Glück Conviction Score™ ⓘ
Score-Verlauf (90 Tage)
Kursverlauf (12 Monate)
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bärisch | 10 % | 9.50 | -10.5 % vs SMA50 | |
| Kurs vs SMA200 | Bärisch | 15 % | 11.34 | -25.0 % vs SMA200 | |
| SMA-Cross | Bärisch | 10 % | DEATH | vor 64 Tagen @ 10.36 | |
| EMA20 vs EMA50 | Bärisch | 5 % | 8.48 | EMA50: 9.20 | |
| MACD-Histogramm | Bullisch | 10 % | 0.103 | Bullisch | |
| RSI(14) | Neutral | 10 % | 46.7 | Neutral (30–70) | |
| Stoch %K(14) | Neutral | 5 % | 68.7 | Neutral | |
| ADX(14)+DI | Bärisch | 10 % | 31.1 | +DI: 19.0 / −DI: 27.6 | |
| Z-Score(60) | Neutral | 5 % | -0.94 | In Range | |
| 52W-Position | Bärisch | 5 % | 11.0 % | Hoch 15.93 / Tief 7.58 | |
| Bollinger(20,2σ) | Neutral | 5 % | 74.0 % | Upper 8.75 / Mid 8.27 / Lower 7.78 | |
| LinReg-Slope(60) | Bärisch | 10 % | -0.0520 | R²=0.57 / annualisiert -136.2 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-03-17 | YOUNT SAMUEL | Officer, Chief Business Officer | Open Market Sale | -35.402 | 10,33 | -365.702,66 | -349,4% | |
| 2026-03-17 | YOUNT SAMUEL | Officer, Chief Business Officer | Open Market Sale | -24.278 | 10,33 | -250.791,74 | -239,6% | |
| 2026-03-17 | YOUNT SAMUEL | Officer, Chief Business Officer | Open Market Sale | -6.154 | 10,26 | -63.140,04 | -60,3% | |
| 2026-03-12 | YOUNT SAMUEL | Officer, Chief Business Officer | Open Market Sale | -2.800 | 10,61 | -29.708,00 | -28,4% | |
| 2026-03-12 | YOUNT SAMUEL | Officer, Chief Business Officer | Open Market Sale | -211 | 10,60 | -2.236,60 | -2,1% | |
| 2026-03-05 | Tatum Nicholas | Officer, Chief Accounting Officer | Open Market Sale | -10.151 | 11,45 | -116.228,95 | -111,0% | |
| 2026-03-04 | Tatum Nicholas | Officer, Chief Accounting Officer | Open Market Sale | -595 | 11,45 | -6.812,75 | -6,5% | |
| 2026-03-04 | Tatum Nicholas | Officer, Chief Accounting Officer | Open Market Sale | -298 | 11,45 | -3.412,10 | -3,3% | |
| 2025-12-03 | Tatum Nicholas | Officer, Chief Accounting Officer | Open Market Sale | -596 | 15,93 | -9.494,28 | -9,1% | |
| 2025-12-03 | Tatum Nicholas | Officer, Chief Accounting Officer | Open Market Sale | -1.191 | 15,93 | -18.972,63 | -18,1% | |
| 2025-12-02 | YOUNT SAMUEL | Officer, Chief Business Officer | Open Market Sale | -15.945 | 16,04 | -255.741,86 | -244,3% | |
| 2025-11-26 | YOUNT SAMUEL | Officer, Chief Business Officer | Open Market Sale | -10.000 | 15,07 | -150.700,00 | -144,0% | |
| 2025-11-24 | YOUNT SAMUEL | Officer, Chief Business Officer | Open Market Sale | -5.040 | 14,28 | -71.971,20 | -68,8% | |
| 2025-11-14 | YOUNT SAMUEL | Officer, Chief Business Officer | Open Market Sale | -521 | 14,25 | -7.424,25 | -7,1% | |
| 2025-11-13 | YOUNT SAMUEL | Officer, Chief Business Officer | Open Market Sale | -14.439 | 14,34 | -207.055,26 | -197,8% | |
| 2025-11-13 | YOUNT SAMUEL | Officer, Chief Business Officer | Open Market Sale | -12.129 | 14,34 | -173.929,86 | -166,2% | |
