Wellington Management Group
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Wellington Management Group’s NerdWallet NRDS Stock Holding History

Wellington Management Group’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
Q1 		$6.35M Buy
+612,227
New +$6.89M ﹤0.01% 1359
2023
Q2 		– Sell
-30,694
Closed -$497K – 1943
2023
Q1 		$497K Buy
+30,694
New +$462K ﹤0.01% 1838

Other funds holding NRDS

TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group's NRDS Position: Q1 2026 in Review

Wellington Management Group opened a new position in NerdWallet (NRDS) in Q1 2026: 612,227 shares worth $6.35M. The stake represents ﹤0.01% of the portfolio and ranks #1359 among its holdings. This is a return to the name: Wellington Management Group previously reported a position in NRDS as recently as Q1 2023.

Wellington Management Group first reported a position in NRDS in Q1 2023 and has held it in 2 quarters since. 158 funds tracked by Wall St. Rank hold NRDS as of Q1 2026.

  • Wellington Management Group held 612,227 shares of NerdWallet worth $6.35M as of Q1 2026.
  • NerdWallet was a new Wellington Management Group position in Q1 2026.
  • NerdWallet made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1359 holding.
  • Wellington Management Group first reported a position in NerdWallet in Q1 2023 and has held it in 2 quarters since.
  • 158 funds tracked by Wall St. Rank held NerdWallet as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.