NerdWallet Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:6OI Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
30 Jun 26	Sell€15,635,415	Topline Capital Management, LLC	Company	1,961,860	€8.11
17 Mar 26	Sell€644,208	Samuel Yount	Individual	71,988	€8.96
12 Mar 26	Sell€27,712	Samuel Yount	Individual	3,011	€9.20
05 Mar 26	Sell€109,357	Nicholas Tatum	Individual	11,044	€9.90
02 Dec 25	Sell€220,424	Samuel Yount	Individual	15,945	€13.82
26 Nov 25	Sell€129,964	Samuel Yount	Individual	10,000	€13.00
24 Nov 25	Sell€62,457	Samuel Yount	Individual	5,040	€12.39
14 Nov 25	Sell€6,391	Samuel Yount	Individual	521	€12.27
13 Nov 25	Sell€177,860	Samuel Yount	Individual	14,439	€12.32

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of 6OI?
Owner Type	Number of Shares	Ownership Percentage
General Public	2,170,391	3.4%
Hedge Funds	3,289,285	5.15%
Institutions	25,207,695	39.4%
Individual Insiders	33,255,803	52%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 85.89% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
50.4%	Tim Chen	32,186,825	€272.3m	0.05%	no data
5.15%	Topline Capital Management, LLC	3,289,285	€27.8m	-37.4%	7.34%
4.04%	BlackRock, Inc.	2,579,569	€21.8m	-15.7%	no data
2.77%	Arrowstreet Capital, Limited Partnership	1,770,333	€15.0m	-2.14%	0.01%
2.48%	Vanguard Capital Management, LLC	1,584,592	€13.4m	-1.79%	no data
2.24%	Dimensional Fund Advisors LP	1,433,877	€12.1m	8.39%	no data
1.65%	Quinn Opportunity Partners LLC	1,052,114	€8.9m	6.37%	0.5%
1.62%	Jacobs Levy Equity Management Inc	1,034,562	€8.8m	42.9%	0.04%
1.52%	Innovius Capital	972,812	€8.2m	0%	100.0%
1.45%	State Street Investment Management	926,571	€7.8m	2.35%	no data
1.33%	Geode Capital Management, LLC	851,676	€7.2m	-7.31%	no data
1.27%	D. E. Shaw & Co., L.P.	813,807	€6.9m	76.5%	0.01%
1.27%	Samuel Yount	810,329	€6.9m	0%	no data
1.23%	Vanguard Portfolio Management, LLC	789,259	€6.7m	-45.4%	no data
1.04%	FMR LLC	665,591	€5.6m	42.2%	no data
0.88%	Morgan Stanley	564,367	€4.8m	318%	no data
0.82%	Renaissance Technologies LLC	527,000	€4.5m	-47.4%	0.01%
0.77%	Hudson River Trading LLC	489,854	€4.1m	128%	0.01%
0.73%	OP Varainhoito Oy	468,194	€4.0m	-30.1%	no data
0.61%	Bridgeway Capital Management, LLC	389,272	€3.3m	0%	0.05%
0.58%	UBS Asset Management AG	371,512	€3.1m	-13.4%	no data
0.55%	American Century Investment Management Inc	349,537	€3.0m	131%	no data
0.53%	Northern Trust Global Investments	341,362	€2.9m	12.4%	no data
0.53%	Trexquant Investment LP	339,017	€2.9m	-45.6%	0.02%
0.47%	Principal Global Investors, LLC	303,401	€2.6m	8.5%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/08/23 08:18
End of Day Share Price	2026/08/21 00:00
Earnings	2026/06/30
Annual Earnings	2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

NerdWallet, Inc. is covered by 9 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Ross Sandler	Barclays
Nathaniel Schindler	BofA Global Research
Peter Christiansen	Citigroup Inc