| 2025-10-02 | Tatum Nicholas | Officer, Chief Accounting Officer | Open Market Sale | -4.272 | 10,76 | -45.966,72 | -43,9% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Topline Capital Management, LLC | 5.251.145 | 5.251.145 | 0 | 54.506.885 | Unverändert | 0,0% | |
| VANGUARD GROUP INC | 3.697.862 | 0 | 3.697.862 | 50.106.031 | Neu | +100,0% | |
| BlackRock, Inc. | 3.060.747 | 3.154.391 | -93.644 | 31.770.553 | Reduziert | -3,0% | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.808.988 | 1.364.950 | 444.038 | 18.777.295 | Aufgestockt | +32,5% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.358.440 | 0 | 1.358.440 | 14.100.607 | Neu | +100,0% | |
| DIMENSIONAL FUND ADVISORS LP | 1.322.848 | 1.169.058 | 153.790 | 13.730.261 | Aufgestockt | +13,2% | |
| RENAISSANCE TECHNOLOGIES LLC | 1.002.275 | 799.437 | 202.838 | 10.403.615 | Aufgestockt | +25,4% | |
| Quinn Opportunity Partners LLC | 989.149 | 1.034.086 | -44.937 | 10.267.367 | Reduziert | -4,3% | |
| GEODE CAPITAL MANAGEMENT, LLC | 918.806 | 928.521 | -9.715 | 9.539.122 | Reduziert | -1,0% | |
| STATE STREET CORP | 905.274 | 922.142 | -16.868 | 9.396.744 | Reduziert | -1,8% | |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 723.796 | 624.456 | 99.340 | 7.513.002 | Aufgestockt | +15,9% | |
| JANE STREET GROUP, LLC | 652.426 | 360.512 | 291.914 | 6.772.182 | Aufgestockt | +81,0% | |
| Trexquant Investment LP | 623.167 | 448.938 | 174.229 | 6.468.473 | Aufgestockt | +38,8% | |
| WELLINGTON MANAGEMENT GROUP LLP | 612.227 | 0 | 612.227 | 6.354.917 | Neu | +100,0% | |
| MILLENNIUM MANAGEMENT LLC | 607.768 | 538.421 | 69.347 | 6.308.632 | Aufgestockt | +12,9% | |
| FMR LLC | 468.027 | 377.735 | 90.292 | 4.858.120 | Aufgestockt | +23,9% | |
| D. E. Shaw & Co., Inc. | 461.016 | 561.316 | -100.300 | 4.785.346 | Reduziert | -17,9% | |
| AQR CAPITAL MANAGEMENT LLC | 400.248 | 184.082 | 216.166 | 4.154.574 | Aufgestockt | +117,4% | |
| UBS Group AG | 366.972 | 489.591 | -122.619 | 3.809.169 | Reduziert | -25,0% | |
| NFJ INVESTMENT GROUP, LLC | 253.241 | 0 | 253.241 | 3.431.415 | Neu | +100,0% | |
| ALLIANCEBERNSTEIN L.P. | 245.779 | 245.770 | 9 | 3.330.305 | Aufgestockt | 0,0% | |
| NORTHERN TRUST CORP | 303.630 | 310.814 | -7.184 | 3.151.680 | Reduziert | -2,3% | |
| XTX Topco Ltd | 299.049 | 74.784 | 224.265 | 3.104.129 | Aufgestockt | +299,9% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 298.312 | 315.969 | -17.657 | 3.096.479 | Reduziert | -5,6% | |
| Connor, Clark & Lunn Investment Management Ltd. | 288.348 | 519.093 | -230.745 | 2.993.052 | Reduziert | -44,5% | |
| PRINCIPAL FINANCIAL GROUP INC | 279.640 | 0 | 279.640 | 2.902.664 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 262.403 | 250.418 | 11.985 | 2.723.743 | Aufgestockt | +4,8% | |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 245.082 | 339.768 | -94.686 | 2.543.952 | Reduziert | -27,9% | |
| PEAK6 LLC | 179.700 | 0 | 179.700 | 2.434.935 | Neu | +100,0% | |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 208.811 | 0 | 208.811 | 2.167.458 | Neu | +100,0% | |
| MORGAN STANLEY | 203.344 | 189.197 | 14.147 | 2.110.711 | Aufgestockt | +7,5% | |
