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The company

NerdWallet, Inc.

NRDS · Nasdaq

FinancialsPayments & ProcessorsAbove a falling average

NRDS stood above a rising 150-day average in 15 of the last 52 weekly readings, and has been out of that trend for the last 37 weeks. It is 6.6% above that average now. Payments & Processors: 39% of its 67 stocks in an uptrend (−6 points in four weeks); Financials: 43% (−14 points in four weeks).

Statistics

Rotation
Above a falling average
Weeks in an uptrend
out for 37
Industry in uptrend
39% -6 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$74.1M
Officials’ trades on record
0
Institutions holding
140 (-8)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 15 of 52 weeks.

20 Apr – 19 Oct
16%38%61%Apr 26Jun 26Jul 26Sep 26Oct 26

Payments & Processors: A minority of its stocks are in an uptrend and the share has been slipping. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$68.9M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months0
Sale orders, 12 months21
Buyers · sellers0 · 5
WhoDidSharesTraded
Topline Capital Partners, Lp10% ownersold454,872at $9.2730 Jun 2026filed 30 Jun 2026
Topline Capital Management, LlcOthersold454,872at $9.2730 Jun 2026filed 30 Jun 2026
Topline Capital Partners, Lp10% ownersold587,835at $9.2229 Jun 2026filed 30 Jun 2026
Topline Capital Management, LlcOthersold587,835at $9.2229 Jun 2026filed 30 Jun 2026
Topline Capital Partners, Lp10% ownersold919,153at $8.9526 Jun 2026filed 30 Jun 2026
Topline Capital Management, LlcOthersold919,153at $8.9526 Jun 2026filed 30 Jun 2026
Samuel YountChief Business Officersold6,154at $10.2617 Mar 2026filed 19 Mar 2026
Samuel YountChief Business Officersold35,402at $10.3317 Mar 2026filed 19 Mar 2026
Samuel YountChief Business Officersold6,154at $10.2617 Mar 2026filed 19 Mar 2026
Samuel YountChief Business Officersold24,278at $10.3317 Mar 2026filed 19 Mar 2026
Samuel YountChief Business Officersold211at $10.6012 Mar 2026filed 16 Mar 2026
Samuel YountChief Business Officersold2,800at $10.6112 Mar 2026filed 16 Mar 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders140-8 on the quarter
New · exited29 · 36
Reported value$247.3M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
Topline Capital Management, LLCreduced · filed 14 Aug 20263,289,285$30.4M-1,961,860−37.4%
BlackRock, Inc.reduced · filed 7 Aug 20262,579,569$23.9M-481,178−15.7%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPreduced · filed 13 Aug 20261,770,333$16.4M-38,655−2.1%
DIMENSIONAL FUND ADVISORS LPadded · filed 11 Aug 20261,433,877$13.3M+111,029+8.4%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 20261,370,062$12.7M+11,622+0.9%
Quinn Opportunity Partners LLCadded · filed 14 Aug 20261,052,114$9.7M+62,965+6.4%
JACOBS LEVY EQUITY MANAGEMENT, INCadded · filed 14 Aug 20261,034,562$9.6M+310,766+42.9%
STATE STREET CORPadded · filed 7 Aug 2026926,571$8.6M+21,297+2.4%
GEODE CAPITAL MANAGEMENT, LLCreduced · filed 12 Aug 2026851,676$7.9M-67,130−7.3%
D. E. Shaw & Co., Inc.added · filed 14 Aug 2026813,807$7.5M+352,791+76.5%
31 Mar 2023 – 30 Jun 2026
81115148Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Jun Hyung Lee Company insiderChief Financial Officer · last 1 Sep 20260 · 0
Nicholas Tatum Company insiderChief Accounting Officer · last 1 Sep 20260 · 5
Sam Brian Mischner Company insiderChief Revenue Officer · last 1 Sep 20260 · 0
Tim Chao-Ming Chen Company insiderChief Executive Officer · last 1 Sep 202612 · 0
Collin McBirney Company insiderOther · last 30 Jun 20260 · 3
Topline Capital Management, LLC Company insiderOther · last 30 Jun 20262 · 3
Topline Capital Partners, LP Company insider10% owner · last 30 Jun 20262 · 3
Teresa Chia Company insiderDirector · last 22 May 20260 · 0
Anthony Ling Company insiderDirector · last 21 May 20260 · 0
Kenneth Thomas McBride Company insiderDirector · last 21 May 20260 · 0
Lynne Marie Laube Company insiderDirector · last 21 May 20260 · 0
Samuel Yount Company insiderChief Business Officer · last 17 Mar 20260 · 23

Same industry

PAYS PaysignLeading+67%
RNG RingCentralLeading+52%
FIRY FiryLeading+33%
FIVN Five9Leading+32%
JOYY JoyyLeading+22%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 31 Dec 202592.4%
Operating profit marginFY 2025 · to 31 Dec 20257.8%
Free cash flow marginFY 2025 · to 31 Dec 202515.6%
Return on capital employedFY 2025 · to 31 Dec 202516.7%
Cash conversionFY 2025 · to 31 Dec 2025270%
Research spendFY 2025 · to 31 Dec 20258.0%
Cash and equivalentsFY 2025 · to 31 Dec 2025$98.3M
Free cash flowFY 2025 · to 31 Dec 2025$130.3M

Analyst forecasts

No analyst forecasts yet.