Nerdwallet, Inc. (NRDS)
Nasdaq · Services-Computer Processing & Data Preparation · Services · CIK 1625278 · fiscal year ends in Dec
Closing price $11.35 on 29 Oct 2026; 52-week range $7.58 to $15.93.
Key figures
The last twelve months reported, with the latest price and balance sheet.
- Revenue, last twelve months
- $860.0M
- Revenue growth
- 11.5%
- Net income, last twelve months
- $65.0M
- Earnings per share
- $0.89
- Gross margin
- 93.5%
- Operating margin
- 10.2%
- Net margin
- 7.6%
- Free cash flow
- $163.4M
- Return on equity
- 20.0%
- Market value
- $725.0M
- Price to earnings
- 12.8x
- Cash
- $62.0M
- Debt
- $0
- Debt to equity
- 0.00
- Shares outstanding
- 63.9M
Financial statements
Revenue, profit and cash flow by fiscal year, each year linked to its annual report.
| Fiscal year | Year end | Revenue | Operating income | Net income | EPS | Free cash flow | Filing |
|---|---|---|---|---|---|---|---|
| FY2025 | 31 Dec 2025 | $836.6M | $65.2M | $48.7M | $0.64 | $130.3M | 10-K filed 25 Feb 2026 |
| FY2024 | 31 Dec 2024 | $687.6M | $9.4M | $30.4M | $0.38 | $71.2M | 10-K filed 19 Feb 2025 |
| FY2023 | 31 Dec 2023 | $599.4M | $3.6M | -$11.8M | -$0.15 | $71.4M | 10-K filed 20 Feb 2024 |
| FY2022 | 31 Dec 2022 | $538.9M | -$19.0M | -$10.2M | -$0.14 | $20.4M | 10-K filed 23 Feb 2023 |
| FY2021 | 31 Dec 2021 | $379.6M | -$39.0M | -$42.5M | -$0.82 | $4.9M | 10-K filed 24 Mar 2022 |
By quarter
| Quarter | Quarter end | Revenue | Net income | EPS |
|---|---|---|---|---|
| Q2 FY2026 | 30 Jun 2026 | $197.3M | $4.3M | $0.07 |
| Q1 FY2026 | 31 Mar 2026 | $222.2M | $20.4M | $0.29 |
| Q4 FY2025 | 31 Dec 2025 | $225.4M | $14.0M | $0.19 |
| Q3 FY2025 | 30 Sep 2025 | $215.1M | $26.3M | $0.34 |
| Q2 FY2025 | 30 Jun 2025 | $186.9M | $8.2M | $0.11 |
| Q1 FY2025 | 31 Mar 2025 | $209.2M | $200.0K | $0.00 |
| Q4 FY2024 | 31 Dec 2024 | $183.8M | $38.6M | $0.51 |
| Q3 FY2024 | 30 Sep 2024 | $191.3M | $100.0K | $0.00 |
Revenue by segment
As the company reports it in the segment note of its annual report.
By product, FY2025
| Segment | Revenue | Share |
|---|---|---|
| Insurance | $280.8M | 33.6% |
| Emerging verticals | $189.0M | 22.6% |
| Credit cards | $133.4M | 15.9% |
| Loans | $133.4M | 15.9% |
| SMB products | $100.0M | 12.0% |
Company events
The newest 8-K filings of 47 held.
| Filed | Form | Event | Items |
|---|---|---|---|
| 6 Aug 2026 | 8-K | Results, Investor update | 2.02, 7.01, 9.01 |
| 21 May 2026 | 8-K | Leadership change, Shareholder vote | 5.02, 5.07, 9.01 |
| 6 May 2026 | 8-K | Results, Investor update | 2.02, 7.01, 9.01 |
| 26 Mar 2026 | 8-K | Code of ethics change | 5.05, 9.01 |
| 25 Feb 2026 | 8-K | Results, Investor update | 2.02, 7.01, 9.01 |
| 17 Dec 2025 | 8-K | Investor update | 7.01, 9.01 |
| 6 Nov 2025 | 8-K | Results, Investor update | 2.02, 7.01, 9.01 |
| 15 Sep 2025 | 8-K | Other events | 8.01, 9.01 |
| 7 Aug 2025 | 8-K | Results, Investor update | 2.02, 7.01, 9.01 |
| 18 Jun 2025 | 8-K | Material agreement | 1.01 |
| 6 Jun 2025 | 8-K | Leadership change | 5.02, 9.01 |
| 22 May 2025 | 8-K | Leadership change, Shareholder vote, Other events | 5.02, 5.07, 8.01, 9.01 |
Every filing
The newest filings with the SEC of 109 held.
