13FPulse
中
NR

NRDS NERDWALLET INC-CL A

2026Q2 · CUSIP 64082B102 · Fintech & Payments · Sector: Technology

Normal

Fund flows are within the usual range

Funds that own it
144
Institutions that reported holding it to the SEC
Net decrease in holders
13
Last quarter 157 → now 144
How unusual is that
Bottom 20%
Stronger than only 11% of US stocks
What the filings say, in one paragraph

144 funds held NRDS at the end of 2026Q2, down 13 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $860M(YoY +11.5%), the P/E is 11.2x, return on equity is 20.0%. NRDS has had 2 buying rushes in its history, and the price moved +7.9% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Technology sector, tagged Fintech & Payments.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2022Q1: holders=49 2022Q2: holders=68 2022Q3: holders=67 2022Q4: holders=81 2023Q1: holders=98 2023Q2: holders=105 2023Q3: holders=95 2023Q4: holders=104 2024Q1: holders=115 2024Q2: holders=108 2024Q3: holders=113 2024Q4: holders=128 2025Q1: holders=133 2025Q2: holders=140 2025Q3: holders=146 2025Q4: holders=161 2026Q1: holders=157 2026Q2: holders=144 -19 -9.5 +0 +9.5 +19 44107170 22Q122Q323Q123Q324Q124Q325Q125Q326Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 2 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2023Q1 Top 10% +3.0% -2.3%
2022Q2 Top 10% -16.6% +18.1%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
90
Change in large funds
-3
Total value they hold
$249M
Funds buying for the first time
27
Funds that sold out entirely
40
Price change that quarter
+24.0%
Funds holding puts (bearish)
4
Funds holding calls (bullish)
4

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
11.2
EPS (TTM)
$0.89
EPS YoY
+48.3%
Revenue (TTM)
$0.9B
Revenue YoY
+11.5%
Net margin
7.6%
ROE
20.0%
Debt ratio
22.1%
FCF (TTM)
$163M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS -0.16 2021-12-31: EPS -0.11 2022-03-31: EPS -0.16 2022-06-30: EPS -0.14 2022-09-30: EPS 0.01 2022-12-31: EPS 0.15 2023-03-31: EPS 0.02 2023-06-30: EPS -0.14 2023-09-30: EPS -0.01 2023-12-31: EPS -0.02 2024-03-31: EPS 0.01 2024-06-30: EPS -0.12 2024-09-30: EPS 0.00 2024-12-31: EPS 0.49 2025-03-31: EPS 0.00 2025-06-30: EPS 0.11 2025-09-30: EPS 0.34 2025-12-31: EPS 0.19 2026-03-31: EPS 0.29 2026-06-30: EPS 0.07 0M 113M 225M $M -0.18 0.18 0.54 20212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 31 8 293 578 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-17M16M48M 202120222023202420252026
Latest quarter $35M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.