Quantitative Investment Management’s Nu Holdings NU Stock Holding History

Quantitative Investment 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	$1.95M	Buy	+145,658	New	+$1.96M	0.21%	130
2026 Q1	–	Sell	-98,290	Closed	-$1.65M	–	501
2025 Q4	$1.65M	Sell	98,290 -135,966	-58%	-$2.19M	0.16%	135
2025 Q3	$3.75M	Buy	234,256 +223,393	+2,056%	+$3.12M	0.52%	41
2025 Q2	$149K	Buy	+10,863	New	+$130K	0.02%	293

Other funds holding NU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Oslo, Norway $1T AUM

Quantitative Investment Management's NU Position: Q2 2026 in Review

Quantitative Investment Management opened a new position in Nu Holdings (NU) in Q2 2026: 145,658 shares worth $1.95M. The stake represents 0.21% of the portfolio and ranks #130 among its holdings. This is a return to the name: Quantitative Investment Management previously reported a position in NU as recently as Q4 2025.

Quantitative Investment Management first reported a position in NU in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.75M in Q3 2025. 859 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Quantitative Investment Management held 145,658 shares of Nu Holdings worth $1.95M as of Q2 2026.
Nu Holdings was a new Quantitative Investment Management position in Q2 2026.
Nu Holdings made up 0.21% of Quantitative Investment Management's portfolio in Q2 2026, its #130 holding.
Quantitative Investment Management first reported a position in Nu Holdings in Q2 2025 and has held it in 4 quarters since.
Quantitative Investment Management's Nu Holdings position peaked at $3.75M in Q3 2025.
859 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Quantitative Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.