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NerdWallet
NRDS

Overview Fund Activity

136 hedge funds and large institutions have $299M invested in NerdWallet in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 28 reducing their positions, and 19 closing their positions.

Holders
136
Holders Change
+5
Holders Change %
+3.82%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
60
Reduced
28
Closed
19
Calls
$2.81M
Puts
$1.79M
Net Calls
+$1.02M
Net Calls Change
+$18.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$32M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$3.13M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$8.53M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$12M
5
KLP
5
Kent Lake PR
Puerto Rico
$3.02M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$5.08M
2
NL
2
Nuveen LLC
North Carolina
$1.05M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$1.74M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.56M
5
UBS Group
5
UBS Group
Switzerland
$1.84M
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
1
Topline Capital Management
California
$57.6M 5,251,145 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$43.3M 3,945,975 +46,558 +1%
BlackRock
3
BlackRock
New York
$32M 2,912,676 +293,685 +11%
QOP
4
Quinn Opportunity Partners
Virginia
$12.1M 1,104,182 -50,187 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$12M 1,096,108 +191,823 +21%
Connor, Clark & Lunn Investment Management (CC&L)
6
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.9M 996,032 +29,829 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$10.2M 925,503 +81,986 +10%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$9.86M 899,099 +11,310 +1%
State Street
9
State Street
Massachusetts
$9.43M 859,816 -7,131 -0.8%
Renaissance Technologies
10
Renaissance Technologies
New York
$8.53M 777,200 +224,300 +41%
Jacobs Levy Equity Management
11
Jacobs Levy Equity Management
New Jersey
$6.19M 564,310 +69,727 +14%
Morgan Stanley
12
Morgan Stanley
New York
$5.88M 536,288 -84,958 -14%
Citadel Advisors
13
Citadel Advisors
Florida
$5.56M 506,931 -171,038 -25%
Millennium Management
14
Millennium Management
New York
$5.08M 463,176 -403,937 -47%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$4.65M 424,168 -36,687 -8%
Northern Trust
16
Northern Trust
Illinois
$3.63M 330,653 +3,998 +1%
Charles Schwab
17
Charles Schwab
California
$3.51M 319,876 +24,636 +8%
AQR Capital Management
18
AQR Capital Management
Connecticut
$3.13M 285,497 +245,065 +606%
KLP
19
Kent Lake PR
Puerto Rico
$3.02M 275,000 +147,466 +116%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$2.87M 261,772 +11,082 +4%
TI
21
Trexquant Investment
Connecticut
$2.76M 251,273 +128,564 +105%
Los Angeles Capital Management
22
Los Angeles Capital Management
California
$2.58M 235,270 +92,487 +65%
CF
23
Centaurus Financial
California
$1.92M 175,023 – –
PP
24
PDT Partners
New York
$1.85M 168,982 +18,988 +13%
UBS Group
25
UBS Group
Switzerland
$1.84M 167,582 -139,840 -45%
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