State Street’s NerdWallet NRDS Stock Holding History

State Street’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	$8.57M	Buy	926,571 +21,297	+2%	+$199K	﹤0.01%	2764
2026 Q1	$9.4M	Sell	905,274 -16,868	-2%	-$190K	﹤0.01%	2648
2025 Q4	$12.5M	Buy	922,142 +28,844	+3%	+$377K	﹤0.01%	2521
2025 Q3	$9.61M	Buy	893,298 +33,482	+4%	+$357K	﹤0.01%	2660
2025 Q2	$9.43M	Sell	859,816 -7,131	-0.8%	-$71.5K	﹤0.01%	2633
2025 Q1	$7.85M	Sell	866,947 -53,132	-6%	-$637K	﹤0.01%	2677
2024 Q4	$12.2M	Buy	920,079 +120,558	+15%	+$1.61M	﹤0.01%	2510
2024 Q3	$10.2M	Buy	799,521 +28,785	+4%	+$381K	﹤0.01%	2601
2024 Q2	$11.3M	Buy	770,736 +74,655	+11%	+$1.02M	﹤0.01%	2496
2024 Q1	$10.2M	Buy	696,081 +12,349	+2%	+$191K	﹤0.01%	2577
2023 Q4	$10.1M	Buy	683,732 +46,172	+7%	+$509K	﹤0.01%	2583
2023 Q3	$5.67M	Buy	637,560 +46,776	+8%	+$437K	﹤0.01%	2860
2023 Q2	$5.56M	Buy	590,784 +92,894	+19%	+$1.05M	﹤0.01%	2943
2023 Q1	$8.06M	Buy	497,890 +70,712	+17%	+$1.07M	﹤0.01%	2782
2022 Q4	$4.1M	Buy	427,178 +80,809	+23%	+$907K	﹤0.01%	3121
2022 Q3	$3.07M	Buy	346,369 +82,464	+31%	+$809K	﹤0.01%	3286
2022 Q2	$2.09M	Buy	263,905 +238,760	+950%	+$2.42M	﹤0.01%	3460
2022 Q1	$301K	Buy	+25,145	New	+$322K	﹤0.01%	4239

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

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

State Street's NRDS Position: Q2 2026 in Review

State Street increased its NerdWallet (NRDS) stake by 2.4% in Q2 2026, buying an estimated $199K and bringing the position to 926,571 shares worth $8.57M. The position accounts for ﹤0.01% of the portfolio, ranked #2764.

State Street first reported a position in NRDS in Q1 2022 and has held it in 18 quarters since. The position peaked at $12.5M in Q4 2025. 148 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

State Street held 926,571 shares of NerdWallet worth $8.57M as of Q2 2026.
State Street bought 21,297 NerdWallet shares in Q2 2026, an estimated $199K.
NerdWallet made up ﹤0.01% of State Street's portfolio in Q2 2026, its #2764 holding.
State Street first reported a position in NerdWallet in Q1 2022 and has held it in 18 quarters since.
State Street's NerdWallet position peaked at $12.5M in Q4 2025.
148 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.