Simplex Trading’s NerdWallet NRDS Stock Holding History

Simplex Trading’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	$30.3K	Buy	+3,275	New	+$30.6K	﹤0.01%	6747
2026 Q1	–	Sell	-3,247	Closed	-$36.6K	–	9813
2025 Q4	$44K	Buy	+3,247	New	+$42.5K	﹤0.01%	5773
2025 Q3	–	Sell	-2,926	Closed	-$31.2K	–	9727
2025 Q2	$32K	Buy	+2,926	New	+$29.3K	﹤0.01%	6342
2024 Q2	–	Sell	-4,612	Closed	-$63.2K	–	9489
2024 Q1	$67K	Sell	4,612 -10,458	-69%	-$162K	﹤0.01%	5990
2023 Q4	$221K	Buy	15,070 +13,829	+1,114%	+$152K	﹤0.01%	4571
2023 Q3	$11K	Buy	1,241 +567	+84%	+$5.3K	﹤0.01%	7115
2023 Q2	$6K	Buy	+674	New	+$7.61K	﹤0.01%	7809
2023 Q1	–	Sell	-8,692	Closed	-$131K	–	9777
2022 Q4	$83K	Buy	8,692 +5,566	+178%	+$62.4K	﹤0.01%	5296
2022 Q3	$27K	Sell	3,126 -1,696	-35%	-$16.6K	﹤0.01%	7190
2022 Q2	$38K	Buy	4,822 +2,834	+143%	+$28.8K	﹤0.01%	6849
2022 Q1	$23K	Buy	+1,988	New	+$25.5K	﹤0.01%	8094

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

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 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

Simplex Trading's NRDS Position: Q2 2026 in Review

Simplex Trading opened a new position in NerdWallet (NRDS) in Q2 2026: 3,275 shares worth $30.3K. The stake represents ﹤0.01% of the portfolio and ranks #6747 among its holdings. This is a return to the name: Simplex Trading previously reported a position in NRDS as recently as Q4 2025.

Simplex Trading first reported a position in NRDS in Q1 2022 and has held it in 11 quarters since. The position peaked at $221K in Q4 2023. 148 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

Simplex Trading held 3,275 shares of NerdWallet worth $30.3K as of Q2 2026.
NerdWallet was a new Simplex Trading position in Q2 2026.
NerdWallet made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #6747 holding.
Simplex Trading first reported a position in NerdWallet in Q1 2022 and has held it in 11 quarters since.
Simplex Trading's NerdWallet position peaked at $221K in Q4 2023.
148 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.