List of insiders holdings for NERDWALLET INC.:
- Shares directly owned by the insider.
- Shares indirectly owned by the insider.
- Total shares owned by the insider (sum of shares directly and indirectly owned).
- Total market value if available.
- Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
| # | Insider Holder Name | Report Date Time | Shares Owned Directly Indirectly | Total Shares Owned | Filing |
| 1 | Topline Capital Management LLC McBirney Collin See Explanation in Footnotes | 2026-06-30 17:24:30 | 0 3,289,285 | 3,289,285 | Form 4 |
| 2 | Topline Capital Partners LP 10% Owner | 2026-06-30 16:51:09 | 3,289,285 0 | 3,289,285 | Form 4 |
| 3 | Innovius Capital Sirius I L.P. Innovius Capital GP I LLC 10% Owner | 2026-02-17 17:33:25 | 972,812 0 | 972,812 | Form 13G |
| 4 | YOUNT SAMUEL Chief Business Officer | 2026-03-19 20:16:22 | 433,578 173,973 | 607,551 | Form 4 |
| 5 | ROBINSON JAMES D III Director | 2021-11-10 15:37:27 | 0 556,817 | 556,817 | Form 4 |
| 6 | Chen Tim Chao-Ming Chief Executive Officer 10% Owner | 2026-09-03 17:54:44 | 539,160 0 | 539,160 | Form 4 |
| 7 | Lee Jun Hyung Chief Financial Officer | 2026-09-03 17:54:58 | 354,783 0 | 354,783 | Form 4 |
| 8 | StClair Lauren Chief Financial Officer | 2025-03-05 16:37:51 | 307,606 0 | 307,606 | Form 4 |
| 9 | Yuann Kevin Chief Business Officer | 2024-03-25 17:09:23 | 282,818 0 | 282,818 | Form 4 |
| 10 | Mischner Sam Brian Chief Revenue Officer | 2026-09-03 17:54:50 | 228,121 0 | 228,121 | Form 4 |
| 11 | Gillease Kelly Chief Marketing Officer | 2022-09-06 17:29:03 | 159,337 0 | 159,337 | Form 4 |
| 12 | Caine John Chief Product Officer | 2022-12-06 16:26:05 | 126,973 0 | 126,973 | Form 4 |
| 13 | MCBRIDE KENNETH THOMAS Director | 2026-05-26 19:04:11 | 90,526 0 | 90,526 | Form 4 |
| 14 | Laube Lynne Marie Director | 2026-05-26 19:03:46 | 79,627 0 | 79,627 | Form 4 |
| 15 | Tatum Nicholas Chief Accounting Officer | 2026-09-03 17:54:39 | 69,466 0 | 69,466 | Form 4 |
| 16 | Ling Anthony Director | 2026-05-26 19:03:54 | 55,436 0 | 55,436 | Form 4 |
| 17 | Ceran Jennifer Director | 2025-05-23 18:33:28 | 54,236 0 | 54,236 | Form 4 |
| 18 | TAYLOR MAURICE KEVIN Director | 2024-05-16 17:22:14 | 45,320 0 | 45,320 | Form 4 |
| 19 | Chia Teresa Director | 2026-05-26 19:04:19 | 39,474 0 | 39,474 | Form 4 |
| 20 | Loverro Thomas Director | 2022-05-26 17:50:41 | 15,815 0 | 15,815 | Form 4 |
| 21 | Institutional Venture Partners XIV L.P. 10% Owner | 2024-02-13 18:41:42 | 8,308 0 | 8,308 | Form 13G |
| 22 | 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 | 2024-02-13 18:41:42 | 8,308 0 | 8,308 | Form 13G |