| Filed | Form | Period |
|---|---|---|
| 6 Aug 2026 | 10-Q | 30 Jun 2026 |
| 6 Aug 2026 | 8-K | 6 Aug 2026 |
| 21 May 2026 | 8-K | 21 May 2026 |
| 6 May 2026 | 10-Q | 31 Mar 2026 |
| 6 May 2026 | 8-K | 6 May 2026 |
| 14 Apr 2026 | ARS | 31 Dec 2025 |
| 14 Apr 2026 | DEFA14A | – |
| 14 Apr 2026 | DEF 14A | 21 May 2026 |
| 26 Mar 2026 | 8-K | 19 Mar 2026 |
| 25 Feb 2026 | S-8 | – |
| 25 Feb 2026 | 10-K | 31 Dec 2025 |
| 25 Feb 2026 | 8-K | 25 Feb 2026 |
Insider trades
Form 4 trades by officers, directors and 10% owners, last 12 months.
| Traded | Insider | Type | Shares | Price | Value | Held after | Form 4 |
|---|---|---|---|---|---|---|---|
| 30 Jun 2026 | Topline Capital Management, Llc, Insider | Sale outside a trading plan | 454,872 | $9.27 | $4.2M | 3,289,285 | 30 Jun 2026 |
| 30 Jun 2026 | Topline Capital Partners, Lp, 10% owner | Sale outside a trading plan | 454,872 | $9.27 | $4.2M | 3,289,285 | 30 Jun 2026 |
| 29 Jun 2026 | Topline Capital Management, Llc, Insider | Sale outside a trading plan | 587,835 | $9.22 | $5.4M | 3,744,157 | 30 Jun 2026 |
| 29 Jun 2026 | Topline Capital Partners, Lp, 10% owner | Sale outside a trading plan | 587,835 | $9.22 | $5.4M | 3,744,157 | 30 Jun 2026 |
| 26 Jun 2026 | Topline Capital Management, Llc, Insider | Sale outside a trading plan | 919,153 | $8.95 | $8.2M | 4,331,992 | 30 Jun 2026 |
| 26 Jun 2026 | Topline Capital Partners, Lp, 10% owner | Sale outside a trading plan | 919,153 | $8.95 | $8.2M | 4,331,992 | 30 Jun 2026 |
| 17 Mar 2026 | Yount Samuel, Chief Business Officer | Sale outside a trading plan | 6,154 | $10.26 | $63.1K | 307,885 | 19 Mar 2026 |
| 17 Mar 2026 | Yount Samuel, Chief Business Officer | Sale outside a trading plan | 35,402 | $10.33 | $365.7K | 314,039 | 19 Mar 2026 |
| 17 Mar 2026 | Yount Samuel, Chief Business Officer | Sale outside a trading plan | 24,278 | $10.33 | $250.8K | 173,973 | 19 Mar 2026 |
| 12 Mar 2026 | Yount Samuel, Chief Business Officer | Sale outside a trading plan | 211 | $10.60 | $2.2K | 355,595 | 16 Mar 2026 |
| 12 Mar 2026 | Yount Samuel, Chief Business Officer | Sale outside a trading plan | 2,800 | $10.61 | $29.7K | 198,251 | 16 Mar 2026 |
| 5 Mar 2026 | Tatum Nicholas, Chief Accounting Officer | Sale under a trading plan | 10,151 | $11.45 | $116.2K | 47,202 | 6 Mar 2026 |
Planned insider sales
Form 144 notices, filed when the sell order goes to the broker.
