Titelia

Fund shareholders of NerdWallet Inc

ISIN US64082B1026 · United States · LEI 254900FJ2Y4SH71DJ379

Fund shareholders
182
Of which ETFs
48 134 other funds
Value held
≈ 79.3M $ 79.3M $ · 56K €
Share of capital
13.7 % of 63.9M shares on Jun 30, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,006,6849.3M $0.00 %1.58 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 850,4137.9M $0.01 %1.33 %as of Jun 30, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 564,1725.2M $0.09 %0.88 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 361,0233.2M $0.01 %0.57 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 333,5153.1M $0.00 %0.52 %as of Jun 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 310,9502.9M $0.02 %0.49 %as of Jun 30, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 297,4972.8M $0.12 %0.47 %as of Jun 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 285,3932.6M $0.02 %0.45 %as of Jul 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 250,3152.3M $0.02 %0.39 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 228,7812M $0.01 %0.36 %as of May 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 224,3732.1M $0.07 %0.35 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 203,1551.7M $0.01 %0.32 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 189,2441.7M $0.01 %0.30 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 181,4701.6M $0.00 %0.28 %as of May 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 176,8091.6M $0.01 %0.28 %as of Jul 31, 2026 ↗
Small Cap Core Portfolio Bernstein Fund Inc 169,5101.6M $0.18 %0.27 %as of Jun 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 163,5291.4M $0.01 %0.26 %as of May 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 132,9801.2M $0.02 %0.21 %as of Jul 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 125,0001.2M $0.09 %0.20 %as of Jun 30, 2026 ↗
iShares Micro-Cap ETF iShares Trust 110,2811M $0.07 %0.17 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 106,804961.2K $0.01 %0.17 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 103,532931.8K $0.00 %0.16 %as of Jul 31, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 98,521911.3K $0.13 %0.15 %as of Jun 30, 2026 ↗
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 95,102879.7K $0.33 %0.15 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 87,930791.4K $0.03 %0.14 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 80,849727.6K $0.01 %0.13 %as of Jul 31, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 70,268650K $0.33 %0.11 %as of Jun 30, 2026 ↗
Distillate Small/Mid Cash Flow ETF ETF Series Solutions 70,165649K $0.50 %0.11 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 66,063568.1K $0.00 %0.10 %as of May 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 62,522537.7K $0.07 %0.10 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 62,209575.4K $0.01 %0.10 %as of Jun 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 60,506520.4K $0.00 %0.09 %as of May 31, 2026 ↗
Small Cap Value Fund Northern Funds 57,819534.8K $0.08 %0.09 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 55,564477.9K $0.02 %0.09 %as of May 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 52,547451.9K $0.00 %0.08 %as of May 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 51,738465.6K $0.05 %0.08 %as of Jul 31, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 51,427442.3K $0.10 %0.08 %as of May 31, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 51,140473K $0.08 %0.08 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) FactSet Innovative Technology ETF SPDR SERIES TRUST 45,208418.2K $0.61 %0.07 %as of Jun 30, 2026 ↗
PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST 44,807403.3K $0.16 %0.07 %as of Jul 31, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 42,031378.3K $0.06 %0.07 %as of Jul 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 41,746386.2K $0.01 %0.07 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 39,838358.5K $0.00 %0.06 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 39,083351.7K $0.00 %0.06 %as of Jul 31, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 37,881350.4K $0.07 %0.06 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 36,970317.9K $0.02 %0.06 %as of May 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 34,599311.4K $0.01 %0.05 %as of Jul 31, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 34,511319.2K $0.08 %0.05 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 31,081267.3K $0.02 %0.05 %as of May 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 31,006286.8K $0.02 %0.05 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 28,448256K $0.00 %0.04 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 28,192253.7K $0.00 %0.04 %as of Jul 31, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 27,821239.3K $0.10 %0.04 %as of May 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 26,517228K $0.00 %0.04 %as of May 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 25,800238.7K $0.01 %0.04 %as of Jun 30, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 25,485219.2K $0.11 %0.04 %as of May 31, 2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 23,601218.3K $0.07 %0.04 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 23,510217.5K $0.01 %0.04 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 22,319200.9K $0.00 %0.03 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 22,075189.8K $0.00 %0.03 %as of May 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 21,567199.5K $0.03 %0.03 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 18,100167.4K $0.01 %0.03 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 17,911165.7K $0.00 %0.03 %as of Jun 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 17,491157.4K $0.00 %0.03 %as of Jul 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 16,051144.5K $0.00 %0.03 %as of Jul 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 15,810142.3K $0.01 %0.02 %as of Jul 31, 2026 ↗
Small Cap Index Fund VALIC Co I 15,476133.1K $0.01 %0.02 %as of May 31, 2026 ↗
Small Cap Index Fund Northern Funds 15,320141.7K $0.01 %0.02 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 13,600125.8K $0.00 %0.02 %as of Jun 30, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 13,250122.6K $0.01 %0.02 %as of Jun 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 13,179121.9K $0.01 %0.02 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 12,470115.3K $0.01 %0.02 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 11,952110.6K $0.00 %0.02 %as of Jun 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 11,623104.6K $0.02 %0.02 %as of Jul 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 11,15395.9K $0.03 %0.02 %as of May 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 10,66996K $0.00 %0.02 %as of Jul 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 10,50597.2K $0.01 %0.02 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 10,11293.5K $0.01 %0.02 %as of Jun 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 10,11191K $0.00 %0.02 %as of Jul 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 10,00286K $0.00 %0.02 %as of May 31, 2026 ↗
OneAscent Enhanced Small and Mid Cap ETF Unified Series Trust 9,89585.1K $0.10 %0.02 %as of May 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 9,81888.4K $0.00 %0.02 %as of Jul 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 8,81179.3K $0.01 %0.01 %as of Jul 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 7,82570.4K $0.00 %0.01 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 7,63070.6K $0.00 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 7,53467.8K $0.00 %0.01 %as of Jul 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 7,44168.8K $0.03 %0.01 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 7,20866.7K $0.01 %0.01 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 6,83763.2K $0.01 %0.01 %as of Jun 30, 2026 ↗
Longview Advantage ETF RBB Fund Trust 6,73457.9K $0.01 %0.01 %as of May 31, 2026 ↗
Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust 6,66361.6K $0.22 %0.01 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 6,14755.3K $0.00 %0.01 %as of Jul 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 6,12555.1K $0.00 %0.01 %as of Jul 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 5,94655K $0.00 %0.01 %as of Jun 30, 2026 ↗
Eventide Small Cap ETF Strategy Shares 5,83152.5K $0.15 %0.01 %as of Jul 31, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 5,81653.8K $0.01 %0.01 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,80049.9K $0.00 %0.01 %as of May 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 5,64450.8K $0.00 %0.01 %as of Jul 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 5,41950.1K $0.01 %0.01 %as of Jun 30, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 5,31349.1K $0.01 %0.01 %as of Jun 30, 2026 ↗