| STATE OF WISCONSIN INVESTMENT BOARD | 156.936 | 84.192 | 72.744 | 1.628.996 | Aufgestockt | +86,4% | |
| Creative Planning | 154.724 | 109.037 | 45.687 | 1.606.035 | Aufgestockt | +41,9% | |
| TUDOR INVESTMENT CORP ET AL | 117.118 | 0 | 117.118 | 1.586.949 | Neu | +100,0% | |
| AMERICAN CENTURY COMPANIES INC | 151.219 | 176.828 | -25.609 | 1.569.653 | Reduziert | -14,5% | |
| CITADEL ADVISORS LLC | 145.666 | 189.343 | -43.677 | 1.512.013 | Reduziert | -23,1% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 144.898 | 60.400 | 84.498 | 1.504.041 | Aufgestockt | +139,9% | |
| Point72 Asset Management, L.P. | 125.377 | 42.702 | 82.675 | 1.301.413 | Aufgestockt | +193,6% | |
| AMERIPRISE FINANCIAL INC | 121.742 | 121.952 | -210 | 1.263.683 | Reduziert | -0,2% | |
| Invesco Ltd. | 113.069 | 103.226 | 9.843 | 1.173.656 | Aufgestockt | +9,5% | |
| FIRST TRUST ADVISORS LP | 112.917 | 110.116 | 2.801 | 1.172.078 | Aufgestockt | +2,5% | |
| Quantbot Technologies LP | 109.846 | 0 | 109.846 | 1.140.201 | Neu | +100,0% | |
| OP Asset Management Ltd | 82.986 | 0 | 82.986 | 1.124.460 | Neu | +100,0% | |
| Engineers Gate Manager LP | 71.178 | 0 | 71.178 | 964.462 | Neu | +100,0% | |
| Qube Research & Technologies Ltd | 68.726 | 0 | 68.726 | 931.237 | Neu | +100,0% | |
| AlphaQuest LLC | 68.337 | 0 | 68.337 | 925.966 | Neu | +100,0% | |
| Nuveen, LLC | 83.287 | 330.631 | -247.344 | 864.519 | Reduziert | -74,8% | |
| Point Nemo Capital, LLC | 58.129 | 0 | 58.129 | 787.648 | Neu | +100,0% | |
| JPMORGAN CHASE & CO | 57.151 | 0 | 57.151 | 774.396 | Neu | +100,0% | |
| Swiss National Bank | 74.300 | 74.300 | 0 | 771.234 | Unverändert | 0,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| Topline Capital Management, LLC | 5.251.145 | 5.251.145 | 0,0% | 54.506.885 | 19,01 |
| BlackRock, Inc. | 3.060.747 | 3.154.391 | -3,0% | 31.770.553 | 11,08 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.808.988 | 1.364.950 | +32,5% | 18.777.295 | 6,55 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.358.440 | 0 | +100,0% | 14.100.607 | 4,92 |
| DIMENSIONAL FUND ADVISORS LP | 1.322.848 | 1.169.058 | +13,2% | 13.730.261 | 4,79 |
| RENAISSANCE TECHNOLOGIES LLC | 1.002.275 | 799.437 | +25,4% | 10.403.615 | 3,63 |
| Quinn Opportunity Partners LLC | 989.149 | 1.034.086 | -4,3% | 10.267.367 | 3,58 |
| GEODE CAPITAL MANAGEMENT, LLC | 918.806 | 928.521 | -1,0% | 9.539.122 | 3,33 |
| STATE STREET CORP | 905.274 | 922.142 | -1,8% | 9.396.744 | 3,28 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 723.796 | 624.456 | +15,9% | 7.513.002 | 2,62 |
| JANE STREET GROUP, LLC | 652.426 | 360.512 | +81,0% | 6.772.182 | 2,36 |
| Trexquant Investment LP | 623.167 | 448.938 | +38,8% | 6.468.473 | 2,26 |
| WELLINGTON MANAGEMENT GROUP LLP | 612.227 | 0 | +100,0% | 6.354.917 | 2,22 |
| MILLENNIUM MANAGEMENT LLC | 607.768 | 538.421 | +12,9% | 6.308.632 | 2,20 |
| FMR LLC | 468.027 | 377.735 | +23,9% | 4.858.120 | 1,69 |
| D. E. Shaw & Co., Inc. | 461.016 | 561.316 | -17,9% | 4.785.346 | 1,67 |
| AQR CAPITAL MANAGEMENT LLC | 400.248 | 184.082 | +117,4% | 4.154.574 | 1,45 |
