debt: 0.7% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.01 (down 99.9%), NerdWallet, Inc. would be worth roughly what it owes.
Total debt $5.1M against a stock market value of $677.6M.
Distance to default 11.48 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $2.5M (short-term plus half of long-term), stock volatility 48.2%; Altman Z'' 5.17. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.01 (down 99.9%), NerdWallet, Inc. would be worth roughly what it owes.
Total debt $5.1M against a stock market value of $677.6M.
Distance to default 11.48 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $2.5M (short-term plus half of long-term), stock volatility 48.2%; Altman Z'' 5.17. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — NRDS
188
Institutional Holders
-8 vs prior quarter
0.0%
Ownership
+0.00pp
$254M
Total Invested
29
New Positions
49
Increased
88
Reduced
37
Closed
1.25
Put/Call Ratio
Ownership Trends
Top Institutional Holders (218 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Topline Capital Management, LLC | 3,289,285 | $35M | -1,961,860 | -37.4% | 7Q | SEC ↗ |
| 2 | BlackRock, Inc. | 2,579,569 | $27M | -481,178 | -15.7% | 8Q | SEC ↗ |
| 3 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 1,770,333 | $19M | -38,655 | -2.1% | 8Q | SEC ↗ |
| 4 | DIMENSIONAL FUND ADVISORS LP | 1,433,877 | $15M | +111,029 | +8.4% | 14Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1,370,062 | $15M | +11,622 | +0.9% | 2Q | SEC ↗ |
| 6 | Quinn Opportunity Partners LLC | 1,052,114 | $11M | +62,965 | +6.4% | 8Q | SEC ↗ |
| 7 | JACOBS LEVY EQUITY MANAGEMENT, INC | 1,034,562 | $11M | +310,766 | +42.9% | 9Q | SEC ↗ |
| 8 | STATE STREET CORP | 926,571 | $10M | +21,297 | +2.4% | 18Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 851,676 | $9M | -67,130 | -7.3% | 19Q | SEC ↗ |
| 10 | D. E. Shaw & Co., Inc. | 813,807 | $9M | +352,791 | +76.5% | 14Q | SEC ↗ |
| 11 | VANGUARD PORTFOLIO MANAGEMENT LLC | 789,259 | $8M | -655,813 | -45.4% | 2Q | SEC ↗ |
| 12 | FMR LLC | 665,591 | $7M | +197,564 | +42.2% | 19Q | SEC ↗ |
| 13 | MORGAN STANLEY | 624,993 | $7M | +421,649 | +207.4% | 19Q | SEC ↗ |
| 14 | RENAISSANCE TECHNOLOGIES LLC | 527,000 | $6M | -475,275 | -47.4% | 18Q | SEC ↗ |
| 15 | HRT FINANCIAL LP | 489,854 | $5M | +275,322 | +128.3% | 3Q | SEC ↗ |
| 16 | OP Asset Management Ltd | 468,194 | $5M | -201,992 | -30.1% | 6Q | SEC ↗ |
| 17 | AMERICAN CENTURY COMPANIES INC | 349,537 | $4M | +198,318 | +131.1% | 11Q | SEC ↗ |
| 18 | NORTHERN TRUST CORP | 341,362 | $4M | +37,732 | +12.4% | 19Q | SEC ↗ |
| 19 | Trexquant Investment LP | 339,017 | $4M | -284,150 | -45.6% | 14Q | SEC ↗ |
| 20 | UBS Group AG | 320,124 | $3M | -46,848 | -12.8% | 19Q | SEC ↗ |
| 21 | PRINCIPAL FINANCIAL GROUP INC | 303,401 | $3M | +23,761 | +8.5% | 2Q | SEC ↗ |
