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NRDS Smart Money

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%)
 
Weekly Expected Move ±6.4%
$10 $10 $11 $12 $12
NASDAQ · Communication Services · Internet Content & Information · Tech Score Buy · Power 72 · $677.6M mcap · 60M float · 1.17% daily turnover · Short 57% of daily vol
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.

🏦 Institutional Activity

Latest: Q2 2026
188
Institutions Holding
-8 vs prior
37.4%
Ownership
-9.10%
29 New
49 Increased
88 Reduced
37 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-09-01 Mischner Sam Brian officer: chief revenue officer F-Tax Withholding 22,643 $9.78 $221K Filing
2026-09-01 Chen Tim Chao-Ming officer: chief executive officer F-Tax Withholding 7,723 $9.78 $76K Filing
2026-09-01 Tatum Nicholas officer: chief accounting officer F-Tax Withholding 2,990 $9.78 $29K Filing
2026-09-01 Lee Jun Hyung officer: chief financial officer F-Tax Withholding 13,299 $9.78 $130K Filing
2026-06-30 McBirney Collin other S-Sale 454,872 $9.27 $4.2M Filing
2026-06-30 Topline Capital Management, LLC other S-Sale 454,872 $9.27 $4.2M Filing
2026-06-30 Topline Capital Partners, LP 10% owner S-Sale 454,872 $9.27 $4.2M Filing
2026-06-29 Topline Capital Partners, LP 10% owner S-Sale 587,835 $9.22 $5.4M Filing
2026-06-29 McBirney Collin other S-Sale 587,835 $9.22 $5.4M Filing
2026-06-29 Topline Capital Management, LLC other S-Sale 587,835 $9.22 $5.4M Filing
2026-06-26 Topline Capital Management, LLC other S-Sale 919,153 $8.95 $8.2M Filing
2026-06-26 Topline Capital Partners, LP 10% owner S-Sale 919,153 $8.95 $8.2M Filing
2026-06-26 McBirney Collin other S-Sale 919,153 $8.95 $8.2M Filing
2026-06-01 Mischner Sam Brian officer: chief revenue officer F-Tax Withholding 1,572 $8.75 $14K Filing
2026-06-01 Chen Tim Chao-Ming officer: chief executive officer F-Tax Withholding 15,309 $8.75 $134K Filing
2026-06-01 Lee Jun Hyung officer: chief financial officer F-Tax Withholding 47,876 $8.75 $419K Filing
2026-06-01 Tatum Nicholas officer: chief accounting officer F-Tax Withholding 3,263 $8.75 $29K Filing
2026-05-22 Chia Teresa director A-Grant/Award 19,710 $— $0 Filing
2026-05-22 Chia Teresa director A-Grant/Award 19,764 $— $0 Filing
2026-05-21 Laube Lynne Marie director A-Grant/Award 19,494 $— $0 Filing
2026-05-21 Ling Anthony director A-Grant/Award 19,494 $— $0 Filing
2026-05-21 MCBRIDE KENNETH THOMAS director A-Grant/Award 19,494 $— $0 Filing
2026-05-20 Ling Anthony director A-Grant/Award 17,946 $— $0 Filing
2026-03-18 Lee Jun Hyung officer: chief financial officer A-Grant/Award 128,326 $— $0 Filing
2026-03-18 Tatum Nicholas officer: chief accounting officer A-Grant/Award 28,517 $— $0 Filing

🏛️ Congressional Trades

0 records
Date Politician Chamber Type Amount Filing
No congressional trades found

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
Topline Capital Management, LLC 3,289,285 $30M -1,961,860 2026-06-30 Filing
BlackRock, Inc. 2,579,569 $24M -481,178 2026-06-30 Filing
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1,770,333 $16M -38,655 2026-06-30 Filing
DIMENSIONAL FUND ADVISORS LP 1,433,877 $13M +111,029 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 1,370,062 $13M +11,622 2026-06-30 Filing
Quinn Opportunity Partners LLC 1,052,114 $10M +62,965 2026-06-30 Filing
JACOBS LEVY EQUITY MANAGEMENT, INC 1,034,562 $10M +310,766 2026-06-30 Filing
STATE STREET CORP 926,571 $9M +21,297 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 851,676 $8M -67,130 2026-06-30 Filing
D. E. Shaw & Co., Inc. 813,807 $8M +352,791 2026-06-30 Filing
VANGUARD PORTFOLIO MANAGEMENT LLC 789,259 $7M -655,813 2026-06-30 Filing
FMR LLC 665,591 $6M +197,564 2026-06-30 Filing
MORGAN STANLEY 624,993 $6M +421,649 2026-06-30 Filing
RENAISSANCE TECHNOLOGIES LLC 527,000 $5M -475,275 2026-06-30 Filing
HRT FINANCIAL LP 489,854 $5M +275,322 2026-06-30 Filing
OP Asset Management Ltd 468,194 $4M -201,992 2026-06-30 Filing
AMERICAN CENTURY COMPANIES INC 349,537 $3M +198,318 2026-06-30 Filing
NORTHERN TRUST CORP 341,362 $3M +37,732 2026-06-30 Filing
Trexquant Investment LP 339,017 $3M -284,150 2026-06-30 Filing
UBS Group AG 320,124 $3M -46,848 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms