Fund shareholders of NerdWallet Inc
ISIN US64082B1026 · United States · LEI 254900FJ2Y4SH71DJ379
- Fund shareholders
- 166
- Of which ETFs
- 46 120 other funds
- Value held
- ≈ 93.8M $ 93.8M $ · 56K €
- Share of capital
- 13.9 % of 63.9M shares on Jun 30, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 5,180 | 53.8K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 4,875 | 52.9K $ | 0.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 4,722 | 51.2K $ | 0.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 4,680 | 48.6K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,662 | 50.5K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Eventide Small Cap ETF Strategy Shares | 4,272 | 46.3K $ | 0.18 % | 0.01 % | as of Apr 30, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 4,065 | 44.1K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 3,884 | 42.1K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 3,748 | 40.7K $ | 0.03 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 3,660 | 39.7K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 3,499 | 36.3K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,266 | 33.9K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 3,184 | 34.5K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 3,134 | 34K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,124 | 32.4K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 3,122 | 32.4K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Company Growth Portfolio Wilshire Mutual Funds Inc | 3,100 | 32.2K $ | 0.15 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 2,990 | 31K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 2,839 | 29.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 2,802 | 29.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 2,706 | 28.1K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 2,652 | 28.8K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 2,648 | 27.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 2,642 | 28.7K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 2,628 | 27.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 2,503 | 27.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| First Trust Small Cap BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 2,382 | 24.7K $ | 0.11 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 2,380 | 24.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 2,232 | 23.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| American Century Small Cap Value Insights ETF American Century ETF Trust | 2,090 | 22.7K $ | 0.26 % | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 2,065 | 22.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 2,049 | 21.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 2,001 | 21.7K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Applied Finance IVS US SMID ETF ETF Opportunities Trust | 1,992 | 20.7K $ | 0.13 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 1,856 | 20.1K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 1,590 | 17.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,355 | 14.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 1,244 | 13.5K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,231 | 12.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 942 | 9.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 861 | 8.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 800 | 8.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 757 | 7.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 687 | 7.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 619 | 6.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Quality ETF American Century ETF Trust | 471 | 5.1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 451 | 4.7K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 447 | 4.8K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 410 | 4.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 406 | 4.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 275 | 2.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 246 | 2.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 211 | 2.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 208 | 2.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 208 | 2.2K $ | 0.00 % | as of Mar 31, 2026 ↗ | |
| PROFUND VP ULTRA SMALL CAP ProFunds | 133 | 1.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 100 | 1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 97 | 1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 72 | 780.5 $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 70 | 726.6 $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 58 | 602 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 44 | 477.4 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 42 | 455.3 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 13 | 141.1 $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 11 | 114.2 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| GESTION BOUTIQUE VIII, FI GESTION BOUTIQUE VIII / RIVER GLOBAL ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 56K € | 2.61 % | as of Dec 31, 2025 ↗ |
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.
| Fund | Weight 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 | 0.90 % | as of Mar 31, 2026 ↗ |
| First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 0.50 % | as of Mar 31, 2026 ↗ |
| iShares US Small Cap Value Factor ETF iShares Trust | 0.39 % | as of Mar 31, 2026 ↗ |
| Small Cap Core Portfolio Bernstein Fund Inc | 0.32 % | as of Mar 31, 2026 ↗ |
| Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust | 0.29 % | as of Mar 31, 2026 ↗ |
| American Century Small Cap Value Insights ETF American Century ETF Trust | 0.26 % | as of Feb 28, 2026 ↗ |
| Eventide Small Cap ETF Strategy Shares | 0.18 % | as of Apr 30, 2026 ↗ |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 0.17 % | as of Feb 28, 2026 ↗ |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 0.16 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 165 | +1 | 8,880,446 | -9.0 % |
| 2026Q1 | 164 | +11 | 9,754,889 | +5.8 % |
| 2025Q4 | 153 | +6 | 9,221,850 | +5.6 % |
| 2025Q3 | 147 | -1 | 8,731,716 | -0.5 % |
| 2025Q2 | 148 | +5 | 8,775,708 | -10.3 % |
| 2025Q1 | 143 | -2 | 9,786,288 | -17.2 % |
| 2024Q4 | 145 | +3 | 11,822,957 | +0.7 % |
| 2024Q3 | 142 | +2 | 11,739,729 | -10.5 % |
| 2024Q2 | 140 | +5 | 13,115,161 | +3.0 % |
| 2024Q1 | 135 | +7 | 12,735,837 | +13.3 % |
| 2023Q4 | 128 | 11,243,560 |
Institutional managers
151 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Topline Capital Management, LLC | 5,251,145 | 54.5M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 3,060,747 | 31.8M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,808,988 | 18.8M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,322,848 | 13.7M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 1,002,275 | 10.4M $ | as of Mar 31, 2026 |
| Quinn Opportunity Partners LLC | 989,149 | 10.3M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 918,806 | 9.5M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 905,274 | 9.4M $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 723,796 | 7.5M $ | as of Mar 31, 2026 |
| Trexquant Investment LP | 623,167 | 6.5M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 612,227 | 6.4M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 607,768 | 6.3M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 533,726 | 5.5M $ | as of Mar 31, 2026 |
| FMR LLC | 468,027 | 4.9M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 461,016 | 4.8M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 400,248 | 4.2M $ | as of Mar 31, 2026 |
| UBS Group AG | 366,972 | 3.8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 303,630 | 3.2M $ | as of Mar 31, 2026 |
| XTX Topco Ltd | 299,049 | 3.1M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 298,312 | 3.1M $ | as of Mar 31, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | 288,348 | 3M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 279,640 | 2.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 262,403 | 2.7M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 245,779 | 3.3M $ | as of Mar 31, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 245,082 | 2.5M $ | as of Mar 31, 2026 |
Declared shareholders of NerdWallet Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Arrowstreet Capital, Limited Partnership and 1 other | 5.20 % | 1,808,988 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of NerdWallet Inc". https://titelia.com/en/stocks/nerdwallet-inc-US64082B1026