NRDS NerdWallet, Inc. Class A Common Stock

XNAS 10.80 Delayed
Find condors

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

NRDS $10.80 —
Key stats
$10.80
52-Week Range
$7.33 – $16.24
YTD
-16.47%
IV Rank (30D)
45.53
Straddle Price
$1.95
P/C Vol Ratio
1.81
Market Cap
$0.7B
Open
$10.72
Day Range
$10.66 – $10.96
Volume
558,232
Prev Close
$10.93
Fair Value
+50.0% vs price

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)4.96%
Beta vs SPY1.15
Cost of Equity (CAPM)11.26% (VRP-adj)
WACC11.44%
Volatility Risk Premium+72.4pp (IV − HV30), ERP adj +50bps
Effective Tax Rate28.3%
Rev. Growth (YoY, DCF input)-8.3%
DCF Horizon12 years explicit + fade
Free Cash Flow (TTM)$0.2B
Return on Equity (TTM)20.0%
Book / Price41.9% — banking bias active (P/B is primary)
Gross Margin (TTM)93.5%
FCF Margin (TTM)19.0%
Debt / Equity0.00
Quality Score5/6 — high quality (12y DCF)
SMA 50$9.56 (Market Anchor value)
SMA 20 / Bollinger Mid$9.69
Bollinger Width / SMA20342.8% (drives anchor stability)
Net Debt$-0.1B
Market Cap$1B
Peers used for multiples: AAOI, AXTI, BILL, INTU, XYZ (filtered from 8 ETF-co-members; sector bias active)
Blended Fair Value
$53.88
Deviation
+50.0%
MethodImplied PriceWeightDetail
DCF $14.78 44%
DDM (Gordon) n/a 0%
Peer P/E $114.47 20% median 128.6× · 3 peers
Peer EV/EBITDA $89.68 20% median 49.9× · 4 peers
Peer P/B $15.56 4% median 3.4× · 5 peers
Peer P/S $51.10 13% median 4.3× · 5 peers
Market Anchor (SMA50) $9.56 0% stability 0% (BB-width)
Options Expected (B-L 30d) $10.98 0% 5 strikes · skew -0.14
As of 2026-10-27 · updated
About
Industry (SIC)
SERVICES-COMPUTER PROCESSING & DATA PREPARATION (7374) · industry map
Exchange
XNAS
Market Cap
$0.7B
Employees
650
List Date
2021-11-04
CIK
0001625278
Next Earnings
2026-11-05 (After-Close)
EPS Forecast
$0.35 (3 est.)
Headquarters
San Mateo, CA
Homepage
https://www.nerdwallet.com

Nerdwallet Inc is a company that provides consumer-driven advice about personal finance through its platform by connecting individuals and small and mid-sized businesses (SMBs) with providers of financial products. The Company's platform comprises three primary components: Editorial and Content Publishing, Marketplace and Referral Services, and Financial Services. It operates in the United States, Canada, and the United Kingdom.

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
Month'21'22'23'24'25'26Avg
Jan---5.14%21.27%5.59%5.78%-6.73%4.15%
Feb---25.89%72.14%8.07%-27.61%-12.15%2.91%
Mar--10.00%-20.76%-13.07%-10.31%-6.32%-8.09%
Apr---16.81%-13.18%-12.77%-3.97%4.73%-8.40%
May--12.37%-30.83%6.00%16.72%-21.89%-3.53%
Jun---33.64%-1.77%5.11%4.28%5.71%-4.06%
Jul--4.08%17.88%0.34%-5.02%-4.36%2.58%
Aug--24.58%-15.25%13.02%-1.90%8.57%5.80%
Sep---13.72%-2.74%0.87%4.87%-10.22%-4.19%
Oct--28.31%19.78%18.37%8.36%26.02%*20.17%
Nov-36.11%19.03%7.50%-3.51%24.77%--2.34%
Dec-12.25%-27.11%17.76%-5.27%-12.07%---7.79%
Total-43.94%-40.26%43.77%19.32%-6.75%-22.02%-8.31%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $9.69
SMA 50: $9.56
SMA 200: $9.89
Current: $10.80
EMA 12: $10.28
EMA 26: $9.84
MACD: 0.4446 | Signal: 0.1654
BULLISH
ADX (14): 33.44
TREND
+DI: 41.30
−DI: 14.45

