PCM
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Penserra Capital Management’s Nu Holdings NU Stock Holding History

Penserra 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
2026
Q2 		$7.83M Buy
586,379
+58,829
+11% +$793K 0.06% 250
2026
Q1 		$7.58M Buy
527,550
+234,516
+80% +$3.8M 0.09% 230
2025
Q4 		$4.9M Buy
293,034
+56,716
+24% +$912K 0.06% 269
2025
Q3 		$3.78M Buy
236,318
+4,299
+2% +$60K 0.05% 284
2025
Q2 		$3.18M Sell
232,019
-1,208,775
-84% -$14.5M 0.04% 292
2025
Q1 		$14.8M Sell
1,440,794
-150,056
-9% -$1.77M 0.26% 114
2024
Q4 		$16.5M Sell
1,590,850
-67,616
-4% -$899K 0.3% 69
2024
Q3 		$22.6M Sell
1,658,466
-151,402
-8% -$2.04M 0.49% 49
2024
Q2 		$23.3M Buy
1,809,868
+725,887
+67% +$8.45M 0.3% 73
2024
Q1 		$12.9M Sell
1,083,981
-143,828
-12% -$1.47M 0.16% 111
2023
Q4 		$10.2M Sell
1,227,809
-104,422
-8% -$844K 0.19% 90
2023
Q3 		$9.66M Sell
1,332,231
-85,680
-6% -$641K 0.2% 82
2023
Q2 		$11.2M Sell
1,417,911
-28,808
-2% -$177K 0.22% 71
2023
Q1 		$6.88M Buy
1,446,719
+218,981
+18% +$976K 0.14% 111
2022
Q4 		$5M Buy
1,227,738
+283,824
+30% +$1.23M 0.11% 128
2022
Q3 		$4.15M Sell
943,914
-72,181
-7% -$331K 0.12% 143
2022
Q2 		$3.8M Sell
1,016,095
-1,414,864
-58% -$7.18M 0.1% 206
2022
Q1 		$18.8M Sell
2,430,959
-197,688
-8% -$1.59M 0.45% 51
2021
Q4 		$24.7M Buy
+2,628,647
New +$25.8M 0.53% 47

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

Penserra Capital Management's NU Position: Q2 2026 in Review

Penserra Capital Management increased its Nu Holdings (NU) stake by 11% in Q2 2026, buying an estimated $793K and bringing the position to 586,379 shares worth $7.83M. The position accounts for 0.06% of the portfolio, ranked #250.

Penserra Capital Management first reported a position in NU in Q4 2021 and has held it in 19 quarters since. The position peaked at $24.7M in Q4 2021. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Penserra Capital Management held 586,379 shares of Nu Holdings worth $7.83M as of Q2 2026.
  • Penserra Capital Management bought 58,829 Nu Holdings shares in Q2 2026, an estimated $793K.
  • Nu Holdings made up 0.06% of Penserra Capital Management's portfolio in Q2 2026, its #250 holding.
  • Penserra Capital Management first reported a position in Nu Holdings in Q4 2021 and has held it in 19 quarters since.
  • Penserra Capital Management's Nu Holdings position peaked at $24.7M in Q4 2021.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Penserra Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.