Nerdwallet Inc
Ownership
Ownership Structure
Who owns Nerdwallet Inc (NRDS)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 84.8% of the shares are freely tradable; institutional investors hold 94.9%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Topline Capital Management LLC | 5.15 | 3,289,285 | -37.4 | 06/30/2026 |
| BlackRock Inc | 4.79 | 3,060,747 | -3.0 | 03/31/2026 |
| Arrowstreet Capital Limited Partnership | 2.83 | 1,808,988 | +32.5 | 03/31/2026 |
| Vanguard Portfolio Management, LLC | 2.26 | 1,445,072 | +0.0 | 03/31/2026 |
| Dimensional Fund Advisors, Inc. | 2.24 | 1,433,877 | +8.4 | 06/30/2026 |
| Vanguard Capital Management, LLC | 2.13 | 1,358,440 | +0.0 | 03/31/2026 |
| Quinn Opportunity Partners LLC | 1.65 | 1,052,114 | +6.4 | 06/30/2026 |
| Renaissance Technologies Corp | 1.57 | 1,002,275 | +25.4 | 03/31/2026 |
| Geode Capital Management, LLC | 1.44 | 918,806 | -1.0 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 1.57 | 1,006,684 | +0.0 | 07/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Chen Tim Chao-Ming | Chief Executive Officer | 539,160 | 4,906,356 $ | Sep 1, 2026 | direct |
| Lee Jun Hyung | Chief Financial Officer | 354,783 | 3,228,525 $ | Sep 1, 2026 | direct |
| Mischner Sam Brian | Chief Revenue Officer | 228,121 | 2,075,901 $ | Sep 1, 2026 | direct |
| Tatum Nicholas | Chief Accounting Officer | 69,466 | 632,141 $ | Sep 1, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Lee Jun Hyung | Chief Financial Officer | Other | 13,299 | 9.78 | 130,064 |
| Sep 1, 2026 | Mischner Sam Brian | Chief Revenue Officer | Other | 22,643 | 9.78 | 221,449 |
| Sep 1, 2026 | Chen Tim Chao-Ming | Chief Executive Officer | Other | 7,723 | 9.78 | 75,531 |
| Sep 1, 2026 | Tatum Nicholas | Chief Accounting Officer | Other | 2,990 | 9.78 | 29,242 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 18, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.