FG
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Formula Growth’s NerdWallet NRDS Stock Holding History

Formula Growth’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
-93,298
Closed -$844K – 136
2025
Q1 		$844K Buy
93,298
+23,298
+33% +$279K 0.34% 98
2024
Q4 		$931K Buy
+70,000
New +$934K 0.32% 97

Other funds holding NRDS

TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Formula Growth's NRDS Position: Q2 2025 in Review

Formula Growth sold out of NerdWallet (NRDS) in Q2 2025, closing a stake of 93,298 shares — an estimated $844K sold.

Formula Growth first reported a position in NRDS in Q4 2024 and held it in 2 quarters. The position peaked at $931K in Q4 2024. 139 funds tracked by Wall St. Rank hold NRDS as of Q2 2025.

  • Formula Growth reported no remaining NerdWallet position as of Q2 2025 after selling out during the quarter.
  • Formula Growth sold 93,298 NerdWallet shares in Q2 2025, an estimated $844K.
  • Formula Growth first reported a position in NerdWallet in Q4 2024 and held it in 2 quarters.
  • Formula Growth's NerdWallet position peaked at $931K in Q4 2024.
  • 139 funds tracked by Wall St. Rank held NerdWallet as of Q2 2025.

Based on Formula Growth's 13F filing for Q2 2025, filed 13 Aug 2025.