NerdWallet (NRDS)

• Market cap: $802M
• 1 day: -1.4%
• 5 days: -1.86%
• 1 month: 7.32%
• 3 months: -1.77%
• 6 months: 14.67%
• Year to date: -21.85%
• 1 year: -15.8%
• 5 years: -62.72%
• 10 years: -62.72%
• Sector: Communication Services
• Industry: Internet Content & Information

About: Nerdwallet Inc is a company that provides consumer-driven advice about personal finance through its platform by connecting individuals and small and mid-sized businesses (SMBs) with providers of financial products. It gets revenue from fees paid by its financial services partners in the form of either revenue per action, revenue per click, revenue per lead and revenue per funded loan arrangements.

Employees: 650

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

118% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 28

81% more call options, than puts

Call options by funds: $3.85M | Put options by funds: $2.12M

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

21% more capital invested

Capital invested by funds: $248M [Q1] → $300M (+$52.1M) [Q2]

5% more funds holding

Funds holding: 131 [Q1] → 137 (+6) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

0.72% less ownership

Funds ownership: 64.57% [Q1] → 63.85% (-0.72%) [Q2]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $14
• Avg. target: $15.5
• High target: $17

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

Truist Securities Youssef Squali	$17	Buy Maintained	11 Aug 2025
Barclays Ross Sandler	$14	Overweight Maintained	8 Aug 2025