Stock Fundamentals

Company Information

Company Name
Nerdwallet Inc
Sector
Communication Services
Industry
Internet Content & Information
Exchange
NASDAQ
ISIN: US64082B1026
CIK: 0001625278
CUSIP: 64082B102
Currency: USD
Full Time Employees: 650
Phone: 415 549 8913
Fiscal Year End: December
IPO Date: Nov 04, 2021
Description:

NerdWallet, Inc. operates a digital platform that provides financial guidance to consumers and small and mid-sized businesses (SMB) in the United States, the United Kingdom, Australia, and Canada. It offers editorial and content publishing, a consumer and SMB financial education, tools, calculators, guides, and research published under the NerdWallet brand; Marketplace And Referral Services, a tool that enable users to compare, pre-qualify for, or connect with third-party providers of credit cards, consumer loans, small business loans, insurance, mortgages, financial services, and related products, as well as services including fundera, nerdwallet insurance services, nerdwallet advisory, and nerdwallet compare; and Financial Services, a brokerage and advisory services provided by insurance agency, loan and mortgage brokerages, and investment advisory subsidiaries. Additionally, the company provides finance and refinance facilities to students for education. NerdWallet, Inc. was founded in 2009 and is based in San Mateo, California.

Address:

19 S. B Street, San Mateo, CA, United States, 94401

Directors & Officers

Name Title Year Born
Mr. Tim Chen Co-founder, Chairman & CEO 1983
Mr. Jun Hyung Lee Chief Financial Officer 1986
Mr. Samuel Yount Chief Business Officer 1982
Mr. Nicholas Tatum Chief Accounting Officer 1985
Caitlin MacNamee Investor Relations Officer NA
Mr. Ekumene M. Lysonge Chief Legal Officer & Corporate Secretary 1977
Ms. Lynee Luque Chief People Officer 1979
Mr. Chris Hutchison Head of Content NA
Mr. Robert Beaupre Head of Content NA
Ms. Kim Lowe Head of Content NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Mar 17, 2026 Samuel Yount N/A Sale 71.99K $10.32 $742.92K
Mar 12, 2026 Samuel Yount N/A Sale 3.01K $10.61 $31.95K
Mar 05, 2026 Nicholas Tatum N/A Sale 10.15K $11.45 $116.23K
Mar 04, 2026 Nicholas Tatum N/A Sale 893.00 $11.45 $10.22K
Dec 03, 2025 Nicholas Tatum N/A Sale 596.00 $15.93 $9.49K
Dec 02, 2025 Samuel Yount N/A Sale 15.95K $16.04 $255.76K
Nov 26, 2025 Samuel Yount N/A Sale 10.00K $15.07 $150.70K
Nov 24, 2025 Samuel Yount N/A Sale 5.04K $14.28 $71.97K
Nov 14, 2025 Samuel Yount N/A Sale 521.00 $14.25 $7.42K
Nov 13, 2025 Samuel Yount N/A Sale 12.13K $14.34 $173.93K
Oct 02, 2025 Nicholas Tatum N/A Sale 4.27K $10.76 $45.97K

