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IEQ Capital’s NerdWallet NRDS Stock Holding History

IEQ 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
-58,392
Closed -$606K – 2131
2026
Q1 		$606K Sell
58,392
-5,242
-8% -$59K ﹤0.01% 1223
2025
Q4 		$862K Buy
63,634
+11,212
+21% +$147K ﹤0.01% 1098
2025
Q3 		$564K Buy
52,422
+3,856
+8% +$41.1K ﹤0.01% 1241
2025
Q2 		$533K Sell
48,566
-116,434
-71% -$1.17M ﹤0.01% 1133
2025
Q1 		$1.49M Buy
+165,000
New +$1.98M 0.01% 651

Other funds holding NRDS

TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
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
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

IEQ Capital's NRDS Position: Q2 2026 in Review

IEQ Capital sold out of NerdWallet (NRDS) in Q2 2026, closing a stake of 58,392 shares — an estimated $606K sold.

IEQ Capital first reported a position in NRDS in Q1 2025 and held it in 5 quarters. The position peaked at $1.49M in Q1 2025. 148 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

  • IEQ Capital reported no remaining NerdWallet position as of Q2 2026 after selling out during the quarter.
  • IEQ Capital sold 58,392 NerdWallet shares in Q2 2026, an estimated $606K.
  • IEQ Capital first reported a position in NerdWallet in Q1 2025 and held it in 5 quarters.
  • IEQ Capital's NerdWallet position peaked at $1.49M in Q1 2025.
  • 148 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.