Nerdwallet Inc (NRDS)

CEO:
Tim Chen
Employees:
875 STEVENSON STREET, 5TH FLOOR, SAN FRANCISCO, CA 94103
415-549-8913

Our mission is to provide clarity for all of life’s financial decisions. Our vision is a world where everyone makes financial decisions with confidence. At NerdWallet, we empower consumers—both individual consumers and small and mid-sized businesses (SMBs)—to make smarter financial decisions with confidence via our digital platform. We were incorporated under the laws of the state of Delaware in December 2011. Our principal executive offices are located at 875 Stevenson St, San Francisco, CA.

Data derived from most recent annual or quarterly report
Market Cap 351.007 Million Shares Outstanding35.384 Million Avg 30-day Volume 532.603 Thousand
P/E Ratio0.0 Dividend Yield0.0 EPS
Price to Revenue1.9158 Debt to Equity0.1194 EBITDA-32.2 Million
Price to Book Value3.1407 Operating Margin-8.3353 Enterprise Value671.031 Million
Current Ratio3.281 EPS Growth0 Quick Ratio3.032
1 Yr BETA 1.3593 52-week High/Low 34.44 / 7.07 Profit Margin-9.5773
Operating Cash Flow Growth0.0 Altman Z-Score5.0636 Free Cash Flow to Firm 0
Earnings Report2022-08-02

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Funds Holding NRDS (via 13F filings)

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*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding NRDS BETA

Active Schedule 13D and 13G filings

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Recent Filings

Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

16.3 Thousand total shares from 6 transactions

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

YUANN KEVIN CHIEF BUSINESS OFFICER

  • Officer
 219,065 2022-06-09 6

GILLEASE KELLY CHIEF MARKETING OFFICER

  • Officer
 162,449 2022-06-02 6

STCLAIR LAUREN CHIEF FINANCIAL OFFICER

  • Officer
 225,611 2022-06-02 3

CERAN JENNIFER

  • Director
 15,815 2022-05-25 1

LAUBE LYNNE MARIE

  • Director
 15,815 2022-05-25 1

LOVERRO THOMAS

  • Director
 15,815 2022-05-25 1

MCBRIDE KENNETH THOMAS

  • Director
 0 2022-04-01 2

CHEN TIM CHAO-MING CHIEF EXECUTIVE OFFICER

  • Officer
  • Director
  • 10% Owner
 120,000 2022-03-16 5

CAINE JOHN CHIEF PRODUCT OFFICER

  • Officer
 165,962 2021-12-23 1

ROBINSON JAMES D III

  • Director
 1,670,452 2021-11-08 1

INSTITUTIONAL VENTURE MANAGEMENT XIV, LLC

INSTITUTIONAL VENTURE PARTNERS XIV, L.P.

CHAFFEE TODD C

FOGELSONG NORMAN A

HARRICK STEPHEN J

MALTZ JULES A.

MILLER J SANFORD

PHELPS DENNIS B

  • 10% Owner
 4,454,541 2021-11-08 1

INNOVIUS CAPITAL SIRIUS I, L.P.

INNOVIUS CAPITAL GP I, LLC

  • 10% Owner
 5,209,366 2021-11-08 1

HIRSCH RONALD CHAIRMAN

  • Officer
  • Director
 35,655,462 2014-12-15 0

BEATY ROSS J

  • 10% Owner
 200,000 2014-08-27 0

GRANDINSON CARL JOHAN CORPORATE SECRETARY

  • Officer
  • Director
  • 10% Owner
 507,694,720 2011-11-11 0

GEOLOGIC RESOURCE PARTNERS, LLC

IRELAND GEORGE R

  • 10% Owner
 7,742,950 2009-01-21 0

SEYMOUR STEPHEN

  • Director
 4,998,852 2008-11-28 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed		 Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

YUANN KEVIN - Officer CHIEF BUSINESS OFFICER

2022-06-13 17:55:56 -0400 2022-06-09 S 1,500 $11.14 d 219,065 direct yes 5.1185 -6.3507 5.1185 2 -6.3507 6

YUANN KEVIN - Officer CHIEF BUSINESS OFFICER

2022-06-06 19:56:43 -0400 2022-06-03 S 1,155 $11.90 d 220,565 direct yes 3.8154 -6.3886 3.8154 2 -9.3168 5

