Joel Greenblatt’s Nu Holdings NU Stock Holding History

Joel Greenblatt’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	$18.9M	Buy	+1,416,190	New	+$19.1M	0.04%	592
2023 Q3	–	Sell	-33,078	Closed	-$261K	–	1387
2023 Q2	$261K	Sell	33,078 -31,714	-49%	-$195K	0.01%	1162
2023 Q1	$308K	Sell	64,792 -4,861	-7%	-$21.7K	0.01%	1121
2022 Q4	$283K	Sell	69,653 -2,155	-3%	-$9.37K	0.01%	1045
2022 Q3	$316K	Buy	71,808 +47,182	+192%	+$217K	0.01%	966
2022 Q2	$92K	Buy	+24,626	New	+$125K	﹤0.01%	1083

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

Joel Greenblatt's NU Position: Q2 2026 in Review

Joel Greenblatt opened a new position in Nu Holdings (NU) in Q2 2026: 1,416,190 shares worth $18.9M. The stake represents 0.04% of the portfolio and ranks #592 among its holdings. This is a return to the name: Joel Greenblatt previously reported a position in NU as recently as Q2 2023.

Joel Greenblatt first reported a position in NU in Q2 2022 and has held it in 6 quarters since. 851 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Joel Greenblatt held 1,416,190 shares of Nu Holdings worth $18.9M as of Q2 2026.
Nu Holdings was a new Joel Greenblatt position in Q2 2026.
Nu Holdings made up 0.04% of Joel Greenblatt's portfolio in Q2 2026, its #592 holding.
Joel Greenblatt first reported a position in Nu Holdings in Q2 2022 and has held it in 6 quarters since.
851 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.