Pathway Capital Management’s Nu Holdings NU Stock Holding History

Pathway Capital 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
2025 Q4	–	Sell	-59,010	Closed	-$945K	–	10
2025 Q3	$945K	Buy	59,010 +22,746	+63%	+$317K	4.64%	6
2025 Q2	$498K	Sell	36,264 -35,383	-49%	-$424K	0.54%	8
2025 Q1	$734K	Buy	+71,647	New	+$847K	4.23%	4
2024 Q2	–	Sell	-1,318,765	Closed	-$15.7M	–	11
2024 Q1	$15.7M	Buy	+1,318,765	New	+$13.5M	14.66%	3

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Pathway Capital Management's NU Position: Q4 2025 in Review

Pathway Capital Management sold out of Nu Holdings (NU) in Q4 2025, closing a stake of 59,010 shares — an estimated $945K sold.

Pathway Capital Management first reported a position in NU in Q1 2024 and held it in 4 quarters. The position peaked at $15.7M in Q1 2024. 870 funds tracked by Wall St. Rank hold NU as of Q4 2025.

Pathway Capital Management reported no remaining Nu Holdings position as of Q4 2025 after selling out during the quarter.
Pathway Capital Management sold 59,010 Nu Holdings shares in Q4 2025, an estimated $945K.
Pathway Capital Management first reported a position in Nu Holdings in Q1 2024 and held it in 4 quarters.
Pathway Capital Management's Nu Holdings position peaked at $15.7M in Q1 2024.
870 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2025.

Based on Pathway Capital Management's 13F filing for Q4 2025, filed 4 Feb 2026.