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Prelude Capital Management’s Nu Holdings NU Stock Holding History

Prelude 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
Q1 		$1.14M Buy
79,435
+48,934
+160% +$793K 0.09% 275
2025
Q4 		$511K Buy
30,501
+3,363
+12% +$54K 0.04% 521
2025
Q3 		$434K Sell
27,138
-46,917
-63% -$654K 0.03% 547
2025
Q2 		$1.02M Sell
74,055
-108
-0.1% -$1.29K 0.1% 257
2025
Q1 		$759K Buy
74,163
+19,163
+35% +$226K 0.06% 378
2024
Q4 		$570K Buy
55,000
+25,000
+83% +$333K 0.04% 551
2024
Q3 		$410K Sell
30,000
-13,694
-31% -$184K 0.02% 709
2024
Q2 		$563K Sell
43,694
-4,817
-10% -$56.1K 0.04% 490
2024
Q1 		$579K Sell
48,511
-43,191
-47% -$441K 0.03% 568
2023
Q4 		$764K Buy
91,702
+1,682
+2% +$13.6K 0.05% 378
2023
Q3 		$653K Buy
90,020
+50,020
+125% +$374K 0.04% 400
2023
Q2 		$316K Sell
40,000
-362,050
-90% -$2.22M 0.02% 618
2023
Q1 		$1.91M Buy
+402,050
New +$1.79M 0.11% 223

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

Prelude Capital Management's NU Position: Q1 2026 in Review

Prelude Capital Management increased its Nu Holdings (NU) stake by 160% in Q1 2026, buying an estimated $793K and bringing the position to 79,435 shares worth $1.14M. The position accounts for 0.09% of the portfolio, ranked #275.

Prelude Capital Management first reported a position in NU in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.91M in Q1 2023. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Prelude Capital Management held 79,435 shares of Nu Holdings worth $1.14M as of Q1 2026.
  • Prelude Capital Management bought 48,934 Nu Holdings shares in Q1 2026, an estimated $793K.
  • Nu Holdings made up 0.09% of Prelude Capital Management's portfolio in Q1 2026, its #275 holding.
  • Prelude Capital Management first reported a position in Nu Holdings in Q1 2023 and has held it in 13 quarters since.
  • Prelude Capital Management's Nu Holdings position peaked at $1.91M in Q1 2023.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.