Nerdwallet, Inc.: which funds bought and sold

Institutions that bought and sold Nerdwallet shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 74 institutions that filed 13F reports for both quarters added to or opened positions in Nerdwallet, and 87 cut or closed them. Together they sold a net 3.1M shares, −10.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 555K shares (−6.9%); index fund managers were net sellers of 1.2M shares (−14.2%). 25 opened a new position and 37 sold out entirely.

Bought, Q2 2026 74 institutions, 25 of them new holders Sold, Q2 2026 87 institutions, 37 of them sold out

Net change, all compared −3.1M shares (−10.3%)

Net change, active managers −555K shares (−6.9%), 15 bought, 19 sold

Buyers versus sellers

institutions compared, 180

74 bought 19 87 sold

Active managers and hedge funds 15 bought · 19 sold · −555K

Index fund managers 3 bought · 7 sold · −1.2M

Other institutions 56 bought · 61 sold · −1.3M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Morgan Stanley	+422K +207.4%	625K	$5.8M
D. E. Shaw & Co., Inc. Hedge fund	+353K +76.5%	814K	$7.5M
Jacobs Levy Equity Management, Inc Active manager	+311K +42.9%	1.0M	$9.6M
HRT Financial LP	+275K +128.3%	490K	$4.5M
Bridgeway Capital Management, LLC Active manager	+257K New position	257K	$2.4M
American Century Companies Inc Active manager	+198K +131.1%	350K	$3.2M
FMR LLC Active manager	+198K +42.2%	666K	$6.2M
Citadel Advisors LLC Hedge fund	+196K +218.2%	286K	$2.6M
Citigroup Inc	+138K +1815.5%	145K	$1.3M
Empowered Funds, LLC	+132K New position	132K	$1.2M
Mackenzie Financial Corp	+124K +185.4%	191K	$1.8M
Dimensional Fund Advisors LP	+111K +8.4%	1.4M	$13.3M
Nuveen, LLC	+90K +108.3%	173K	$1.6M
Vanguard Global Advisers, LLC	+85K +188.2%	129K	$1.2M
Jump Financial, LLC	+83K +116.1%	155K	$1.4M
Mitsubishi Ufj Trust & Banking Corp	+81K New position	81K	$748,815
State Of Wisconsin Investment Board	+73K +46.5%	230K	$2.1M
Vident Advisory, LLC	+70K New position	70K	$649,026
Winmill & Co. Inc	+70K New position	70K	$647,500
Quinn Opportunity Partners LLC	+63K +6.4%	1.1M	$9.7M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
D. E. Shaw & Co., Inc. Hedge fund	+353K +76.5%	814K	$7.5M
Jacobs Levy Equity Management, Inc Active manager	+311K +42.9%	1.0M	$9.6M
Bridgeway Capital Management, LLC Active manager	+257K New position	257K	$2.4M
American Century Companies Inc Active manager	+198K +131.1%	350K	$3.2M
FMR LLC Active manager	+198K +42.2%	666K	$6.2M
Citadel Advisors LLC Hedge fund	+196K +218.2%	286K	$2.6M
Caxton Associates LLP Hedge fund	+59K New position	59K	$547,110
Squarepoint Ops LLC Hedge fund	+55K New position	55K	$507,871
Tudor Investment Corp Et Al Hedge fund	+45K New position	45K	$415,233
Brevan Howard Capital Management LP Hedge fund	+32K +169.1%	51K	$470,464

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Topline Capital Management, LLC	−2.0M −37.4%	3.3M	$30.4M
Vanguard Portfolio Management LLC Index funds	−656K −45.4%	789K	$7.3M
Wellington Management Group LLP Active manager	−612K Sold out	0	—
Jane Street Group, LLC	−534K Sold out	0	—
Blackrock, Inc. Index funds	−481K −15.7%	2.6M	$23.9M
Renaissance Technologies LLC Hedge fund	−475K −47.4%	527K	$4.9M
Millennium Management LLC Hedge fund	−310K −51.0%	298K	$2.8M
Trexquant Investment LP Hedge fund	−284K −45.6%	339K	$3.1M
AQR Capital Management LLC Hedge fund	−225K −56.3%	175K	$1.6M
OP Asset Management Ltd	−202K −30.1%	468K	$4.3M
Xtx Topco Ltd	−150K −50.0%	149K	$1.4M
Creative Planning	−133K −86.0%	22K	$199,995
Quantbot Technologies LP Hedge fund	−110K Sold out	0	—
Susquehanna Fundamental Investments, LLC	−94K −44.9%	115K	$1.1M
Geode Capital Management, LLC Index funds	−67K −7.3%	852K	$7.9M
Prudential Financial Inc	−63K Sold out	0	—
Connor, Clark & Lunn Investment Management Ltd.	−63K −21.7%	226K	$2.1M
Ieq Capital, LLC	−58K Sold out	0	—
Schonfeld Strategic Advisors LLC Hedge fund	−50K Sold out	0	—
UBS Group AG	−47K −12.8%	320K	$3M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Wellington Management Group LLP Active manager	−612K Sold out	0	—
Renaissance Technologies LLC Hedge fund	−475K −47.4%	527K	$4.9M
Millennium Management LLC Hedge fund	−310K −51.0%	298K	$2.8M
Trexquant Investment LP Hedge fund	−284K −45.6%	339K	$3.1M
AQR Capital Management LLC Hedge fund	−225K −56.3%	175K	$1.6M
Quantbot Technologies LP Hedge fund	−110K Sold out	0	—
Schonfeld Strategic Advisors LLC Hedge fund	−50K Sold out	0	—
Point72 Asset Management, L.P. Hedge fund	−41K −32.6%	84K	$781,440
Arrowstreet Capital, Limited Partnership Hedge fund	−39K −2.1%	1.8M	$16.4M
Panagora Asset Management Inc Active manager	−36K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Bridgeway Capital Management, LLCActive manager	257K	$2.4M
Empowered Funds, LLC	132K	$1.2M
Mitsubishi Ufj Trust & Banking Corp	81K	$748,815
Vident Advisory, LLC	70K	$649,026
Winmill & Co. Inc	70K	$647,500
Raymond James Financial Inc	61K	$565,332
Caxton Associates LLPHedge fund	59K	$547,110
Squarepoint Ops LLCHedge fund	55K	$507,871
Aquatic Capital Management LLC	48K	$440,836
Tudor Investment Corp Et AlHedge fund	45K	$415,233

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Wellington Management Group LLPActive manager	612K	$6.4M
Jane Street Group, LLC	534K	$5.5M
Quantbot Technologies LPHedge fund	110K	$1.1M
Prudential Financial Inc	63K	$654,957
Ieq Capital, LLC	58K	$606,109
Schonfeld Strategic Advisors LLCHedge fund	50K	$522,071
Panagora Asset Management IncActive manager	36K	$376,607
Axq Capital, LP	32K	$331,350
Globeflex Capital L P	28K	$295,726
Bailard, Inc.	27K	$283,374

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 146
Ten largest holders: 55.5%
Index fund managers: 27.1%
Active managers and hedge funds: 27.3%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	15	19	6	10	−555K	−6.9%
Index fund managers	3	7	0	1	−1.2M	−14.2%
Other institutions	56	61	19	26	−1.3M	−9.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Nerdwallet.

Only managers that filed a holdings report for both quarters are compared (180 here). 6 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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