Momentum Oscillators

RSI (14): 67.32
NEUTRAL
Stoch %K: 90.98
Stoch %D: 93.46
Williams %R: -15.90

Volume & Volatility

BB Upper: $11.30
BB Lower: $8.08
NEUTRAL
OBV: -4,065,782
Vol SMA 20: 690,471
Vol ROC: -27.44%
ATR: $0.37
True Range: $0.30
HV 20: 45.0%
HV 30: 48.0%
HV 60: 46.2%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-28T00:00:00 – 2026-10-26T00:00:00
AI Analysis

Here is a comprehensive stock analysis report for NRDS:

Executive Summary

BULLISH (Confidence level: 7/10)

Key drivers: Technical indicators suggesting a potential reversal, recent news headlines with positive sentiment

Primary risks: Volatility, potential market pullback

Investment thesis: NRDS may be poised for a short-term bounce following the recent decline, driven by improved technical momentum and positive news sentiment.

Recent news sentiment impact: Neutral to slightly positive, with some headlines highlighting the company's performance outcomes for advertisers.

Technical Analysis

Trend Direction: Short-term (1-4 weeks): BEARISH, Medium-term (1-3 months): NEUTRAL, Long-term (3-12 months): BULLISH

Support/Resistance Levels:

  • Key price levels: $8.48 (current price), $9.10 (SMA 20), $11.68 (upper Bollinger Band)
  • Resistance: $9.95 (SMA 50), $11.45 (SMA 200)

Momentum Signals:

  • RSI interpretation: Neutral (38.89%)
  • MACD signal: Bearish (Histogram: -0.62, below zero line)
  • Bollinger Bands position: Squeeze (tightening bands)

News & Sentiment Analysis

Recent Headlines Summary: Positive headlines from recent months, including performance outcomes for advertisers and earnings beats.

Sentiment Assessment: Neutral to slightly positive sentiment overall.

Catalyst Identification: No specific catalysts identified recently, but potential upside could come from continued growth in the company's services sector.

Market Narrative: Technical signals suggest a potential reversal, aligning with recent positive news headlines.

Risk & Volatility Assessment

Beta Interpretation: High risk relative to market (beta: 1.17).

Volatility Regime: Above average volatility (0.48).

Options Market Signals:

  • IV rank: 88.0% (high)
  • Put/call ratios: Bearish sentiment (2.26)

Market Context & Positioning

Sector Performance: Neutral to slightly positive sector performance.

Institutional Activity: Moderate institutional interest signals.

Correlation Analysis: Correlated with market (R-squared: 0.29).

Relative Valuation: Trading within a range, potentially poised for a bounce.

Key Levels & Action Items

Critical Price Levels:

  • Support: $8.48 (current price), $7.52 (lower Bollinger Band)
  • Resistance: $9.10 (SMA 20), $11.45 (SMA 200)

Breakout/Breakdown Levels:

  • Breakout: $9.95 (SMA 50) or $11.68 (upper Bollinger Band)
  • Breakdown: $7.52 (lower Bollinger Band) or $6.52 (lower price level)

Time-Sensitive Catalysts: No specific catalysts identified recently.

Risk Management: Stop-loss levels at $8.00, position sizing considerations for potential upside.

Generated
Earnings History
12 of 18 under expected move
Avg Expected Move
18.37%
Avg Actual Move
16.63%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2022-02-24 After-Close 18.60% 5.17% 0.28x Within
2022-05-03 After-Close 18.06% 2.57% 0.14x Within
2022-08-05 After-Close 17.48% 3.92% 0.22x Within
2022-11-02 After-Close 16.13% 37.40% 2.32x Exceeded
2023-02-14 After-Close 11.20% 26.05% 2.33x Exceeded
2023-05-02 After-Close 19.44% 22.40% 1.15x Exceeded
2023-08-02 After-Close 15.82% 8.10% 0.51x Within
2023-10-26 After-Close 18.52% 40.66% 2.20x Exceeded
2024-02-14 After-Close 18.90% 1.45% 0.08x Within
2024-04-25 After-Close 18.71% 4.66% 0.25x Within
2024-07-31 After-Close 25.12% 21.80% 0.87x Within
2024-10-29 After-Close 22.97% 33.04% 1.44x Exceeded
2025-05-06 After-Close 18.62% 28.96% 1.56x Exceeded
2025-08-07 After-Close 18.50% 17.15% 0.93x Within
2025-11-06 After-Close 17.11% 13.86% 0.81x Within
2026-02-25 After-Close 19.86% 7.27% 0.37x Within
2026-05-06 After-Close 15.18% 12.77% 0.84x Within
2026-08-06 After-Close 20.36% 12.10% 0.59x Within