| UBS Group AG | 366.972 | 489.591 | -25,0% | 3.809.169 | 1,33 |
| ALLIANCEBERNSTEIN L.P. | 245.779 | 245.770 | 0,0% | 3.330.305 | 1,16 |
| NORTHERN TRUST CORP | 303.630 | 310.814 | -2,3% | 3.151.680 | 1,10 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 157 | 32,5 | 334 |
| 31.12.2025 | ✓ | 161 | 30,5 | 407 |
| 30.09.2025 | ✓ | 149 | 29,1 | 310 |
| 30.06.2025 | ✓ | 142 | 28,3 | 306 |
| 31.03.2025 | ✓ | 136 | 30,8 | 275 |
| 31.12.2024 | ✓ | 131 | 32,3 | 425 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| TUDOR INVESTMENT CORP ET AL | 117.118 | 1.586.949 |
| Engineers Gate Manager LP | 71.178 | 964.462 |
| Point Nemo Capital, LLC | 58.129 | 787.648 |
| BROWN BROTHERS HARRIMAN & CO | 53.674 | 727.283 |
| Lotus Technology Management, LP | 45.769 | 620.170 |
| Magnetar Financial LLC | 45.156 | 611.864 |
| Point72 Asset Management, L.P. | 42.702 | 578.612 |
| CANADA PENSION PLAN INVESTMENT BOARD | 40.000 | 542.000 |
| ExodusPoint Capital Management, LP | 36.156 | 489.914 |
| PANAGORA ASSET MANAGEMENT INC | 33.026 | 447.502 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| PRUDENTIAL FINANCIAL INC | 807.781 | 702.816 | +669.6 % | 10.945.433 |
| MILLENNIUM MANAGEMENT LLC | 538.421 | 497.978 | +1231.3 % | 7.295.605 |
| Nuveen, LLC | 330.631 | 247.157 | +296.1 % | 4.480.050 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.364.950 | 231.160 | +20.4 % | 18.495.073 |
| JANE STREET GROUP, LLC | 360.512 | 180.397 | +100.2 % | 4.884.938 |
| D. E. Shaw & Co., Inc. | 561.316 | 168.671 | +43.0 % | 7.605.832 |
| UBS Group AG | 489.591 | 167.954 | +52.2 % | 6.633.958 |
| BlackRock, Inc. | 3.154.391 | 116.777 | +3.8 % | 42.742.000 |
| PEAK6 LLC | 179.700 | 111.600 | +163.9 % | 2.434.935 |
| GOLDMAN SACHS GROUP INC | 250.418 | 101.847 | +68.6 % | 3.393.164 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Connor, Clark & Lunn Investment Management Ltd. | 519.093 | -368.727 | -41.5 % | 7.033.710 |
| VANGUARD GROUP INC | 3.697.862 | -296.318 | -7.4 % | 50.106.031 |
| CITADEL ADVISORS LLC | 189.343 | -291.489 | -60.6 % | 2.565.598 |
| BNP PARIBAS FINANCIAL MARKETS | 27.756 | -201.735 | -87.9 % | 376.094 |
| MORGAN STANLEY | 189.197 | -168.163 | -47.1 % | 2.563.620 |
| Y-Intercept (Hong Kong) Ltd | 30.335 | -148.559 | -83.0 % | 411.039 |
| PDT Partners, LLC | 60.047 | -108.909 | -64.5 % | 813.637 |
| DEUTSCHE BANK AG\ | 29.495 | -100.870 | -77.4 % | 399.658 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 60.400 | -100.444 | -62.4 % | 818.420 |
| Janney Montgomery Scott LLC | 24.009 | -59.181 | -71.1 % | 325 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 15.05.2026 | Arrowstreet Capital Holding LLC | Passiv (13G) | 5,20 % | 1.808.988 | Neu | |
| 15.05.2026 | Arrowstreet Capital, Limited Partnership | Passiv (13G) | 5,20 % | 1.808.988 | Neu | |
| 26.03.2026 | The Vanguard Group | Passiv (13G/A) | Ausstieg | 0 | -12,14 pp | |
| 05.03.2026 | The Vanguard Group | Passiv (13G/A) | 12,14 % | 4.261.860 | +2,97 pp | |