| 22 | MILLENNIUM MANAGEMENT LLC | 298,070 | $3M | -309,698 | -51.0% | 15Q | SEC ↗ |
| 23 | GOLDMAN SACHS GROUP INC | 297,661 | $3M | +35,258 | +13.4% | 15Q | SEC ↗ |
| 24 | CITADEL ADVISORS LLC | 285,636 | $3M | +195,870 | +218.2% | 15Q | SEC ↗ |
| 25 | Sixth Street Partners Management Compa NEW | 262,293 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 26 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 262,293 | $3M | -36,019 | -12.1% | 15Q | SEC ↗ |
| 27 | BRIDGEWAY CAPITAL MANAGEMENT, LLC NEW | 257,136 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 28 | STATE OF WISCONSIN INVESTMENT BOARD | 229,958 | $2M | +73,022 | +46.5% | 5Q | SEC ↗ |
| 29 | LOS ANGELES CAPITAL MANAGEMENT LLC | 225,937 | $2M | -19,145 | -7.8% | 9Q | SEC ↗ |
| 30 | Connor, Clark & Lunn Investment Manage | 225,650 | $2M | -62,698 | -21.7% | 14Q | SEC ↗ |
| 31 | ALLIANCEBERNSTEIN L.P. | 214,820 | $2M | -30,959 | -12.6% | 17Q | SEC ↗ |
| 32 | VANGUARD FIDUCIARY TRUST CO | 214,530 | $2M | -40,584 | -15.9% | 2Q | SEC ↗ |
| 33 | MACKENZIE FINANCIAL CORP | 191,473 | $2M | +124,379 | +185.4% | 3Q | SEC ↗ |
| 34 | AQR CAPITAL MANAGEMENT LLC | 175,027 | $2M | -225,221 | -56.3% | 8Q | SEC ↗ |
| 35 | Nuveen, LLC | 173,462 | $2M | +90,175 | +108.3% | 6Q | SEC ↗ |
| 36 | Jump Financial, LLC | 154,800 | $2M | +83,175 | +116.1% | 2Q | SEC ↗ |
| 37 | CENTAURUS FINANCIAL, INC. | 153,353 | $2M | — | +0.0% | 16Q | SEC ↗ |
| 38 | XTX Topco Ltd | 149,428 | $2M | -149,621 | -50.0% | 4Q | SEC ↗ |
| 39 | CITIGROUP INC | 145,482 | $2M | +137,887 | +1815.5% | 19Q | SEC ↗ |
| 40 | Empowered Funds, LLC NEW | 132,136 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 41 | Vanguard Global Advisers, LLC | 129,433 | $1M | +84,528 | +188.2% | 2Q | SEC ↗ |
| 42 | AMERIPRISE FINANCIAL INC | 123,697 | $1M | +1,955 | +1.6% | 11Q | SEC ↗ |
| 43 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, L | 114,994 | $1M | -93,817 | -44.9% | 2Q | SEC ↗ |
| 44 | Invesco Ltd. | 114,109 | $1M | +1,040 | +0.9% | 17Q | SEC ↗ |
| 45 | Quantinno Capital Management LP | 111,236 | $1M | +38,472 | +52.9% | 4Q | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 109,809 | $1M | -5,529 | -4.8% | 17Q | SEC ↗ |
| 47 | FIRST TRUST ADVISORS LP | 95,461 | $1M | -17,456 | -15.5% | 4Q | SEC ↗ |
| 48 | Russell Investments Group, Ltd. | 89,649 | $950K | +28,717 | +47.1% | 13Q | SEC ↗ |
| 49 | JPMORGAN CHASE & CO | 89,538 | $949K | -2,926 | -3.2% | 18Q | SEC ↗ |
| 50 | Point72 Asset Management, L.P. | 84,480 | $895K | -40,897 | -32.6% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 262,293 | $3M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 257,136 | $3M |
| Empowered Funds, LLC | 132,136 | $1M |
| Mitsubishi UFJ Trust & Banking Corp | 80,953 | $858K |
| Vident Advisory, LLC | 70,165 | $744K |
| WINMILL & CO. INC | 70,000 | $742K |
