NRDS
NERDWALLET, INC.
$8.50
+1.43%
$559.3M
No data for this timeframe.
Vol
Market Cap$559.3M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (75%)
Inst. Holders50 funds
Inst. Value$174.6M
Inst. Activity14 buys / 12 sells
Insider Activity0B / 4S
Insider Net $-$188.4K
SEC Reports2
Exchange Nasdaq·Sector Services-Computer Processing & Data Preparation·Inc. DE·CIK 0001625278·Prev Close $8.38
Recent Activity
Jun 11, 2026
SEC
An institutional cluster in NRDS (NerdWallet) for Q3 2025 shows mixed conviction: 3 buyers added $2.1M in holdings (led
INST-CLUSTER — Impact 3/10
Jun 1, 2026
Insider
Chen Tim Chao-Ming surrendered for taxes 15,309 shares
Chief Executive Officer @ $8.75 ($134.0K)
Jun 1, 2026
Insider
Lee Jun Hyung surrendered for taxes 47,876 shares
Chief Financial Officer @ $8.75 ($418.9K)
Jun 1, 2026
Insider
Tatum Nicholas surrendered for taxes 3,263 shares
Chief Accounting Officer @ $8.75 ($28.6K)
Feb 26, 2026
SEC
NerdWallet reported strong Q4 and full-year 2025 results with revenue of $225.4 million (up 23% YoY) and full-year reven
8-K — Impact 6/10
Inst.
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP — ADD
1,808,988 shares ($18.8M)
Inst.
RENAISSANCE TECHNOLOGIES LLC — ADD
1,002,275 shares ($10.4M)
May 15, 2026
short_volume
Short Volume: NRDS — 56.4% short (0.3M / 0.6M)
Short: 329,555 | Exempt: 500 | TRF Vol: 584,410 | Short Ratio: 56.4% | Off-exchange volume (dark poo
Price Targets
$12.00
+41.2% upside
Strong Buy
Current $8.50
Low $9.00
Median $12.00
High $15.00
5 analysts
$9.00
$15.00
Analyst Ratings
4Strong Buy
5Buy
2Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 11, 2026 | Oppenheimer | MAINTAIN | Outperform → Outperform |
| May 11, 2026 | Truist Securities | MAINTAIN | Buy → Buy |
| May 11, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
| May 8, 2026 | Keybanc | MAINTAIN | Overweight → Overweight |
| Mar 13, 2026 | Morgan Stanley | DOWNGRADE | Equal-Weight → Underweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.20 ▼ -35.2% | $0.20 — $0.20 | 51% YoY | 1 |
| Next Q | $0.34 ▲ +2.0% | $0.34 — $0.34 | -4% YoY | 1 |
| Current FY | $1.30 ▼ -6.1% | $1.30 — $1.30 | 171% YoY | 1 |
| Next FY | $2.06 | $2.06 — $2.06 | 58% YoY | 1 |
Latest Reports
NEUTRAL
INST-CLUSTER
3/10
An institutional cluster in NRDS (NerdWallet) for Q3 2025 shows mixed conviction: 3 buyers added $2.1M in holdings (led
Jun 11, 2026
MIXED
8-K
6/10
NerdWallet reported strong Q4 and full-year 2025 results with revenue of $225.4 million (up 23% YoY) and full-year reven
Feb 26, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $31.8M | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $18.8M | ADD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $15.0M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $14.1M | — |
| DIMENSIONAL FUND ADVISORS LP | $13.7M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 1, 2026 | Chen Tim | F | $134.0K |
| Jun 1, 2026 | Lee Jun | F | $418.9K |
| Jun 1, 2026 | Tatum Nicholas | F | $28.6K |
| Jun 1, 2026 | Mischner Sam | F | $13.8K |
| May 22, 2026 | Chia Teresa | A | $0.00 |
50 institutional holders with $174.6M total value (16,745,836 shares) as of 2026-Q1. Top holders: BlackRock,, ARROWSTREET, VANGUARD. Net buying activity: 14 institutions added/increased vs 12 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3,060,747 | $31.8M | 18.2% | — |
| 2 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,808,988 | $18.8M | 10.8% | ADD +32.5% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,445,072 | $15.0M | 8.6% | — |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1,358,440 | $14.1M | 8.1% | — |
| 5 | DIMENSIONAL FUND ADVISORS LP | 1,322,848 | $13.7M | 7.9% | — |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 1,002,275 | $10.4M | 6.0% | ADD +25.4% |