Earnings calendar: this week’s reports with expected vs actual moves →

NRDS Options Activity & IV Rank

NRDS IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 75.4%
7-DTE IV: —
Expected Move: $1.95
7-DTE Move: $1.95
Days to Exp: 25 (2026-11-20)

Options Flow

Call Volume: 27
Put Volume: 49
P/C Volume: 1.815
BEARISH
Call OI: 343
Put OI: 83
P/C OI: 0.242
Total OI: 426

ATM Options Pricing

ATM Call: $1.35
ATM Put: $0.60
Call %: 12.5%
Put %: 5.6%

Chain Summary

Chain Volume: 726
Chain OI: 4,399
Last Updated: 10/26/2026
Spread Scanner GPU

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Dealer Positioning
TYPICAL γ

Estimated net dealer gamma is at the 69th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
69%
vs own history
GEX tilt
+0.82
OI-weighted, today
Vanna tilt
-0.81
δ-sensitivity to IV
Charm tilt
+0.86
δ-decay vs time
Vanna tilt -0.81: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt +0.86: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably as time passes and options approach expiry.

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 4 ATM contracts, 0k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
as of Oct 26 · No data
30 DTE / 10d —
— pts EXTREME
as of Oct 26 · ATM 84.7% / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)45.5MediumOct 26
Straddle Price (30 DTE)$1.95Oct 26
Beta Analysis

Risk Metrics

Beta: 0.7443
Alpha: -7.20%
Correlation: 0.1963
R-Squared: 3.9%
Stock Volatility: 48.3%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own NRDS
4 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Renaissance Technologies Hedge fund
Jim Simons
$4.9M
0.01%
#1481 of 3138-47.4%13F
Millennium Management Hedge fund
Izzy Englander
$2.8M
0.00%
#2400 of 3716-51.0%13F
Citadel Hedge fund
Ken Griffin
$2.6M
0.00%
#2632 of 6285+218.2%13F
Point72 Hedge fund
Steve Cohen
$781K
0.00%
#1537 of 1945-32.6%13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

NRDS Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 72,025,000 (as of 2026-06-30)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

154 filers31,163,143 shares$304.38M value43.27% of float
# Filer Shares Value % of Total % of Float Period
1 Vanguard Group Inc Custodian 3,697,862 $50.11M 16.46% 5.13% 2025-12-31
2 Topline Capital Management, LLC 3,289,285 $30.43M 10.00% 4.57% 2026-06-30
3 BlackRock, Inc. Custodian 2,579,569 $23.86M 7.84% 3.58% 2026-06-30
4 Arrowstreet Capital, Limited Partnership 1,770,333 $16.38M 5.38% 2.46% 2026-06-30
5 Dimensional Fund Advisors LP Custodian 1,433,877 $13.26M 4.36% 1.99% 2026-06-30
6 Vanguard Capital Management LLC 1,370,062 $12.67M 4.16% 1.90% 2026-06-30
7 Quinn Opportunity Partners LLC 1,052,114 $9.73M 3.20% 1.46% 2026-06-30
8 JACOBS LEVY EQUITY MANAGEMENT, INC 1,034,562 $9.57M 3.14% 1.44% 2026-06-30
9 State Street Corp 926,571 $8.57M 2.82% 1.29% 2026-06-30
10 Geode Capital Management, LLC Custodian 851,676 $7.88M 2.59% 1.18% 2026-06-30
11 D. E. Shaw & Co., Inc. Custodian 813,807 $7.53M 2.47% 1.13% 2026-06-30
12 Vanguard Portfolio Management LLC 789,259 $7.30M 2.40% 1.10% 2026-06-30
13 FMR LLC Custodian 665,591 $6.16M 2.02% 0.92% 2026-06-30
14 Morgan Stanley Custodian 624,993 $5.78M 1.90% 0.87% 2026-06-30
15 RENAISSANCE TECHNOLOGIES LLC 527,000 $4.87M 1.60% 0.73% 2026-06-30
16 HRT FINANCIAL LP 489,854 $4.53M 1.49% 0.68% 2026-06-30
17 OP Asset Management Ltd 468,194 $4.33M 1.42% 0.65% 2026-06-30
18 American Century Companies, Inc. 349,537 $3.23M 1.06% 0.49% 2026-06-30
19 Northern Trust Corp Custodian 341,362 $3.16M 1.04% 0.47% 2026-06-30
20 Trexquant Investment LP 339,017 $3.14M 1.03% 0.47% 2026-06-30
21 UBS Group AG Custodian 320,124 $2.96M 0.97% 0.44% 2026-06-30
22 Principal Financial Group, Inc. 303,401 $2.81M 0.92% 0.42% 2026-06-30
23 Millennium Management LLC Custodian 298,070 $2.76M 0.91% 0.41% 2026-06-30
24 Goldman Sachs Group Inc Custodian 297,661 $2.75M 0.90% 0.41% 2026-06-30
25 Citadel Advisors LLC Custodian 285,636 $2.64M 0.87% 0.40% 2026-06-30
7 filers$1.06M notional
# Filer Notional Value % of Total Period
1 Citadel Advisors LLC Custodian $665.08K 62.63% 2026-06-30
2 Jane Street Group, LLC Custodian $148.00K 13.94% 2026-06-30
3 IMC-Chicago, LLC Custodian $123.03K 11.59% 2026-06-30
4 PEAK6 LLC $111.00K 10.45% 2026-06-30
5 Walleye Trading LLC $12.03K 1.13% 2026-06-30
6 Simplex Trading, LLC Custodian $1.85K 0.17% 2026-06-30
7 GROUP ONE TRADING LLC Custodian $925 0.09% 2026-06-30
7 filers$928.23K notional
# Filer Notional Value % of Total Period
1 Citadel Advisors LLC Custodian $232.18K 25.01% 2026-06-30
2 Walleye Trading LLC $144.30K 15.55% 2026-06-30
3 Simplex Trading, LLC Custodian $115.62K 12.46% 2026-06-30
4 Walleye Capital LLC $115.62K 12.46% 2026-06-30
5 Wolverine Trading, LLC Custodian $113.30K 12.21% 2025-09-30
6 Susquehanna International Group, LLP Custodian $108.22K 11.66% 2026-06-30
7 GROUP ONE TRADING LLC Custodian $98.97K 10.66% 2026-06-30

