Y-Intercept (HK)’s NerdWallet NRDS Stock Holding History

Y-Intercept (HK)’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 Q3	–	Sell	-19,788	Closed	-$183K	–	1936
2026 Q2	$183K	Buy	+19,788	New	+$185K	﹤0.01%	1581
2026 Q1	–	Sell	-30,335	Closed	-$411K	–	1901
2025 Q4	$411K	Sell	30,335 -148,559	-83%	-$1.94M	0.01%	1292
2025 Q3	$1.92M	Buy	178,894 +54,626	+44%	+$582K	0.05%	631
2025 Q2	$1.36M	Buy	124,268 +49,058	+65%	+$492K	0.03%	788
2025 Q1	$681K	Buy	+75,210	New	+$901K	0.05%	565
2023 Q4	–	Sell	-27,856	Closed	-$248K	–	1518
2023 Q3	$248K	Buy	27,856 +8,180	+42%	+$76.5K	0.02%	840
2023 Q2	$185K	Buy	+19,676	New	+$222K	0.02%	954

Other funds holding NRDS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK)'s NRDS Position: Q3 2026 in Review

Y-Intercept (HK) sold out of NerdWallet (NRDS) in Q3 2026, closing a stake of 19,788 shares — an estimated $183K sold.

Y-Intercept (HK) first reported a position in NRDS in Q2 2023 and held it in 7 quarters. The position peaked at $1.92M in Q3 2025. 36 funds tracked by Wall St. Rank hold NRDS as of Q3 2026.

Y-Intercept (HK) reported no remaining NerdWallet position as of Q3 2026 after selling out during the quarter.
Y-Intercept (HK) sold 19,788 NerdWallet shares in Q3 2026, an estimated $183K.
Y-Intercept (HK) first reported a position in NerdWallet in Q2 2023 and held it in 7 quarters.
Y-Intercept (HK)'s NerdWallet position peaked at $1.92M in Q3 2025.
36 funds tracked by Wall St. Rank held NerdWallet as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.