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Cache Advisors’s Nu Holdings NU Stock Holding History

Cache Advisors’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 		$1.66M Hold
124,237
– – 0.14% 61
2026
Q1 		$1.79M Sell
124,237
-147,425
-54% -$2.39M 0.21% 37
2025
Q4 		$4.55M Buy
271,662
+126,416
+87% +$2.03M 0.56% 16
2025
Q3 		$2.33M Sell
145,246
-296,672
-67% -$4.14M 0.41% 29
2025
Q2 		$6.06M Hold
441,918
– – 1.64% 14
2025
Q1 		$4.53M Hold
441,918
– – 1.74% 13
2024
Q4 		$4.58M Buy
+441,918
New +$5.88M 1.91% 12

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

Cache Advisors's NU Position: Q2 2026 in Review

Cache Advisors held its Nu Holdings (NU) position steady in Q2 2026 at 124,237 shares worth $1.66M. The position accounts for 0.14% of the portfolio, ranked #61.

Cache Advisors first reported a position in NU in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.06M in Q2 2025. 132 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Cache Advisors held 124,237 shares of Nu Holdings worth $1.66M as of Q2 2026.
  • Cache Advisors left its Nu Holdings share count unchanged in Q2 2026.
  • Nu Holdings made up 0.14% of Cache Advisors's portfolio in Q2 2026, its #61 holding.
  • Cache Advisors first reported a position in Nu Holdings in Q4 2024 and has held it in 7 quarters since.
  • Cache Advisors's Nu Holdings position peaked at $6.06M in Q2 2025.
  • 132 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Cache Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.