NRDS Insider Trading

Insider Ownership Percentage: 45.93%
Insider Buying (Last 12 Months): $459,501.64
Insider Selling (Last 12 Months): $181,743.39

NerdWallet Insider Trading History Chart

This chart shows the insider buying and selling history at NerdWallet by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

NerdWallet Share Price & Price History

Current Price: $13.64
Price Change: Price Increase of +0.29 (2.17%)
As of 04/18/2024 01:26 PM ET

This chart shows the closing price history over time for NRDS up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

NerdWallet Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
3/5/2024Samuel YountVPSell1,335$16.71$22,307.852,347,857View SEC Filing Icon  
2/23/2024Samuel YountVPSell6,309$16.16$101,953.442,350,242View SEC Filing Icon  
11/2/2023Maurice Kevin TaylorDirectorSell800$11.04$8,832.0043,028View SEC Filing Icon  
9/11/2023Tim Chao-Ming ChenCEOBuy23,938$8.40$201,079.20688,523View SEC Filing Icon  
9/5/2023Kevin YuannInsiderSell2,570$8.96$23,027.20229,226View SEC Filing Icon  
6/2/2023Kevin YuannInsiderSell2,570$9.97$25,622.90234,527View SEC Filing Icon  
5/9/2023Tim Chao-Ming ChenCEOBuy30,838$8.38$258,422.44685,477View SEC Filing Icon  
3/2/2023Kevin YuannInsiderSell2,357$21.14$49,826.98193,281View SEC Filing Icon  
2/27/2023Kevin YuannInsiderSell2,450$20.00$49,000.00197,214View SEC Filing Icon  
1/17/2023Kevin YuannInsiderSell6,526$10.23$66,760.98199,664View SEC Filing Icon  
12/16/2022Tim Chao-Ming ChenCEOBuy26,888$9.29$249,789.52416,176View SEC Filing Icon  
12/12/2022Kevin YuannInsiderSell1,500$9.97$14,955.00206,190View SEC Filing Icon  
12/2/2022Kevin YuannInsiderSell1,188$12.94$15,372.72207,690View SEC Filing Icon  
11/11/2022Kevin YuannInsiderSell1,500$13.14$19,710.00210,203View SEC Filing Icon  
10/11/2022Kevin YuannInsiderSell1,500$11.28$16,920.00211,703View SEC Filing Icon  
9/12/2022Kevin YuannInsiderSell1,500$11.27$16,905.00213,203View SEC Filing Icon  
8/11/2022Tim Chao-Ming ChenCEOBuy10,000$9.85$98,500.00399,507View SEC Filing Icon  
8/10/2022Kevin YuannInsiderSell1,500$10.11$15,165.00216,065View SEC Filing Icon  
8/9/2022Tim Chao-Ming ChenCEOBuy30,000$9.60$288,000.00389,507View SEC Filing Icon  
7/11/2022Kevin YuannInsiderSell1,500$8.83$13,245.00217,565View SEC Filing Icon  
6/9/2022Kevin YuannInsiderSell1,500$11.14$16,710.00219,065View SEC Filing Icon  
6/2/2022Kelly GilleaseCMOSell3,191$11.99$38,260.09162,449View SEC Filing Icon  
6/2/2022Kevin YuannInsiderSell1,396$11.99$16,738.04221,720View SEC Filing Icon  
6/2/2022Lauren StclairCFOSell5,532$11.99$66,328.68225,611View SEC Filing Icon  
5/9/2022Kevin YuannInsiderSell3,524$8.08$28,473.92223,116View SEC Filing Icon  
3/14/2022Tim Chao-Ming ChenCEOBuy10,000$9.78$97,800.00View SEC Filing Icon  
3/9/2022Tim Chao-Ming ChenCEOBuy13,794$11.33$156,286.02View SEC Filing Icon  
3/7/2022Tim Chao-Ming ChenCEOBuy61,106$9.80$598,838.80View SEC Filing Icon  
12/2/2021Kelly GilleaseCMOSell2,420$15.99$38,695.80View SEC Filing Icon  
12/2/2021Kevin YuannInsiderSell691$15.99$11,049.09View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for NerdWallet (NASDAQ:NRDS)

38.81% of NerdWallet stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at NRDS by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

