NerdWallet

US · NRDS #3648 by market cap Listed 2021

9.74 -0.05 -0.51%

Live - 5344 symbols - heartbeat 139s ago · 2026-10-09 19:30

✦ Quant Ownership Signal how this is computed

Accumulating

The number of reporting institutions increased by 2 in the most recent period (2026/Q3).
Total institutional ownership rose 0.2 percentage points.

Institutional ownership

Held by institutions: 45.03% +0.19pp
Institutions: 186 +2
As of: 2026/Q3 vs. prior period

Ownership vs. money flow

Diverging

Institutions added shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.

Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.

Holder types

Individual/Insider52.11%

Mutual Fund27.54%

Hedge Fund11.39%

Public Company1.90%

Private Company1.66%

VC/PE Fund1.52%

Government Pension Fund0.75%

Insurance Company0.21%

Other2.87%

Top holders as of 2026-09-01

Tim Chen 50.36% · 32.19M sh

Topline Capital Management, LLC 5.15% · 3.29M sh

BlackRock 4.04% · 2.58M sh

Arrowstreet Capital, Limited Partnership 2.77% · 1.77M sh

Vanguard Capital Management, LLC 2.48% · 1.58M sh

Dimensional Fund Advisors 2.24% · 1.43M sh

Quinn Opportunity Partners LLC 1.65% · 1.05M sh

Jacobs Levy Equity Management Inc 1.62% · 1.03M sh

Innovius Capital 1.52% · 972.81K sh

State Street Global Advisors 1.45% · 926.57K sh

Bar length is relative to the largest holder shown here, not to 100% of the company.

Insiders

50 filings tracked · 12 buys · 37 sells

Name	Role	Stake
Tim Chen	Co-founder, Chairman & CEO	50.36%
Samuel Yount	Vice President of Consumer Credit	1.27%
Kenneth McBride	Independent Director	0.11%
Lynne Laube	Independent Director	0.09%
Jun Lee	Chief Financial Officer	0.09%
Jennifer Ceran	Independent Director	0.06%
Sam Mischner	Chief Revenue Officer & Head of Home	0.06%
Anthony Ling	Independent Director	0.04%
Nicholas Tatum	Officer	0.03%
Teresa Chia	Director	--

Insider transactions most recent Form 4 filings

Date	Name	Role	Type	Shares	Price
2026-08-31	Jun Lee	Chief Financial Officer	Sale to Issuer	-13,299	$9.78
2026-08-31	Tim Chen	Co-founder, Chairman & CEO	Sale to Issuer	-7,723	$9.78
2026-08-31	Sam Mischner	Chief Revenue Officer & Head of Home	Sale to Issuer	-22,643	$9.78
2026-08-31	Nicholas Tatum	Officer	Sale to Issuer	-2,990	$9.78
2026-07-01	Samuel Yount	Vice President of Consumer Credit	Intent to Sell (Form 144)	-33,153	$9.41
2026-06-29	Topline Capital Management, LLC	--	Open Market Disposition	-1,961,860	$8.95–9.27
2026-05-31	Jun Lee	Chief Financial Officer	Sale to Issuer	-47,876	$8.75
2026-05-31	Tim Chen	Co-founder, Chairman & CEO	Sale to Issuer	-15,309	$8.75
2026-05-31	Sam Mischner	Chief Revenue Officer & Head of Home	Sale to Issuer	-1,572	$8.75
2026-05-31	Nicholas Tatum	Officer	Sale to Issuer	-3,263	$8.75
2026-05-21	Teresa Chia	Director	Other Acquisition	+39,474	--
2026-05-20	Kenneth McBride	Independent Director	Other Acquisition	+19,494	--
2026-05-20	Anthony Ling	Independent Director	Other Acquisition	+19,494	--
2026-05-20	Lynne Laube	Independent Director	Other Acquisition	+19,494	--
2026-05-19	Anthony Ling	Independent Director	Other Acquisition	+17,946	--
2026-04-02	Sam Mischner	Chief Revenue Officer & Head of Home	Initial Statement of Beneficial	0	--
2026-03-17	Jun Lee	Chief Financial Officer	Other Acquisition	+128,326	--
2026-03-17	Jun Lee	Chief Financial Officer	Other Derivative Acquisition	+256,653	$10.18
2026-03-17	Nicholas Tatum	Officer	Other Acquisition	+28,517	--
2026-03-16	Samuel Yount	Vice President of Consumer Credit	Open Market Disposition	-71,988	$10.26–10.33

Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.

Quote time 2026-10-09 19:30:04 · For reference only, not investment advice and not tailored to your situation.