Vanguard's new 5.12% passive position adds to existing institutional ownership from BlackRock and Arrowstreet. Monitor future 13F filings for any changes in Vanguard's position size or conversion to an active 13D filing, though no such intent is indicated here.
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Executive Summary
Vanguard Capital Management LLC disclosed a 5.12% passive stake in NerdWallet, Inc. in a new SC 13G filing, holding 1,653,345 shares as of September 30, 2026. This is a new position from Vanguard, adding to the existing passive stakes held by Arrowstreet Capital and BlackRock.
Key Financial Metrics
Key Facts
- Vanguard Capital Management LLC filed a new SC 13G disclosing beneficial ownership of 1,653,345 shares of NerdWallet, Inc. common stock.
- The stake represents 5.12% of shares outstanding as of September 30, 2026.
- The filing certifies passive intent under Rule 13d-1(b), with no purpose of changing or influencing control.
- Vanguard's affiliates included in the filing: Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC, and Vanguard Investments Australia Ltd.
- This is a new position; no prior SC 13G from Vanguard Capital Management for NerdWallet was found in the cross-filing context.
Financial Impact
Stake valued at approximately $34.9 million based on market cap of $682M and 5.12% ownership (implied shares outstanding ~32.3M).
Risk Factors
- Passive filing certifies no control intent; no activist pressure expected from this holder.
- Stake is just above the 5% threshold; Vanguard may adjust holdings without further 13G amendments if below 5%.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0002100119-26-001661 |
| Document: 0002100119-26-001661-index.html | 0002100119-26-001661 |
| Document: 0002100119-26-001661.txt | 0002100119-26-001661 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G | $11.39 | awaiting T+20 | awaiting T+20 | $11.18 (−1.80%) |
Jun 11, 2026 20w ago | Institutional Cluster | $8.38 $9.62 | ▲ +14.80% | ▲ +12.91% | $11.18 (+33.41%) |
Feb 25, 2026 35w ago | 8-K | $11.07 $10.53 | ▼ −4.88% | ▲ +1.54% | $11.18 (+0.99%) |
US Market Status
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