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Nerdwallet shares owned by UMA Financial Services

Quarter-by-quarter ownership of Nerdwallet (NRDS) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Nerdwallet

Tip: Access up to 7 years of quarterly data

All positions including Nerdwallet held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nerdwallet by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0k 95 10.77
2025-03-31 $959 106 9.06

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Nerdwallet

Vanguard Group
BlackRock
Arrowstreet Capital, Limited Partnership
Dimensional Fund Advisors
Quinn Opportunity Partners
Geode Capital Management
State Street Corporation
Connor, Clark & Lunn Investment Management
Renaissance Technologies
Jacobs Levy Equity Management
Morgan Stanley
Citadel Advisors
Trexquant Investment
D. E. Shaw & Co
Thomas Stevens, CFA"

View all funds holding Nerdwallet