| 7 | STATE STREET CORP | 905,274 | $9.4M | 5.4% | — |
| 8 | Trexquant Investment LP | 623,167 | $6.5M | 3.7% | ADD +38.8% |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | 612,227 | $6.4M | 3.6% | — |
| 10 | FMR LLC | 468,027 | $4.9M | 2.8% | ADD +27.8% |
| 11 | D. E. Shaw & Co., Inc. | 461,016 | $4.8M | 2.7% | ADD +43.0% |
| 12 | ALLIANCEBERNSTEIN L.P. | 245,779 | $3.3M | 1.9% | — |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 298,312 | $3.1M | 1.8% | — |
| 14 | Connor, Clark & Lunn Investment Management Ltd. | 288,348 | $3.0M | 1.7% | TRIM -44.5% |
| 15 | GOLDMAN SACHS GROUP INC | 262,403 | $2.7M | 1.6% | — |
| 16 | VANGUARD FIDUCIARY TRUST CO | 255,114 | $2.6M | 1.5% | — |
| 17 | LOS ANGELES CAPITAL MANAGEMENT LLC | 245,082 | $2.5M | 1.5% | TRIM -27.9% |
| 18 | MORGAN STANLEY | 203,344 | $2.1M | 1.2% | TRIM -47.1% |
| 19 | STATE OF WISCONSIN INVESTMENT BOARD | 156,936 | $1.6M | 0.9% | ADD +86.4% |
| 20 | Point72 Asset Management, L.P. | 125,377 | $1.3M | 0.7% | DOUBLED +193.6% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 1,364,950 | 1,808,988 | +32.5% | $18.8M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 799,437 | 1,002,275 | +25.4% | $10.4M | 2026-Q1 |
| Trexquant Investment LP | ADD | 448,938 | 623,167 | +38.8% | $6.5M | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | TRIM | 519,093 | 288,348 | -44.5% | $3.0M | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | TRIM | 339,768 | 245,082 | -27.9% | $2.5M | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | ADD | 84,192 | 156,936 | +86.4% | $1.6M | 2026-Q1 |
| Point72 Asset Management, L.P. | DOUBLED | 42,702 | 125,377 | +193.6% | $1.3M | 2026-Q1 |
| Nuveen, LLC | TRIM | 330,631 | 83,287 | -74.8% | $864.5K | 2026-Q1 |
| MACKENZIE FINANCIAL CORP | DOUBLED | 22,275 | 67,094 | +201.2% | $696.4K | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | NEAR_EXIT | 807,781 | 63,098 | -92.2% | $655.0K | 2026-Q1 |
| Russell Investments Group, Ltd. | ADD | 47,458 | 60,932 | +28.4% | $632.5K | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | ADD | 40,000 | 58,100 | +45.3% | $603.1K | 2026-Q1 |
| AVIVA PLC | ADD | 33,340 | 43,008 | +29.0% | $446.4K | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | TRIM | 138,527 | 39,421 | -71.5% | $409.2K | 2026-Q1 |
| Legal & General Group Plc | TRIM | 46,394 | 33,750 | -27.3% | $350.3K | 2026-Q1 |
| CWM, LLC | DOUBLED | 13,096 | 29,249 | +123.3% | $303.6K | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 12,543 | 24,073 | +91.9% | $250.4K | 2026-Q1 |
| Brevan Howard Capital Management LP | ADD | 13,992 | 18,900 | +35.1% | $196.2K | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | NEAR_EXIT | 106,982 | 18,400 | -82.8% | $191.1K | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC | TRIM | 23,983 | 13,301 | -44.5% | $138.1K | 2026-Q1 |
| STRS OHIO | TRIM | 37,600 | 11,200 | -70.2% | $116.3K | 2026-Q1 |
| GROUP ONE TRADING LLC | NEAR_EXIT | 22,843 | 2,407 | -89.5% | $25.0K | 2026-Q1 |
| Allworth Financial LP | DOUBLED | 177 | 702 | +296.6% | $7.3K | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | TRIM | 1,187 | 486 | -59.1% | $5.0K | 2026-Q1 |
| HRT FINANCIAL LP | DOUBLED | 104,806 | 214,532 | +104.7% | $2.2K | 2026-Q1 |
9 unique insiders with 18 transactions. Net insider value: -$188.4K ($0.00 bought, $188.4K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 1, 2026 | Chen Tim Chao-Ming | Chief Executive Officer | TAX W/H | 15,309 | $8.75 | $134.0K |
| Jun 1, 2026 | Lee Jun Hyung | Chief Financial Officer | TAX W/H | 47,876 | $8.75 | $418.9K |
| Jun 1, 2026 | Tatum Nicholas | Chief Accounting Officer | TAX W/H | 3,263 | $8.75 | $28.6K |
| Jun 1, 2026 | Mischner Sam Brian | Chief Revenue Officer | TAX W/H | 1,572 | $8.75 | $13.8K |
| May 22, 2026 | Chia Teresa | Director | AWARD | 19,764 | — | — |