| 17.02.2026 | Innovius Capital Sirius I, L.P. | Passiv (13G/A) | 2,30 % | 951.496 | -6,10 pp | |
| 17.02.2026 | Innovius Capital GP I, LLC | Passiv (13G/A) | 2,40 % | 972.812 | -6,00 pp | |
| 17.02.2026 | Justin R. Moore | Passiv (13G/A) | 2,40 % | 972.812 | -6,00 pp | |
| 21.01.2026 | BlackRock, Inc. | Passiv (13G/A) | 7,30 % | 2.977.791 | Neu | |
| 14.11.2025 | Innovius Capital GP I, LLC | Passiv (13G/A) | 8,40 % | 3.730.672 | -6,90 pp | |
| 14.11.2025 | Justin R. Moore | Passiv (13G/A) | 8,40 % | 3.730.672 | -6,90 pp | |
| 14.11.2025 | Innovius Capital Sirius I, L.P. | Passiv (13G/A) | 8,40 % | 3.709.356 | -6,90 pp | |
| 31.01.2025 | The Vanguard Group | Passiv (13G/A) | 9,17 % | 3.829.918 | +1,13 pp | |
| 14.11.2024 | T. Rowe Price Investment Management, Inc. | Passiv (13G/A) | 5,80 % | 2.725.877 | +0,60 pp | |
| 07.11.2024 | Topline Capital Management, LLC | Passiv (13G/A) | 12,60 % | 5.294.343 | +2,80 pp | |
| 07.11.2024 | Collin McBirney | Passiv (13G/A) | 12,60 % | 5.294.343 | +2,80 pp | |
| 07.11.2024 | Topline Capital Partners, LP | Passiv (13G/A) | 12,60 % | 5.294.343 | +2,80 pp | |
| 04.11.2024 | Topline Capital Management, LLC | Passiv (13G/A) | 9,80 % | 4.642.714 | +2,20 pp | |
| 04.11.2024 | Topline Capital Partners, LP | Passiv (13G/A) | 9,80 % | 4.642.714 | +2,20 pp | |
| 04.11.2024 | Collin McBirney | Passiv (13G/A) | 9,80 % | 4.642.714 | +2,20 pp | |
| 19.08.2024 | Topline Capital Partners, LP | Passiv (13G) | 7,60 % | 3.612.889 | Neu | |
| 19.08.2024 | Collin McBirney | Passiv (13G) | 7,60 % | 3.612.889 | Neu | |
| 19.08.2024 | Topline Capital Management, LLC | Passiv (13G) | 7,60 % | 3.612.889 | Neu | |
| 14.02.2024 | T. Rowe Price Investment Management, Inc. | Passiv (13G) | 5,20 % | 2.317.150 | Neu | |
| 13.02.2024 | Stephen J. Harrick | Passiv (13G/A) | Ausstieg | 0 | -8,60 pp | |
| 13.02.2024 | Dennis B. Phelps | Passiv (13G/A) | Ausstieg | 0 | -8,60 pp | |
| 13.02.2024 | Institutional Venture Management XIV, LLC | Passiv (13G/A) | Ausstieg | 0 | -8,60 pp | |
| 13.02.2024 | Institutional Venture Partners XIV, L.P. | Passiv (13G/A) | Ausstieg | 0 | -8,60 pp | |
| 13.02.2024 | J. Sanford Miller | Passiv (13G/A) | Ausstieg | 0 | -8,60 pp | |
| 13.02.2024 | Todd C. Chaffee | Passiv (13G/A) | Ausstieg | 0 | -8,60 pp | |
| 13.02.2024 | Jules A. Maltz | Passiv (13G/A) | Ausstieg | 0 | -8,60 pp | |
| 13.02.2024 | Norman A. Fogelsong | Passiv (13G/A) | Ausstieg | 0 | -8,60 pp | |
| 13.02.2024 | The Vanguard Group | Passiv (13G/A) | 8,04 % | 3.573.185 | +0,71 pp | |
| 29.01.2024 | . BlackRock, Inc. | Passiv (13G) | 5,70 % | 2.538.168 | Neu | |
| 14.02.2023 | Norman A. Fogelsong | Passiv (13G/A) | 8,60 % | 3.656.033 | -4,40 pp | |
| 14.02.2023 | Stephen J. Harrick | Passiv (13G/A) | 8,60 % | 3.654.541 | -4,40 pp | |
| 14.02.2023 | Dennis B. Phelps | Passiv (13G/A) | 8,60 % | 3.656.673 | -4,40 pp | |
| 14.02.2023 | Jules A. Maltz | Passiv (13G/A) | 8,60 % | 3.655.252 | -4,40 pp | |
| 14.02.2023 | Todd C. Chaffee | Passiv (13G/A) | 8,60 % | 3.654.541 | -4,40 pp | |
| 14.02.2023 | J. Sanford Miller | Passiv (13G/A) | 8,60 % | 3.654.541 | -4,40 pp | |
