Globeflex Capital’s NerdWallet NRDS Stock Holding History

Globeflex Capital’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 Q2	–	Sell	-28,490	Closed	-$296K	–	434
2026 Q1	$296K	Hold	28,490	–	–	0.04%	264
2025 Q4	$386K	Hold	28,490	–	–	0.06%	257
2025 Q3	$307K	Buy	+28,490	New	+$304K	0.05%	276
2023 Q3	–	Sell	-7,145	Closed	-$67.2K	–	491
2023 Q2	$67.2K	Buy	+7,145	New	+$80.7K	0.01%	412

Other funds holding NRDS

TCM

Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

QOP

Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Globeflex Capital's NRDS Position: Q2 2026 in Review

Globeflex Capital sold out of NerdWallet (NRDS) in Q2 2026, closing a stake of 28,490 shares — an estimated $296K sold.

Globeflex Capital first reported a position in NRDS in Q2 2023 and held it in 4 quarters. The position peaked at $386K in Q4 2025. 147 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

Globeflex Capital reported no remaining NerdWallet position as of Q2 2026 after selling out during the quarter.
Globeflex Capital sold 28,490 NerdWallet shares in Q2 2026, an estimated $296K.
Globeflex Capital first reported a position in NerdWallet in Q2 2023 and held it in 4 quarters.
Globeflex Capital's NerdWallet position peaked at $386K in Q4 2025.
147 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on Globeflex Capital's 13F filing for Q2 2026, filed 12 Aug 2026.