Nisa Investment Advisors
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Nisa Investment Advisors’s NerdWallet NRDS Stock Holding History

Nisa Investment Advisors’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 		$14.7K Buy
1,586
+1,445
+1,025% +$13.5K ﹤0.01% 2357
2026
Q1 		$1.46K Sell
141
-277
-66% -$3.12K ﹤0.01% 2670
2025
Q4 		$5.66K Sell
418
-298
-42% -$3.9K ﹤0.01% 2424
2025
Q3 		$7.7K Sell
716
-86
-11% -$916 ﹤0.01% 2351
2025
Q2 		$8.8K Buy
+802
New +$8.04K ﹤0.01% 2320
2025
Q1 		– Sell
-211
Closed -$2.81K – 3038
2024
Q4 		$2.81K Sell
211
-40
-16% -$534 ﹤0.01% 2398
2024
Q3 		$3.19K Buy
251
+211
+528% +$2.79K ﹤0.01% 2319
2024
Q2 		$584 Sell
40
-14
-26% -$192 ﹤0.01% 2651
2024
Q1 		$794 Buy
+54
New +$835 ﹤0.01% 2411
2023
Q4 		– Sell
-20
Closed -$178 – 2710
2023
Q3 		$178 Sell
20
-8
-29% -$75 ﹤0.01% 2680
2023
Q2 		$263 Sell
28
-27,272
-100% -$308K ﹤0.01% 2683
2023
Q1 		$442K Buy
+27,300
New +$411K ﹤0.01% 1099

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

Nisa Investment Advisors's NRDS Position: Q2 2026 in Review

Nisa Investment Advisors increased its NerdWallet (NRDS) stake by 1,025% in Q2 2026, buying an estimated $13.5K and bringing the position to 1,586 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2357.

Nisa Investment Advisors first reported a position in NRDS in Q1 2023 and has held it in 12 quarters since. The position peaked at $442K in Q1 2023. 147 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

  • Nisa Investment Advisors held 1,586 shares of NerdWallet worth $14.7K as of Q2 2026.
  • Nisa Investment Advisors bought 1,445 NerdWallet shares in Q2 2026, an estimated $13.5K.
  • NerdWallet made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2357 holding.
  • Nisa Investment Advisors first reported a position in NerdWallet in Q1 2023 and has held it in 12 quarters since.
  • Nisa Investment Advisors's NerdWallet position peaked at $442K in Q1 2023.
  • 147 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.