| 14.02.2023 | Institutional Venture Partners XIV, L.P. | Passiv (13G/A) | 8,60 % | 3.654.541 | -4,40 pp |
Stammdaten
NerdWallet, Inc. betreibt eine digitale Plattform, die verbraucherorientierte Beratung zu persönlichen Finanzen durch die Verbindung von Privatpersonen und kleinen und mittleren Unternehmen mit Finanzproduktanbietern bietet. Die Plattform des Unternehmens bietet Verbrauchern Anleitung durch Bildungsinhalte, Tools und Taschenrechner sowie Produktmarktplätze sowie die NerdWallet-App für verschiedene Finanzprodukte, einschließlich Kreditkarten, Hypotheken, Versicherungen, SMB-Produkte, Privatkredite, Banking, Investitionen und Studentendarlehen. Das Unternehmen bedient Kunden in den USA, dem Vereinigten Königreich und Kanada. NerdWallet, Inc. wurde 2009 gegründet und hat seinen Sitz in San Francisco, Kalifornien.
Unternehmen & Branche
| Name | NERDWALLET, INC. |
|---|---|
| Ticker | NRDS |
| CIK | 0001625278 |
| Boerse | Nasdaq |
| Sektor | Financial Services |
| Industrie | Financial - Credit Services |
| SIC | 7374 · Services-Computer Processing & Data Preparation |
Wertpapier & Kennzahlen
| CUSIP | 64082B102 |
|---|---|
| ISIN | US64082B1026 |
| Typ | Common Stock |
| Marktkapitalisierung | 597,4 Mio. USD |
| KGV (P/E) | 13,09 |
| Beta | 1,33 |
Bewertung
| KBV (P/B) | 1,60 vs. 4,03 (2021) ▼ |
|---|---|
| KUV (P/S) | 0,71 vs. 2,73 (2021) ▼ |
| EV/EBITDA | 4,5 |
| FCF-Rendite | 21,8 % vs. 0,5 % (2021) ▲ |
| Buyback-Rendite | 11,8 % |
Qualität & Bilanz
| Bruttomarge | 92,4 % vs. 92,5 % (2021) ≈ |
|---|---|
| Operative Marge | 7,8 % vs. -10,3 % (2021) ▲ |
| Nettomarge | 5,8 % vs. -11,2 % (2021) ▲ |
| ROIC | 12,7 % vs. -15,6 % (2021) ▲ |
| Nettoverschuldung/EBITDA | -0,8 |
| Zinsdeckungsgrad | 108,7 vs. -30,0 (2021) ▲ |
Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2021 | 2022 | 2023 | 2024 | 2025 | Verlauf |
|---|---|---|---|---|---|---|
| Bewertung | ||||||
| KBV (P/B) | 4,03 | 2,11 | 3,09 | 2,71 | 2,58 | |
| KUV (P/S) | 2,73 | 1,34 | 1,89 | 1,43 | 1,15 | |
| EV/EBITDA | – | 36,1 | 20,1 | 16,0 | 7,8 | |
| FCF-Rendite | 0,5 % | 2,8 % | 6,3 % | 7,2 % | 13,5 % | |
| Buyback-Rendite | – | – | 1,8 % | 8,1 % | 7,3 % | |
| Qualität & Bilanz | ||||||
| Bruttomarge | 92,5 % | 92,6 % | 91,0 % | 90,8 % | 92,4 % | |
| Operative Marge | -10,3 % | -3,5 % | 0,6 % | 1,4 % | 7,8 % | |
| Nettomarge | -11,2 % | -1,9 % | -2,0 % | 4,4 % | 5,8 % | |
| ROIC | -15,6 % | -2,9 % | -3,1 % | 8,2 % | 12,7 % | |
| Nettoverschuldung/EBITDA | – | -4,0 | -1,8 | -1,0 | -0,8 | |
| Zinsdeckungsgrad | -30,0 | -7,6 | 4,5 | 13,4 | 108,7 | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Finanzkennzahlen (SEC XBRL) ⓘ
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 222.200.000 | 20.400.000 | 0,29 | 432.000.000 | 336.200.000 |
| 2025-12-31 | 10-K | 836.600.000 | 48.700.000 | 0,64 | 461.100.000 | 374.500.000 |
| 2025-09-30 | 10-Q | 215.100.000 | 26.300.000 | 0,34 | 492.800.000 | 402.400.000 |
| 2025-06-30 | 10-Q | 186.900.000 | 8.200.000 | 0,11 | 476.000.000 | 390.000.000 |
