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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
158
Holders Change
-3
Holders Change %
-1.86%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
38
Increased
59
Reduced
47
Closed
38
Calls
$570K
Puts
$1.89M
Net Calls
-$1.32M
Net Calls Change
-$5.94M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$6.89M
2
OAM
OP Asset Management
+$6.61M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5M
4
Principal Financial Group
Principal Financial Group
Iowa
+$3.15M
5
Jane Street
Jane Street
New York
+$3M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
-$8.38M
2
NIG
NFJ Investment Group
Texas
-$3.43M
3
N
Nuveen
North Carolina
-$2.78M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$2.6M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$1.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1
Topline Capital Management
California
$54.5M – – –
BlackRock
2
BlackRock
New York
$31.8M -$1.05M -93,644 -3%
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$18.8M +$5M +444,038 +33%
VPM
4
Vanguard Portfolio Management
Pennsylvania
$15M +$16.3M +1,445,072 New
VCM
5
Vanguard Capital Management
Pennsylvania
$14.1M +$15.3M +1,358,440 New
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$13.7M +$1.73M +153,790 +13%
Renaissance Technologies
7
Renaissance Technologies
New York
$10.4M +$2.28M +202,838 +25%
QOP
8
Quinn Opportunity Partners
Virginia
$10.3M -$506K -44,937 -4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$9.54M -$109K -9,715 -1%
State Street
10
State Street
Massachusetts
$9.4M -$190K -16,868 -2%
Jacobs Levy Equity Management
11
Jacobs Levy Equity Management
New Jersey
$7.51M +$1.12M +99,340 +16%
OAM
12
OP Asset Management
$6.96M +$6.61M +587,200 +708%
TI
13
Trexquant Investment
Connecticut
$6.47M +$1.96M +174,229 +39%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$6.35M +$6.89M +612,227 New
Millennium Management
15
Millennium Management
New York
$6.31M +$781K +69,347 +13%
Jane Street
16
Jane Street
New York
$5.54M +$3M +266,614 +100%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$4.86M +$1.02M +90,292 +24%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$4.79M -$1.13M -100,300 -18%
AQR Capital Management
19
AQR Capital Management
Connecticut
$4.15M +$2.43M +216,166 +117%
UBS Group
20
UBS Group
Switzerland
$3.81M -$1.38M -122,619 -25%
AllianceBernstein
21
AllianceBernstein
Tennessee
$3.33M +$101 +9 +0%
Northern Trust
22
Northern Trust
Illinois
$3.15M -$80.9K -7,184 -2%
XT
23
XTX Topco
Cayman Islands
$3.1M +$2.52M +224,265 +300%
Charles Schwab
24
Charles Schwab
California
$3.1M -$199K -17,657 -6%
Connor, Clark & Lunn Investment Management (CC&L)
25
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.99M -$2.6M -230,745 -44%
1
2 3 4 5

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.