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Who

Topline Capital Partners, LP

10% owner

Company insider

Files Form 4 as: 10% owner, NerdWallet; 10% owner, Optex Systems Holdings; 10% owner, Paysign; 10% owner, Green Dot; 10% owner, Cognyte Software; 10% owner, ACCESS Newswire; 10% owner, Heritage Global; 10% owner, Usio.

Every Form 4 they filed

In numbers

Trades disclosed
100
Buys
51
Sells
45
Bought
$22.5M
Sold
$54.7M
Companies
9
Companies where not an officer
9
First trade
22 May 2020
Last trade
30 Jun 2026
Last filed
30 Jun 2026

Companies traded

Everywhere else they filed: board seats, 10% stakes, other companies
NRDS NerdWallet10% owner · Payments & Processors · last 30 Jun 20262 buys · 3 sells
OPXS Optex Systems Holdings10% owner · Life-science tools · last 30 Jun 20252 buys · 5 sells
PAYS Paysign10% owner · Payments & Processors · last 14 Jan 202521 buys · 5 sells
GDOT Green Dot10% owner · Digital Banking & Lending Platforms · last 31 Dec 20244 buys · 3 sells
CGNT Cognyte Software10% owner · Software · last 12 Sep 20242 buys · 0 sells
ACCS ACCESS Newswire10% owner · Professional Services · last 28 Aug 202410 buys · 0 sells
HGBL Heritage Global10% owner · Business Services · last 18 Apr 20234 buys · 15 sells
USIO Usio10% owner · Regional banks · last 11 Nov 20225 buys · 14 sells
NeuroMetrix10% owner · last 10 Jun 20211 buy · 0 sells

Activity over time

1 Nov 2024 – 1 Oct 2026
802Nov 24May 25Nov 25Apr 26Oct 26

Buys above the line, sells below, each month.

Every trade

TradedCompanyWhatAmount
30 Jun 2026filed 30 Jun 2026NRDS NerdWalletPayments & ProcessorsSEC FORM 4 Sold$4.2M454,872 at $9.27filing
30 Jun 2026filed 30 Jun 2026NRDS NerdWalletPayments & ProcessorsSEC FORM 4 Sold$4.2M454,872 at $9.27filing
29 Jun 2026filed 30 Jun 2026NRDS NerdWalletPayments & ProcessorsSEC FORM 4 Sold$5.4M587,835 at $9.22filing
29 Jun 2026filed 30 Jun 2026NRDS NerdWalletPayments & ProcessorsSEC FORM 4 Sold$5.4M587,835 at $9.22filing
26 Jun 2026filed 30 Jun 2026NRDS NerdWalletPayments & ProcessorsSEC FORM 4 Sold$8.2M919,153 at $8.95filing
26 Jun 2026filed 30 Jun 2026NRDS NerdWalletPayments & ProcessorsSEC FORM 4 Sold$8.2M919,153 at $8.95filing
30 Jun 2025filed 30 Jun 2025OPXS Optex Systems HoldingsLife-science toolsSEC FORM 4 Sold$557K47,700 at $11.68filing
27 Jun 2025filed 30 Jun 2025OPXS Optex Systems HoldingsLife-science toolsSEC FORM 4 Sold$113K10,000 at $11.26filing
26 Jun 2025filed 30 Jun 2025OPXS Optex Systems HoldingsLife-science toolsSEC FORM 4 Sold$343K30,945 at $11.07filing
14 Jan 2025filed 15 Jan 2025PAYS PaysignPayments & ProcessorsSEC FORM 4 Sold$389K120,000 at $3.24filing
13 Jan 2025filed 15 Jan 2025PAYS PaysignPayments & ProcessorsSEC FORM 4 Sold$474K154,982 at $3.06filing
31 Dec 2024filed 31 Dec 2024GDOT Green DotDigital Banking & Lending PlatformsSEC FORM 4 Sold$3.5M331,339 at $10.54filing
31 Dec 2024filed 31 Dec 2024PAYS PaysignPayments & ProcessorsSEC FORM 4 Sold$63K20,834 at $3.03filing
30 Dec 2024filed 31 Dec 2024GDOT Green DotDigital Banking & Lending PlatformsSEC FORM 4 Sold$4.0M380,611 at $10.44filing
30 Dec 2024filed 31 Dec 2024PAYS PaysignPayments & ProcessorsSEC FORM 4 Sold$697K227,084 at $3.07filing
30 Dec 2024filed 31 Dec 2024OPXS Optex Systems HoldingsLife-science toolsSEC FORM 4 Sold$99K13,674 at $7.24filing
27 Dec 2024filed 31 Dec 2024GDOT Green DotDigital Banking & Lending PlatformsSEC FORM 4 Sold$2.6M247,230 at $10.54filing
27 Dec 2024filed 31 Dec 2024PAYS PaysignPayments & ProcessorsSEC FORM 4 Sold$765K231,187 at $3.31filing
27 Dec 2024filed 31 Dec 2024OPXS Optex Systems HoldingsLife-science toolsSEC FORM 4 Sold$88K12,488 at $7.01filing
9 Nov 2024filed 12 Nov 2024GDOT Green DotDigital Banking & Lending PlatformsSEC FORM 4 Bought$463K43,179 at $10.72filing

News

MoneyHero (NASDAQ:MNY) and NerdWallet (NASDAQ:NRDS) Critical SurveyNRDS · tickerreport.com · 13 Oct 2026

0 headlines in the last 90 days name Topline Capital Partners, LP; 1 article from the last 14 days about the 1 company they traded most, at most three about any one of them.

Sectors

Financials57
Industrials29
Health Care7
Technology2
Not placed1

Buys in green, sells in red, by the company’s sector.

Related people

Sam Brian MischnerChief Revenue Officer · Chief Revenue Officer at Nerdwallet, filing Form 4 there in the last year
Tim Chao-Ming ChenChief Executive Officer · Chief Executive Officer at Nerdwallet, filing Form 4 there in the last year
Nicholas TatumChief Accounting Officer · Chief Accounting Officer at Nerdwallet, filing Form 4 there in the last year
Jun Hyung LeeChief Financial Officer · Chief Financial Officer at Nerdwallet, filing Form 4 there in the last year
Topline Capital Management, LLCOther role · Other at Nerdwallet, filing Form 4 there in the last year
Mark NewcomerCEO · Also traded PAYS in the last 90 days
James Edward SklarEVP, Gen Counsel & Secretary · Also traded HGBL in the last 90 days
Ross DoveCEO · Also traded HGBL in the last 90 days