| 2025-03-31 | 10-Q | 209.200.000 | 200.000 | 0,00 | 475.000.000 | 371.600.000 |
| 2024-12-31 | 10-K | 687.600.000 | 30.400.000 | 0,38 | 437.600.000 | 364.200.000 |
| 2024-09-30 | 10-Q | 191.300.000 | 100.000 | 0,00 | 402.400.000 | 322.400.000 |
| 2024-06-30 | 10-Q | 150.600.000 | -9.400.000 | -0,12 | 446.200.000 | 379.400.000 |
| 2024-03-31 | 10-Q | 161.900.000 | 1.100.000 | 0,01 | 446.100.000 | 378.700.000 |
| 2023-12-31 | 10-K | 599.400.000 | -11.800.000 | -0,15 | 418.600.000 | 366.900.000 |
| 2023-09-30 | 10-Q | 152.800.000 | -500.000 | -0,01 | 420.800.000 | 364.200.000 |
| 2023-06-30 | 10-Q | 143.300.000 | -10.700.000 | -0,14 | 410.600.000 | 365.000.000 |
| 2023-03-31 | 10-Q | 169.600.000 | 1.700.000 | 0,02 | 452.100.000 | 361.800.000 |
| 2022-12-31 | 10-K | 538.900.000 | -10.200.000 | -0,14 | 425.700.000 | 341.700.000 |
| 2022-09-30 | 10-Q | 142.600.000 | 700.000 | 0,01 | 485.300.000 | 318.600.000 |
| 2022-06-30 | 10-Q | 125.200.000 | -9.300.000 | -0,14 | 346.000.000 | 263.500.000 |
| 2022-03-31 | 10-Q | 129.100.000 | -10.500.000 | -0,16 | 376.100.000 | 255.400.000 |
| 2021-12-31 | 10-K | 379.600.000 | -42.500.000 | -0,82 | 364.100.000 | 257.600.000 |
| 2021-09-30 | 10-Q | 98.500.000 | -7.800.000 | -0,16 | 52.800.000 | |
| 2021-06-30 | 10-Q | 91.600.000 | -13.900.000 | -0,28 | 54.500.000 |
Umsatz nach Segmenten & Regionen ⓘ
Geschäftssegmente
| Segment | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Insurance | 280,8 Mio. | 191,6 Mio. | 45,0 Mio. | 34,5 Mio. | – | 33,6 % | +46,6% | |
| Emerging Verticals | 189,0 Mio. | 125,3 Mio. | 141,9 Mio. | 93,6 Mio. | – | 22,6 % | +50,8% | |
| Loans | 133,4 Mio. | 84,5 Mio. | 101,6 Mio. | 109,1 Mio. | 126,4 Mio. | 15,9 % | +57,9% | |
| Credit Card | 133,4 Mio. | 176,4 Mio. | 209,7 Mio. | 210,3 Mio. | 123,8 Mio. | 15,9 % | -24,4% | |
| SMBProducts | 100,0 Mio. | 109,8 Mio. | 101,2 Mio. | 91,4 Mio. | – | 12,0 % | -8,9% | |
| Other Verticals | – | – | – | – | 129,4 Mio. | – | – |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 06.05.2026 | 222,2 Mio. USD | 0,29 |
| Q3 2025 | 30.09.2025 | 06.11.2025 | 215,1 Mio. USD | 0,34 |
| Q2 2025 | 30.06.2025 | 06.11.2025 | 186,9 Mio. USD | 0,11 |
| Q1 2025 | 31.03.2025 | 06.05.2026 | 209,2 Mio. USD | 0,00 |
| Q3 2024 | 30.09.2024 | 06.11.2025 | 191,3 Mio. USD | 0,00 |
| Q2 2024 | 30.06.2024 | 06.11.2025 | 150,6 Mio. USD | -0,12 |
| Q1 2024 | 31.03.2024 | 06.11.2025 | 161,9 Mio. USD | 0,01 |
| Q3 2023 | 30.09.2023 | 29.10.2024 | 152,8 Mio. USD | -0,01 |
| Q2 2023 | 30.06.2023 | 29.10.2024 | 143,3 Mio. USD | -0,14 |
Einreichungs-Historie (10-K / 10-Q)
SEC-Einreichungs-Historie der Quartalsberichte (10-Q) und Jahresberichte
(10-K) der letzten sechs Jahre. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 06.05.2026 | 10-Q | 31.03.2026 | 36 Tage | SEC » |
| 25.02.2026 | 10-K | 31.12.2025 | 56 Tage | SEC » |
| 06.11.2025 | 10-Q | 30.09.2025 | 37 Tage | SEC » |
| 07.08.2025 | 10-Q | 30.06.2025 | 38 Tage | SEC » |
| 06.05.2025 | 10-Q | 31.03.2025 | 36 Tage | SEC » |
| 19.02.2025 | 10-K | 31.12.2024 | 50 Tage | SEC » |