NerdWallet Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/28/2024Newbridge Financial Services Group Inc.16,044$0.24M0.1%-39.5%0.021%Search for SEC Filing on Google Icon
3/11/2024Vanguard Group Inc.3,573,185$52.60M0.0%+1.3%4.640%Search for SEC Filing on Google Icon
3/1/2024Goldman Sachs Group Inc.73,197$1.08M0.0%+70.1%0.096%Search for SEC Filing on Google Icon
2/16/2024Price T Rowe Associates Inc. MD200,947$2.96M0.0%-24.6%0.264%Search for SEC Filing on Google Icon
2/15/2024Legal & General Group Plc29,227$0.43M0.0%+12.3%0.038%Search for SEC Filing on Google Icon
2/15/2024Barclays PLC53,494$0.79M0.0%+341.5%0.070%Search for SEC Filing on Google Icon
2/15/2024Vanguard Group Inc.3,573,185$52.60M0.0%+1.3%4.694%Search for SEC Filing on Google Icon
2/15/2024Nuveen Asset Management LLC89,098$1.31M0.0%+1.1%0.117%Search for SEC Filing on Google Icon
2/15/2024Prelude Capital Management LLC11,746$0.17M0.0%N/A0.015%Search for SEC Filing on Google Icon
2/15/2024Price T Rowe Associates Inc. MD200,947$2.96M0.0%-24.6%0.264%Search for SEC Filing on Google Icon
2/15/2024G2 Investment Partners Management LLC167,328$2.46M0.7%N/A0.220%Search for SEC Filing on Google Icon
2/14/2024Royal Bank of Canada131,136$1.93M0.0%-4.6%0.172%Search for SEC Filing on Google Icon
2/14/2024Balyasny Asset Management L.P.22,660$0.33M0.0%+87.6%0.030%Search for SEC Filing on Google Icon
2/14/2024Cresset Asset Management LLC34,389$0.51M0.0%+52.0%0.045%Search for SEC Filing on Google Icon
2/14/2024Azora Capital LP1,054,105$15.52M1.3%+23.7%1.385%Search for SEC Filing on Google Icon
2/13/2024Pinebridge Investments L.P.74,509$1.10M0.0%+76.1%0.098%Search for SEC Filing on Google Icon
2/13/2024Tower Research Capital LLC TRC 8,583$0.13M0.0%+507.4%0.011%Search for SEC Filing on Google Icon
2/13/2024Goldman Sachs Group Inc.73,197$1.08M0.0%+70.1%0.096%Search for SEC Filing on Google Icon
2/13/2024Prudent Man Advisors LLC11,168$0.16M0.1%-10.6%0.015%Search for SEC Filing on Google Icon
2/13/2024California State Teachers Retirement System38,220$0.56M0.0%+2.2%0.050%Search for SEC Filing on Google Icon
2/12/2024Olympiad Research LP11,746$0.17M0.1%N/A0.015%Search for SEC Filing on Google Icon
2/9/2024Trexquant Investment LP42,959$0.63M0.0%+2.7%0.056%Search for SEC Filing on Google Icon
2/9/2024UBS Group AG49,606$0.73M0.0%+76.0%0.065%Search for SEC Filing on Google Icon
2/9/2024Dynamic Technology Lab Private Ltd16,218$0.24M0.0%N/A0.021%Search for SEC Filing on Google Icon
2/7/2024Dimensional Fund Advisors LP630,778$9.29M0.0%+29.6%0.829%Search for SEC Filing on Google Icon
2/6/2024Charles Schwab Investment Management Inc.302,444$4.45M0.0%+6.0%0.397%Search for SEC Filing on Google Icon
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 6,781$100K0.0%-11.3%0.009%Search for SEC Filing on Google Icon
1/30/2024Vontobel Holding Ltd.22,541$0.33M0.0%-44.1%0.030%Search for SEC Filing on Google Icon
1/25/2024Meeder Asset Management Inc.7,440$0.11M0.0%N/A0.010%Search for SEC Filing on Google Icon
1/24/2024Mirae Asset Global Investments Co. Ltd.15,407$0.23M0.0%+32.7%0.020%Search for SEC Filing on Google Icon
1/24/2024Arizona State Retirement System10,254$0.15M0.0%N/A0.013%Search for SEC Filing on Google Icon
1/16/2024Raymond James Financial Services Advisors Inc.13,928$0.21M0.0%N/A0.018%Search for SEC Filing on Google Icon
1/12/2024SG Americas Securities LLC9,012$0.13M0.0%N/A0.012%Search for SEC Filing on Google Icon
12/18/2023Vanguard Group Inc.3,526,688$31.35M0.0%+5.6%4.632%Search for SEC Filing on Google Icon
11/24/2023Deutsche Bank AG16,737$0.15M0.0%+17.8%0.022%Search for SEC Filing on Google Icon
11/15/2023GSA Capital Partners LLP26,122$0.23M0.0%-17.2%0.034%Search for SEC Filing on Google Icon
11/15/2023Royal Bank of Canada137,489$1.22M0.0%+383.0%0.181%Search for SEC Filing on Google Icon
