IC
NU icon

Iconiq Capital’s Nu Holdings NU Stock Holding History

Iconiq Capital’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 		$7.66M Hold
533,344
– – 0.17% 30
2025
Q4 		$8.93M Sell
533,344
-30,226
-5% -$486K 0.13% 31
2025
Q3 		$9.02M Sell
563,570
-4,029,823
-88% -$56.2M 0.11% 33
2025
Q2 		$63M Sell
4,593,393
-19,018
-0.4% -$228K 1.06% 14
2025
Q1 		$47.2M Buy
4,612,411
+1,665,573
+57% +$19.7M 0.84% 13
2024
Q4 		$30.5M Buy
2,946,838
+2,413,494
+453% +$32.1M 0.48% 17
2024
Q3 		$7.28M Hold
533,344
– – 0.16% 30
2024
Q2 		$6.87M Sell
533,344
-95,119
-15% -$1.11M 0.15% 29
2024
Q1 		$7.5M Buy
628,463
+133,167
+27% +$1.36M 0.13% 24
2023
Q4 		$4.13M Sell
495,296
-24,603
-5% -$199K 0.08% 26
2023
Q3 		$3.77M Buy
519,899
+24,603
+5% +$184K 0.07% 27
2023
Q2 		$3.91M Buy
495,296
+390,752
+374% +$2.4M 0.07% 28
2023
Q1 		$498K Hold
104,544
– – 0.01% 51
2022
Q4 		$425K Sell
104,544
-9,338
-8% -$40.6K 0.01% 52
2022
Q3 		$501K Buy
113,882
+68,788
+153% +$316K 0.01% 50
2022
Q2 		$169K Buy
+45,094
New +$229K ﹤0.01% 65

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

Iconiq Capital's NU Position: Q1 2026 in Review

Iconiq Capital held its Nu Holdings (NU) position steady in Q1 2026 at 533,344 shares worth $7.66M. The position accounts for 0.17% of the portfolio, ranked #30.

Iconiq Capital first reported a position in NU in Q2 2022 and has held it in 16 quarters since. The position peaked at $63M in Q2 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Iconiq Capital held 533,344 shares of Nu Holdings worth $7.66M as of Q1 2026.
  • Iconiq Capital left its Nu Holdings share count unchanged in Q1 2026.
  • Nu Holdings made up 0.17% of Iconiq Capital's portfolio in Q1 2026, its #30 holding.
  • Iconiq Capital first reported a position in Nu Holdings in Q2 2022 and has held it in 16 quarters since.
  • Iconiq Capital's Nu Holdings position peaked at $63M in Q2 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Iconiq Capital's 13F filing for Q1 2026, filed 15 May 2026.