Caption Management’s NerdWallet NRDS Stock Holding History

Caption Management’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 Q1	–	Sell	-15,000	Closed	-$203K	–	1898
2025 Q4	$203K	Buy	+15,000	New	+$196K	﹤0.01%	1377

Other funds holding NRDS

TCM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Caption Management's NRDS Position: Q1 2026 in Review

Caption Management sold out of NerdWallet (NRDS) in Q1 2026, closing a stake of 15,000 shares — an estimated $203K sold.

Caption Management first reported a position in NRDS in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 158 funds tracked by Wall St. Rank hold NRDS as of Q1 2026.

Caption Management reported no remaining NerdWallet position as of Q1 2026 after selling out during the quarter.
Caption Management sold 15,000 NerdWallet shares in Q1 2026, an estimated $203K.
Caption Management first reported a position in NerdWallet in Q4 2025 and held it in 1 quarter.
Caption Management's NerdWallet position peaked at $203K in Q4 2025.
158 funds tracked by Wall St. Rank held NerdWallet as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.