11/15/2023Legal & General Group Plc26,022$0.23M0.0%+10.1%0.034%Search for SEC Filing on Google Icon
11/14/2023California State Teachers Retirement System37,411$0.33M0.0%-9.0%0.049%Search for SEC Filing on Google Icon
11/14/2023Steamboat Capital Partners LLC442,761$3.94M1.5%+1.9%0.582%Search for SEC Filing on Google Icon
11/14/2023Qube Research & Technologies Ltd235,025$2.09M0.0%-20.8%0.309%Search for SEC Filing on Google Icon
11/14/2023Trexquant Investment LP41,826$0.37M0.0%-13.6%0.055%Search for SEC Filing on Google Icon
11/13/2023Connor Clark & Lunn Investment Management Ltd.159,159$1.42M0.0%+70.7%0.209%Search for SEC Filing on Google Icon
11/13/2023Northern Trust Corp327,079$2.91M0.0%+3.8%0.430%Search for SEC Filing on Google Icon
11/13/2023Federated Hermes Inc.60,671$0.54M0.0%-59.0%0.080%Search for SEC Filing on Google Icon
11/13/2023Healthcare of Ontario Pension Plan Trust Fund7,500$67K0.0%-96.7%0.010%Search for SEC Filing on Google Icon
11/13/2023Dark Forest Capital Management LP17,354$0.15M0.0%-72.7%0.023%Search for SEC Filing on Google Icon
11/13/2023Brandywine Global Investment Management LLC1,228,046$10.92M0.1%+23.5%1.613%Search for SEC Filing on Google Icon
11/13/2023FMR LLC3,486,387$30.99M0.0%+88.7%4.580%Search for SEC Filing on Google Icon
11/9/2023Deutsche Bank AG16,737$0.15M0.0%+17.8%0.022%Search for SEC Filing on Google Icon
11/9/2023Prudent Man Advisors LLC12,495$0.11M0.0%N/A0.016%Search for SEC Filing on Google Icon
11/9/2023UBS Group AG28,189$0.25M0.0%-15.7%0.037%Search for SEC Filing on Google Icon
11/8/2023Charles Schwab Investment Management Inc.285,424$2.54M0.0%+14.8%0.375%Search for SEC Filing on Google Icon
10/26/2023Strs Ohio15,600$0.14M0.0%-42.0%0.020%Search for SEC Filing on Google Icon
10/25/2023Zurcher Kantonalbank Zurich Cantonalbank7,643$68K0.0%+112.9%0.010%Search for SEC Filing on Google Icon
10/17/2023Newbridge Financial Services Group Inc.26,514$0.24M0.1%+21.3%0.034%Search for SEC Filing on Google Icon
10/11/2023Vontobel Holding Ltd.40,345$0.36M0.0%-9.7%0.052%Search for SEC Filing on Google Icon
8/21/2023California State Teachers Retirement System41,091$0.39M0.0%+325.2%0.053%Search for SEC Filing on Google Icon
8/21/2023Osaic Holdings Inc.176,668$1.66M0.0%+242.9%0.228%Search for SEC Filing on Google Icon
8/16/2023Nuveen Asset Management LLC249,379$2.35M0.0%+50.4%0.322%Search for SEC Filing on Google Icon
8/15/2023Alliancebernstein L.P.48,730$0.46M0.0%+94.9%0.063%Search for SEC Filing on Google Icon
8/15/2023Wells Fargo & Company MN31,838$0.30M0.0%+30.1%0.041%Search for SEC Filing on Google Icon
8/15/2023State of Tennessee Treasury Department21,939$0.21M0.0%-22.0%0.028%Search for SEC Filing on Google Icon
8/15/2023Eventide Asset Management LLC150,000$1.41M0.0%N/A0.193%Search for SEC Filing on Google Icon
8/15/2023Y Intercept Hong Kong Ltd19,676$0.19M0.0%N/A0.025%Search for SEC Filing on Google Icon
8/15/2023Goldman Sachs Group Inc.41,340$0.39M0.0%-20.5%0.053%Search for SEC Filing on Google Icon
8/15/2023Royal Bank of Canada28,466$0.27M0.0%+1,606.6%0.037%Search for SEC Filing on Google Icon
8/14/2023State of Wyoming23,952$0.23M0.1%-4.6%0.031%Search for SEC Filing on Google Icon
8/14/2023Marshall Wace LLP174,622$1.64M0.0%+74.3%0.225%Search for SEC Filing on Google Icon
8/14/2023Institutional Venture Management XIV LLC1,113,635$10.48M6.3%-50.0%1.436%Search for SEC Filing on Google Icon
8/14/2023State Street Corp590,784$5.56M0.0%+18.7%0.762%Search for SEC Filing on Google Icon
8/14/2023Nuveen Asset Management LLC249,379$2.35M0.0%+50.4%0.322%Search for SEC Filing on Google Icon
8/14/2023Lombard Odier Asset Management USA Corp27,996$0.26M0.0%N/A0.036%Search for SEC Filing on Google Icon
8/14/2023Prelude Capital Management LLC11,033$0.10M0.0%N/A0.014%Search for SEC Filing on Google Icon
8/14/2023Graham Capital Management L.P.22,773$0.21M0.0%N/A0.029%Search for SEC Filing on Google Icon
