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NerdWallet Inc

NRDS
10.290USD
-0.360-3.38%
Close 10/10, 16:00ETQuotes delayed by 15 min
782.04MMarket Cap
16.60P/E TTM

NerdWallet Inc

10.290
-0.360-3.38%

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. It also offers mortgage brokerage services.

NerdWallet Inc Info

Ticker SymbolNRDS
Company nameNerdWallet Inc
IPO dateNov 04, 2021
CEOMr. Tim Chen
Number of employees650
Security typeOrdinary Share
Fiscal year-endNov 04
Address55 Hawthorne Street
CitySAN FRANCISCO
Stock exchangeNASDAQ Global Market Consolidated
CountryUnited States of America
Postal code94105
Phone14155498913
Websitehttps://www.nerdwallet.com/
Ticker SymbolNRDS
IPO dateNov 04, 2021
CEOMr. Tim Chen

Company Executives of NerdWallet Inc

Name
Name/Position
Position
Shareholding
Change
Mr. Jun Hyung (John H. Lee) Lee
Mr. Jun Hyung (John H. Lee) Lee
Chief Financial Officer
Chief Financial Officer
287.63K
--
Mr. Kenneth Thomas (Ken) Mcbride
Mr. Kenneth Thomas (Ken) Mcbride
Lead Independent Director
Lead Independent Director
71.03K
+34.29%
Mr. Nicholas Tatum
Mr. Nicholas Tatum
Chief Accounting Officer, Corporate Controller
Chief Accounting Officer, Corporate Controller
65.97K
-8.75%
Ms. Lynne Marie Laube
Ms. Lynne Marie Laube
Independent Director
Independent Director
60.13K
+43.19%
Mr. Anthony Ling
Mr. Anthony Ling
Independent Director
Independent Director
18.00K
--
Mr. Sam Yount
Mr. Sam Yount
Chief Business Officer
Chief Business Officer
--
--
Ms. Lynee Luque
Ms. Lynee Luque
Chief People Officer
Chief People Officer
--
--
Ms. Jennifer E. (Jenny) Ceran
Ms. Jennifer E. (Jenny) Ceran
Independent Director
Independent Director
--
--
Mr. Ekumene M. (E) Lysonge
Mr. Ekumene M. (E) Lysonge
Chief Legal Officer, Corporate Secretary
Chief Legal Officer, Corporate Secretary
--
--
Mr. Jason Rodriguez
Mr. Jason Rodriguez
Chief Product Officer
Chief Product Officer
--
--
View more
Name
Name/Position
Position
Shareholding
Change
Mr. Jun Hyung (John H. Lee) Lee
Mr. Jun Hyung (John H. Lee) Lee
Chief Financial Officer
Chief Financial Officer
287.63K
--
Mr. Kenneth Thomas (Ken) Mcbride
Mr. Kenneth Thomas (Ken) Mcbride
Lead Independent Director
Lead Independent Director
71.03K
+34.29%
Mr. Nicholas Tatum
Mr. Nicholas Tatum
Chief Accounting Officer, Corporate Controller
Chief Accounting Officer, Corporate Controller
65.97K
-8.75%
Ms. Lynne Marie Laube
Ms. Lynne Marie Laube
Independent Director
Independent Director
60.13K
+43.19%
Mr. Anthony Ling
Mr. Anthony Ling
Independent Director
Independent Director
18.00K
--
Mr. Sam Yount
Mr. Sam Yount
Chief Business Officer
Chief Business Officer
--
--

Revenue Breakdown

Currency: USDUpdated: Mon, Oct 6
Currency: USDUpdated: Mon, Oct 6
FY2025Q2
FY2025Q1
FY2024
FY2024Q4
FY2024Q3
FY2024Q2
FY2024Q1
FY2023
FY2023Q4
FY2023Q3
FY2023Q2
FY2023Q1
FY2022
FY2022Q4
FY2022Q3
FY2022Q2
FY2021
By BusinessUSD
Name
Revenue
Proportion
Insurance
54.70M
29.27%
Emerging verticals
44.90M
24.02%
Credit cards
34.80M
18.62%
Loans
27.50M
14.71%
SMB products
25.00M
13.38%
No Data
By Business
By Region
By BusinessUSD
Name
Revenue
Proportion
Insurance
54.70M
29.27%
Emerging verticals
44.90M
24.02%
Credit cards
34.80M
18.62%
Loans
27.50M
14.71%
SMB products
25.00M
13.38%

