EdgePoint Investment Group’s Nu Holdings NU Stock Holding History

EdgePoint Investment Group’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	$535K	Buy	40,746 +16,222	+66%	+$219K	﹤0.01%	34
2026 Q1	$352K	Buy	24,524 +7,512	+44%	+$122K	﹤0.01%	34
2025 Q4	$285K	Buy	17,012 +3,439	+25%	+$55.3K	﹤0.01%	38
2025 Q3	$217K	Hold	13,573	–	–	﹤0.01%	41
2025 Q2	$186K	Buy	+13,573	New	+$163K	﹤0.01%	40

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

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

Norges Bank Oslo, Norway $1T AUM

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

EdgePoint Investment Group's NU Position: Q2 2026 in Review

EdgePoint Investment Group increased its Nu Holdings (NU) stake by 66% in Q2 2026, buying an estimated $219K and bringing the position to 40,746 shares worth $535K. The position accounts for ﹤0.01% of the portfolio, ranked #34.

EdgePoint Investment Group first reported a position in NU in Q2 2025 and has held it in 5 quarters since. 790 funds tracked by Wall St. Rank hold NU as of Q2 2026.

EdgePoint Investment Group held 40,746 shares of Nu Holdings worth $535K as of Q2 2026.
EdgePoint Investment Group bought 16,222 Nu Holdings shares in Q2 2026, an estimated $219K.
Nu Holdings made up ﹤0.01% of EdgePoint Investment Group's portfolio in Q2 2026, its #34 holding.
EdgePoint Investment Group first reported a position in Nu Holdings in Q2 2025 and has held it in 5 quarters since.
790 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on EdgePoint Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.