Nerdwallet Inc (NRDS): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Nerdwallet Inc (NRDS) following the 2026 Q1 hedge fund 13F filings?

As of today, NRDS has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLC sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), NRDS gained nan% vs nan% for XLC. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Nerdwallet Inc (NRDS)

156 + Investors. Track Smart Money conviction in NRDS. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — NRDS

Based on 157 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their NRDS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (99% of max)

99% of all-time peak

157 hedge funds hold NRDS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q

+22 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 52% buying

95 buying88 selling

Last quarter: 95 funds bought or added vs 88 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~38 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 26 → 29 → 33 → 38. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 38% long-term, 30% new

■ 38% conviction (2yr+) ■ 32% medium ■ 30% new

Of the 157 current holders: 59 (38%) held >2 years, 51 held 1–2 years, and 47 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

💎

Buying through price weakness — shares +3%, value -21%

Value

-20%

+2%

Last quarter: funds added +3% more shares while total portfolio value only changed -21%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

36 → 26 → 29 → 33 → 38 new funds/Q

New funds entering each quarter: 26 → 29 → 33 → 38. A growing number of institutions are discovering NRDS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 51% veterans vs 34% newcomers

■ 51% veterans ■ 15% 1-2yr ■ 34% new

Entry-cohort mix of 162 holders: 82 (51%) are 2+ year veterans, 25 entered 1–2 years ago, and 55 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds

43 of 157 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	156	158	-1.27%
13F Shares	31M	30M	2.71%
Total Value	$319M	$402M	-20.72%
New Positions	37	33	+4
Increased Positions	56	60	-4
Closed Positions	39	20	+19
Reduced Positions	47	49	-2
Total Calls	2	4	-50.0%
Total Puts	3	1	200.0%
PUT/CALL Ratio	1.5	0.25	Bearish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

156

158

-1.27%

13F Shares

31M

30M

2.71%

Total Value

$319M

$402M

-20.72%

New Positions

Increased Positions

-4

Closed Positions

+19

Reduced Positions

-2

Total Calls

-50.0%

Total Puts

200.0%

PUT/CALL Ratio

1.5

0.25

Bearish

Institutional Holders (2026 Q1)

156 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NRDS. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 NRDS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Topline Capital Management, LLC	9.01%	5,251,145	$54.5M
2	Quinn Opportunity Partners LLC	0.54%	989,149	$10.3M
3	OP Asset Management Ltd	0.09%	670,186	$8.0M
4	Susquehanna Fundamental Investments, LLC	0.08%	208,811	$2.2M
5	Centaurus Financial, INC.	0.08%	153,353	$1.6M
6	State of Wyoming	0.07%	59,142	$614K
7	XTX Topco Ltd	0.05%	299,049	$3.1M
8	AlphaQuest LLC	0.05%	68,337	$926K
9	Quantbot Technologies LP	0.05%	109,846	$1.1M
10	Trexquant Investment LP	0.05%	623,167	$6.5M
11	Globeflex Capital L P	0.04%	28,490	$296K
12	Axq Capital, LP	0.04%	31,922	$331K
13	Mach-1 Financial Group, LLC	0.04%	10,825	$112K
14	Dynamic Technology Lab Private Ltd	0.04%	22,535	$234K
15	Jacobs Levy Equity Management, Inc	0.03%	723,796	$7.5M
16	Renaissance Technologies LLC	0.02%	1,002,275	$10.4M
17	JT Stratford LLC	0.01%	10,423	$108K
18	L2 Asset Management, LLC	0.01%	11,425	$119K
19	National Philanthropic Trust	0.01%	40,000	$584K
20	Arrowstreet Capital, Limited Partnership	0.01%	1,808,988	$18.8M
21	Los Angeles Capital Management LLC	0.01%	245,082	$2.5M
22	Jump Financial, LLC	0.01%	71,625	$743K
23	PDT Partners, LLC	0.01%	15,857	$165K
24	Hurley Capital, LLC	0.01%	1,470	$15K
25	Martingale Asset Management L P	0.01%	27,212	$282K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Nerdwallet Inc (NRDS)

What does the Smart Money Trend signal show for NRDS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their NRDS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for NRDS?

Slight buying edge — 52% buying: Last quarter: 95 funds bought or added vs 88 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NRDS holders?

Strong quality — 38% AUM from major funds: 43 of 157 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held NRDS?

Mixed — 38% long-term, 30% new: Of the 157 current holders: 59 (38%) held >2 years, 51 held 1–2 years, and 47 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Nerdwallet Inc (NRDS) following the 2026 Q1 hedge fund 13F filings?

As of today, NRDS has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLC sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), NRDS has gained nan% vs nan% for XLC. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Nerdwallet Inc (NRDS)

Smart Money Signals — NRDS

Selling streak — 1 quarter in a row

At the ownership peak (99% of max)

Steady growth — +16% more funds vs a year ago

Slight buying edge — 52% buying

Steady new buyers — ~38 new funds per quarter

Mixed — 38% long-term, 30% new

Buying through price weakness — shares +3%, value -21%

Growing discovery — still being found

Veteran-anchored — 51% veterans vs 34% newcomers

Strong quality — 38% AUM from major funds

Institutional Sentiment Summary — NRDS

Hedge Fund Ownership: NRDS

Market Analysis: NRDS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: NRDS

Is It Too Late to Buy Nerdwallet Inc (NRDS) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: NRDS

Statistics: NRDS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Nerdwallet Inc (NRDS)

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