| RAYMOND JAMES FINANCIAL INC | 61,117 | $648K |
| CAXTON ASSOCIATES LLP | 59,147 | $627K |
| Squarepoint Ops LLC | 54,905 | $582K |
| Weiss Asset Management LP | 52,160 | $553K |
| Aquatic Capital Management LLC | 47,658 | $505K |
| TUDOR INVESTMENT CORP ET AL | 44,890 | $476K |
| Rangeley Capital, LLC | 23,300 | $247K |
| Balyasny Asset Management L.P. | 21,489 | $228K |
| Campbell & CO Investment Adviser LL | 20,786 | $220K |
| Y-Intercept (Hong Kong) Ltd | 19,788 | $210K |
| Jupiter Topco LLC | 18,400 | $195K |
| Walleye Capital LLC | 12,786 | $136K |
| Thrivent Financial for Lutherans | 10,915 | $116K |
| SIMPLEX TRADING, LLC | 3,275 | $35K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 612,227 | $6M |
| JANE STREET GROUP, LLC | 533,726 | $6M |
| NFJ INVESTMENT GROUP, LLC | 253,241 | $3M |
| Quantbot Technologies LP | 109,846 | $1M |
| Engineers Gate Manager LP | 71,178 | $754K |
| Qube Research & Technologies Ltd | 68,726 | $728K |
| PRUDENTIAL FINANCIAL INC | 63,098 | $669K |
| IEQ CAPITAL, LLC | 58,392 | $619K |
| Point Nemo Capital, LLC | 58,129 | $616K |
| Schonfeld Strategic Advisors LLC | 50,296 | $533K |
| Lotus Technology Management, LP | 45,769 | $485K |
| Magnetar Financial LLC | 45,156 | $479K |
| Versor Investments LP | 40,732 | $432K |
| National Philanthropic Trust | 40,000 | $424K |
| PANAGORA ASSET MANAGEMENT INC | 36,282 | $385K |
| ExodusPoint Capital Management, LP | 36,156 | $383K |
| AXQ CAPITAL, LP | 31,922 | $338K |
| Numerai GP LLC | 31,211 | $331K |
| RBF Capital, LLC | 30,000 | $318K |
| SG Americas Securities, LLC | 29,569 | $313K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +421,649 | +207.4% | 624,993 |
| D. E. Shaw & Co., Inc. | +352,791 | +76.5% | 813,807 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | +310,766 | +42.9% | 1,034,562 |
| HRT FINANCIAL LP | +275,322 | +128.3% | 489,854 |
| AMERICAN CENTURY COMPANIES INC | +198,318 | +131.1% | 349,537 |
| FMR LLC | +197,564 | +42.2% | 665,591 |
| CITADEL ADVISORS LLC | +195,870 | +218.2% | 285,636 |
| CITIGROUP INC | +137,887 | +1815.5% | 145,482 |
| MACKENZIE FINANCIAL CORP | +124,379 | +185.4% | 191,473 |
| DIMENSIONAL FUND ADVISORS LP | +111,029 | +8.4% | 1,433,877 |
| Nuveen, LLC | +90,175 | +108.3% | 173,462 |
| Vanguard Global Advisers, LLC | +84,528 | +188.2% | 129,433 |
| Jump Financial, LLC | +83,175 | +116.1% | 154,800 |
| STATE OF WISCONSIN INVESTMENT BOARD | +73,022 | +46.5% | 229,958 |
| Quinn Opportunity Partners LLC | +62,965 | +6.4% | 1,052,114 |
| Janney Montgomery Scott LLC | +52,047 | +218.3% | 75,885 |
| ROYAL BANK OF CANADA | +48,978 | +3710.5% | 50,298 |
| Quantinno Capital Management LP | +38,472 | +52.9% | 111,236 |
| NORTHERN TRUST CORP | +37,732 | +12.4% | 341,362 |
| GOLDMAN SACHS GROUP INC | +35,258 | +13.4% | 297,661 |