NRDS|NerdWallet Inc|Price:10.540|Chg%:0.24

More Details of NerdWallet Inc Company

NerdWallet, Inc. is a personal finance company. The Company provide consumer-driven advice about personal finance through its platform by connecting individuals and small and mid-sized businesses (SMBs) with providers of financial products. The Company offers NerdWallet, a consumer-first platform that empowers consumers and SMBs. The Company's platform delivers a range of financial products, including credit cards, mortgages, insurance, SMB products, personal loans, banking, investing and student loans. Its platform uses guidance and machine learning capabilities to help consumers with personalized insights. The Company enables its consumers to access its content and comparison-shopping marketplaces, plus a data-driven app, which helps them stay on top of their finances and save time and money. The Company's NerdWallet platform is available to consumers in the United States, United Kingdom, Canada, and Australia. The Company also offers mortgage brokerage services.

NerdWallet Inc Info

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Ticker SymbolNRDS

Company nameNerdWallet Inc

IPO dateNov 04, 2021

CEOChen (Tim)

Number of employees650

Security typeOrdinary Share

Fiscal year-endNov 04

Address19 S. B Street

CitySAN MATEO

Stock exchangeNASDAQ OMX - NASDAQ BASIC

CountryUnited States of America

Postal code94401

Phone14155498913

Websitehttps://www.nerdwallet.com/

Ticker SymbolNRDS

IPO dateNov 04, 2021

CEOChen (Tim)

Company Executives of NerdWallet Inc

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Name

Name/Position

Position

Shareholding

Change

Mr. Nicholas Tatum

Chief Accounting Officer, Corporate Controller

64.77K

-1191.00%

Ms. Lynne Marie Laube

Independent Director

60.13K

+18137.00%

Mr. Anthony Ling

Independent Director

18.00K

+17996.00%

Mr. Tim Chen

Chairman of the Board, Chief Executive Officer, Founder

--

Mr. Kenneth Thomas (Ken) Mcbride

Lead Independent Director

--

Ms. Jennifer E. (Jenny) Ceran

Independent Director

--

Mr. Sam Yount

Chief Business Officer

--

Ms. Lynee Luque

Chief People Officer

--

Mr. Ekumene M. (E) Lysonge

Chief Legal Officer, Corporate Secretary

--

Mr. Jason Rodriguez

Chief Product Officer

--

Name

Name/Position

Position

Shareholding

Change

Mr. Nicholas Tatum

Chief Accounting Officer, Corporate Controller

64.77K

-1191.00%

Ms. Lynne Marie Laube

Independent Director

60.13K

+18137.00%

Mr. Anthony Ling

Independent Director

18.00K

+17996.00%

Mr. Tim Chen

Chairman of the Board, Chief Executive Officer, Founder

--

Mr. Kenneth Thomas (Ken) Mcbride

Lead Independent Director

--

Ms. Jennifer E. (Jenny) Ceran

Independent Director

--

Revenue Breakdown

Currency: USDUpdated: Tue, Jan 6

FY2025Q3

FY2025Q2

FY2025Q1

FY2024

FY2024Q4

FY2024Q3

FY2024Q2

FY2024Q1

FY2023

FY2023Q4

FY2023Q3

FY2023Q2

FY2023Q1

FY2022

FY2022Q4

FY2022Q3

FY2022Q2

FY2021

By BusinessUSD

Name

Revenue

Proportion

Insurance

70.90M

32.96%

Emerging verticals

46.90M

21.80%

Loans

39.60M

18.41%

Credit cards

34.10M

15.85%

SMB products

23.60M

10.97%

By RegionUSD

Name

Revenue

Proportion

United States

215.10M

100.00%

By Business

By Region

By BusinessUSD

Name

Revenue

Proportion

Insurance

70.90M

32.96%

Emerging verticals

46.90M

21.80%

Loans

39.60M

18.41%

Credit cards

34.10M

15.85%

SMB products

23.60M

10.97%

Shareholding Stats

Updated: Sat, Jan 31

Shareholders

Shareholder Types

Shareholders

Proportion

Topline Capital Management, LLC

12.80%

Innovius Capital Management, LLC

9.09%

The Vanguard Group, Inc.

8.99%

BlackRock Institutional Trust Company, N.A.

