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Glynn Capital Management’s Nu Holdings NU Stock Holding History

Glynn Capital 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
2026
Q1 		$12.9M Sell
899,277
-322,874
-26% -$5.23M 6.18% 4
2025
Q4 		$20.5M Sell
1,222,151
-170,263
-12% -$2.74M 7.03% 3
2025
Q3 		$22.3M Sell
1,392,414
-426,601
-23% -$5.95M 7.04% 3
2025
Q2 		$25M Sell
1,819,015
-418,952
-19% -$5.02M 5.61% 6
2025
Q1 		$22.9M Buy
2,237,967
+315,009
+16% +$3.72M 6.03% 3
2024
Q4 		$19.9M Buy
1,922,958
+166,098
+9% +$2.21M 4.7% 9
2024
Q3 		$24M Sell
1,756,860
-1,162,223
-40% -$15.6M 5.49% 10
2024
Q2 		$37.6M Sell
2,919,083
-86,093
-3% -$1M 7.59% 1
2024
Q1 		$35.9M Sell
3,005,176
-229,899
-7% -$2.35M 6.72% 3
2023
Q4 		$26.9M Sell
3,235,075
-621,539
-16% -$5.02M 5.04% 9
2023
Q3 		$28M Buy
3,856,614
+287,272
+8% +$2.15M 6.08% 6
2023
Q2 		$28.2M Buy
3,569,342
+42,689
+1% +$262K 6.25% 6
2023
Q1 		$16.8M Buy
3,526,653
+75,056
+2% +$334K 4% 12
2022
Q4 		$14M Sell
3,451,597
-203,823
-6% -$886K 3.4% 14
2022
Q3 		$16.1M Hold
3,655,420
– – 3.43% 13
2022
Q2 		$13.7M Buy
3,655,420
+315,613
+9% +$1.6M 2.84% 14
2022
Q1 		$25.8M Buy
3,339,807
+350,710
+12% +$2.81M 3.47% 15
2021
Q4 		$28M Buy
+2,989,097
New +$29.3M 2.99% 16

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

Glynn Capital Management's NU Position: Q1 2026 in Review

Glynn Capital Management reduced its Nu Holdings (NU) stake by 26% in Q1 2026, selling an estimated $5.23M and leaving 899,277 shares worth $12.9M. The position accounts for 6.18% of the portfolio, ranked #4.

Glynn Capital Management first reported a position in NU in Q4 2021 and has held it in 18 quarters since. The position peaked at $37.6M in Q2 2024. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Glynn Capital Management held 899,277 shares of Nu Holdings worth $12.9M as of Q1 2026.
  • Glynn Capital Management sold 322,874 Nu Holdings shares in Q1 2026, an estimated $5.23M.
  • Nu Holdings made up 6.18% of Glynn Capital Management's portfolio in Q1 2026, its #4 holding.
  • Glynn Capital Management first reported a position in Nu Holdings in Q4 2021 and has held it in 18 quarters since.
  • Glynn Capital Management's Nu Holdings position peaked at $37.6M in Q2 2024.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Glynn Capital Management's 13F filing for Q1 2026, filed 8 May 2026.