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Topline Capital Management LLC 5.25M Mar 31, 2026 7.98% $9.01 0.00%
Vanguard Group Inc 3.70M Dec 31, 2025 5.62% $0.00 -7.42%
BlackRock Inc 3.06M Mar 31, 2026 4.65% $0.00 -2.97%
Arrowstreet Capital Limited Partnership 1.81M Mar 31, 2026 2.75% $0.01 32.53%
Vanguard Portfolio Management, LLC 1.45M Mar 31, 2026 2.20% $0.00 0.00%
Vanguard Capital Management, LLC 1.36M Mar 31, 2026 2.06% $0.00 0.00%
Dimensional Fund Advisors, Inc. 1.32M Mar 31, 2026 2.01% $0.00 13.16%
Renaissance Technologies Corp 1.00M Mar 31, 2026 1.52% $0.02 25.37%
Quinn Opportunity Partners LLC 989.15K Mar 31, 2026 1.50% $0.54 -4.35%
Geode Capital Management, LLC 918.81K Mar 31, 2026 1.40% $0.00 -1.05%
State Street Corp 905.27K Mar 31, 2026 1.38% $0.00 -1.83%
Jacobs Levy Equity Management, Inc. 723.80K Mar 31, 2026 1.10% $0.03 15.91%
OP Asset Management Ltd 670.19K Mar 31, 2026 1.02% $0.07 707.59%
Trexquant Investment LP 623.17K Mar 31, 2026 0.95% $0.05 38.81%
Wellington Management Company LLP 612.23K Mar 31, 2026 0.93% $0.00 0.00%
Millennium Management LLC 607.77K Mar 31, 2026 0.92% $0.00 12.88%
Jane Street Group LLC 533.73K Mar 31, 2026 0.81% $0.00 99.81%
FMR Inc 468.03K Mar 31, 2026 0.71% $0.00 23.90%
D. E. Shaw & Co LP 461.02K Mar 31, 2026 0.70% $0.00 -17.87%
AQR Capital Management LLC 400.25K Mar 31, 2026 0.61% $0.00 117.43%

Shares Statistics

Shares Outstanding: 34.11M
Shares Float: 26.53M
% Insiders: 549.50%
% Institutions: 9,485.60%
Short % Float: 13.56%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Russell 2000 ETF 973.59K 1.48% ▲ 0.93% May 29, 2026
2 Vanguard Total Stock Mkt Idx Inv 927.25K 1.41% ▲ 0.00% Apr 30, 2026
3 Fidelity Enhanced Small Cap Core ETF 454.43K 0.69% ▲ 0.25% May 29, 2026
4 Vanguard Institutional Extnd Mkt Idx Tr 397.99K 0.60% ▲ 0.64% Apr 30, 2026
5 Fidelity Small Cap Index 388.38K 0.59% ▼ 7.32% Mar 31, 2026
6 Vanguard Small Cap Index 361.09K 0.55% ▼ 0.44% Apr 30, 2026
7 iShares Russell 2000 Growth ETF 325.02K 0.49% ▼ 0.65% May 29, 2026
8 Principal US Small Cap ETF 291.95K 0.44% ▲ 0.00% May 31, 2026
9 Russell 2000 Equity Index Fund B 275.17K 0.42% ▼ 0.02% Dec 31, 2025
10 State St Russell Sm/Mid Cp® Indx SL Cl I 268.92K 0.41% ▲ 0.00% May 31, 2026

Valuation Metrics

Enterprise Value: $474.25M
Trailing P/E: 9.14
Forward P/E: 9.78

Financial Highlights

Market Cap: $559.29M
EBITDA: $108.30M
P/E Ratio: $9.14
Book Value: $5.11
Earnings/Share: $0.93
Profit Margin: 8.11%
Operating Margin: 12.78%
ROA (TTM): 12.80%
ROE (TTM): 19.47%
Revenue (TTM): $849.60M
Revenue/Share (TTM): $11.67
Earnings Growth (YOY): 10,935.00%
Revenue Growth (YOY): 6.20%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 3.45x 0.00x 0.19x 116.00x 0.00x
2024-12-31 3.27x 0.01x 0.17x 13.43x 0.09x
2023-12-31 5.32x 0.01x 0.12x 4.50x 0.06x
2022-12-31 2.61x 0.01x 0.20x -7.60x 0.16x
2021-12-31 3.69x 0.01x 0.29x -30.00x -1.71x
2020-12-31 5.39x 0.46x 0.68x 1.73x 2.20x
2019-12-31 4.01x 5.35x 0.94x 25.82x 1.11x

📦 Raw API Data (JSON Explorer)

Watchlist

0

No stocks in watchlist

Assistant

×
Hello! I'm your AI assistant. I have access to the financial data on this page. Ask me anything about NRDS.US!