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 reported a 5.2% stake held by Arrowstreet entities totaling 1,808,988 common shares. The Schedule 13G states these shares are held by investment advisory clients of Arrowstreet Capital, Limited Partnership and that Arrowstreet Capital Holding LLC is the ultimate parent. The filing is signed and dated 05/15/2026.
NerdWallet, Inc. reported sharply improved Q1 2026 results. Revenue rose to $222.2 million, up 6% year over year, while net income jumped to $20.4 million, giving a 9% net margin versus roughly breakeven a year earlier.
Consumer revenue grew 10% to $197.6 million, offsetting a 15% decline in SMB revenue to $24.6 million. Income from operations increased to $27.2 million as sales and marketing expenses fell and cost of revenue declined. Adjusted EBITDA more than doubled to $45.2 million, a 20% margin.
The company completed the $17.2 million acquisition of College Finance Company, LLC and repurchased 6.0 million Class A shares for $66.2 million. Cash and cash equivalents ended at $56.3 million, and NerdWallet retained full availability on its $125.0 million revolving credit facility.
NerdWallet, Inc. reported strong first quarter 2026 results, with revenue of $222.2 million, up 6% year-over-year, as growth in banking and personal loans offset weakness in auto insurance and consumer credit cards.
Consumer revenue rose to $197.6 million, up 10%, driven by higher deposit account and personal loan revenue, while SMB revenue declined 15% to $24.6 million on continued pressure in organic search traffic. GAAP income from operations jumped to $27.2 million and GAAP net income to $20.4 million, or $0.29 per diluted share, compared with $0.2 million a year earlier. Non-GAAP operating income reached $33.7 million and adjusted EBITDA $45.2 million, more than doubling year-over-year.
Net cash provided by operating activities was $35.7 million, while the company used cash for a $66.0 million Class A common stock repurchase and a $15.8 million business combination, ending the quarter with $56.3 million in cash and cash equivalents. For second quarter 2026, NerdWallet expects revenue of $186–$202 million, GAAP operating income of $1–$9 million, non-GAAP operating income of $6–$14 million and adjusted EBITDA of $19–$27 million. For full year 2026, it now expects GAAP operating income of $65–$90 million, non-GAAP operating income of $85–$110 million and adjusted EBITDA of $132–$157 million.
NerdWallet, Inc. is asking stockholders to vote at its virtual 2026 Annual Meeting on May 21, 2026, mainly to elect four directors and ratify Deloitte & Touche LLP as auditor for 2026.
The company describes a platform serving consumers and small and mid-sized businesses across credit cards, banking, insurance, lending, investing and wealth management, generating revenue from referral fees, lead generation and advisory services. Recent acquisitions include Next Door Lending in 2024, NerdWallet Wealth Partners in 2025 and College Finance Company in 2026 to deepen offerings in mortgages, wealth management and student loans.
NerdWallet highlights a remote-first culture with over 650 employees as of December 31, 2025, pay transparency, equity grants to most full-time staff and multiple employee resource groups. The board remains controlled by CEO Tim Chen, but includes three independent nominees and fully independent audit and compensation committees overseeing risk, financial reporting and executive pay. Executive compensation for 2025 combines salary, performance-based cash bonuses and equity awards, with a change-in-control and severance policy and a clawback policy tied to accounting restatements. Non-employee directors receive cash retainers, annual RSU grants and must build meaningful stock ownership over time.
NERDWALLET, INC. executive Sam Brian Mischner, Chief Revenue Officer, filed an amended Form 3 to correct the vesting schedule of an existing stock option grant. The option covers 180,608 shares of Class A common stock at an exercise price of $10.18 per share, expiring on March 17, 2036. The amended disclosure states that 1/48th of the shares vest on each monthly anniversary starting March 18, 2026, so all 180,608 shares are scheduled to be fully vested on the fourth anniversary of that vesting commencement date. The amendment does not report any new purchases, sales, or exercises, only the corrected vesting terms of the previously reported option holding.
NERDWALLET, INC. Chief Revenue Officer Sam Brian Mischner filed an initial ownership report showing direct holdings in both common stock and employee stock options. He directly owns 251,297 shares of Class A Common Stock, reflecting his current equity stake.
He also holds employee stock options covering 321,986 shares of Class A Common Stock with a $10.97 exercise price expiring on June 29, 2035, and options covering 180,608 shares with a $10.18 exercise price expiring on March 17, 2036. Footnotes state that each option grant vests 25% on the first anniversary of its vesting commencement date, then monthly over four years, subject to continued service.
NerdWallet Inc: The Vanguard Group filed an Amendment No. 4 to Schedule 13G/A reporting beneficial ownership of 0 shares of Common Stock, equal to 0%, following an internal realignment dated 01/12/2026. The filing states certain Vanguard subsidiaries will report beneficial ownership separately in reliance on SEC Release No. 34-39538.
The filing is signed by Ashley Grim on 03/26/2026 and notes that no single other person holds more than 5% of the class. The disclosure reflects reallocated reporting among Vanguard entities rather than an active purchase or sale of NerdWallet stock.
NerdWallet, Inc. reported that its Board of Directors approved amendments to the company’s Code of Business Conduct on March 19, 2026. The Code applies to all directors, officers and employees, including the principal executive, financial and accounting officers and those performing similar functions.
The revisions are intended to improve the clarity, organization and scope of the Code. They add defined terms, specify roles and responsibilities, and expand coverage to new focus areas such as artificial intelligence. The updated Code is available on NerdWallet’s investor relations website, though the website’s contents are not incorporated into this report.
NERDWALLET, INC. reported that Chief Accounting Officer Nicholas Tatum acquired 28,517 shares of its Class A Common Stock through a grant of Restricted Stock Units (RSUs) payable solely in Class A Common Stock. Following this award, Tatum directly holds 75,719 shares, which the footnotes state include 63,845 RSUs.