SCHEDULE: Innovius Capital Discloses 8.4% Stake in NerdWallet
Beneficial Ownership Report (Schedule 13G Amendment)
Innovius Capital Sirius I, L.P., Innovius Capital GP I, LLC, and Justin R. Moore jointly reported beneficial ownership of 8.4% of NerdWallet, Inc.'s Class A Common Stock as of September 30, 2025.
Summary
- Innovius Capital Sirius I, L.P. (ICS) beneficially owns 3,709,356 shares of NerdWallet, Inc.'s Class A Common Stock.
- Innovius Capital GP I, LLC (ICGP) beneficially owns 3,730,672 shares of Class A Common Stock, which includes the shares held by ICS and an additional 21,316 shares directly held by ICGP.
- Justin R. Moore, as the Managing Director of ICGP, beneficially owns 3,730,672 shares of Class A Common Stock.
- The aggregate beneficial ownership for ICGP and Justin R. Moore represents 8.4% of NerdWallet, Inc.'s Class A Common Stock.
- This percentage is based on 44,314,455 shares of Class A Common Stock outstanding as of July 31, 2025, as reported in NerdWallet's Form 10-Q filed on August 7, 2025.
- The filing is an Amendment No. 1 to a Schedule 13G, indicating a previous filing of beneficial ownership.
Sentiment
Score: 5
Explanation: This filing is a standard disclosure of beneficial ownership, providing no new operational or financial information to influence sentiment. It is a neutral, factual report.
Future Outlook
This filing is a disclosure of beneficial ownership and does not contain forward-looking statements or guidance regarding the issuer's future performance.
Industry Context
This filing is a routine disclosure by an institutional investor, Innovius Capital, regarding its passive ownership stake in NerdWallet, Inc., a company operating in the financial services and personal finance technology sector. It reflects a standard regulatory requirement for investors holding more than 5% of a company's stock.
Stakeholder Impact
- Shareholders: Provides transparency regarding a significant passive ownership stake held by Innovius Capital in NerdWallet, Inc.
Key Dates
| Date | Description |
|---|---|
| 2025-09-30 | Date of event which requires the filing of this statement (beneficial ownership calculation date). |
| 2025-11-14 | Date the Joint Filing Agreement and Schedule 13G Amendment No. 1 were signed and filed. |
Keywords
NerdWallet, Innovius Capital, Schedule 13G, Beneficial Ownership, Class A Common Stock, Institutional Investor, Passive Investment
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