NerdWallet
NRDS
158 hedge funds and large institutions have $316M invested in NerdWallet in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 59 increasing their positions, 47 reducing their positions, and 38 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 47
14.44% more ownership
Funds ownership: 72% → 86.44% (+14%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 38
2% less funds holding
Funds holding: 161 → 158 (-3)
21% less capital invested
Capital invested by funds: $400M → $316M (-$83.9M)
70% less call options, than puts
Call options by funds: $570K | Put options by funds: $1.89M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$6.89M |
| 2 |
OAM
OP Asset Management
Helsinki,
|
+$6.61M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$5M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$3.15M |
| 5 |
Jane Street
New York
|
+$3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
-$8.38M |
| 2 |
NIG
NFJ Investment Group
Dallas,
Texas
|
-$3.43M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$2.78M |
| 4 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$2.6M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$1.59M |
NRDS Hedge Fund Activity: Q1 2026 in Review
158 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in NerdWallet (NRDS) for Q1 2026, worth a combined $316M — down 21% from $400M a quarter earlier.
Fund positioning in NRDS was balanced in Q1 2026: 38 funds opened new positions, 38 closed out, 59 added to existing stakes and 47 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $6.89M. The largest seller was Prudential Financial, cutting an estimated $8.38M.
- 158 institutional investors held NerdWallet (NRDS) as of Q1 2026, down from 161 in Q4 2025.
- Funds reported $316M of NerdWallet stock for Q1 2026, down 21% quarter-over-quarter.
- 38 funds opened new NerdWallet positions in Q1 2026 and 38 closed out, a net change of 0 holders.
- The largest NerdWallet buyer in Q1 2026 was Wellington Management Group, an estimated $6.89M added.
- The largest NerdWallet seller in Q1 2026 was Prudential Financial, an estimated $8.38M sold.
Based on aggregated 13F filings for Q1 2026.