NRDS at a glance
NERDWALLET, INC. (NRDS, SEC CIK 1625278) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as September 3, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), NERDWALLET, INC. (NRDS) reported revenue of $836.6 million (up 21.7% from FY2024) and net income of $48.7 million. Diluted EPS was $0.64.
- As of June 30, 2026, 27 institutional investment managers tracked by SignalX reported holding NERDWALLET, INC. (NRDS) shares worth $114.1 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Topline Capital Management, LLC on June 30, 2026 of 454,872 shares at $9.27 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $836.6M
- +21.7% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 27 funds
- $114.1M · −1 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 7.01 · Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- Share repurchases totaled 2.751 million shares at average prices of $8.28–$8.30
- Repurchase authorization balance declined to $67.0 million by June 30, 2026
- No unregistered equity sales or senior-security defaults reported
AI summary of the NRDS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Second-quarter shareholder letter posted August 6, 2026 on NerdWallet’s investor-relations website
- Disclosure directs investors to management’s quarterly commentary for operating and financial context
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Company-issued earnings press release on August 6, 2026
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Teresa Chia appointed independent director effective May 22, 2026, replacing Jennifer Ceran
- Audit Committee appointment supports Nasdaq and SEC audit-committee independence requirements
Item 5.07: Submission of Matters to a Vote of Security Holders
- All four director nominees elected, with 330.9–332.2 million votes for each
- Board continuity through the 2027 annual meeting, absent earlier departure
Item 2.02: Results of Operations and Financial Condition
- Q1 2026 financial results for quarter ended March 31, 2026
- Press release issued May 6, 2026, with detailed results in Exhibit 99.1
Item 7.01: Regulation FD Disclosure
- Q1 2026 shareholder letter posted May 6, 2026 on NerdWallet’s investor-relations website
- Investor-relevant operating and financial commentary contained in the shareholder letter, not the 8-K text
AI summaries of NRDS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for NRDS
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Lee Jun Hyung | F | Sep 1, 2026 | 13,299 | $9.78 |
| Chen Tim Chao-Ming | F | Sep 1, 2026 | 7,723 | $9.78 |
| Mischner Sam Brian | F | Sep 1, 2026 | 22,643 | $9.78 |
| Tatum Nicholas | F | Sep 1, 2026 | 2,990 | $9.78 |
| Topline Capital Management, LLC | Sell | Jun 30, 2026 | 454,872 | $9.27 |
| Topline Capital Partners, LP | Sell | Jun 30, 2026 | 454,872 | $9.27 |
| Topline Capital Partners, LP | Sell | Jun 29, 2026 | 587,835 | $9.22 |
| Topline Capital Management, LLC | Sell | Jun 29, 2026 | 587,835 | $9.22 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $599.4M | $687.6M | $836.6M |
| Operating Income | - | $9.4M | $65.2M |
| Net Income | -$11.8M | $30.4M | $48.7M |
| Op. Margin | - | 1.4% | 7.8% |
| Net Margin | -2.0% | 4.4% | 5.8% |
| Balance Sheet | |||
| Total Assets | - | $437.6M | $461.1M |
| Equity | - | $364.2M | $374.5M |
| ROE | - | 8.3% | 13.0% |
| Per Share | |||
| EPS | $-0.15 | $0.38 | $0.64 |
| Cash Flow | |||
| Operating CF | - | $71.8M | $131.6M |
| CapEx | $700K | $600K | $1.3M |
Source: XBRL data in NERDWALLET, INC. (NRDS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate NRDS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 27 | $114.1M |
| Q1 2026 | 28 | $133.6M |
| Q4 2025 | 24 | $186.8M |
| Q3 2025 | 24 | $137.0M |
| Q2 2025 | 25 | $145.8M |
| Q1 2025 | 19 | $93.3M |
| Q4 2024 | 15 | $135.7M |
| Q3 2024 | 13 | $43.5M |
- Morgan Stanley+421.6K (+207%)
- D.E. Shaw & Co+352.8K (+77%)
- FMR LLC (Fidelity)+197.6K (+42%)
- Citadel Advisors LLC+195.9K (+218%)
- Citigroup+137.9K (+1815%)
- Vanguard Portfolio Management LLC−655.8K (-45%)
- BlackRock−481.2K (-16%)
- Renaissance Technologies LLC−475.3K (-47%)
- Millennium Management−309.7K (-51%)
- AQR Capital Management−225.2K (-56%)
- Raymond James Financial+61.1K
- Prudential Financial−63.1K
- U.S. Bancorp−54
Source: 13F-HR filings on SEC EDGAR (aggregated from 175 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
NRDS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 8-K | May 21, 2026 | - | Analysis | |
| 4 | May 21, 2026 | - | - | |
| SC 13G | May 15, 2026 | - | - | |
| 10-Q | May 6, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| 8-K | Mar 26, 2026 | - | - | - |
| 4 | Mar 20, 2026 | - | - | - |
| 4 | Mar 20, 2026 | - | - | - |
| 4 | Mar 19, 2026 | - | - | - |
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NRDS SEC filings: frequently asked questions
Which institutions hold NRDS stock?
As of June 30, 2026, the largest NERDWALLET, INC. (NRDS) holders among the 13F filers tracked by SignalX were BlackRock ($23.9 million), Dimensional Fund Advisors ($13.3 million), Vanguard Capital Management LLC ($12.7 million), State Street Corp ($8.6 million), D.E. Shaw & Co ($7.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was NRDS's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), NERDWALLET, INC. (NRDS) reported revenue of $836.6 million (up 21.7% from FY2024) and net income of $48.7 million. Diluted EPS was $0.64. The figures come from the XBRL data in the 10-K.
What did NRDS report in its latest 8-K?
NERDWALLET, INC. (NRDS) filed an 8-K on August 6, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 2.02 (Results of Operations and Financial Condition). Second-quarter shareholder letter posted August 6, 2026 on NerdWallet’s investor-relations website.
What are the latest NRDS SEC filings?
NERDWALLET, INC. (NRDS) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on September 3, 2026.
What is NRDS's SEC CIK number?
NERDWALLET, INC. (NRDS)'s SEC Central Index Key (CIK) is 1625278. EDGAR lists every NRDS filing under that number.
Ask anything about NRDS
The research agent reads NRDS's filings, financials, insider trades and 13F holders, then answers with sources.