Jacobs Levy Equity Management’s Nu Holdings NU Stock Holding History

Jacobs Levy Equity 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	$145M	Sell	10,819,790 -414,709	-4%	-$5.59M	0.52%	45
2026 Q1	$161M	Sell	11,234,499 -399,115	-3%	-$6.47M	0.68%	31
2025 Q4	$195M	Buy	11,633,614 +1,253,652	+12%	+$20.1M	0.75%	28
2025 Q3	$166M	Buy	10,379,962 +7,044,248	+211%	+$98.3M	0.66%	30
2025 Q2	$45.8M	Buy	3,335,714 +2,785,452	+506%	+$33.4M	0.18%	125
2025 Q1	$5.63M	Sell	550,262 -10,037,611	-95%	-$119M	0.02%	441
2024 Q4	$110M	Buy	10,587,873 +1,251,358	+13%	+$16.6M	0.39%	68
2024 Q3	$127M	Buy	9,336,515 +2,268,961	+32%	+$30.5M	0.49%	51
2024 Q2	$91.1M	Buy	7,067,554 +5,625,457	+390%	+$65.5M	0.38%	62
2024 Q1	$17.2M	Buy	+1,442,097	New	+$14.7M	0.08%	227

Other funds holding NU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Oslo, Norway $1T AUM

Jacobs Levy Equity Management's NU Position: Q2 2026 in Review

Jacobs Levy Equity Management reduced its Nu Holdings (NU) stake by 3.7% in Q2 2026, selling an estimated $5.59M and leaving 10,819,790 shares worth $145M. The position accounts for 0.52% of the portfolio, ranked #45.

Jacobs Levy Equity Management first reported a position in NU in Q1 2024 and has held it in 10 quarters since. The position peaked at $195M in Q4 2025. 856 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Jacobs Levy Equity Management held 10,819,790 shares of Nu Holdings worth $145M as of Q2 2026.
Jacobs Levy Equity Management sold 414,709 Nu Holdings shares in Q2 2026, an estimated $5.59M.
Nu Holdings made up 0.52% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #45 holding.
Jacobs Levy Equity Management first reported a position in Nu Holdings in Q1 2024 and has held it in 10 quarters since.
Jacobs Levy Equity Management's Nu Holdings position peaked at $195M in Q4 2025.
856 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.