NerdWallet (NRDS)

• Market cap: $688M
• 1 day: 2.65%
• 5 days: -1.38%
• 1 month: -7.93%
• 3 months: -31.19%
• 6 months: -25.14%
• Year to date: -31.19%
• 1 year: -35.53%
• 5 years: -67.17%
• 10 years: -67.17%
• Sector: Information Technology
• Industry: Computer Processing & Data Preparation

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

113% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 15

100% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 2 (+1) [Q4]

31% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 35

14% more capital invested

Capital invested by funds: $340M [Q3] → $388M (+$48.2M) [Q4]

12.93% more ownership

Funds ownership: 56.98% [Q3] → 69.91% (+12.93%) [Q4]

12% more funds holding

Funds holding: 112 [Q3] → 125 (+13) [Q4]

84% less call options, than puts

Call options by funds: $4.26M | Put options by funds: $26.5M

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $12 29% upside
• Avg. target: $15.50 67% upside
• High target: $19 105% upside

2 analyst ratings

• positive: 1 50%
• neutral: 1 50%
• negative: 0 0%

Morgan Stanley James Faucette 54% 1-year accuracy 13 / 24 met price target	29% upside $12	Equal-Weight Maintained	24 Feb 2025
Barclays Ross Sandler 50% 1-year accuracy 16 / 32 met price target	105% upside $19	Overweight Maintained	20 Feb 2025