| May 21, 2026 | Laube Lynne Marie | Director | AWARD | 19,494 | — | — |
| May 21, 2026 | MCBRIDE KENNETH THOMAS | Director | AWARD | 19,494 | — | — |
| May 21, 2026 | Ling Anthony | Director | AWARD | 19,494 | — | — |
| May 20, 2026 | Ling Anthony | Director | AWARD | 17,946 | — | — |
| Mar 18, 2026 | Tatum Nicholas | Chief Accounting Officer | AWARD | 28,517 | — | — |
| Mar 18, 2026 | Lee Jun Hyung | Chief Financial Officer | AWARD | 128,326 | — | — |
| Mar 18, 2026 | Lee Jun Hyung | Chief Financial Officer | AWARD | 256,653 | — | — |
| Mar 17, 2026 | YOUNT SAMUEL | Chief Business Officer | SELL | 6,154 | $10.26 | $63.1K |
| Mar 12, 2026 | YOUNT SAMUEL | Chief Business Officer | SELL | 211 | $10.60 | $2.2K |
| Mar 5, 2026 | Tatum Nicholas | Chief Accounting Officer | SELL | 10,151 | $11.45 | $116.2K |
| Mar 4, 2026 | Tatum Nicholas | Chief Accounting Officer | SELL | 595 | $11.45 | $6.8K |
| Mar 2, 2026 | YOUNT SAMUEL | Chief Business Officer | TAX W/H | 3,779 | $11.08 | $41.9K |
| Mar 2, 2026 | Chen Tim Chao-Ming | Chief Executive Officer | TAX W/H | 11,095 | $11.08 | $122.9K |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 1 neutral. Avg impact: 4.5/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (75% buy). Based on 12 analysts: 4 strong buy, 5 buy, 2 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$12.00 mean target
+41.2% upside
Strong Buy (3.00)
$9.00 Low
$15.00 High
| Metric | Value |
|---|---|
| Current Price | $8.50 |
| Target Low | $9.00 |
| Target Mean | $12.00 |
| Target Median | $12.00 |
| Target High | $15.00 |
| # Analysts | 5 |
| Recommendation | Strong Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.20 | $0.20 | $0.20 | 50.5% | -35.2% | 0↑ 1↓ | $0.2B | 6.2% | 1 |
| Next Q 2026-09-30 |
$0.34 | $0.34 | $0.34 | -4.1% | +2.0% | 1↑ 0↓ | $0.2B | 7.1% | 1 |
| Current FY 2026-12-31 |
$1.30 | $1.30 | $1.30 | 171.3% | -6.1% | 0↑ 1↓ | $0.9B | 6.2% | 1 |
| Next FY 2027-12-31 |
$2.06 | $2.06 | $2.06 | 58.0% | -0.3% | 0↑ 1↓ | $0.9B | 6.2% | 1 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.200 | |
| 7d ago | $0.309 | -0.109 |
| 30d ago | $0.309 | -0.109 |
| 60d ago | $0.309 | -0.109 |
| 90d ago | $0.292 | -0.092 |
5 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 11, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| May 11, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| May 11, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| May 8, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| Mar 13, 2026 | Morgan Stanley | DOWNGRADE | Equal-Weight | Underweight |
| Mar 4, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Feb 26, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 5 | 2 | 1 | 0 | 75% | |
| May 1, 2026 | 4 | 6 | 2 | 1 | 0 | 77% | |
| Apr 1, 2026 | 4 | 6 | 2 | 1 | 0 | 77% | |
| Mar 1, 2026 | 4 | 6 | 3 | 0 | 0 | 77% | |
| Feb 1, 2026 | 4 | 6 | 3 | 0 | 0 | 77% | |
| Jan 1, 2026 | 4 | 6 | 3 | 0 | 0 | 77% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 15, 2026
short_volume
Short Volume: NRDS — 56.4% short (0.3M / 0.6M)
Short: 329,555 | Exempt: 500 | TRF Vol: 584,410 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)
May 6, 2026
earnings_calendar
NRDS Q1 2026 Earnings Scheduled — 2026-05-06
May 5, 2026
short_volume
Short Volume: NRDS — 69.3% short (0.4M / 0.6M)
Short: 400,140 | Exempt: 0 | TRF Vol: 577,380 | Short Ratio: 69.3% | Off-exchange volume (dark pool + OTC)
Mar 9, 2026
short_interest
FTD: NRDS — 47,129 shares ($0.5M) failed to deliver
Settlement: 20260309, Price: $11.16, FTD Value: $525,959.64, NERDWALLET INC CL A
Mar 3, 2026
short_interest
FTD: NRDS — 52,870 shares ($0.6M) failed to deliver
Settlement: 20260303, Price: $11.08, FTD Value: $585,799.6, NERDWALLET INC CL A
Feb 25, 2026
earnings_calendar
NRDS Q4 2025 Earnings After Market Close — 2026-02-25