Perpetual Ltd
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Perpetual Ltd’s Nu Holdings NU Stock Holding History

Perpetual Ltd’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
Q3 		$42M Sell
3,319,585
-3,774,787
-53% -$53.5M 0.64% 42
2026
Q2 		$94.8M Buy
7,094,372
+1,079,402
+18% +$14.5M 1.35% 21
2026
Q1 		$86.4M Buy
6,014,970
+3,227,400
+116% +$52.3M 1.33% 21
2025
Q4 		$46.7M Buy
2,787,570
+1,464,387
+111% +$23.5M 0.67% 35
2025
Q3 		$21.2M Hold
1,323,183
– – 0.26% 94
2025
Q2 		$18.2M Sell
1,323,183
-331,298
-20% -$3.97M 0.21% 101
2025
Q1 		$16.9M Sell
1,654,481
-4,903,184
-75% -$57.9M 0.2% 97
2024
Q4 		$67.9M Sell
6,557,665
-801,663
-11% -$10.7M 0.8% 46
2024
Q3 		$100M Sell
7,359,328
-1,544,065
-17% -$20.8M 1.09% 25
2024
Q2 		$115M Sell
8,903,393
-1,755,612
-16% -$20.4M 1.25% 22
2024
Q1 		$127M Sell
10,659,005
-2,467,118
-19% -$25.2M 1.24% 24
2023
Q4 		$109M Buy
+13,126,123
New +$106M 1.13% 26

Other funds holding NU

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Coronation Fund Managers
Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Milestones Administradora de Recursos
Milestones Administradora de Recursos Jaragua Do Sul, Brazil $557M AUM 20.71% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Perpetual Ltd's NU Position: Q3 2026 in Review

Perpetual Ltd reduced its Nu Holdings (NU) stake by 53% in Q3 2026, selling an estimated $53.5M and leaving 3,319,585 shares worth $42M. The position accounts for 0.64% of the portfolio, ranked #42.

Perpetual Ltd first reported a position in NU in Q4 2023 and has held it in 12 quarters since. The position peaked at $127M in Q1 2024. 206 funds tracked by Wall St. Rank hold NU as of Q3 2026.

  • Perpetual Ltd held 3,319,585 shares of Nu Holdings worth $42M as of Q3 2026.
  • Perpetual Ltd sold 3,774,787 Nu Holdings shares in Q3 2026, an estimated $53.5M.
  • Nu Holdings made up 0.64% of Perpetual Ltd's portfolio in Q3 2026, its #42 holding.
  • Perpetual Ltd first reported a position in Nu Holdings in Q4 2023 and has held it in 12 quarters since.
  • Perpetual Ltd's Nu Holdings position peaked at $127M in Q1 2024.
  • 206 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.