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NerdWallet, Inc.

NRDS Communication Services
$8.88 +$0.17 (1.95%)
Market Cap: $584.29 M
Gurus Holding
3
Popularity Rank
#3075
% of Shares Held
2.32%
Net Activity (Q1 2026)
+$3.62 M

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 Q1 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $13.57 M.

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

Institutional sentiment is currently Bullish. This is evidenced by a $3.62 M net inflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 193.6%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$5.21 M
Total Buy Value
New Buys 0
Additions 3
-$1.59 M
Total Sell Value
Reductions 0
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
1
Net Buyers
3

FAQs for NerdWallet, Inc. (NRDS)

Major holders include Renaissance Technologies (RenTech) ($10.4 M), Cliff Asness ($4.15 M), Steven Cohen ($1.3 M). According to the latest reported data, 3 tracked investment managers collectively hold approximately 1.53 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $3.62 M, with 3 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 1 fully exited NRDS. The total reported sell value was $1.59 M.

Yes, 0 managers opened new positions in NRDS, and 3 increased their existing holdings. The total reported buy value was $5.21 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% Add 25.4% 1,002,275 $10.4 M Q1 2026
0.00% Add 117.4% 400,248 $4.15 M Q1 2026
0.00% Add 193.6% 125,377 $1.3 M Q1 2026
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