13FBOX
NERDWALLET INC · 13F Institutional Holdings
Options Calculator Rankings

NERDWALLET INC

NRDS
Institutions
151
Combined AUM (Q2 2026)
$254.1M
Combined Shares (Q2 2026)
27.4M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+4.6M
81 · 29 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-7.4M
91 · 40 Exit · ≈
⚖️ Net
-2.8M
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$254.1M
Institutions
151
New Buys
29
Adds
52
Reduces
51
Exits
40
Unchanged
19
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Topline Capital Management, LLC
7.89%9.01%#1$30.4M3.3M$54.5M5.3M-2.0M-37.36%Reduce
BlackRock, Inc.
<0.01%<0.01%#74$23.9M2.6M$31.8M3.1M-481,178-15.72%Reduce
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
0.01%0.01%#19$16.4M1.8M$18.8M1.8M-38,655-2.14%Reduce
DIMENSIONAL FUND ADVISORS LP
<0.01%<0.01%#35$13.3M1.4M$13.7M1.3M+111,029+8.39%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#84$12.7M1.4M$14.1M1.4M+11,622+0.86%Add
Quinn Opportunity Partners LLC
0.45%0.54%#2$9.7M1.1M$10.3M989,149+62,965+6.37%Add
JACOBS LEVY EQUITY MANAGEMENT, INC
0.03%0.03%#8$9.6M1.0M$7.5M723,796+310,766+42.94%Add
STATE STREET CORP
<0.01%<0.01%#86$8.6M926,571$9.4M905,274+21,297+2.35%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#68$7.9M851,676$9.5M918,806-67,130-7.31%Reduce
D. E. Shaw & Co., Inc.
<0.01%<0.01%#31$7.5M813,807$4.8M461,016+352,791+76.52%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#77$7.3M789,259$15.0M1.4M-655,813-45.38%Reduce
FMR LLC
<0.01%<0.01%#85$6.2M665,591$4.9M468,027+197,564+42.21%Add
MORGAN STANLEY
<0.01%<0.01%#81$5.8M624,993$3.8M357,360+267,633+74.89%Add
RENAISSANCE TECHNOLOGIES LLC
0.01%0.02%#21$4.9M527,000$10.4M1.0M-475,275-47.42%Reduce
HRT FINANCIAL LP
0.01%0.01%#17$4.5M489,854$2.2M214,532+275,322+128.34%Add
OP Asset Management Ltd
0.05%0.01%#6$4.3M468,194$1.1M82,986+385,208+464.18%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#69$3.5M382,636$1.5M145,666+236,970+162.68%Add
AMERICAN CENTURY COMPANIES INC
<0.01%<0.01%#45$3.2M349,537$1.6M151,219+198,318+131.15%Add
NORTHERN TRUST CORP
<0.01%<0.01%#73$3.2M341,362$3.2M303,630+37,732+12.43%Add
Trexquant Investment LP
0.02%0.05%#11$3.1M339,017$6.5M623,167-284,150-45.60%Reduce
UBS Group AG
<0.01%<0.01%#72$3.0M320,124$3.8M366,972-46,848-12.77%Reduce
PRINCIPAL FINANCIAL GROUP INC
<0.01%<0.01%#46$2.8M303,401$2.9M279,640+23,761+8.50%Add
MILLENNIUM MANAGEMENT LLC
<0.01%<0.01%#49$2.8M298,070$6.3M607,768-309,698-50.96%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#90$2.8M297,661$2.7M262,403+35,258+13.44%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#79$2.4M262,293$3.1M298,312-36,019-12.07%Reduce
BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.04%#7$2.4M257,136$00+257,136New Buy
ALLIANCEBERNSTEIN L.P.
<0.01%<0.01%#56$2.2M214,820$3.3M245,779-30,959-12.60%Reduce
STATE OF WISCONSIN INVESTMENT BOARD
<0.01%<0.01%#28$2.1M229,958$1.6M156,936+73,022+46.53%Add
LOS ANGELES CAPITAL MANAGEMENT LLC
0.01%0.01%#18$2.1M225,937$2.5M245,082-19,145-7.81%Reduce
Connor, Clark & Lunn Investment Management Ltd.
<0.01%0.01%#29$2.1M225,650$3.0M288,348-62,698-21.74%Reduce
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#67$2.0M214,530$2.6M255,114-40,584-15.91%Reduce
MACKENZIE FINANCIAL CORP
<0.01%<0.01%#39$1.8M191,473$696,43667,094+124,379+185.38%Add
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#61$1.6M175,027$4.2M400,248-225,221-56.27%Reduce
Nuveen, LLC
<0.01%<0.01%#71$1.6M173,462$864,51983,287+90,175+108.27%Add
Jump Financial, LLC
0.01%0.01%#14$1.4M154,800$743,46771,625+83,175+116.13%Add
CENTAURUS FINANCIAL, INC.
0.05%0.08%#5$1.4M153,353$1.6M153,35300.00%Unchanged
XTX Topco Ltd
0.02%0.05%#12$1.4M149,428$3.1M299,049-149,621-50.03%Reduce
CITIGROUP INC
<0.01%<0.01%#66$1.3M145,482$78,8357,595+137,887+1,815.50%Add
Empowered Funds, LLC
0.01%#23$1.2M132,136$00+132,136New Buy
Vanguard Global Advisers, LLC
<0.01%<0.01%#62$1.2M129,433$466,11444,905+84,528+188.24%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#94$1.1M123,697$1.3M121,742+1,955+1.61%Add
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC
0.02%0.08%#10$1.1M114,994$2.2M208,811-93,817-44.93%Reduce
Invesco Ltd.
<0.01%<0.01%#117$1.1M114,109$1.2M113,069+1,040+0.92%Add
Quantinno Capital Management LP
<0.01%<0.01%#48$1.0M111,236$755,29072,764+38,472+52.87%Add
Bank of New York Mellon Corp
<0.01%<0.01%#102$1.0M109,809$1.2M115,338-5,529-4.79%Reduce
FIRST TRUST ADVISORS LP
<0.01%<0.01%#64$883,01495,461$1.2M112,917-17,456-15.46%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#126$840,76189,538$933,88792,464-2,926-3.16%Reduce
Russell Investments Group, Ltd.
<0.01%<0.01%#57$829,26189,649$632,47960,932+28,717+47.13%Add
Point72 Asset Management, L.P.
<0.01%<0.01%#52$781,44084,480$1.3M125,377-40,897-32.62%Reduce
Mitsubishi UFJ Trust & Banking Corp
<0.01%#40$748,81580,953$00+80,953New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow