Nerdwallet's three largest insider shareholders as of March 23, 2026 are Capital Management, Llc Topline (Other, 5.25Mn shares), Capital Partners, Lp Topline (TenPercentOwner, 5.25Mn shares), Capital Sirius I, L.P. Innovius (TenPercentOwner, 5.21Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Capital Partners, Lp Topline | 5,251,145 | 0 | 23 Oct, 2024 | |
| James D Iii Robinson | 0 | 556,817 | 10 Nov, 2021 | |
| Samuel Yount | Chief Business Officer | 433,578 | 0 | 04 Mar, 2026 |
| Jun Hyung Lee | Chief Financial Officer | 415,958 | 0 | 20 Mar, 2026 |
| Lauren Stclair | Chief Financial Officer | 307,606 | 0 | 03 Mar, 2025 |
| Kevin Yuann | Chief Business Officer | 282,818 | 0 | 25 Mar, 2024 |
| Samuel Yount | Chief Business Officer | 0 | 173,973 | 19 Mar, 2026 |
| Nicholas Tatum | Chief Accounting Officer | 75,719 | 0 | 20 Mar, 2026 |
| Maurice Kevin Taylor | 45,320 | 0 | 16 May, 2024 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 18 Mar, 2026 | Jun Hyung Lee | Class A Common Stock | A | 128,326 | $0.00 | 415,958 | D | A |
| 18 Mar, 2026 | Nicholas Tatum | Class A Common Stock | A | 28,517 | $0.00 | 75,719 | D | A |
| 18 Mar, 2026 | Jun Hyung Lee | Employee Stock Options (right to buy) | A | 256,653 | $0.00 | 831,916 | D | A |
| 17 Mar, 2026 | Samuel Yount | Class A Common Stock | D | 6,154 | $10.26 | 349,441 | I | S |
| 17 Mar, 2026 | Samuel Yount | Class A Common Stock | D | 35,402 | $10.33 | 314,039 | I | S |
| 17 Mar, 2026 | Samuel Yount | Class A Common Stock | D | 6,154 | $10.26 | 307,885 | I | S |
| 17 Mar, 2026 | Samuel Yount | Class A Common Stock | D | 24,278 | $10.33 | 173,973 | I | S |
| 12 Mar, 2026 | Samuel Yount | Class A Common Stock | D | 211 | $10.60 | 355,595 | I | S |
| 12 Mar, 2026 | Samuel Yount | Class A Common Stock | D | 2,800 | $10.61 | 198,251 | I | S |
| 04 Mar, 2026 | Nicholas Tatum | Class A Common Stock | D | 595 | $11.45 | 58,246 | D | S |
| 04 Mar, 2026 | Nicholas Tatum | Class A Common Stock | D | 298 | $11.45 | 57,948 | D | S |
| 04 Mar, 2026 | Nicholas Tatum | Class A Common Stock | D | 595 | $0.00 | 57,353 | D | G |
| 05 Mar, 2026 | Nicholas Tatum | Class A Common Stock | D | 10,151 | $11.45 | 47,202 | D | S |
| 02 Mar, 2026 | Samuel Yount | Class A Common Stock | D | 3,779 | $11.08 | 433,578 | D | F |
| 02 Mar, 2026 | Nicholas Tatum | Class A Common Stock | D | 2,827 | $11.08 | 58,841 | D | F |
| 03 Dec, 2025 | Nicholas Tatum | Class A Common Stock | D | 1,191 | $15.93 | 62,263 | D | S |
| 13 Nov, 2025 | Samuel Yount | Class A Common Stock | D | 14,439 | $14.34 | 387,312 | I | S |
| 02 Dec, 2025 | Samuel Yount | Class A Common Stock | D | 4,862 | $15.41 | 437,357 | D | F |
| 02 Dec, 2025 | Nicholas Tatum | Class A Common Stock | D | 2,511 | $15.41 | 63,454 | D | F |
| 03 Dec, 2025 | Nicholas Tatum | Class A Common Stock | D | 596 | $15.93 | 62,858 | D | S |