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NerdWallet Inc

NRDS
13.900USD
+0.130+0.94%
Close 01/09, 16:00ETQuotes delayed by 15 min
1.01BMarket Cap
14.38P/E TTM

NerdWallet Inc

13.900
+0.130+0.94%

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

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

Name
Name/Position
Position
Shareholding
Change
Mr. Nicholas Tatum
Mr. Nicholas Tatum
Chief Accounting Officer, Corporate Controller
Chief Accounting Officer, Corporate Controller
61.67K
-4298.00%
Ms. Lynne Marie Laube
Ms. Lynne Marie Laube
Independent Director
Independent Director
60.13K
+18137.00%
Mr. Anthony Ling
Mr. Anthony Ling
Independent Director
Independent Director
18.00K
+17996.00%
Mr. Tim Chen
Mr. Tim Chen
Chairman of the Board, Chief Executive Officer, Founder
Chairman of the Board, Chief Executive Officer, Founder
--
--
Mr. Kenneth Thomas (Ken) Mcbride
Mr. Kenneth Thomas (Ken) Mcbride
Lead Independent Director
Lead Independent Director
--
--
Ms. Jennifer E. (Jenny) Ceran
Ms. Jennifer E. (Jenny) Ceran
Independent Director
Independent Director
--
--
Mr. Sam Yount
Mr. Sam Yount
Chief Business Officer
Chief Business Officer
--
--
Ms. Lynee Luque
Ms. Lynee Luque
Chief People Officer
Chief People Officer
--
--
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. Nicholas Tatum
Mr. Nicholas Tatum
Chief Accounting Officer, Corporate Controller
Chief Accounting Officer, Corporate Controller
61.67K
-4298.00%
Ms. Lynne Marie Laube
Ms. Lynne Marie Laube
Independent Director
Independent Director
60.13K
+18137.00%
Mr. Anthony Ling
Mr. Anthony Ling
Independent Director
Independent Director
18.00K
+17996.00%
Mr. Tim Chen
Mr. Tim Chen
Chairman of the Board, Chief Executive Officer, Founder
Chairman of the Board, Chief Executive Officer, Founder
--
--
Mr. Kenneth Thomas (Ken) Mcbride
Mr. Kenneth Thomas (Ken) Mcbride
Lead Independent Director
Lead Independent Director
--
--
Ms. Jennifer E. (Jenny) Ceran
Ms. Jennifer E. (Jenny) Ceran
Independent Director
Independent Director
--
--

Revenue Breakdown

Currency: USDUpdated: Tue, Jan 6
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: Mon, Nov 17
Updated: Mon, Nov 17
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
Topline Capital Management, LLC
12.80%
The Vanguard Group, Inc.
9.71%
Innovius Capital Management, LLC
9.09%
BlackRock Institutional Trust Company, N.A.
6.51%
Arrowstreet Capital, Limited Partnership
2.76%
Other
59.12%
Shareholders
Shareholders
Proportion
Topline Capital Management, LLC
12.80%
The Vanguard Group, Inc.
9.71%
Innovius Capital Management, LLC
9.09%
BlackRock Institutional Trust Company, N.A.
6.51%
Arrowstreet Capital, Limited Partnership
2.76%
Other
59.12%
Shareholder Types
Shareholders
Proportion
Investment Advisor
34.10%
Hedge Fund
21.88%
Investment Advisor/Hedge Fund
18.57%
Individual Investor
3.91%
Research Firm
2.47%
Pension Fund
0.87%
Bank and Trust
0.32%
Family Office
0.13%
Venture Capital
0.08%
Other
17.67%

Institutional Shareholding

Updated: Thu, Jan 1
Updated: Thu, Jan 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q4
309
32.14M
78.33%
-13.16M
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
View more

Shareholder Activity

Name
Shares Held
Proportion
Change
Chg %
Date
Topline Capital Management, LLC
5.25M
12.8%
--
--
Sep 30, 2025
The Vanguard Group, Inc.
3.99M
9.71%
+48.20K
+1.22%
Sep 30, 2025
Innovius Capital Management, LLC
3.73M
9.09%
-1.48M
-28.39%
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
View more

Related ETFs

Updated: Sat, Dec 6
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%
View more
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

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

FAQs

Who are the top five shareholders of NerdWallet Inc?

The top five shareholders of NerdWallet Inc are:
Topline Capital Management, LLC holds 5.25M shares, accounting for 12.80% of the total shares.
The Vanguard Group, Inc. holds 3.99M shares, accounting for 9.71% of the total shares.
Innovius Capital Management, LLC holds 3.73M shares, accounting for 9.09% of the total shares.
BlackRock Institutional Trust Company, N.A. holds 2.67M shares, accounting for 6.51% of the total shares.
Arrowstreet Capital, Limited Partnership holds 1.13M shares, accounting for 2.76% of the total shares.

What are the top three shareholder types of NerdWallet Inc?

The top three shareholder types of NerdWallet Inc are:
Topline Capital Management, LLC
The Vanguard Group, Inc.
Innovius Capital Management, LLC

How many institutions hold shares of NerdWallet Inc (NRDS)?

As of 2025Q4, 309 institutions hold shares of NerdWallet Inc, with a combined market value of approximately 32.14M, accounting for 78.33% of the total shares. Compared to 2025Q3, institutional shareholding has increased by -4.08%.

What is the biggest source of revenue for NerdWallet Inc?

In FY2025Q3, the Insurance business generated the highest revenue for NerdWallet Inc, amounting to 70.90M and accounting for 32.96% of total revenue.
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