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IFM Investors’s Nu Holdings NU Stock Holding History

IFM Investors’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 		$5.57M Buy
416,580
+65,443
+19% +$882K 0.04% 392
2026
Q1 		$5.05M Buy
351,137
+8,902
+3% +$144K 0.04% 370
2025
Q4 		$5.73M Buy
342,235
+14,220
+4% +$229K 0.05% 331
2025
Q3 		$5.18M Buy
328,015
+211,357
+181% +$2.95M 0.05% 333
2025
Q2 		$1.6M Buy
116,658
+9,390
+9% +$112K 0.02% 515
2025
Q1 		$1.1M Buy
107,268
+34,017
+46% +$402K 0.01% 565
2024
Q4 		$759K Sell
73,251
-27,747
-27% -$369K 0.01% 602
2024
Q3 		$1.38M Buy
+100,998
New +$1.36M 0.01% 568

Other funds holding NU

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WU
Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MADR
Milestones Administradora de Recursos Jaragua Do Sul, Brazil $518M AUM 28.77% 1-Year Est. Return

IFM Investors's NU Position: Q2 2026 in Review

IFM Investors increased its Nu Holdings (NU) stake by 19% in Q2 2026, buying an estimated $882K and bringing the position to 416,580 shares worth $5.57M. The position accounts for 0.04% of the portfolio, ranked #392.

IFM Investors first reported a position in NU in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.73M in Q4 2025. 172 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • IFM Investors held 416,580 shares of Nu Holdings worth $5.57M as of Q2 2026.
  • IFM Investors bought 65,443 Nu Holdings shares in Q2 2026, an estimated $882K.
  • Nu Holdings made up 0.04% of IFM Investors's portfolio in Q2 2026, its #392 holding.
  • IFM Investors first reported a position in Nu Holdings in Q3 2024 and has held it in 8 quarters since.
  • IFM Investors's Nu Holdings position peaked at $5.73M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on IFM Investors's 13F filing for Q2 2026, filed 21 Jul 2026.