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Ardsley Advisory Partners’s Nu Holdings NU Stock Holding History

Ardsley Advisory Partners’s Portfolio NU Stock Details NU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9M Hold
675,000
– – 0.94% 34
2026
Q1 		$9.7M Buy
675,000
+35,000
+5% +$567K 1.24% 22
2025
Q4 		$10.7M Buy
640,000
+15,000
+2% +$241K 1.18% 27
2025
Q3 		$10M Buy
625,000
+125,000
+25% +$1.74M 1.24% 26
2025
Q2 		$6.86M Buy
+500,000
New +$5.99M 0.9% 38

Other funds holding NU

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WU
Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ardsley Advisory Partners's NU Position: Q2 2026 in Review

Ardsley Advisory Partners held its Nu Holdings (NU) position steady in Q2 2026 at 675,000 shares worth $9M. The position accounts for 0.94% of the portfolio, ranked #34.

Ardsley Advisory Partners first reported a position in NU in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.7M in Q4 2025. 150 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Ardsley Advisory Partners held 675,000 shares of Nu Holdings worth $9M as of Q2 2026.
  • Ardsley Advisory Partners left its Nu Holdings share count unchanged in Q2 2026.
  • Nu Holdings made up 0.94% of Ardsley Advisory Partners's portfolio in Q2 2026, its #34 holding.
  • Ardsley Advisory Partners first reported a position in Nu Holdings in Q2 2025 and has held it in 5 quarters since.
  • Ardsley Advisory Partners's Nu Holdings position peaked at $10.7M in Q4 2025.
  • 150 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Ardsley Advisory Partners's 13F filing for Q2 2026, filed 13 Jul 2026.