6.51%

Arrowstreet Capital, Limited Partnership

2.76%

Other

59.85%

Shareholders

Proportion

Topline Capital Management, LLC

12.80%

Innovius Capital Management, LLC

9.09%

The Vanguard Group, Inc.

8.99%

BlackRock Institutional Trust Company, N.A.

6.51%

Arrowstreet Capital, Limited Partnership

2.76%

Other

59.85%

Shareholder Types

Shareholders

Proportion

Investment Advisor

33.80%

Hedge Fund

21.93%

Investment Advisor/Hedge Fund

18.69%

Individual Investor

3.92%

Research Firm

2.48%

Pension Fund

0.81%

Bank and Trust

0.33%

Family Office

0.13%

Venture Capital

0.08%

Other

17.84%

Institutional Shareholding

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Updated: Thu, Jan 1

Reporting Period

No. of institutions

Shares Held

Proportion

Change

2025Q4

321

32.06M

78.15%

-13.44M

2025Q3

301

33.81M

82.41%

-11.58M

2025Q2

306

35.25M

82.15%

-13.36M

2025Q1

316

35.11M

81.97%

-14.90M

2024Q4

299

37.38M

88.11%

-7.52M

2024Q3

288

34.43M

74.60%

-7.74M

2024Q2

275

33.56M

72.97%

-5.25M

2024Q1

270

34.04M

74.05%

-5.25M

2023Q4

259

33.22M

74.79%

-4.12M

2023Q3

241

30.93M

67.52%

-5.08M

Shareholder Activity

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Name

Shares Held

Proportion

Change

Chg %

Date

Topline Capital Management, LLC

5.25M

12.8%

--

Sep 30, 2025

Innovius Capital Management, LLC

3.73M

9.09%

-1.48M

-28.39%

Sep 30, 2025

The Vanguard Group, Inc.

3.99M

9.71%

+48.20K

+1.22%

Sep 30, 2025

BlackRock Institutional Trust Company, N.A.

2.67M

6.51%

+74.33K

+2.86%

Sep 30, 2025

Arrowstreet Capital, Limited Partnership

1.13M

2.76%

+234.69K

+26.10%

Sep 30, 2025

Dimensional Fund Advisors, L.P.

1.11M

2.72%

+17.95K

+1.64%

Sep 30, 2025

Quinn Opportunity Partners LLC

1.08M

2.64%

-20.69K

-1.87%

Sep 30, 2025

Geode Capital Management, L.L.C.

939.18K

2.29%

+13.68K

+1.48%

Sep 30, 2025

State Street Investment Management (US)

893.30K

2.18%

+33.48K

+3.89%

Sep 30, 2025

Connor, Clark & Lunn Investment Management Ltd.

887.82K

2.16%

-108.21K

-10.86%

Sep 30, 2025

Related ETFs

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Updated: Sat, Dec 6

Name

Proportion

State Street SPDR FactSet Innovative Technolgy ETF

1.12%

First Trust Dow Jones Select MicroCap Index Fund

0.67%

iShares US Small Cap Value Factor ETF

0.25%

Fidelity Enhanced Small Cap ETF

0.2%

Vanguard US Quality Factor ETF

0.18%

iShares Micro-Cap ETF

0.09%

WisdomTree US SmallCap Quality Growth Fund

0.06%

Franklin US Small Cap Multifactor Index ETF

0.06%

Vanguard US Value Factor ETF

0.05%

Avantis US Small Cap Equity ETF

0.04%

State Street SPDR FactSet Innovative Technolgy ETF

Proportion1.12%

First Trust Dow Jones Select MicroCap Index Fund

Proportion0.67%

iShares US Small Cap Value Factor ETF

Proportion0.25%

Fidelity Enhanced Small Cap ETF

Proportion0.2%

Vanguard US Quality Factor ETF

Proportion0.18%

iShares Micro-Cap ETF

Proportion0.09%

WisdomTree US SmallCap Quality Growth Fund

Proportion0.06%

Franklin US Small Cap Multifactor Index ETF

Proportion0.06%

Vanguard US Value Factor ETF

Proportion0.05%

Avantis US Small Cap Equity ETF

Proportion0.04%

Dividend

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A total of 0.00 USD has been distributed in dividends over the past 5 years.

Date

Dividend

Record Date

Payment Date

Ex-dividend Date

No Data

Stock Splits

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Date

Ex-dividend Date

Type

Ratio

No Data

Date

Ex-dividend Date

Type

Ratio

No Data