Download this table: CSV, JSON

Report an error

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
GESTION BOUTIQUE VIII, FI GESTION BOUTIQUE VIII / RIVER GLOBAL ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. 2.61 %as of Dec 31, 2025 ↗
State Street(R) SPDR(R) FactSet Innovative Technology ETF SPDR SERIES TRUST 0.61 %as of Jun 30, 2026 ↗
Distillate Small/Mid Cash Flow ETF ETF Series Solutions 0.50 %as of Jun 30, 2026 ↗
Corgi Digital Banking & Fintech Infrastructure ETF Corgi ETF Trust I 0.36 %as of Jun 30, 2026 ↗
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 0.33 %as of Jun 30, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 0.33 %as of Jun 30, 2026 ↗
Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust 0.22 %as of Jun 30, 2026 ↗
Small Cap Core Portfolio Bernstein Fund Inc 0.18 %as of Jun 30, 2026 ↗
Fidelity Enhanced Small Cap Growth ETF Fidelity Covington Trust 0.17 %as of Jun 30, 2026 ↗
PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST 0.16 %as of Jul 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3181+168,727,624-1.7 %
2026Q2165+18,880,446-9.0 %
2026Q1164+119,754,889+5.8 %
2025Q4153+69,221,850+5.6 %
2025Q3147-18,731,716-0.5 %
2025Q2148+58,775,708-10.3 %
2025Q1143-29,786,288-17.2 %
2024Q4145+311,822,957+0.7 %
2024Q3142+211,739,729-10.5 %
2024Q2140+513,115,161+3.0 %
2024Q1135+712,735,837+13.3 %
2023Q412811,243,560

Institutional managers

151 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
Topline Capital Management, LLC5,251,14554.5M $as of Mar 31, 2026
BlackRock, Inc.3,060,74731.8M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,808,98818.8M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,322,84813.7M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC1,002,27510.4M $as of Mar 31, 2026
Quinn Opportunity Partners LLC989,14910.3M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC918,8069.5M $as of Mar 31, 2026
STATE STREET CORP905,2749.4M $as of Mar 31, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC723,7967.5M $as of Mar 31, 2026
Trexquant Investment LP623,1676.5M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP612,2276.4M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC607,7686.3M $as of Mar 31, 2026
JANE STREET GROUP, LLC533,7265.5M $as of Mar 31, 2026
FMR LLC468,0274.9M $as of Mar 31, 2026
D. E. Shaw & Co., Inc.461,0164.8M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC400,2484.2M $as of Mar 31, 2026
UBS Group AG366,9723.8M $as of Mar 31, 2026
NORTHERN TRUST CORP303,6303.2M $as of Mar 31, 2026
XTX Topco Ltd299,0493.1M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC298,3123.1M $as of Mar 31, 2026
Connor, Clark & Lunn Investment Management Ltd.288,3483M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC279,6402.9M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC262,4032.7M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.245,7793.3M $as of Mar 31, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC245,0822.5M $as of Mar 31, 2026
Cite this page

Titelia. "Fund shareholders of NerdWallet Inc". https://titelia.com/en/stocks/nerdwallet-inc-US64082B1026