Institutional Venture Management XIV’s NerdWallet NRDS Stock Holding History

Institutional Venture Management XIV’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
2023 Q3	–	Sell	-1,113,635	Closed	-$10.5M	–	3
2023 Q2	$10.5M	Sell	1,113,635 -1,113,635	-50%	-$12.6M	6.31%	3
2023 Q1	$36M	Sell	2,227,270 -1,427,271	-39%	-$21.5M	21.14%	2
2022 Q4	$35.1M	Sell	3,654,541 -800,000	-18%	-$8.98M	13.9%	2
2022 Q3	$39.5M	Hold	4,454,541	–	–	12.06%	2
2022 Q2	$35.3M	Hold	4,454,541	–	–	11.3%	2
2022 Q1	$53.4M	Hold	4,454,541	–	–	10.86%	2
2021 Q4	$69.3M	Buy	+4,454,541	New	+$87.1M	12.18%	2

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

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

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

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

BGIM

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

ACL

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Institutional Venture Management XIV's NRDS Position: Q3 2023 in Review

Institutional Venture Management XIV sold out of NerdWallet (NRDS) in Q3 2023, closing a stake of 1,113,635 shares — an estimated $10.5M sold.

Institutional Venture Management XIV first reported a position in NRDS in Q4 2021 and held it in 7 quarters. The position peaked at $69.3M in Q4 2021. 95 funds tracked by Wall St. Rank hold NRDS as of Q3 2023.

Institutional Venture Management XIV reported no remaining NerdWallet position as of Q3 2023 after selling out during the quarter.
Institutional Venture Management XIV sold 1,113,635 NerdWallet shares in Q3 2023, an estimated $10.5M.
Institutional Venture Management XIV first reported a position in NerdWallet in Q4 2021 and held it in 7 quarters.
Institutional Venture Management XIV's NerdWallet position peaked at $69.3M in Q4 2021.
95 funds tracked by Wall St. Rank held NerdWallet as of Q3 2023.

Based on Institutional Venture Management XIV's 13F filing for Q3 2023, filed 9 Nov 2023.