Marshall Wace
NU icon

Marshall Wace’s Nu Holdings NU Stock Holding History

Marshall Wace’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 		$146M Sell
10,158,192
-21,318,293
-68% -$346M 0.15% 105
2025
Q4 		$527M Buy
31,476,485
+2,334,980
+8% +$37.5M 0.48% 26
2025
Q3 		$467M Buy
29,141,505
+14,449,834
+98% +$202M 0.47% 24
2025
Q2 		$202M Buy
14,691,671
+7,569,233
+106% +$90.6M 0.23% 68
2025
Q1 		$72.9M Buy
7,122,438
+4,098,751
+136% +$48.4M 0.09% 186
2024
Q4 		$31.3M Buy
+3,023,687
New +$40.2M 0.04% 411
2024
Q3 		– Sell
-681,004
Closed -$8.78M – 2824
2024
Q2 		$8.78M Buy
681,004
+600,785
+749% +$6.99M 0.01% 788
2024
Q1 		$957K Sell
80,219
-16,291,376
-100% -$166M ﹤0.01% 1669
2023
Q4 		$136M Buy
16,371,595
+850,128
+5% +$6.87M 0.23% 78
2023
Q3 		$113M Buy
15,521,467
+9,986,822
+180% +$74.7M 0.23% 84
2023
Q2 		$43.7M Buy
5,534,645
+2,601,674
+89% +$16M 0.09% 252
2023
Q1 		$14M Buy
2,932,971
+2,859,771
+3,907% +$12.7M 0.03% 593
2022
Q4 		$298K Sell
73,200
-1,935,131
-96% -$8.41M ﹤0.01% 2573
2022
Q3 		$8.84M Buy
2,008,331
+1,990,682
+11,279% +$9.14M 0.02% 974
2022
Q2 		$66K Buy
+17,649
New +$89.5K ﹤0.01% 3312
2022
Q1 		– Sell
-628,059
Closed -$5.89M – 3803
2021
Q4 		$5.89M Buy
+628,059
New +$6.17M 0.01% 1245

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

Marshall Wace's NU Position: Q1 2026 in Review

Marshall Wace reduced its Nu Holdings (NU) stake by 68% in Q1 2026, selling an estimated $346M and leaving 10,158,192 shares worth $146M. The position accounts for 0.15% of the portfolio, ranked #105.

Marshall Wace first reported a position in NU in Q4 2021 and has held it in 16 quarters since. The position peaked at $527M in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Marshall Wace held 10,158,192 shares of Nu Holdings worth $146M as of Q1 2026.
  • Marshall Wace sold 21,318,293 Nu Holdings shares in Q1 2026, an estimated $346M.
  • Nu Holdings made up 0.15% of Marshall Wace's portfolio in Q1 2026, its #105 holding.
  • Marshall Wace first reported a position in Nu Holdings in Q4 2021 and has held it in 16 quarters since.
  • Marshall Wace's Nu Holdings position peaked at $527M in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.