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NerdWallet, Inc.

NRDS Communication Services
$10.4 +$0.05 (0.48%)
Market Cap: $694.57 M
Gurus Holding
4
Popularity Rank
#2547
% of Shares Held
1.71%
Net Activity (Q4 2025)
-$390,890.65

Guru Ownership Trend

Guru Analysis for NerdWallet, Inc. (NRDS)

NerdWallet, Inc. (NRDS), a key player in the Communication Services sector, continues to attract institutional attention.

As of Q4 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $11.89 M.

Top institutional holders include Renaissance Technologies (RenTech) and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $390,890.65 net outflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, Paul Tudor Jones reduced exposure by 55.2%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q4 2025)

+$1.56 M
Total Buy Value
New Buys 1
Additions 2
-$1.95 M
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
1
Net Buyers
3

FAQs for NerdWallet, Inc. (NRDS)

Major holders include Renaissance Technologies (RenTech) ($10.83 M), Cliff Asness ($2.49 M), Paul Tudor Jones ($1.59 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 1.14 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $390,890.65, with 3 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited NRDS. The total reported sell value was $1.95 M.

Yes, 1 managers opened new positions in NRDS, and 2 increased their existing holdings. The total reported buy value was $1.56 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% Add 9.7% 799,437 $10.83 M Q4 2025
0.00% Add 1.3% 184,082 $2.49 M Q4 2025
0.00% Reduce -55.2% 117,118 $1.59 M Q4 2025
0.00% New Buy 42,702 $578,612 Q4 2025
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