Security record · archived quarter
NRDS
NerdWallet, Inc. · Communication Services · Internet Content & Information
1Tracked holders
0Δ holders
17.74KShares held
$173,694Reported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 17.74K | $173,694 | n/a | n/a |
| Q2 2026 | 67 | -3 | 17.70M | $163.95M | +6 | −9 |
| Q1 2026 | 73 | +2 | 18.36M | $191.32M | +8 | −6 |
| Q4 2025 | 71 | +1 | 19.86M | $269.16M | +1 | n/a |
| Q3 2025 | 15 | -1 | 12.81M | $137.80M | n/a | −1 |
| Q2 2025 | 13 | 0 | 12.45M | $136.60M | n/a | n/a |
| Q1 2025 | 10 | -2 | 5.69M | $51.49M | n/a | −2 |
| Q4 2024 | 12 | +2 | 5.53M | $73.51M | +2 | n/a |
| Q3 2024 | 9 | +1 | 2.46M | $31.24M | +3 | −2 |
| Q2 2024 | 8 | n/a | 1.99M | $29.10M | n/a | n/a |
Who holds it · Q3 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 17.74K | +34.1% | $173,694 | 0.0% | ▲ Add | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 157 holders, 30.25M shares, $311.21M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2026 ·
Methodology ·
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