Interchange Capital Partners’s Nu Holdings NU Stock Holding History

Interchange Capital Partners’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 Q3	$583K	Sell	46,084 -157	-0.3%	-$2.23K	0.1%	181
2026 Q2	$618K	Buy	46,241 +32,980	+249%	+$445K	0.12%	172
2026 Q1	$158K	Sell	13,261 -32,148	-71%	-$521K	0.05%	274
2025 Q4	$760K	Buy	45,409 +4,683	+11%	+$75.3K	0.14%	139
2025 Q3	$652K	Buy	40,726 +17,640	+76%	+$246K	0.13%	144
2025 Q2	$317K	Buy	23,086 +4,360	+23%	+$52.2K	0.07%	209
2025 Q1	$192K	Buy	+18,726	New	+$221K	0.05%	263

Other funds holding NU

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Interchange Capital Partners's NU Position: Q3 2026 in Review

Interchange Capital Partners reduced its Nu Holdings (NU) stake by 0.34% in Q3 2026, selling an estimated $2.23K and leaving 46,084 shares worth $583K. The position accounts for 0.1% of the portfolio, ranked #181.

Interchange Capital Partners first reported a position in NU in Q1 2025 and has held it in 7 quarters since. The position peaked at $760K in Q4 2025. 552 funds tracked by Wall St. Rank hold NU as of Q3 2026.

Interchange Capital Partners held 46,084 shares of Nu Holdings worth $583K as of Q3 2026.
Interchange Capital Partners sold 157 Nu Holdings shares in Q3 2026, an estimated $2.23K.
Nu Holdings made up 0.1% of Interchange Capital Partners's portfolio in Q3 2026, its #181 holding.
Interchange Capital Partners first reported a position in Nu Holdings in Q1 2025 and has held it in 7 quarters since.
Interchange Capital Partners's Nu Holdings position peaked at $760K in Q4 2025.
552 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on Interchange Capital Partners's 13F filing for Q3 2026, filed 28 Oct 2026.