Cresset Asset Management’s NerdWallet NRDS Stock Holding History

Cresset Asset 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
2025 Q2	–	Sell	-16,448	Closed	-$149K	–	1666
2025 Q1	$149K	Sell	16,448 -7,497	-31%	-$89.9K	﹤0.01%	1575
2024 Q4	$318K	Sell	23,945 -4,851	-17%	-$64.7K	﹤0.01%	1322
2024 Q3	$366K	Sell	28,796 -10,700	-27%	-$142K	﹤0.01%	1704
2024 Q2	$577K	Buy	39,496 +10,409	+36%	+$143K	﹤0.01%	1375
2024 Q1	$428K	Sell	29,087 -5,302	-15%	-$82K	﹤0.01%	1416
2023 Q4	$506K	Buy	34,389 +11,758	+52%	+$130K	﹤0.01%	1228
2023 Q3	$201K	Buy	22,631 +1,097	+5%	+$10.3K	﹤0.01%	1626
2023 Q2	$203K	Buy	+21,534	New	+$243K	﹤0.01%	1737

Other funds holding NRDS

TCM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

QOP

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

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

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

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

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

Cresset Asset Management's NRDS Position: Q2 2025 in Review

Cresset Asset Management sold out of NerdWallet (NRDS) in Q2 2025, closing a stake of 16,448 shares — an estimated $149K sold.

Cresset Asset Management first reported a position in NRDS in Q2 2023 and held it in 8 quarters. The position peaked at $577K in Q2 2024. 139 funds tracked by Wall St. Rank hold NRDS as of Q2 2025.

Cresset Asset Management reported no remaining NerdWallet position as of Q2 2025 after selling out during the quarter.
Cresset Asset Management sold 16,448 NerdWallet shares in Q2 2025, an estimated $149K.
Cresset Asset Management first reported a position in NerdWallet in Q2 2023 and held it in 8 quarters.
Cresset Asset Management's NerdWallet position peaked at $577K in Q2 2024.
139 funds tracked by Wall St. Rank held NerdWallet as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.