CAZ Investments’s NerdWallet NRDS Stock Holding History

CAZ Investments’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	-5,514	Closed	-$74.7K	–	45
2025 Q4	$74.7K	Sell	5,514 -15,802	-74%	-$207K	0.13%	14
2025 Q3	$229K	Buy	+21,316	New	+$227K	0.43%	10

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

CAZ Investments's NRDS Position: Q1 2026 in Review

CAZ Investments sold out of NerdWallet (NRDS) in Q1 2026, closing a stake of 5,514 shares — an estimated $74.7K sold.

CAZ Investments first reported a position in NRDS in Q3 2025 and held it in 2 quarters. The position peaked at $229K in Q3 2025. 158 funds tracked by Wall St. Rank hold NRDS as of Q1 2026.

CAZ Investments reported no remaining NerdWallet position as of Q1 2026 after selling out during the quarter.
CAZ Investments sold 5,514 NerdWallet shares in Q1 2026, an estimated $74.7K.
CAZ Investments first reported a position in NerdWallet in Q3 2025 and held it in 2 quarters.
CAZ Investments's NerdWallet position peaked at $229K in Q3 2025.
158 funds tracked by Wall St. Rank held NerdWallet as of Q1 2026.

Based on CAZ Investments's 13F filing for Q1 2026, filed 12 May 2026.