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
02 Dec 24	Sell€158,618	Lauren St. Waugh	Individual	11,856	€13.38
22 Oct 24	Buy€4,879,221	Topline Capital Management, LLC	Company	461,777	€11.14
22 Oct 24	Buy€4,879,221	Topline Capital Management, LLC	Company	461,777	€11.14

Insider Trading Volume

Insider Buying: 6OI insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of 6OI?
Owner Type	Number of Shares	Ownership Percentage
VC/PE Firms	5,209,366	7.09%
Hedge Funds	5,294,343	7.21%
General Public	7,645,384	10.4%
Institutions	21,980,095	29.9%
Individual Insiders	33,309,679	45.4%

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

Top Shareholders

Top 25 shareholders own 84.51% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
43.7%	Tim Chen	32,089,000	€446.0m	0.05%	no data
7.21%	Topline Capital Management, LLC	5,294,343	€73.6m	14%	19.46%
7.09%	Innovius Capital	5,209,366	€72.4m	0%	79.27%
5.54%	The Vanguard Group, Inc.	4,072,042	€56.6m	0.86%	no data
3.9%	BlackRock, Inc.	2,860,683	€39.8m	6%	no data
3.74%	T. Rowe Price Group, Inc.	2,750,192	€38.2m	3.24%	no data
1.81%	FMR LLC	1,330,484	€18.5m	-23.7%	no data
1.26%	Geode Capital Management, LLC	924,423	€12.8m	2.14%	no data
1.09%	Dimensional Fund Advisors LP	803,134	€11.2m	4.33%	no data
1.09%	State Street Global Advisors, Inc.	799,521	€11.1m	3.73%	no data
1.06%	Samuel Yount	775,193	€10.8m	-57.4%	no data
0.98%	Brandywine Global Investment Management, LLC	720,512	€10.0m	-0.29%	0.07%
0.69%	Basswood Capital Management, L.L.C.	507,122	€7.0m	0%	0.35%
0.68%	Jacobs Levy Equity Management Inc	498,244	€6.9m	346%	0.03%
0.68%	Renaissance Technologies LLC	496,900	€6.9m	98%	0.01%
0.61%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	446,287	€6.2m	41.6%	no data
0.48%	Connor, Clark & Lunn Investment Management Ltd.	353,139	€4.9m	32.2%	0.02%
0.48%	Northern Trust Global Investments	351,861	€4.9m	12.8%	no data
0.45%	Charles Schwab Investment Management, Inc.	329,444	€4.6m	1.61%	no data
0.43%	D. E. Shaw & Co., L.P.	318,280	€4.4m	-27.8%	0.01%
0.41%	Arrowstreet Capital, Limited Partnership	302,912	€4.2m	0%	no data
0.33%	Steamboat Capital Partners, LLC	244,864	€3.4m	-2.03%	1.03%
0.28%	Trexquant Investment LP	204,734	€2.8m	574%	0.03%
0.28%	Morgan Stanley, Investment Banking and Brokerage Investments	202,309	€2.8m	-54.3%	no data
0.25%	Centaurus Financial, Inc., Asset Management Arm	180,848	€2.5m	0%	0.15%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/09 15:42
End of Day Share Price	2025/01/08 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

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 here.

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 .

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