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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
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 $605M AUM 26.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IEQ Capital's NRDS Position: Q1 2026 in Review

IEQ Capital reduced its NerdWallet (NRDS) stake by 8.2% in Q1 2026, selling an estimated $59K and leaving 58,392 shares worth $606K. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

IEQ Capital first reported a position in NRDS in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.49M in Q1 2025. 158 funds tracked by Wall St. Rank hold NRDS as of Q1 2026.

  • IEQ Capital held 58,392 shares of NerdWallet worth $606K as of Q1 2026.
  • IEQ Capital sold 5,242 NerdWallet shares in Q1 2026, an estimated $59K.
  • NerdWallet made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1223 holding.
  • IEQ Capital first reported a position in NerdWallet in Q1 2025 and has held it in 5 quarters since.
  • IEQ Capital's NerdWallet position peaked at $1.49M in Q1 2025.
  • 158 funds tracked by Wall St. Rank held NerdWallet as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.