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Boothbay Fund Management’s Nu Holdings NU Stock Holding History

Boothbay Fund Management’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
2024
Q4 		– Sell
-26,000
Closed -$355K – 1796
2024
Q3 		$355K Sell
26,000
-25,200
-49% -$339K 0.01% 1137
2024
Q2 		$660K Buy
+51,200
New +$596K 0.02% 899

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boothbay Fund Management's NU Position: Q1 2026 in Review

Boothbay Fund Management increased its Nu Holdings (NU) stake by 456% in Q1 2026, buying an estimated $9.86M and bringing the position to 741,512 shares worth $10.7M. The position accounts for 0.14% of the portfolio, ranked #119.

Boothbay Fund Management first reported a position in NU in Q4 2021 and has held it in 11 quarters since. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Boothbay Fund Management held 741,512 shares of Nu Holdings worth $10.7M as of Q1 2026.
  • Boothbay Fund Management bought 608,038 Nu Holdings shares in Q1 2026, an estimated $9.86M.
  • Nu Holdings made up 0.14% of Boothbay Fund Management's portfolio in Q1 2026, its #119 holding.
  • Boothbay Fund Management first reported a position in Nu Holdings in Q4 2021 and has held it in 11 quarters since.
  • 899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Boothbay Fund Management's 13F filing for Q1 2026, filed 15 May 2026.