| 29.10.2024 | 10-Q | 30.09.2024 | 29 Tage | SEC » |
| 31.07.2024 | 10-Q | 30.06.2024 | 31 Tage | SEC » |
| 25.04.2024 | 10-Q | 31.03.2024 | 25 Tage | SEC » |
| 20.02.2024 | 10-K | 31.12.2023 | 51 Tage | SEC » |
| 26.10.2023 | 10-Q | 30.09.2023 | 26 Tage | SEC » |
| 02.08.2023 | 10-Q | 30.06.2023 | 33 Tage | SEC » |
| 02.05.2023 | 10-Q | 31.03.2023 | 32 Tage | SEC » |
| 23.02.2023 | 10-K | 31.12.2022 | 54 Tage | SEC » |
| 02.11.2022 | 10-Q | 30.09.2022 | 33 Tage | SEC » |
| 05.08.2022 | 10-Q | 30.06.2022 | 36 Tage | SEC » |
| 03.05.2022 | 10-Q | 31.03.2022 | 33 Tage | SEC » |
| 24.03.2022 | 10-K | 31.12.2021 | 83 Tage | SEC » |
Kritische 8-K Meldungen ⓘ
HOCH Abgang Schlüsselpersonen (21.05.2026)
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 21.05.2026 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 22.05.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Section 13(a) of the Exchange Act). ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 19.02.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 99.1 and incorporated herein by reference. Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 26.04.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Section 13(a) of the Exchange Act). ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 17.03.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Section 13(a) of the Exchange Act). ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 13.01.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Section 13(a) of the Exchange Act). ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 03.10.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 28.09.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 13.07.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 24.06.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 26.05.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 05.04.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 14.12.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-05-12 | 336 | 8,42 | 2.829 |
| 2026-05-08 | 835 | 9,77 | 8.158 |
| 2026-04-27 | 12.544 | 10,88 | 136.479 |
| 2026-04-17 | 4.862 | 10,80 | 52.510 |
| 2026-03-17 | 22.599 | 10,09 | 228.024 |
| 2026-03-16 | 6.399 | 9,93 | 63.542 |
| 2026-03-12 | 23.837 | 10,66 | 254.102 |
| 2026-03-11 | 23.837 | 10,55 | 251.480 |
| 2026-03-09 | 47.129 | 11,16 | 525.960 |
| 2026-03-03 | 52.870 | 11,08 | 585.800 |
| 2026-03-02 | 20.476 | 10,85 | 222.165 |
| 2026-02-24 | 507 | 9,46 | 4.796 |
| 2026-02-19 | 21.465 | 10,14 | 217.655 |
| 2026-02-09 | 783 | 10,54 | 8.253 |
| 2026-02-03 | 26.214 | 12,35 | 323.743 |
| 2026-02-02 | 3.733 | 12,06 | 45.020 |
| 2026-01-29 | 32 | 12,23 | 391 |
| 2025-12-22 | 900 | 14,37 | 12.933 |
Hinweis
Ersteller: Verantwortlich für Erstellung und Verbreitung ist der Betreiber dieser Website (siehe Impressum). Die Einstufung wird arbeitstäglich automatisiert neu berechnet — Stand: 14.06.2026.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in besprochenen Werten halten. Methodik: Signal-Komponenten und Gewichte.