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 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

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Y-Intercept (HK)'s NRDS Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in NerdWallet (NRDS) in Q2 2026: 19,788 shares worth $183K. The stake represents ﹤0.01% of the portfolio and ranks #1581 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in NRDS as recently as Q4 2025.

Y-Intercept (HK) first reported a position in NRDS in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.92M in Q3 2025. 17 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

Y-Intercept (HK) held 19,788 shares of NerdWallet worth $183K as of Q2 2026.
NerdWallet was a new Y-Intercept (HK) position in Q2 2026.
NerdWallet made up ﹤0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1581 holding.
Y-Intercept (HK) first reported a position in NerdWallet in Q2 2023 and has held it in 7 quarters since.
Y-Intercept (HK)'s NerdWallet position peaked at $1.92M in Q3 2025.
17 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.