Welcome to our dedicated page for NERDWALLET SEC filings (Ticker: NRDS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
NerdWallet, Inc. filings document formal disclosures for its personal finance platform, including Form 8-K reports on operating and financial results, shareholder letters, Regulation FD information, material events, material agreements, and capital-structure matters. Recent filings also record share repurchase authorizations and related disclosure about open-market or privately negotiated repurchases.
Proxy materials document annual meeting matters, board oversight, stockholder voting items, and executive-governance disclosures. Other material-event filings describe amendments to the company’s Code of Business Conduct, including governance updates addressing artificial intelligence and related conduct standards.
NERDWALLET, INC. (NRDS) reported that Chief Financial Officer Jun Hyung Lee had 13,299 shares of Class A Common Stock withheld on September 1, 2026 to satisfy a tax withholding obligation arising from the vesting of Restricted Stock Units. After this tax-withholding disposition, he held 354,783 shares directly, including 295,062 RSUs payable in Class A Common Stock. No Rule 10b5-1 trading plan is reported for this transaction.
NERDWALLET, INC. (NRDS) reported that Chief Revenue Officer Sam Brian Mischner had 22,643 shares$9.78
After this withholding, Mischner reported 228,121 shares192,814 RSUs1,039 shares
NERDWALLET, INC. (NRDS) reported that Chief Executive Officer and director Tim Chao-Ming Chen had 7,723 shares of Class A Common Stock withheld on September 1, 2026 to satisfy a tax withholding obligation arising from the vesting of Restricted Stock Units. After this transaction, he holds 539,160 shares directly, including 30,473 RSUs payable solely in Class A Common Stock. No Rule 10b5-1 trading plan is reported for this Form 4.
NERDWALLET, INC. (NRDS) reported that Chief Accounting Officer Nicholas Tatum had 2,990 shares of Class A Common Stock withheld on September 1, 2026 to satisfy a tax withholding obligation arising from the vesting of Restricted Stock Units. After this tax-withholding disposition, Tatum directly holds 69,466 shares, including 49,024 RSUs payable solely in Class A Common Stock. No Rule 10b5-1 trading plan is reported.
NerdWallet generated Q2 2026 revenue of $197.3 million, up 6% year over year, and first‑half revenue of $419.5 million, also up 6%. Q2 net income was $4.3 million versus $8.2 million a year earlier, while first‑half net income rose to $24.7 million from $8.4 million.
Consumer revenue grew 8% in Q2 to $175.2 million, led by deposit accounts and personal loans, while SMB revenue declined 11% to $22.1 million amid continued pressure on organic search traffic. Cost of revenue fell 19% in Q2, but sales and marketing expenses increased 14% to $145.4 million as performance marketing spend increased.
Non‑GAAP operating income was $12.2 million in Q2 and $45.9 million for the first half; adjusted EBITDA was $23.1 million in Q2 and $68.3 million year to date, up 25%. Operating cash flow was $76.9 million, compared with $44.2 million a year earlier, supporting a $17.2 million College Finance acquisition and $89.2 million of share repurchases. The company ended with $62.0 million of cash and an undrawn $124.5 million revolving credit facility, and it has ceased revenue‑generating operations outside North America, which it does not expect to be material.
NerdWallet, Inc. reported second quarter 2026 revenue of $197.3 million, up 6% year-over-year. Consumer revenue was $175.2 million, up 8%, helped by higher personal loan and deposit account revenue, while SMB revenue was $22.1 million, down 11% due to continued organic search pressure.
GAAP income from operations was $7.0 million, down 35% year-over-year, and GAAP net income was $4.3 million, or $0.07 per diluted share. Non-GAAP operating income was $12.2 million and adjusted EBITDA was $23.1 million, both lower than a year ago. For the first six months of 2026, revenue reached $419.5 million and net income $24.7 million. Operating cash flow for the first half was $76.9 million, and cash and cash equivalents were $62.0 million as of June 30, 2026, after $88.8 million of Class A share repurchases.
For the third quarter of 2026, the company expects revenue of $244–$260 million, GAAP operating income of $22–$30 million, non-GAAP operating income of $29–$37 million, and adjusted EBITDA of $39–$47 million. Full-year 2026 expectations are GAAP operating income of $65–$80 million, non-GAAP operating income of $90–$105 million, and adjusted EBITDA of $131–$147 million.
NRDS filed a Form 144 notice reporting the proposed sale of 33,153 Class A shares via a stock option exercise on 07/02/2026. The filing also lists recent dispositions by Samuel J. Yount on 05/22/2026, 05/26/2026, 06/01/2026, and 06/02/2026.
NERDWALLET, INC. insider reporting entities tied to Topline Capital Management, LLC disclosed a series of indirect open-market sales of common stock by Topline Capital Partners, LP. Across three days in late June, the fund sold a total of 1,961,860 shares at per-share prices of $8.95, $9.22, and $9.27. After these transactions, 3,289,285 NerdWallet shares remained beneficially owned indirectly through the fund. The reporting persons state they may be deemed greater-than-10% beneficial owners but disclaim beneficial ownership beyond their pecuniary interests.
Topline Capital Partners, LP, a ten percent owner of NERDWALLET, INC., reported a series of open-market sales of Common Stock. Across three days, it sold 919,153 shares at $8.95 on June 26, 587,835 shares at $9.22 on June 29, and 454,872 shares at $9.27 on June 30. After these transactions, Topline Capital Partners directly holds 3,289,285 NerdWallet common shares. These are discretionary open-market sales by a large shareholder, not option exercises or tax-related transactions.
NERDWALLET, INC. Chief Revenue Officer Sam Brian Mischner reported a tax-related share disposition tied to equity compensation. On the vesting of Restricted Stock Units, 1,572 shares of Class A Common Stock were withheld by the company to cover tax obligations. After this withholding, Mischner directly holds 249,725 shares, including 245,653 RSUs payable in Class A Common Stock, so the withheld amount represents only a small portion of his total equity position.