Jacobs Levy Equity Management’s NerdWallet NRDS Stock Holding History

Jacobs Levy Equity 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
2026 Q2	$9.57M	Buy	1,034,562 +310,766	+43%	+$2.91M	0.03%	322
2026 Q1	$7.51M	Buy	723,796 +99,340	+16%	+$1.12M	0.03%	347
2025 Q4	$8.46M	Buy	624,456 +66,467	+12%	+$870K	0.03%	327
2025 Q3	$6M	Sell	557,989 -6,321	-1%	-$67.3K	0.02%	386
2025 Q2	$6.19M	Buy	564,310 +69,727	+14%	+$699K	0.02%	388
2025 Q1	$4.48M	Sell	494,583 -74,523	-13%	-$893K	0.02%	481
2024 Q4	$7.57M	Buy	569,106 +70,862	+14%	+$946K	0.03%	353
2024 Q3	$6.33M	Buy	498,244 +386,646	+346%	+$5.12M	0.02%	401
2024 Q2	$1.63M	Buy	+111,598	New	+$1.53M	0.01%	641
2024 Q1	–	Sell	-18,822	Closed	-$277K	–	1016
2023 Q4	$277K	Sell	18,822 -57,001	-75%	-$628K	﹤0.01%	898
2023 Q3	$674K	Hold	75,823	–	–	﹤0.01%	747
2023 Q2	$713K	Buy	+75,823	New	+$856K	﹤0.01%	757

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jacobs Levy Equity Management's NRDS Position: Q2 2026 in Review

Jacobs Levy Equity Management increased its NerdWallet (NRDS) stake by 43% in Q2 2026, buying an estimated $2.91M and bringing the position to 1,034,562 shares worth $9.57M. The position accounts for 0.03% of the portfolio, ranked #322.

Jacobs Levy Equity Management first reported a position in NRDS in Q2 2023 and has held it in 12 quarters since. 147 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

Jacobs Levy Equity Management held 1,034,562 shares of NerdWallet worth $9.57M as of Q2 2026.
Jacobs Levy Equity Management bought 310,766 NerdWallet shares in Q2 2026, an estimated $2.91M.
NerdWallet made up 0.03% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #322 holding.
Jacobs Levy Equity Management first reported a position in NerdWallet in Q2 2023 and has held it in 12 quarters since.
147 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.