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Get Institutions for : 
Nerdwallet, Inc. (NRDS)  
$14.05 0.49 (3.61%) as of 4:30 Thu 5/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 102    1
Total shares held : 
29,487,053  
% of shares held : 
86.35%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  24  
Amount of shares held : 
2,281,714  
% of shares held change : 
  6.68%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$9.00  
Last Quarter's Ending Price : 
$14.72  
Last Quarter's Average Price
$11.02  
Change from last quarter's     
avg. price to the last closing  : 
3.03 (27.5%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 448,910
 1.52%
 
Increased Positions :
47
 3,417,084
 11.59%
 
Unchanged Positions :
16
 5,445,656
 18.47%
 
Decreased Positions :
24
-1,147,666
-3.89%
 
Closed Positions :
14
-436,614
-1.48%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Innovius Capital Management LLC 1 - 2024-03-31 5,209,366 $76,578,000 0
   RBF CAPITAL, LLC 261 - 2024-03-31 84,282 $1,239,000 0
   Badgley Phelps Wealth Managers LLC 158 - 2024-03-31 76,232 $1,121,000 0
   Swiss National Bank 2179 - 2024-03-31 73,600 $1,082,000 0
   MetLife Investment Advisors LLC 2009 - 2024-03-31 18,653 $274,000 0
   RIDGECREST WEALTH PARTNERS LLC 101 - 2024-03-31 14,218 $209,000 0
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 2418 - 2024-03-31 10,000 $147,000 0
   MEEDER ASSET MANAGEMENT INC 322 - 2024-03-31 7,440 $109,000 0
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 2341 - 2024-03-31 6,781 $100,000 0
   SUMMIT INVESTMENT ADVISORS INC 2129 - 2024-03-31 3,499 $51,000 0
   METROPOLITAN LIFE INSURANCE CO/NY 1697 - 2024-03-31 1,933 $28,000 0
   Global Retirement Partners LLC 2253 - 2024-03-31 448 $7,000 0
   Fortitude Family Office LLC 600 - 2024-03-31 349 $5,000 0
   Russell Investments Group Ltd. 3089 - 2024-03-31 34 $1,000 0
   GAMMA Investing LLC 3132 - 2024-03-31 3 $0 0
   PROEQUITIES INC. 6370 - 2024-03-31 0 $0 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 815 - 2024-03-31 18 $0 0
   Advisor Group Holdings Inc. 6980 - 2024-03-31 25 $0 0
   CWM LLC 4762 - 2024-03-31 34 $0 0
   Farther Finance Advisors LLC 3558 - 2024-03-31 5 $0 0

  20 Records found
  1    
  Page 1 of 1
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