Based on data from the past 90 days ending January 22, 2026, Nerdwallet's three largest insider shareholders are TenPercentOwner Capital Partners, Lp Topline (5.25Mn shares), Other Capital Management, Llc Topline (5.25Mn shares), TenPercentOwner Capital Sirius I, L.P. Innovius (5.21Mn shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Capital Management, Llc Topline | 5,251,145 | 23 Oct, 2024 | |
| Capital Partners, Lp Topline | 5,251,145 | 23 Oct, 2024 | |
| Capital Sirius I, L.P. Innovius | 5,209,366 | 10 Nov, 2021 | |
| Venture Management Xiv, Llc Institutional | 4,454,541 | 10 Nov, 2021 | |
| Venture Partners Xiv, L.P. Institutional | 3,654,541 | 09 Nov, 2022 | |
| Samuel Yount | Chief Business Officer | 795,473 | 05 Dec, 2025 |
| Tim Chao-Ming Chen | Chief Executive Officer | 573,287 | 05 Dec, 2025 |
| James D Iii Robinson | 556,817 | 10 Nov, 2021 | |
| Lauren Stclair | Chief Financial Officer | 307,606 | 05 Mar, 2025 |
| Jun Hyung Lee | Chief Financial Officer | 287,632 | 19 Mar, 2025 |
| Kevin Yuann | Chief Business Officer | 282,818 | 25 Mar, 2024 |
| Kelly Gillease | Chief Marketing Officer | 159,337 | 06 Sep, 2022 |
| John Caine | Chief Product Officer | 126,973 | 06 Dec, 2022 |
| Kenneth Thomas Mcbride | 71,032 | 23 May, 2025 | |
| Nicholas Tatum | Chief Accounting Officer | 62,263 | 23 Dec, 2025 |
| Lynne Marie Laube | 60,133 | 23 May, 2025 | |
| Jennifer Ceran | 54,236 | 23 May, 2025 | |
| Maurice Kevin Taylor | 45,320 | 16 May, 2024 | |
| Anthony Ling | 17,996 | 23 May, 2025 | |
| Thomas Loverro | 15,815 | 26 May, 2022 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 03 Dec, 2025 | Nicholas Tatum | Class A Common Stock | D | 1,191 | $15.93 | 62,263 | D | S |
| 03 Dec, 2025 | Nicholas Tatum | Class A Common Stock | D | 596 | $15.93 | 62,858 | D | S |
| 02 Dec, 2025 | Tim Chao-Ming Chen | Class A Common Stock | D | 15,309 | $15.41 | 573,287 | D | F |
| 02 Dec, 2025 | Samuel Yount | Class A Common Stock | D | 15,945 | $16.04 | 358,116 | 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 |
| 26 Nov, 2025 | Samuel Yount | Class A Common Stock | D | 10,000 | $15.07 | 374,061 | I | S |
| 24 Nov, 2025 | Samuel Yount | Class A Common Stock | D | 5,040 | $14.28 | 384,061 | I | S |
| 14 Nov, 2025 | Samuel Yount | Class A Common Stock | D | 521 | $14.25 | 389,101 | I | S |
| 13 Nov, 2025 | Samuel Yount | Class A Common Stock | D | 14,439 | $14.34 | 387,312 | I | S |
| 13 Nov, 2025 | Samuel Yount | Class A Common Stock | D | 12,129 | $14.34 | 389,622 | I | S |
| 02 Oct, 2025 | Nicholas Tatum | Class A Common Stock | D | 2,055 | $0.00 | 65,965 | D | G |
| 02 Oct, 2025 | Nicholas Tatum | Class A Common Stock | D | 4,272 | $10.76 | 68,020 | D | S |
| 02 Sep, 2025 | Tim Chao-Ming Chen | Class A Common Stock | D | 15,310 | $10.26 | 588,596 | D | F |
| 02 Sep, 2025 | Samuel Yount | Class A Common Stock | D | 4,862 | $10.26 | 440,835 | D | F |
| 02 Sep, 2025 | Nicholas Tatum | Class A Common Stock | D | 2,511 | $10.26 | 72,292 | D | F |
| 11 Jul, 2025 | Samuel Yount | Class A Common Stock | D | 201,544 | $10.59 | 445,697 | D | F |
| 03 Jun, 2025 | Samuel Yount | Class A Common Stock | A | 62,790 | $0.00 | 647,241 | D | A |
| 02 Jun, 2025 | Tim Chao-Ming Chen | Class A Common Stock | D | 15,309 | $10.52 | 603,906 | D | F |
| 02 Jun, 2025 | Samuel Yount | Class A Common Stock | D | 2,067 | $10.52 | 584,451 | D | F |