Steamboat Capital Partners’s NerdWallet NRDS Stock Holding History

Steamboat Capital Partners’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 Q4	–	Sell	-40,784	Closed	-$439K	–	64
2025 Q3	$439K	Buy	40,784 +784	+2%	+$8.35K	0.11%	59
2025 Q2	$439K	Hold	40,000	–	–	0.12%	56
2025 Q1	$362K	Hold	40,000	–	–	0.11%	54
2024 Q4	$532K	Sell	40,000 -204,864	-84%	-$2.73M	0.16%	54
2024 Q3	$3.11M	Sell	244,864 -5,062	-2%	-$67K	0.98%	29
2024 Q2	$3.65M	Buy	249,926 +7,893	+3%	+$108K	1.34%	28
2024 Q1	$3.56M	Buy	242,033 +4,030	+2%	+$62.3K	1.23%	29
2023 Q4	$3.5M	Sell	238,003 -204,758	-46%	-$2.26M	1.32%	30
2023 Q3	$3.94M	Buy	442,761 +8,215	+2%	+$76.8K	1.46%	24
2023 Q2	$4.09M	Buy	434,546 +34,546	+9%	+$390K	1.41%	26
2023 Q1	$6.47M	Buy	+400,000	New	+$6.03M	2.15%	20

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

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

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

QOP

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

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Steamboat Capital Partners's NRDS Position: Q4 2025 in Review

Steamboat Capital Partners sold out of NerdWallet (NRDS) in Q4 2025, closing a stake of 40,784 shares — an estimated $439K sold.

Steamboat Capital Partners first reported a position in NRDS in Q1 2023 and held it in 11 quarters. The position peaked at $6.47M in Q1 2023. 161 funds tracked by Wall St. Rank hold NRDS as of Q4 2025.

Steamboat Capital Partners reported no remaining NerdWallet position as of Q4 2025 after selling out during the quarter.
Steamboat Capital Partners sold 40,784 NerdWallet shares in Q4 2025, an estimated $439K.
Steamboat Capital Partners first reported a position in NerdWallet in Q1 2023 and held it in 11 quarters.
Steamboat Capital Partners's NerdWallet position peaked at $6.47M in Q1 2023.
161 funds tracked by Wall St. Rank held NerdWallet as of Q4 2025.

Based on Steamboat Capital Partners's 13F filing for Q4 2025, filed 17 Feb 2026.