NERDWALLET, INC.

For the period ended Sep 30, 2026. Filed Nov 5, 2026.

About this filing

A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Sep 30, 2026 · Filed Nov 5, 2026

NRDS$7.42-5.1%Stored close · as of Nov 10, 2026

Extracted filing text, with the paragraph anchors used by the comparison.

See the whole filing, with its images and exhibits

Contents

Condensed Consolidated Statements of Stockholders’ Equity

Common Stock · Additional Paid-in Capital · Accumulated Other Comprehensive Income (Loss) · Accumulated Deficit · Stockholders’ Equity
(in millions, except share amounts which are in thousands) · Shares · Amount
Balance as of December 31, 2025	71,289		$—		$562.5			$0.1		$(188.1)	$374.5
Issuances of Class A common stock upon exercises of stock options	73	—		0.3					0.3
Issuances of Class A common stock pursuant to settlements of restricted stock units	411	—		—					—
Class A common stock withheld related to net share settlements of restricted stock units	(19)	—		(0.2)					(0.2)
Repurchases of Class A common stock	(5,963)	—				(66.2)			(66.2)
Stock-based compensation			7.6				7.6
Other comprehensive loss				(0.2)			(0.2)
Net income					20.4		20.4
Balance as of March 31, 2026	65,791		$—		$570.2			$(0.1)		$(233.9)	$336.2
Issuances of Class A common stock upon exercises of stock options	51	—		0.4					0.4
Issuances of Class A common stock pursuant to settlements of restricted stock units	730	—		—					—
Class A common stock withheld related to net share settlements of restricted stock units	(68)	—		(0.6)					(0.6)
Issuances of Class A common stock under Employee Stock Purchase Plan	126	—		1.2					1.2
Repurchases of Class A common stock	(2,751)	—				(23.0)			(23.0)
Stock-based compensation			7.4				7.4
Other comprehensive loss				(0.1)			(0.1)
Net income					4.3		4.3
Balance as of June 30, 2026	63,879		$—		$578.6			$(0.2)		$(252.6)	$325.8
Issuances of Class A common stock upon exercises of stock options	117	—		1.0					1.0
Issuances of Class A common stock pursuant to settlements of restricted stock units	465	—		—					—
Class A common stock withheld related to net share settlements of restricted stock units	(47)	—		(0.5)					(0.5)
Repurchases of Class A common stock	(1,122)	—				(10.5)			(10.5)
Stock-based compensation			10.7				10.7
Net income					14.9		14.9
Balance as of September 30, 2026	63,292		$—		$589.8			$(0.2)		$(248.2)	$341.4

CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS’ EQUITY

Common Stock · Additional Paid-in Capital · Accumulated Other Comprehensive Income (Loss) · Accumulated Deficit · Stockholders’ Equity
(in millions, except share amounts which are in thousands) · Shares · Amount
Balance as of December 31, 2024	74,108		$—		$530.9			$(0.2)		$(166.5)	$364.2
Issuances of Class A common stock upon exercises of stock options	5	—		—					—
Issuances of Class A common stock pursuant to settlements of restricted stock units	431	—		—					—
Class A common stock withheld related to net share settlements of restricted stock units	(52)	—		(0.5)					(0.5)
Stock-based compensation			7.5				7.5
Other comprehensive income				0.2			0.2
Net income					0.2		0.2
Balance as of March 31, 2025	74,492		$—		$537.9			$—		$(166.3)	$371.6
Issuances of Class A common stock upon exercises of stock options	26	—		0.3					0.3
Issuances of Class A common stock pursuant to settlements of restricted stock units	594	—		—					—
Class A common stock withheld related to net share settlements of restricted stock units	(25)	—		(0.3)					(0.3)
Issuance of Class A common stock under Employee Stock Purchase Plan	136	—		1.0					1.0
Stock-based compensation			9.0				9.0
Other comprehensive income				0.2			0.2
Net income					8.2		8.2
Balance as of June 30, 2025	75,223		$—		$547.9			$0.2		$(158.1)	$390.0
Issuances of Class A common stock upon exercises of stock options	64	—		0.4					0.4
Issuances of Class A common stock pursuant to settlements of restricted stock units	1,450	—		—					—
Class A common stock withheld related to net share settlements of restricted stock units	(224)	—		(2.4)					(2.4)
Repurchases of Class A common stock	(1,782)	—				(19.2)			(19.2)
Stock-based compensation			7.6				7.6
Other comprehensive loss				(0.3)			(0.3)
Net income					26.3		26.3
Balance as of September 30, 2025	74,731		$—		$553.5			$(0.1)		$(151.0)	$402.4

ContentsView on SEC.gov

The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.