NRDS Insider Trading (Form 4)

Latest: 2026-09-03
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-09-03 Nicholas Tatum Chief Accounting Officer Tax (F) −2,990 $9.78 -$29.2K EDGAR
2026-09-03 Tim Chao-Ming Chen Chief Executive Officer Tax (F) −7,723 $9.78 -$75.5K EDGAR
2026-09-03 Sam Brian Mischner Chief Revenue Officer Tax (F) −22,643 $9.78 -$221.4K EDGAR
2026-09-03 Jun Hyung Lee Chief Financial Officer Tax (F) −13,299 $9.78 -$130.1K EDGAR
2026-06-03 Sam Brian Mischner Chief Revenue Officer Tax (F) −1,572 $8.75 -$13.8K EDGAR
2026-06-03 Tim Chao-Ming Chen Chief Executive Officer Tax (F) −15,309 $8.75 -$134.0K EDGAR
2026-06-03 Nicholas Tatum Chief Accounting Officer Tax (F) −3,263 $8.75 -$28.6K EDGAR
2026-06-03 Jun Hyung Lee Chief Financial Officer Tax (F) −47,876 $8.75 -$418.9K EDGAR
2026-05-26 Kenneth Thomas McBride Director Award (A) +19,494 — EDGAR
2026-05-26 Anthony Ling Director Award (A) +19,494 — EDGAR
2026-05-26 Teresa Chia Director Award (A) +39,474 — EDGAR
2026-05-26 Lynne Marie Laube Director Award (A) +19,494 — EDGAR
2026-05-21 Anthony Ling Director Award (A) +17,946 — EDGAR
2026-03-20 Nicholas Tatum Chief Accounting Officer Award (A) +28,517 — EDGAR
2026-03-20 Jun Hyung Lee Chief Financial Officer Award (A) +128,326 — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

NRDS Insider Holdings

11 insiders · @ $10.80
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Samuel Yount Chief Business Officer 741,463 $8.01M -$18.21M 30 2026-03-19
2 Tim Chao-Ming Chen Chief Executive Officer 539,160 $5.82M $2.47M 31 2026-09-03
3 Jun Hyung Lee Chief Financial Officer 354,783 $3.83M $0 4 2026-09-03
4 Lauren StClair Chief Financial Officer 307,606 $3.32M -$417.0K 16 2025-03-05
5 Sam Brian Mischner Chief Revenue Officer 228,121 $2.46M $0 2 2026-09-03
6 Kenneth Thomas McBride Director 90,526 $977.7K $0 5 2026-05-26
7 Lynne Marie Laube Director 79,627 $860.0K $0 5 2026-05-26
8 Nicholas Tatum Chief Accounting Officer 69,466 $750.2K -$200.9K 11 2026-09-03
9 Anthony Ling Director 55,436 $598.7K $0 3 2026-05-26
10 Jennifer Ceran Director 54,236 $585.7K -$80.8K 5 2025-05-23
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

