Mesirow Financial Investment Management’s NerdWallet NRDS Stock Holding History

Mesirow Financial Investment 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
2025 Q1	–	Sell	-19,154	Closed	-$255K	–	620
2024 Q4	$255K	Buy	19,154 +241	+1%	+$3.22K	0.01%	500
2024 Q3	$240K	Buy	+18,913	New	+$250K	﹤0.01%	512
2024 Q1	–	Sell	-29,823	Closed	-$410K	–	580
2023 Q4	$410K	Hold	29,823	–	–	0.02%	343
2023 Q3	$265K	Hold	29,823	–	–	1.15%	46
2023 Q2	$281K	Sell	29,823 -1,514	-5%	-$17.1K	1.19%	39
2023 Q1	$507K	Hold	31,337	–	–	2.1%	12
2022 Q4	$301K	Hold	31,337	–	–	1.26%	31
2022 Q3	$278K	Hold	31,337	–	–	1.32%	36
2022 Q2	$249K	Sell	31,337 -83	-0.3%	-$843	1.2%	52
2022 Q1	$377K	Buy	+31,420	New	+$403K	1.27%	44

Other funds holding NRDS

TCM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Mesirow Financial Investment Management's NRDS Position: Q1 2025 in Review

Mesirow Financial Investment Management sold out of NerdWallet (NRDS) in Q1 2025, closing a stake of 19,154 shares — an estimated $255K sold.

Mesirow Financial Investment Management first reported a position in NRDS in Q1 2022 and held it in 10 quarters. The position peaked at $507K in Q1 2023. 134 funds tracked by Wall St. Rank hold NRDS as of Q1 2025.

Mesirow Financial Investment Management reported no remaining NerdWallet position as of Q1 2025 after selling out during the quarter.
Mesirow Financial Investment Management sold 19,154 NerdWallet shares in Q1 2025, an estimated $255K.
Mesirow Financial Investment Management first reported a position in NerdWallet in Q1 2022 and held it in 10 quarters.
Mesirow Financial Investment Management's NerdWallet position peaked at $507K in Q1 2023.
134 funds tracked by Wall St. Rank held NerdWallet as of Q1 2025.

Based on Mesirow Financial Investment Management's 13F filing for Q1 2025, filed 8 May 2025.