Nerdwallet Ownership

NRDS Stock  USD 13.75  0.22  1.57%   
Nerdwallet maintains a total of 41.75 Million outstanding shares. The majority of Nerdwallet outstanding shares are owned by institutional investors. These third-party entities are usually referred to as non-private investors looking to shop for positions in Nerdwallet to benefit from reduced commissions. Consequently, institutional holders are subject to a different set of regulations than regular investors in Nerdwallet. Please pay attention to any change in the institutional holdings of Nerdwallet as this could imply that something significant has changed or is about to change at the company. Please note that no matter how many assets the company has, if the real value of the firm is less than the current market value, you may not be able to make money on it.
Some institutional investors establish a significant position in stocks such as Nerdwallet in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Nerdwallet, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
Dividends Paid is likely to gain to about 9 M in 2024. Dividend Paid And Capex Coverage Ratio is likely to gain to 2.57 in 2024. Common Stock Shares Outstanding is likely to drop to about 76.1 M in 2024. Net Loss is likely to drop to about (9.6 M) in 2024.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Nerdwallet. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in unemployment.
For more information on how to buy Nerdwallet Stock please use our How to Invest in Nerdwallet guide.

Nerdwallet Stock Ownership Analysis

About 77.0% of the company shares are owned by institutional investors. The book value of Nerdwallet was now reported as 4.36. The company recorded a loss per share of 0.14. Nerdwallet had not issued any dividends in recent years. The entity had 3:2 split on the February 9, 1987. NerdWallet, Inc. operates a digital platform that provides consumer-driven advice about personal finance by connecting individuals and small and mid-sized businesses with financial products providers. The company was founded in 2009 and is based in San Francisco, California. Nerdwallet Inc operates under Credit Services classification in the United States and is traded on NASDAQ Exchange. It employs 675 people. To find out more about Nerdwallet contact the company at 415 549 8913 or learn more at https://www.nerdwallet.com.
Besides selling stocks to institutional investors, Nerdwallet also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Nerdwallet's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Nerdwallet's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Nerdwallet Quarterly Liabilities And Stockholders Equity

402.4 Million

Nerdwallet Insider Trades History

About 6.0% of Nerdwallet are currently held by insiders. Unlike Nerdwallet's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Nerdwallet's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Nerdwallet's insider trades
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Nerdwallet Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Nerdwallet is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Nerdwallet backward and forwards among themselves. Nerdwallet's institutional investor refers to the entity that pools money to purchase Nerdwallet's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
State Street Corp2024-06-30
770.7 K
Brandywine Global Investment Mgmt Llc2024-06-30
722.6 K
Renaissance Technologies Corp2024-09-30
496.9 K
D. E. Shaw & Co Lp2024-06-30
441 K
Northern Trust Corp2024-09-30
351.9 K
Charles Schwab Investment Management Inc2024-09-30
329.4 K
Nuveen Asset Management, Llc2024-06-30
316 K
Connor Clark & Lunn Inv Mgmt Ltd2024-06-30
267.1 K
Steamboat Capital Partners, Llc2024-06-30
249.9 K
Innovius Capital Management, Llc2024-09-30
5.2 M
Vanguard Group Inc2024-09-30
4.1 M
Note, although Nerdwallet's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Nerdwallet Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Nerdwallet insiders, such as employees or executives, is commonly permitted as long as it does not rely on Nerdwallet's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Nerdwallet insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Nerdwallet Outstanding Bonds

Nerdwallet issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Nerdwallet uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Nerdwallet bonds can be classified according to their maturity, which is the date when Nerdwallet has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Nerdwallet Corporate Filings

13A
14th of November 2024
An amended filing to the original Schedule 13G
ViewVerify
8K
29th of October 2024
Report filed with the SEC to announce major events that shareholders should know about
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F3
23rd of October 2024
The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock
ViewVerify
F4
6th of September 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify

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Additional Tools for Nerdwallet Stock Analysis

When running Nerdwallet's price analysis, check to measure Nerdwallet's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Nerdwallet is operating at the current time. Most of Nerdwallet's value examination focuses on studying past and present price action to predict the probability of Nerdwallet's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Nerdwallet's price. Additionally, you may evaluate how the addition of Nerdwallet to your portfolios can decrease your overall portfolio volatility.