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NerdWallet Inc

NRDS

11.350USD

+0.200+1.79%
Close 07/03, 13:00ETQuotes delayed by 15 min
845.72MMarket Cap
28.67P/E TTM

NerdWallet Inc

11.350

+0.200+1.79%
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.
Company Info
Ticker SymbolNRDS
Company nameNerdWallet Inc
IPO dateNov 04, 2021
Founded at2010
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
Founded at2010
Company Executives
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. Nicholas Tatum
Mr. Nicholas Tatum
Chief Accounting Officer, Corporate Controller
Chief Accounting Officer, Corporate Controller
74.80K
-2.59%
Mr. Kenneth Thomas (Ken) Mcbride
Mr. Kenneth Thomas (Ken) Mcbride
Lead Independent Director
Lead Independent Director
71.03K
+34.29%
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. Nicholas Tatum
Mr. Nicholas Tatum
Chief Accounting Officer, Corporate Controller
Chief Accounting Officer, Corporate Controller
74.80K
-2.59%
Mr. Kenneth Thomas (Ken) Mcbride
Mr. Kenneth Thomas (Ken) Mcbride
Lead Independent Director
Lead Independent Director
71.03K
+34.29%
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: Wed, Jul 2
Currency: USDUpdated: Wed, Jul 2
FY2025Q1
FY2024
FY2024Q4
FY2024Q3
FY2024Q2
FY2024Q1
FY2023
FY2023Q4
FY2023Q3
FY2023Q2
FY2023Q1
FY2022
FY2022Q4
FY2022Q3
FY2022Q2
FY2021
By BusinessUSD
Name
Revenue
Proportion
Insurance
74.00M
35.37%
Emerging verticals
44.30M
21.18%
Credit cards
38.00M
18.16%
SMB products
28.90M
13.81%
Loans
24.00M
11.47%
No Data
By Business
By Region
By BusinessUSD
Name
Revenue
Proportion
Insurance
74.00M
35.37%
Emerging verticals
44.30M
21.18%
Credit cards
38.00M
18.16%
SMB products
28.90M
13.81%
Loans
24.00M
11.47%
Shareholding Stats
Updated: Fri, May 16
Updated: Fri, May 16
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
Topline Capital Management, LLC
12.26%
Innovius Capital Management, LLC
12.16%
The Vanguard Group, Inc.
9.08%
BlackRock Institutional Trust Company, N.A.
5.56%
Quinn Opportunity Partners LLC
2.70%
Other
58.23%
Shareholders
Shareholders
Proportion
Topline Capital Management, LLC
12.26%
Innovius Capital Management, LLC
12.16%
The Vanguard Group, Inc.
9.08%
BlackRock Institutional Trust Company, N.A.
5.56%
Quinn Opportunity Partners LLC
2.70%
Other
58.23%
Shareholder Types
Shareholders
Proportion
Investment Advisor/Hedge Fund
25.81%
Investment Advisor
25.26%
Hedge Fund
23.43%
Individual Investor
4.83%
Research Firm
1.61%
Sovereign Wealth Fund
0.66%
Family Office
0.39%
Bank and Trust
0.28%
Pension Fund
0.25%
Other
17.47%
Institutional Shareholding
Updated: Tue, Jul 1
Updated: Tue, Jul 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q2
303
35.20M
82.19%
-12.72M
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
2023Q1
206
34.32M
77.94%
+5.85M
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
Topline Capital Management, LLC
5.25M
12.26%
--
--
Mar 31, 2025
Innovius Capital Management, LLC
5.21M
12.16%
--
--
Sep 30, 2024
The Vanguard Group, Inc.
3.89M
9.08%
+69.50K
+1.82%
Mar 31, 2025
BlackRock Institutional Trust Company, N.A.
2.38M
5.56%
-1.01K
-0.04%
Mar 31, 2025
Quinn Opportunity Partners LLC
1.15M
2.7%
+260.59K
+29.16%
Mar 31, 2025
Connor, Clark & Lunn Investment Management Ltd.
966.20K
2.26%
+57.73K
+6.36%
Mar 31, 2025
Dimensional Fund Advisors, L.P.
904.28K
2.11%
+36.78K
+4.24%
Mar 31, 2025
Arrowstreet Capital, Limited Partnership
887.79K
2.07%
+121.12K
+15.80%
Mar 31, 2025
Millennium Management LLC
867.11K
2.02%
+166.98K
+23.85%
Mar 31, 2025
State Street Global Advisors (US)
866.95K
2.02%
-53.13K
-5.77%
Mar 31, 2025
View more
Related ETFs
Updated: Wed, Jul 2
Updated: Wed, Jul 2
Name
Proportion
SPDR FactSet Innovative Technology ETF
0.84%
Fidelity Enhanced Small Cap ETF
0.15%
Vanguard US Quality Factor ETF
0.11%
iShares Micro-Cap ETF
0.08%
Franklin US Small Cap Multifactor Index ETF
0.05%
Avantis US Small Cap Equity ETF
0.03%
iShares Russell 2000 Growth ETF
0.03%
iShares Morningstar Small-Cap Value ETF
0.02%
ProShares Hedge Replication ETF
0.02%
ProShares UltraPro Russell2000
0.02%
View more
SPDR FactSet Innovative Technology ETF
Proportion0.84%
Fidelity Enhanced Small Cap ETF
Proportion0.15%
Vanguard US Quality Factor ETF
Proportion0.11%
iShares Micro-Cap ETF
Proportion0.08%
Franklin US Small Cap Multifactor Index ETF
Proportion0.05%
Avantis US Small Cap Equity ETF
Proportion0.03%
iShares Russell 2000 Growth ETF
Proportion0.03%
iShares Morningstar Small-Cap Value ETF
Proportion0.02%
ProShares Hedge Replication ETF
Proportion0.02%
ProShares UltraPro Russell2000
Proportion0.02%
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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