NRDS Board & Officers

As of SEC filings through Sep 3, 2026

Directors 6

Officers 5

10% owners 2

Changes in the last 10 years (37)
May 22, 2026Teresa Chia became a director
Apr 3, 2026Sam Brian Mischner became Chief Revenue Officer
May 22, 2025Anthony Ling became a director
Mar 17, 2025Jun Hyung Lee became Chief Financial Officer
Mar 7, 2025Nicholas Tatum became Chief Accounting Officer
Dec 4, 2024Samuel Yount listed as Chief Business Officer (previously VP, General Manager) in SEC filings
Oct 18, 2024Topline Capital Partners, LP became a 10% owner
Apr 26, 2024The company announced the departure of Kevin Yuann as Chief Business Officer in an SEC filing
Mar 14, 2023The company announced the departure of Thomas Loverro from the board in an SEC filing
Jan 27, 2023Samuel Yount became VP, General Manager
Jan 13, 2023The company announced the departure of John Caine as Chief Product Officer in an SEC filing
Nov 9, 2022Institutional Venture Partners XIV, L.P. reported in an SEC filing no longer being a 10% owner
Oct 1, 2022Maurice Kevin Taylor became a director
Jul 7, 2022The company announced the departure of Kelly Gillease as Chief Marketing Officer in an SEC filing
Apr 1, 2022Kenneth Thomas McBride became a director
Mar 31, 2022The company announced the departure of James D Robinson III from the board in an SEC filing
Dec 23, 2021John Caine became Chief Product Officer
Nov 10, 2021Innovius Capital GP I, LLC first on file as a 10% owner
Nov 3, 2021Todd C Chaffee became a 10% owner
Nov 3, 2021Tim Chao-Ming Chen became a director
Not reported recently (11)
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

NRDS Proposed Insider Sales (Form 144)