8/11/2023Pinebridge Investments L.P.55,222$0.52M0.0%N/A0.072%Search for SEC Filing on Google Icon
8/11/2023Renaissance Technologies LLC310,866$2.93M0.0%+35.5%0.405%Search for SEC Filing on Google Icon
8/11/2023Credit Suisse AG35,470$0.33M0.0%N/A0.046%Search for SEC Filing on Google Icon
8/11/2023BlackRock Inc.2,310,991$21.75M0.0%+32.8%3.012%Search for SEC Filing on Google Icon
8/11/2023The Manufacturers Life Insurance Company 14,050$0.13M0.0%+29.7%0.018%Search for SEC Filing on Google Icon
8/11/2023Quinn Opportunity Partners LLC26,461$0.25M0.0%+14.5%0.034%Search for SEC Filing on Google Icon
8/11/2023Brandywine Global Investment Management LLC994,071$9.35M0.1%+51.1%1.296%Search for SEC Filing on Google Icon
8/11/2023Trexquant Investment LP48,424$0.46M0.0%+139.5%0.063%Search for SEC Filing on Google Icon
8/11/2023Geode Capital Management LLC676,156$6.36M0.0%+19.5%0.881%Search for SEC Filing on Google Icon
8/11/2023JPMorgan Chase & Co.149,360$1.41M0.0%+58.2%0.195%Search for SEC Filing on Google Icon
8/11/2023Northern Trust Corp315,048$2.97M0.0%+28.3%0.411%Search for SEC Filing on Google Icon
8/10/2023MetLife Investment Management LLC18,653$0.18M0.0%+23.1%0.024%Search for SEC Filing on Google Icon
8/10/2023Osaic Holdings Inc.176,668$1.66M0.0%+242.9%0.230%Search for SEC Filing on Google Icon
8/10/2023Charles Schwab Investment Management Inc.248,538$2.34M0.0%+11.0%0.324%Search for SEC Filing on Google Icon
8/10/2023Citigroup Inc.11,047$0.10M0.0%+5,315.2%0.014%Search for SEC Filing on Google Icon
8/9/2023Dimensional Fund Advisors LP334,495$3.15M0.0%+334.5%0.436%Search for SEC Filing on Google Icon
8/9/2023Swiss National Bank73,600$0.69M0.0%N/A0.096%Search for SEC Filing on Google Icon
8/4/2023American International Group Inc.16,483$0.16M0.0%+31.4%0.021%Search for SEC Filing on Google Icon
8/4/2023Citizens Financial Group Inc. RI17,825$0.17M0.0%N/A0.023%Search for SEC Filing on Google Icon
8/3/2023Pathway Capital Management LP109,043$1.03M1.8%N/A0.142%Search for SEC Filing on Google Icon
8/3/2023Mackenzie Financial Corp27,940$0.27M0.0%N/A0.036%Search for SEC Filing on Google Icon
8/3/2023Bank of New York Mellon Corp99,703$0.94M0.0%+13.8%0.130%Search for SEC Filing on Google Icon
8/2/2023Bank of Montreal Can11,472$0.13M0.0%N/A0.015%Search for SEC Filing on Google Icon
7/31/2023Strs Ohio26,900$0.25M0.0%N/A0.035%Search for SEC Filing on Google Icon
7/25/2023Olympiad Research LP11,033$0.10M0.1%N/A0.014%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
NerdWallet logo
NerdWallet, Inc. operates a digital platform that provides consumer-driven advice about personal finance by connecting individuals and small and mid-sized businesses with financial products providers in the United States, the United Kingdom, Australia, and Canada. Its platform offers guidance to consumers through educational content, tools and calculators, and product marketplaces, as well as through NerdWallet app for various financial products, including credit cards, mortgages, insurance, SMB products, personal loans, banking, investing, and student loans. The company was founded in 2009 and is based in San Francisco, California.
Read More on NerdWallet

Today's Range

Now: $13.64
Low: $13.30
High: $13.72

50 Day Range

MA: $15.38
Low: $13.35
High: $16.98

52 Week Range

Now: $13.64
Low: $6.38
High: $17.30

Volume

87,940 shs

Average Volume

331,582 shs

Market Capitalization

$1.05 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.39

Who are the company insiders with the largest holdings of NerdWallet?

NerdWallet's top insider shareholders include:
  1. Samuel Yount (VP)
  2. Tim Chao-Ming Chen (CEO)
  3. Kevin Yuann (Insider)
  4. Lauren Stclair (CFO)
  5. Kelly Gillease (CMO)
  6. Maurice Kevin Taylor (Director)
Learn More about top insider investors at NerdWallet.