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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
Q2 		– Sell
-899,277
Closed -$12.9M – 47
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 $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

Glynn Capital Management's NU Position: Q2 2026 in Review

Glynn Capital Management sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 899,277 shares — an estimated $12.9M sold.

Glynn Capital Management first reported a position in NU in Q4 2021 and held it in 18 quarters. The position peaked at $37.6M in Q2 2024. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Glynn Capital Management reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
  • Glynn Capital Management sold 899,277 Nu Holdings shares in Q2 2026, an estimated $12.9M.
  • Glynn Capital Management first reported a position in Nu Holdings in Q4 2021 and held it in 18 quarters.
  • Glynn Capital Management's Nu Holdings position peaked at $37.6M in Q2 2024.
  • 857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Glynn Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.