Latest: 2026-07-02
Last 30d: 0 filings  ·  Last 90d: 0 filings

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-07-02 YOUNT SAMUEL Former Officer 33,153 $311.9K 2026-07-02 Fidelity Brokerage Services LLC — EDGAR
2026-06-02 THE MARGARET YOUNT CRT Former affiliate 300 $2.6K 2026-06-02 Morgan Stanley Smith Barney LLC … — EDGAR
2026-06-02 BEARMAN LLC Former Affiliate 500 $4.4K 2026-06-02 Morgan Stanley Smith Barney LLC … — EDGAR
2026-06-02 THE SMB CHARITABLE REMAINDER TRUST former affiliate 400 $3.5K 2026-06-02 Morgan Stanley Smith Barney LLC … — EDGAR
2026-06-01 THE MARGARET YOUNT CRT Former affiliate 15,728 $137.7K 2026-06-01 Morgan Stanley Smith Barney LLC … — EDGAR
2026-06-01 BEARMAN LLC Former Affiliate 35,062 $307.0K 2026-06-01 Morgan Stanley Smith Barney LLC … — EDGAR
2026-06-01 THE SMB CHARITABLE REMAINDER TRUST former affiliate 17,314 $151.6K 2026-06-01 Morgan Stanley Smith Barney LLC … — EDGAR
2026-05-26 YOUNT FAMILY REV TRUST Former Affiliate 78,807 $650.7K 2026-05-26 Morgan Stanley Smith Barney LLC … — EDGAR
2026-05-26 BEARMAN LLC Former Affiliate 71,193 $588.0K 2026-05-26 Morgan Stanley Smith Barney LLC … — EDGAR
2026-05-22 YOUNT FAMILY REV TRUST Former Affiliate 150,000 $1.25M 2026-05-22 Morgan Stanley Smith Barney LLC … — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
61 ETFs hold NRDS
25 shown · $63.80M total exposure · 0.02% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 IWM iShares Russell 2000 ETF iShares (BlackRock) 0.01% $9.6M $74.6B 2026-10-23
2 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $8.8M — 2026-09-30
3 FESM Fidelity Enhanced Small Cap Core ETF Fidelity 0.11% $7.6M $6.6B 2026-10-23
4 DFAT Dimensional US Targeted Value ETF Dimensional 0.02% $5.9M — 2026-10-23
5 AVUV Avantis U.S. Small Cap Value ETF Avantis 0.01% $4.4M $32.2B 2026-10-23
6 IWO iShares Russell 2000 Growth ETF iShares (BlackRock) 0.02% $3.4M $13.7B 2026-10-23
7 VXF Vanguard Extended Market ETF Vanguard 0.00% $3.3M — 2026-09-30
8 DFAS Dimensional US Small Cap ETF Dimensional 0.01% $3.2M — 2026-10-23
9 PSC Principal U.S. Small-Cap ETF Nport 0.12% $2.8M — 2026-06-30
10 VTWO Vanguard Russell 2000 ETF Vanguard 0.01% $1.7M — 2026-09-30
11 DFAC Dimensional US Core Equity 2 ETF Dimensional 0.00% $1.6M — 2026-10-23
12 DFMC Dimensional US Micro Cap ETF Dimensional 0.02% $1.5M — 2026-10-23
13 SCHA Schwab U.S. Small-Cap ETF Nport 0.01% $1.4M — 2026-05-31
14 BSVO EA Bridgeway Omni Small-Cap Value ETF Nport 0.05% $1.2M — 2026-06-30
15 IWC iShares Micro-Cap ETF iShares (BlackRock) 0.09% $1.1M $1.2B 2026-10-23
16 VFVA Vanguard U.S. Value Factor ETF Vanguard 0.11% $1.0M — 2026-10-23
17 VFQY Vanguard U.S. Quality Factor ETF Vanguard 0.16% $834,659 — 2026-10-23
18 PRFZ Invesco RAFI US 1500 Small-Mid ETF Nport 0.03% $791,370 — 2026-07-31
19 DSMC Distillate Small/Mid Cash Flow ETF Nport 0.50% $649,026 — 2026-06-30
20 SVAL iShares US Small Cap Value Factor ETF iShares (BlackRock) 0.39% $632,924 $163.8M 2026-10-23
21 AVSC Avantis U.S. Small Cap Equity ETF Avantis 0.02% $514,420 $3.2B 2026-10-23
22 XITK State Street® SPDR® FactSet Innovative Technology ETF SPDR (State Street) 0.74% $494,976 $66.5M 2026-10-23
23 SEIS SEI Select Small Cap ETF Nport 0.08% $473,045 — 2026-06-30
24 DCOR Dimensional US Core Equity 1 ETF Dimensional 0.00% $469,629 — 2026-10-23
25 JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF JPMorgan 0.08% $461,905 $573.3M 2026-10-26
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Trailing P/E
12.13
TTM Diluted EPS
$0.89
TTM Revenue
$860.00M
TTM Net Income
$65.00M
TTM Op. Cash Flow
$164.30M
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q2 '262026-06-30$197.30M$4.30M$0.07$41.20M
Q1 '262026-03-31$222.20M$20.40M$0.29$35.70M
Q4 '252025-12-31$225.40M$14.00M$0.19$38.90M
Q3 '252025-09-30$215.10M$26.30M$0.34$48.50M
Q2 '252025-06-30$186.90M$8.20M$0.11$17.50M
Q1 '252025-03-31$209.20M$200.00K—$26.70M
Q4 '242024-12-31$183.80M$38.60M$0.49$9.90M
Q3 '242024-09-30$191.30M$100.00K—$29.00M
Q2 '242024-06-30$150.60M$-9.40M$-0.12$10.20M
Q1 '242024-03-31$161.90M$1.10M$0.01$22.70M
Q4 '232023-12-31$133.70M$-2.30M$-0.03$29.60M
Q3 '232023-09-30$152.80M$-500.00K$-0.01$36.10M
Q2 2026 • period ending 2026-06-30 • filed 2026-08-06
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
12.13
P/B
2.39
P/S
0.90
EV/EBITDA
5.59
EV/Sales
0.83
ROE
20.0%
ROA
15.6%
Div Yield
0.00%
FCF Yield
21.12%
Debt/Equity
0.00
Current Ratio
—
Market Cap
$777.87M
as of 2026-10-26
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
5.24M
SI % of Float
18.33%
Days to Cover
6.38
Short Vol Ratio
57.3%
Free Float
28.57M
Float %
88.6%
Short interest 2026-09-30 • Short volume 2026-10-26 • Float 2026-08-14