ClearBridge Investments’s Nu Holdings NU Stock Holding History

ClearBridge Investments’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	$64.9M	Buy	4,855,606 +447,492	+10%	+$6.03M	0.05%	288
2026 Q1	$63.3M	Buy	4,408,114 +1,126,432	+34%	+$18.3M	0.06%	278
2025 Q4	$54.9M	Buy	+3,281,682	New	+$52.7M	0.04%	310
2025 Q2	–	Sell	-91,808	Closed	-$940K	–	729
2025 Q1	$940K	Sell	91,808 -63	-0.1%	-$745	﹤0.01%	640
2024 Q4	$952K	Buy	+91,871	New	+$1.22M	﹤0.01%	646

Other funds holding NU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments's NU Position: Q2 2026 in Review

ClearBridge Investments increased its Nu Holdings (NU) stake by 10% in Q2 2026, buying an estimated $6.03M and bringing the position to 4,855,606 shares worth $64.9M. The position accounts for 0.05% of the portfolio, ranked #288.

ClearBridge Investments first reported a position in NU in Q4 2024 and has held it in 5 quarters since. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

ClearBridge Investments held 4,855,606 shares of Nu Holdings worth $64.9M as of Q2 2026.
ClearBridge Investments bought 447,492 Nu Holdings shares in Q2 2026, an estimated $6.03M.
Nu Holdings made up 0.05% of ClearBridge Investments's portfolio in Q2 2026, its #288 holding.
ClearBridge Investments first reported a position in Nu Holdings in Q4 2024 and has held it in 5 quarters since.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.