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
Q2 		$122M Sell
9,100,321
-1,057,871
-10% -$14.3M 0.1% 171
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 $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

Marshall Wace's NU Position: Q2 2026 in Review

Marshall Wace reduced its Nu Holdings (NU) stake by 10% in Q2 2026, selling an estimated $14.3M and leaving 9,100,321 shares worth $122M. The position accounts for 0.1% of the portfolio, ranked #171.

Marshall Wace first reported a position in NU in Q4 2021 and has held it in 17 quarters since. The position peaked at $527M in Q4 2025. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Marshall Wace held 9,100,321 shares of Nu Holdings worth $122M as of Q2 2026.
  • Marshall Wace sold 1,057,871 Nu Holdings shares in Q2 2026, an estimated $14.3M.
  • Nu Holdings made up 0.1% of Marshall Wace's portfolio in Q2 2026, its #171 holding.
  • Marshall Wace first reported a position in Nu Holdings in Q4 2021 and has held it in 17 quarters since.
  • Marshall Wace's Nu Holdings position peaked at $527M in Q4 2025.
  • 857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.