Bailard’s NerdWallet NRDS Stock Holding History

Bailard’s Portfolio NRDS Stock Details NRDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-27,300	Closed	-$283K	–	825
2026 Q1	$283K	Buy	27,300 +7,700	+39%	+$86.7K	0.01%	629
2025 Q4	$266K	Buy	+19,600	New	+$256K	0.01%	624
2025 Q3	–	Sell	-22,300	Closed	-$245K	–	848
2025 Q2	$245K	Sell	22,300 -3,800	-15%	-$38.1K	0.01%	682
2025 Q1	$236K	Buy	26,100 +14,100	+118%	+$169K	0.01%	650
2024 Q4	$160K	Buy	+12,000	New	+$160K	﹤0.01%	703
2023 Q2	–	Sell	-13,427	Closed	-$217K	–	749
2023 Q1	$217K	Buy	+13,427	New	+$202K	0.01%	620

Other funds holding NRDS

TCM

Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

QOP

Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Bailard's NRDS Position: Q2 2026 in Review

Bailard sold out of NerdWallet (NRDS) in Q2 2026, closing a stake of 27,300 shares — an estimated $283K sold.

Bailard first reported a position in NRDS in Q1 2023 and held it in 6 quarters. The position peaked at $283K in Q1 2026. 148 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

Bailard reported no remaining NerdWallet position as of Q2 2026 after selling out during the quarter.
Bailard sold 27,300 NerdWallet shares in Q2 2026, an estimated $283K.
Bailard first reported a position in NerdWallet in Q1 2023 and held it in 6 quarters.
Bailard's NerdWallet position peaked at $283K in Q1 2026.
148 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.