NerdWallet (NRDS)

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	71.70 mm	71.70 mm	71.70 mm	71.70 mm	71.70 mm	71.70 mm
Cash burn (monthly)	14.03 mm	1.24 mm	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	39.29 mm	3.48 mm	n/a	n/a	n/a	n/a
Cash remaining	32.41 mm	68.22 mm	n/a	n/a	n/a	n/a
Runway (months of cash)	2.3	54.9	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from NerdWallet earnings reports.

Institutional ownership, Q2 2024

NRDS institutional ownership history Ownership history

53.1% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	110	102	+7.8%
Opened positions	31	80	-61.3%
Closed positions	23	2	+1050.0%
Increased positions	43	1	+4200.0%
Reduced positions	22	8	+175.0%

13F shares	Current	Prev Q	Change
Total value	388.99 bn	369.81 bn	+5.2%
Total shares	39.18 mm	38.29 mm	+2.3%
Total puts	14.10 k	106.40 k	-86.7%
Total calls	171.10 k	166.70 k	+2.6%
Total put/call ratio	0.1	0.6	-87.1%

Largest owners	Shares	Value	Change
Innovius Capital Sirius I	5.21 mm	$0.00	0.0%
Innovius Capital Management	5.21 mm	$76.06 bn	0.0%
Vanguard	4.04 mm	$58.94 bn	+0.8%
Institutional Venture Partners XIV	3.65 mm	$0.00	0.0%
BLK BlackRock	2.70 mm	$39.40 bn	+11.1%
T. Rowe Price Investment Management	2.64 mm	$38.55 mm	+2.2%
Azora Capital	2.50 mm	$36.45 bn	+26.6%
Samlyn Capital	1.97 mm	$28.74 bn	-0.6%
FMR	1.74 mm	$25.47 bn	-50.6%
Geode Capital Management	905.09 k	$13.22 bn	+11.3%

Largest transactions	Shares	Bought/sold	Change
FMR	1.74 mm	-1.79 mm	-50.6%
Azora Capital	2.50 mm	+524.54 k	+26.6%
D. E. Shaw & Co.	440.95 k	+440.95 k	NEW
Charles Schwab Investment Management	324.24 k	+324.24 k	NEW
MS Morgan Stanley	477.52 k	+292.14 k	+157.6%
BLK BlackRock	2.70 mm	+269.00 k	+11.1%
Nuveen Asset Management	316.05 k	+233.18 k	+281.4%
Citadel Advisors	206.73 k	+206.73 k	NEW
Centaurus Financial	0.00	-180.85 k	EXIT
T. Rowe Price	23.32 k	-166.37 k	-87.7%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

NRDS insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
19 Dec 24	Samuel Yount	Class A Common Stock	Sell	Dispose S	Yes	Yes	12.7	14,079	178.80 k	803,503
19 Dec 24	Samuel Yount	Class A Common Stock	Sell	Dispose S	Yes	Yes	12.7	7,045	89.47 k	402,102
18 Dec 24	Samuel Yount	Class A Common Stock	Sell	Dispose S	Yes	Yes	13.14	51,518	676.95 k	409,147
18 Dec 24	Samuel Yount	Class A Common Stock	Sell	Dispose S	Yes	Yes	13.14	102,947	1.35 mm	817,582
17 Dec 24	Samuel Yount	Class A Common Stock	Sell	Dispose S	Yes	Yes	13.41	38,197	512.22 k	460,665
17 Dec 24	Samuel Yount	Class A Common Stock	Sell	Dispose S	Yes	Yes	13.41	76,327	1.02 mm	920,529
16 Dec 24	Samuel Yount	Class A Common Stock	Sell	Dispose S	Yes	Yes	13.39	23,794	318.60 k	498,862
16 Dec 24	Samuel Yount	Class A Common Stock	Sell	Dispose S	Yes	Yes	13.39	47,547	636.65 k	996,856
13 Dec 24	Samuel Yount	Class A Common Stock	Sell	Dispose S	Yes	Yes	13.4	25,410	340.49 k	522,656
13 Dec 24	Samuel Yount	Class A Common Stock	Sell	Dispose S	Yes	Yes	13.4	50,775	680.39 k	1,044,403