| Filed | Seller | Shares | Value | Planned sale |
|---|---|---|---|---|
| 2 Jul 2026 | YOUNT SAMUEL, Former Officer | 33,153 | $311.9K | 2 Jul 2026 |
| 2 Jun 2026 | THE MARGARET YOUNT CRT, Former affiliate | 300 | $2.6K | 2 Jun 2026 |
| 2 Jun 2026 | THE SMB CHARITABLE REMAINDER TRUST, former affiliate | 400 | $3.5K | 2 Jun 2026 |
| 2 Jun 2026 | BEARMAN LLC, Former Affiliate | 500 | $4.4K | 2 Jun 2026 |
| 1 Jun 2026 | THE MARGARET YOUNT CRT, Former affiliate | 15,728 | $137.7K | 1 Jun 2026 |
| 1 Jun 2026 | THE SMB CHARITABLE REMAINDER TRUST, former affiliate | 17,314 | $151.6K | 1 Jun 2026 |
| 1 Jun 2026 | BEARMAN LLC, Former Affiliate | 35,062 | $307.0K | 1 Jun 2026 |
| 26 May 2026 | BEARMAN LLC, Former Affiliate | 71,193 | $588.0K | 26 May 2026 |
| 26 May 2026 | YOUNT FAMILY REV TRUST, Former Affiliate | 78,807 | $650.7K | 26 May 2026 |
| 22 May 2026 | YOUNT FAMILY REV TRUST, Former Affiliate | 150,000 | $1.2M | 22 May 2026 |
Large holders
Schedule 13D and 13G filings by holders of more than 5% of the voting shares.
| Filed | Holder | Schedule | Stake | Shares |
|---|---|---|---|---|
| 15 May 2026 | Arrowstreet Capital, Limited Partnership | 13G | 5.2% | 1.8M |
| 26 Mar 2026 | The Vanguard Group | 13G amended | 0% | 0 |
| 5 Mar 2026 | The Vanguard Group | 13G amended | 12.14% | 4.3M |
| 17 Feb 2026 | Innovius Capital Sirius I, L.P. | 13G amended | 2.4% | 972.8K |
| 21 Jan 2026 | BlackRock, Inc. | 13G amended | 7.3% | 3.0M |
| 14 Nov 2025 | Innovius Capital Sirius I, L.P. | 13G amended | 8.4% | 3.7M |
Short interest
Shares sold short and not yet bought back, on each FINRA settlement date.
| Settlement | Shares short | Change | Days to cover |
|---|---|---|---|
| 15 Oct 2026 | 5.3M | +1.61% | 7.04 |
| 30 Sep 2026 | 5.2M | +10.44% | 6.38 |
| 15 Sep 2026 | 4.7M | +26.08% | 7.42 |
| 31 Aug 2026 | 3.8M | -7.53% | 6.32 |
| 14 Aug 2026 | 4.1M | +11.66% | 4.37 |
| 31 Jul 2026 | 3.6M | -0.64% | 7.03 |
| 15 Jul 2026 | 3.7M | +6.69% | 6.06 |
| 30 Jun 2026 | 3.4M | -28.23% | 4.27 |
Funds that hold it
From each fund's latest Form 13F.
184 funds held it at 30 Jun 2026: 74 added and 51 trimmed in the quarter. The largest:
| Fund | Shares | Value | Change in the quarter |
|---|---|---|---|
| Topline Capital Management, LLC | 3,289,285 | $30.4M | -1,961,860 |
| BlackRock, Inc. | 2,579,569 | $23.9M | -481,178 |
| Arrowstreet Capital, Limited Partnership | 1,770,333 | $16.4M | -38,655 |
| Dimensional Fund Advisors LP | 1,433,877 | $13.3M | +111,029 |
| Vanguard Capital Management LLC | 1,370,062 | $12.7M | +11,622 |
| Quinn Opportunity Partners LLC | 1,052,114 | $9.7M | +62,965 |
| Jacobs Levy Equity Management, Inc. | 1,034,562 | $9.6M | +310,766 |
| State Street Corp. | 926,571 | $8.6M | +21,297 |
| Geode Capital Management, LLC | 851,676 | $7.9M | -67,130 |
| D. E. Shaw & Co., Inc. | 813,807 | $7.5M | +352,791 |
Peers
Companies in the same industry.
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- Toast, Inc. (TOST): revenue $6.8B, market value $18.6B
- Hinge Health, Inc. (HNGE): revenue $720.1M, market value $9.8B
- RingCentral, Inc. (RNG): revenue $2.6B, market value $7.3B
- Applied Digital Corp. (APLD): revenue –, market value $5.8B
- Pegasystems Inc. (PEGA): revenue $1.7B, market value $5.6B
- Bilibili Inc. (BILI): revenue $4.2B, market value $5.3B