NRDS
NERDWALLET, INC.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Feb 25 NerdWallet reported strong Q4 and full-year 2025 results with revenu…
- S Mar 4 to Mar 17 4 days of insider sells: $838.0K by 2 insiders, avg $10.49
- S Jun 26 to Jun 30 3 days of insider sells: $35.7M by 2 insiders, avg $9.11
- X Sep 15 Short interest jumps 26.1% to 4.74M
Signal stack
Where each data set points today.
- InsidersBEARISH
4 insiders sold $36.6M.
- InstitutionsBULLISH
Q2 2026: 26 added (0 new), 16 trimmed or exited.
- Short sellersSTEADY
Short interest +1.6% to 5.32M shares. 7.0 days to cover, ≈8.3% of shares.
- TrendUPTREND
11% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| JACOBS LEVY EQUITY MANAGEMENT, INC | ADD | $9.6M |
| D. E. Shaw & Co., Inc. | ADD | $7.5M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | TRIM | $7.3M |
| FMR LLC | ADD | $6.2M |
| MORGAN STANLEY | DOUBLED | $5.8M |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | $4.9M |
| HRT FINANCIAL LP | DOUBLED | $4.5M |
| OP Asset Management Ltd | TRIM | $4.3M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
last action May 2026Price is inside the target range. Median implies +8%.Targets as of Oct 28, 2026.
| Date | Firm | Rating |
|---|---|---|
| May 11, 2026 | Oppenheimer MAINTAIN | Outperform |
| May 11, 2026 | Truist Securities MAINTAIN | Buy |
| May 11, 2026 | Citigroup MAINTAIN | Neutral |
| May 8, 2026 | Keybanc MAINTAIN | Overweight |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 1, 2026 | Lee Jun Hyung Chief Financial Officer | TAX W/H | $130.1K |
| Sep 1, 2026 | Tatum Nicholas Chief Accounting Officer | TAX W/H | $29.2K |
| Sep 1, 2026 | Chen Tim Chao-Ming Chief Executive Officer | TAX W/H | $75.5K |
| Sep 1, 2026 | Mischner Sam Brian Chief Revenue Officer | TAX W/H | $221.4K |
| Jun 30, 2026 | Topline Capital Partners, LP 10%+ Owner | SELL | $4.2M |
| Jun 30, 2026 | Topline Capital Management, LLC | SELL | $4.2M |
| Jun 29, 2026 | Topline Capital Partners, LP 10%+ Owner | SELL | $5.4M |
| Jun 29, 2026 | Topline Capital Management, LLC | SELL | $5.4M |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | $0.31 | $0.31–$0.31 | -1.4% | $241.5M |
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
2 filings · 0 bullish · 0 bearish · 1 mixed · 1 neutral- NEUTRAL INST-CLUSTERJun 11, 2026
An institutional cluster in NRDS (NerdWallet) for Q3 2025 shows mixed conviction: 3 buyers added…
The mixed institutional activity with a slight selling bias and dominance of passive rebalancing suggests no strong catalyst.
- MIXED 8-KFeb 25, 2026
NerdWallet reported strong Q4 and full-year 2025 results with revenue of $225.4 million (up 23%…
The stock may react positively to the strong revenue growth and share buyback announcement, but traders should monitor the sustainability of growth in loans and emerging verticals while watching for…
All NRDS filing & press-release reports (2)
- INST-CLUSTER reportJun 11, 2026
- 8-K reportFeb 25, 2026