Shareholding Stats

Updated: Thu, Aug 14
Updated: Thu, Aug 14
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
Topline Capital Management, LLC
11.85%
Innovius Capital Management, LLC
11.76%
The Vanguard Group, Inc.
8.88%
BlackRock Institutional Trust Company, N.A.
5.86%
Quinn Opportunity Partners LLC
2.49%
Other
59.16%
Shareholders
Shareholders
Proportion
Topline Capital Management, LLC
11.85%
Innovius Capital Management, LLC
11.76%
The Vanguard Group, Inc.
8.88%
BlackRock Institutional Trust Company, N.A.
5.86%
Quinn Opportunity Partners LLC
2.49%
Other
59.16%
Shareholder Types
Shareholders
Proportion
Investment Advisor
33.53%
Hedge Fund
21.86%
Investment Advisor/Hedge Fund
17.28%
Individual Investor
4.12%
Research Firm
1.13%
Pension Fund
0.68%
Bank and Trust
0.28%
Family Office
0.11%
Insurance Company
0.03%
Other
20.97%

Institutional Shareholding

Updated: Wed, Oct 1
Updated: Wed, Oct 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q3
294
33.14M
74.79%
-12.07M
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
2023Q2
230
31.41M
70.05%
-3.43M
View more

Shareholder Activity

Name
Shares Held
Proportion
Change
Chg %
Date
Topline Capital Management, LLC
5.25M
11.85%
--
--
Jun 30, 2025
Innovius Capital Management, LLC
5.21M
11.76%
--
--
Sep 30, 2024
The Vanguard Group, Inc.
3.94M
8.88%
+46.56K
+1.20%
Jun 30, 2025
BlackRock Institutional Trust Company, N.A.
2.59M
5.86%
+213.12K
+8.95%
Jun 30, 2025
Quinn Opportunity Partners LLC
1.10M
2.49%
-50.19K
-4.35%
Jun 30, 2025
Dimensional Fund Advisors, L.P.
1.10M
2.47%
+191.82K
+21.21%
Jun 30, 2025
Connor, Clark & Lunn Investment Management Ltd.
996.03K
2.25%
+29.83K
+3.09%
Jun 30, 2025
Geode Capital Management, L.L.C.
925.50K
2.09%
+81.99K
+9.72%
Jun 30, 2025
Arrowstreet Capital, Limited Partnership
899.10K
2.03%
+11.31K
+1.27%
Jun 30, 2025
State Street Global Advisors (US)
859.82K
1.94%
-7.13K
-0.82%
Jun 30, 2025
View more

Related ETFs

Updated: Mon, Oct 6
Updated: Mon, Oct 6
Name
Proportion
SPDR FactSet Innovative Technology ETF
0.79%
First Trust Dow Jones Select MicroCap Index Fund
0.57%
Vanguard US Quality Factor ETF
0.16%
Fidelity Enhanced Small Cap ETF
0.12%
iShares Micro-Cap ETF
0.09%
WisdomTree US SmallCap Quality Growth Fund
0.05%
Franklin US Small Cap Multifactor Index ETF
0.05%
Vanguard US Value Factor ETF
0.04%
iShares Russell 2000 Growth ETF
0.03%
Avantis US Small Cap Equity ETF
0.03%
View more
SPDR FactSet Innovative Technology ETF
Proportion0.79%
First Trust Dow Jones Select MicroCap Index Fund
Proportion0.57%
Vanguard US Quality Factor ETF
Proportion0.16%
Fidelity Enhanced Small Cap ETF
Proportion0.12%
iShares Micro-Cap ETF
Proportion0.09%
WisdomTree US SmallCap Quality Growth Fund
Proportion0.05%
Franklin US Small Cap Multifactor Index ETF
Proportion0.05%
Vanguard US Value Factor ETF
Proportion0.04%
iShares Russell 2000 Growth ETF
Proportion0.03%
Avantis US Small Cap Equity ETF
Proportion0.03%

Dividend

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 Split

Date
Type
Ratio
No Data
Date
Type
Ratio
No Data
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