Stocks Technology NRDS
NASDAQ · TechnologyNerdwallet, Inc. (NRDS)
Nerdwallet, Inc. brought in $884.5M of revenue over the twelve months to September 30, 2026, up 11.3% from a year earlier. Net income was $53.6M, a net margin of 6.1%. Operating cash flow minus capital spending left $130.3M of free cash flow in fiscal 2025. At September 30, 2026 it held $73.5M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 5, 2026.
Key facts about Nerdwallet, Inc.
- Net worth
- Nerdwallet, Inc. has a market value (market cap) of $474.3M at the latest share price, and shareholders' equity of $341.4M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $836.6M (+21.7% year on year), with net income of $48.7M. Over the 12 months to September 30, 2026: revenue $884.5M, net income $53.6M.
- Cash flow
- In fiscal 2025 operations brought in $131.6M of cash; after $1.3M of capital spending, free cash flow was $130.3M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 5, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Nerdwallet, Inc.'s next report is expected around February 24, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Nerdwallet, Inc. does
Nerdwallet, Inc. is registered with the SEC under industry code SIC 7374 (Services-Computer Processing & Data Preparation). Its shares trade on NASDAQ under the ticker NRDS.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $836.6M | $48.7M | $0.64 | $130.3M |
| 2024 | $687.6M | $30.4M | $0.38 | $71.2M |
| 2023 | $599.4M | -$11.8M | -$0.15 | $71.4M |
| 2022 | $538.9M | -$10.2M | -$0.14 | $20.4M |
| 2021 | $379.6M | -$42.5M | -$0.82 | $4.9M |
| 2021 | $245.3M | $5.3M | $0.09 | $14.1M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where NRDS ranks in Technology
Latest SEC filings
What Nerdwallet, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 5, 2026
- November 5, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 11% to $239.6M versus the same quarter last year; diluted EPS $0.23 versus $0.34.
- October 30, 2026Passive stake (5% or more) SCHEDULE 13G
- August 6, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 5.6% to $197.3M versus the same quarter last year; diluted EPS $0.07 versus $0.11.
- August 6, 2026
- May 21, 2026
- May 15, 2026Passive stake (5% or more) SCHEDULE 13G
- May 6, 2026Quarterly report 10-Q · period to March 31, 2026Revenue rose 6.2% to $222.2M versus the same quarter last year; diluted EPS $0.29 versus $0.00.
- May 6, 2026
- April 14, 2026
What is NRDS worth? A DCF from its reported cash flow
Insider trades
What the people running Nerdwallet, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider bought or sold shares on the open market in the last 90 days. The 4 reported changes were pay in shares, option exercises, shares withheld for tax or gifts.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| September 1, 2026 | Tatum NicholasChief Accounting Officer | Shares withheld for tax | 2,990 | $29.2K |
| September 1, 2026 | Chen Tim Chao-MingChief Executive Officer, Director, 10% owner | Shares withheld for tax | 7,723 | $75.5K |
| September 1, 2026 | Mischner Sam BrianChief Revenue Officer | Shares withheld for tax | 22,643 | $221.4K |
| September 1, 2026 | Lee Jun HyungChief Financial Officer | Shares withheld for tax | 13,299 | $130.1K |
| June 30, 2026 | Topline Capital Partners, LP10% owner | Sold | 454,872 | $4.2M |
| June 30, 2026 | Topline Capital Management, LLCSee Explanation in Footnotes | Soldindirect | 454,872 | $4.2M |
| June 29, 2026 | Topline Capital Partners, LP10% owner | Sold | 587,835 | $5.4M |
| June 29, 2026 | Topline Capital Management, LLCSee Explanation in Footnotes | Soldindirect | 587,835 | $5.4M |
Who owns NRDS
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| T. Rowe Price Investment Management, Inc.13G, passive | 5.8% | November 14, 2024 |
| Arrowstreet Capital, Limited Partnership13G, passive with 1 related filers | 5.2% | May 15, 2026 |
| Vanguard Capital Management13G, passive | 5.12% | October 30, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 147 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Topline Capital Management, LLC | 3,289,285 | -1,961,860 |
| BlackRock, Inc. | 2,579,569 | -481,178 |
| Arrowstreet Capital, Limited Partnership | 1,770,333 | -38,655 |
| Dimensional Fund Advisors LP | 1,433,877 | +111,029 |
| Vanguard Capital Management LLC | 1,370,062 | +11,622 |
| Quinn Opportunity Partners LLC | 1,052,114 | +62,965 |
| Jacobs Levy Equity Management, Inc | 1,034,562 | +310,766 |
| State Street Corp | 926,571 | +21,297 |
| Geode Capital Management, LLC | 851,676 | -67,130 |
| D. E. Shaw & Co., Inc. | 813,807 | +352,791 |
| Vanguard Portfolio Management LLC | 789,259 | -655,813 |
| Fmr LLC | 665,591 | +197,564 |
| Morgan Stanley | 624,993 | +421,649 |
| Renaissance Technologies LLC | 527,000 | -475,275 |
| OP Asset Management Ltd | 468,194 | -201,992 |
| American Century Companies Inc | 349,537 | +198,318 |
| Northern Trust Corp | 341,362 | +37,732 |
| Trexquant Investment LP | 339,017 | -284,150 |
| UBS Group AG | 320,124 | -46,848 |
| Principal Financial Group Inc | 303,401 | +23,761 |
Insiders
11 insiders reported holding 8,642,714 shares in total, about $64.1M at the last price.
| Holder | Shares |
|---|---|
| Topline Capital Partners, LP10% owner | 3,289,285 |
| Topline Capital Management, LLCSee Explanation in Footnotes | 3,289,2853,289,285 held indirectly |
| Yount SamuelChief Business Officer | 607,551173,973 held indirectly |
| Chen Tim Chao-MingChief Executive Officer, Director, 10% owner | 539,160 |
| Lee Jun HyungChief Financial Officer | 354,783 |
| Mischner Sam BrianChief Revenue Officer | 228,121 |
| Mcbride Kenneth ThomasDirector | 90,526 |
| Laube Lynne MarieDirector | 79,627 |
| Tatum NicholasChief Accounting Officer | 69,466 |
| Ling AnthonyDirector | 55,436 |
Questions about NRDS
What does Nerdwallet, Inc. do?
Nerdwallet, Inc. is a company in the Technology sector, listed on NASDAQ as NRDS. Its shares trade on NASDAQ under the ticker NRDS.
What is Nerdwallet, Inc.'s net worth?
Nerdwallet, Inc. has a market value (market cap) of $474.3M at the latest share price, and shareholders' equity of $341.4M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Nerdwallet, Inc. profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $53.6M on revenue of $884.5M, a net margin of 6.1%.
How much revenue does Nerdwallet, Inc. make?
Over the twelve months to September 30, 2026 Nerdwallet, Inc. reported revenue of $884.5M. That is 11.3% more than a year earlier.
When did Nerdwallet, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 5, 2026. It covers the period to September 30, 2026.
When is Nerdwallet, Inc.'s next earnings report?
Nerdwallet, Inc.'s next report is expected around February 24, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Nerdwallet, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.