G2 Investment Partners Management’s NerdWallet NRDS Stock Holding History

G2 Investment Partners 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
2024 Q1	–	Sell	-167,328	Closed	-$2.46M	–	91
2023 Q4	$2.46M	Buy	+167,328	New	+$1.84M	0.72%	45
2023 Q3	–	Sell	-115,477	Closed	-$1.09M	–	96
2023 Q2	$1.09M	Sell	115,477 -164,302	-59%	-$1.86M	0.26%	66
2023 Q1	$4.53M	Sell	279,779 -326,527	-54%	-$4.92M	1.27%	29
2022 Q4	$5.82M	Buy	+606,306	New	+$6.8M	1.72%	19
2022 Q1	–	Sell	-63,448	Closed	-$987K	–	87
2021 Q4	$987K	Buy	+63,448	New	+$1.24M	0.17%	67

Other funds holding NRDS

ICM

Innovius Capital Management San Francisco, California $77.9M AUM 61.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

G2 Investment Partners Management's NRDS Position: Q1 2024 in Review

G2 Investment Partners Management sold out of NerdWallet (NRDS) in Q1 2024, closing a stake of 167,328 shares — an estimated $2.46M sold.

G2 Investment Partners Management first reported a position in NRDS in Q4 2021 and held it in 5 quarters. The position peaked at $5.82M in Q4 2022. 114 funds tracked by Wall St. Rank hold NRDS as of Q1 2024.

G2 Investment Partners Management reported no remaining NerdWallet position as of Q1 2024 after selling out during the quarter.
G2 Investment Partners Management sold 167,328 NerdWallet shares in Q1 2024, an estimated $2.46M.
G2 Investment Partners Management first reported a position in NerdWallet in Q4 2021 and held it in 5 quarters.
G2 Investment Partners Management's NerdWallet position peaked at $5.82M in Q4 2022.
114 funds tracked by Wall St. Rank held NerdWallet as of Q1 2024.

Based on G2 Investment Partners Management's 13F filing for Q1 2024, filed 15 May 2024.