NerdWallet
NRDS
148 hedge funds and large institutions have $252M invested in NerdWallet in 2026 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 51 reducing their positions, and 36 closing their positions.
30% more call options, than puts
Call options by funds: $1.06M | Put options by funds: $815K
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 51
6% less funds holding
Funds holding: 158 → 148 (-10)
6.55% less ownership
Funds ownership: 86.44% → 79.89% (-6.6%)
20% less capital invested
Capital invested by funds: $316M → $252M (-$63.4M)
22% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.95M |
| 2 |
D.E. Shaw & Co
New York
|
+$3.3M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$2.91M |
| 4 |
HF
HRT Financial
New York
|
+$2.58M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$2.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Topline Capital Management
Santa Monica,
California
|
-$18.4M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$6.35M |
| 3 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
|
-$6.14M |
| 4 |
Jane Street
New York
|
-$4.99M |
| 5 |
BlackRock
New York
|
-$4.5M |
NRDS Hedge Fund Activity: Q2 2026 in Review
148 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in NerdWallet (NRDS) for Q2 2026, worth a combined $252M — down 20% from $316M a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of NRDS and 28 opened new positions — a net loss of 8 holders — while 51 trimmed existing stakes and 49 added.
The largest buyer was Morgan Stanley, adding an estimated $3.95M. The largest seller was Topline Capital Management, cutting an estimated $18.4M.
- 148 institutional investors held NerdWallet (NRDS) as of Q2 2026, down from 158 in Q1 2026.
- Funds reported $252M of NerdWallet stock for Q2 2026, down 20% quarter-over-quarter.
- 28 funds opened new NerdWallet positions in Q2 2026 and 36 closed out, a net change of -8 holders.
- The largest NerdWallet buyer in Q2 2026 was Morgan Stanley, an estimated $3.95M added.
- The largest NerdWallet seller in Q2 2026 was Topline Capital Management, an estimated $18.4M sold.
Based on aggregated 13F filings for Q2 2026.