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Yorktown Management & Research Company’s NerdWallet NRDS Stock Holding History

Yorktown Management & Research Company’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 		– Sell
-15,100
Closed -$205K – 235
2025
Q4 		$205K Buy
+15,100
New +$198K 0.16% 213

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Dimensional Fund Advisors
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Renaissance Technologies
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QOP
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Yorktown Management & Research Company's NRDS Position: Q1 2026 in Review

Yorktown Management & Research Company sold out of NerdWallet (NRDS) in Q1 2026, closing a stake of 15,100 shares — an estimated $205K sold.

Yorktown Management & Research Company first reported a position in NRDS in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 158 funds tracked by Wall St. Rank hold NRDS as of Q1 2026.

  • Yorktown Management & Research Company reported no remaining NerdWallet position as of Q1 2026 after selling out during the quarter.
  • Yorktown Management & Research Company sold 15,100 NerdWallet shares in Q1 2026, an estimated $205K.
  • Yorktown Management & Research Company first reported a position in NerdWallet in Q4 2025 and held it in 1 quarter.
  • Yorktown Management & Research Company's NerdWallet position peaked at $205K in Q4 2025.
  • 158 funds tracked by Wall St. Rank held NerdWallet as of Q1 2026.

Based on Yorktown Management & Research Company's 13F filing for Q1 2026, filed 20 Apr 2026.