YUANN KEVIN - Officer CHIEF BUSINESS OFFICER

2022-06-06 19:56:43 -0400 2022-06-02 S 1,396 $11.99 d 221,720 direct 3.8154 -6.3886 3.8154 2 -9.3168 5

STCLAIR LAUREN - Officer CHIEF FINANCIAL OFFICER

2022-06-06 20:03:18 -0400 2022-06-02 S 5,532 $11.99 d 225,611 direct 3.8154 -6.3886 3.8154 2 -9.3168 5

GILLEASE KELLY - Officer CHIEF MARKETING OFFICER

2022-06-06 20:04:05 -0400 2022-06-02 S 3,191 $11.99 d 162,449 direct 3.8154 -6.3886 3.8154 2 -9.3168 5

CERAN JENNIFER - Director

2022-05-26 17:49:03 -0400 2022-05-25 A 15,815 a 15,815 direct 2.6478 5.2074 7.1492 4 0.0 1

LAUBE LYNNE MARIE - Director

2022-05-26 17:52:25 -0400 2022-05-25 A 15,815 a 15,815 direct 2.6478 5.2074 7.1492 4 0.0 1

LOVERRO THOMAS - Director

2022-05-26 17:50:41 -0400 2022-05-25 A 15,815 a 15,815 direct 2.6478 5.2074 7.1492 4 0.0 1

YUANN KEVIN - Officer CHIEF BUSINESS OFFICER

2022-05-11 16:21:30 -0400 2022-05-09 S 3,524 $8.08 d 223,116 direct yes 7.1596 20.7746 20.892 4 0.0 1

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
NERDWALLET INC-CL A NRDS 2022-06-24 22:15:03 UTC -1.6275 3.1975 700000
NERDWALLET INC-CL A NRDS 2022-06-24 21:45:03 UTC -1.6275 3.1975 700000
NERDWALLET INC-CL A NRDS 2022-06-24 21:15:04 UTC -1.6275 3.1975 700000
NERDWALLET INC-CL A NRDS 2022-06-24 20:45:03 UTC -1.9222 3.4922 700000
NERDWALLET INC-CL A NRDS 2022-06-24 20:15:03 UTC -1.9222 3.4922 700000
NERDWALLET INC-CL A NRDS 2022-06-24 19:45:03 UTC -1.9222 3.4922 700000
NERDWALLET INC-CL A NRDS 2022-06-24 19:15:03 UTC -1.9222 3.4922 700000
NERDWALLET INC-CL A NRDS 2022-06-24 18:45:03 UTC -2.0647 3.6347 700000
NERDWALLET INC-CL A NRDS 2022-06-24 18:15:04 UTC -2.0647 3.6347 700000
NERDWALLET INC-CL A NRDS 2022-06-24 17:45:03 UTC -2.0647 3.6347 700000
NERDWALLET INC-CL A NRDS 2022-06-24 17:15:03 UTC -2.0647 3.6347 700000
NERDWALLET INC-CL A NRDS 2022-06-24 16:45:03 UTC -1.9136 3.4836 700000
NERDWALLET INC-CL A NRDS 2022-06-24 16:15:03 UTC -1.9136 3.4836 700000
NERDWALLET INC-CL A NRDS 2022-06-24 15:45:03 UTC -1.9136 3.4836 700000
NERDWALLET INC-CL A NRDS 2022-06-24 15:15:03 UTC -1.9136 3.4836 700000
NERDWALLET INC-CL A NRDS 2022-06-24 14:45:03 UTC -1.3626 2.9326 700000
NERDWALLET INC-CL A NRDS 2022-06-24 14:15:03 UTC -1.3626 2.9326 700000
NERDWALLET INC-CL A NRDS 2022-06-24 13:45:03 UTC -1.3626 2.9326 700000
NERDWALLET INC-CL A NRDS 2022-06-24 13:15:03 UTC -1.3626 2.9326 700000
NERDWALLET INC-CL A NRDS 2022-06-24 12:45:03 UTC -1.3626 2.9326 700000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin
Blackstone Alternative Investment Funds- Blackstone Alternative Multi-Strategy Fund NRDS -400.0 shares, $-4796.0 2022-03-31 N-PORT

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