NerdWallet, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| INNOVIUS CAPITAL MANAGEMENT, LLC | 11/14/2024 | 5.21 M | $66.21 M | 0.00% | 6.73% |
| VANGUARD GROUP INC | 11/13/2024 | 4.07 M | $51.76 M | 0.86% | 5.26% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 2.86 M | $36.36 M | 100.00% | 3.70% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2024 | 2.73 M | $34.65 M | 3.23% | 3.52% |
| FMR LLC | 11/13/2024 | 1.33 M | $16.91 M | -23.74% | 1.72% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 924,423 | $11.75 M | 2.14% | 1.19% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 803,134 | $10.21 M | 4.33% | 1.04% |
| STATE STREET CORP | 11/14/2024 | 799,521 | $10.16 M | 3.73% | 1.03% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 11/12/2024 | 720,512 | $8.62 M | -0.29% | 0.93% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 11/14/2024 | 507,122 | $6.45 M | 100.00% | 0.66% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/14/2024 | 498,244 | $6.33 M | 346.46% | 0.64% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 496,900 | $6.32 M | 97.97% | 0.64% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 447,226 | $5.68 M | 41.51% | 0.58% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/08/2024 | 353,139 | $4.49 M | 32.21% | 0.46% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 329,444 | $4.19 M | 1.61% | 0.43% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 318,280 | $4.05 M | -27.82% | 0.41% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 302,912 | $3.85 M | 100.00% | 0.39% |
| STEAMBOAT CAPITAL PARTNERS, LLC | 11/14/2024 | 244,864 | $3.11 M | -2.03% | 0.32% |
| MORGAN STANLEY | 11/14/2024 | 235,936 | $3.00 M | -50.59% | 0.30% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 218,143 | $2.77 M | 86.12% | 0.28% |
| TREXQUANT INVESTMENT LP | 11/12/2024 | 204,734 | $2.60 M | 574.38% | 0.26% |
| CENTAURUS FINANCIAL, INC. | 11/12/2024 | 180,848 | $2.30 M | 0.00% | 0.23% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 180,000 | $2.29 M | 100.00% | 0.23% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 164,428 | $2.09 M | 639.57% | 0.21% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 146,566 | $1.86 M | -1.33% | 0.19% |
| CITADEL ADVISORS LLC | 11/14/2024 | 144,486 | $1.84 M | -30.11% | 0.19% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 112,400 | $1.43 M | 332.31% | 0.15% |
| ROYAL BANK OF CANADA | 11/14/2024 | 111,332 | $1.42 M | 2.53% | 0.14% |
| UBS GROUP AG | 11/14/2024 | 103,579 | $1.32 M | 160.92% | 0.13% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 92,706 | $1.18 M | -24.55% | 0.12% |
| WALLEYE TRADING LLC | 11/14/2024 | 87,800 | $1.12 M | 0.00% | 0.11% |
| RBF CAPITAL, LLC | 11/14/2024 | 84,282 | $1.07 M | 0.00% | 0.11% |
| SWISS NATIONAL BANK | 11/07/2024 | 77,000 | $978,670 | 0.00% | 0.10% |
| BADGLEY PHELPS WEALTH MANAGERS, LLC | 10/18/2024 | 76,232 | $968,909 | 0.00% | 0.10% |
| ENGINEERS GATE MANAGER LP | 11/14/2024 | 70,957 | $901,863 | 100.00% | 0.09% |
| POINT72 ASSET MANAGEMENT, L.P. | 11/14/2024 | 70,000 | $889,694 | 100.00% | 0.09% |
| BARCLAYS PLC | 11/19/2024 | 65,277 | $830,000 | 374.64% | 0.08% |
| STATE OF WISCONSIN INVESTMENT BOARD | 11/14/2024 | 59,163 | $751,962 | 100.00% | 0.08% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 57,698 | $733,341 | -5.19% | 0.07% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2024 | 52,283 | $664,514 | 233.63% | 0.07% |
| RHUMBLINE ADVISERS | 11/12/2024 | 50,767 | $645,238 | -3.07% | 0.07% |
| JANE STREET GROUP, LLC | 11/15/2024 | 50,154 | $637,458 | -22.90% | 0.06% |
| GSA CAPITAL PARTNERS LLP | 11/05/2024 | 49,347 | $627,000 | 138.36% | 0.06% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 43,128 | $548,156 | 3.01% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 42,800 | $543,988 | 307.62% | 0.06% |
| VERITION FUND MANAGEMENT LLC | 11/14/2024 | 40,590 | $515,899 | 100.00% | 0.05% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11/14/2024 | 37,061 | $471,045 | -2.81% | 0.05% |
| JPMORGAN CHASE & CO | 12/26/2024 | 36,694 | $466,380 | -54.87% | 0.05% |
| INVESCO LTD. | 11/12/2024 | 32,658 | $415,085 | -33.16% | 0.04% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 29,223 | $371,424 | 174.21% | 0.04% |
NerdWallet, Inc.institutional Ownership - FAQ's
During the previous two years, 130 institutional investors and hedge funds held shares of NerdWallet, Inc.. The most heavily invested institutionals were:
Innovius Capital Management, LLC: 5.21 M
VANGUARD GROUP INC: 4.07 M
BlackRock Funding, Inc. /DE: 2.86 M
T. Rowe Price Investment Management, Inc.: 2.73 M
FMR LLC: 1.33 M
GEODE CAPITAL MANAGEMENT, LLC: 924,423
34.57% of NerdWallet, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 29.19 M shares in the last 24 months. This purchase volume represents approximately $401.32 M in transactions.