SEI Investments’s Nu Holdings NU Stock Holding History

SEI Investments’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	$95.5M	Sell	7,150,182 -2,186,495	-23%	-$29.5M	0.08%	241
2026 Q1	$134M	Buy	9,336,677 +1,635,019	+21%	+$26.5M	0.12%	170
2025 Q4	$129M	Sell	7,701,658 -1,805,232	-19%	-$29M	0.13%	156
2025 Q3	$152M	Sell	9,506,890 -1,072,366	-10%	-$15M	0.16%	117
2025 Q2	$145M	Sell	10,579,256 -259,039	-2%	-$3.1M	0.17%	113
2025 Q1	$111M	Sell	10,838,295 -2,780,375	-20%	-$32.9M	0.14%	147
2024 Q4	$141M	Sell	13,618,670 -3,240,807	-19%	-$43.1M	0.18%	102
2024 Q3	$230M	Sell	16,859,477 -2,068,500	-11%	-$27.8M	0.3%	56
2024 Q2	$244M	Buy	18,927,977 +3,544,124	+23%	+$41.3M	0.35%	46
2024 Q1	$184M	Buy	15,383,853 +255,442	+2%	+$2.61M	0.27%	67
2023 Q4	$126M	Sell	15,128,411 -2,771,703	-15%	-$22.4M	0.2%	89
2023 Q3	$130M	Buy	17,900,114 +1,385,179	+8%	+$10.4M	0.23%	78
2023 Q2	$130M	Buy	16,514,935 +2,253,819	+16%	+$13.8M	0.23%	84
2023 Q1	$67.9M	Buy	14,261,116 +262,450	+2%	+$1.17M	0.13%	149
2022 Q4	$57M	Buy	13,998,666 +2,713,698	+24%	+$11.8M	0.13%	160
2022 Q3	$49.7M	Buy	11,284,968 +1,298,683	+13%	+$5.96M	0.11%	186
2022 Q2	$37.3M	Buy	9,986,285 +5,845,810	+141%	+$29.7M	0.08%	272
2022 Q1	$32M	Buy	4,140,475 +344,567	+9%	+$2.77M	0.06%	329
2021 Q4	$35.6M	Buy	+3,795,908	New	+$37.3M	0.07%	304

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

SEI Investments's NU Position: Q2 2026 in Review

SEI Investments reduced its Nu Holdings (NU) stake by 23% in Q2 2026, selling an estimated $29.5M and leaving 7,150,182 shares worth $95.5M. The position accounts for 0.08% of the portfolio, ranked #241.

SEI Investments first reported a position in NU in Q4 2021 and has held it in 19 quarters since. The position peaked at $244M in Q2 2024. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

SEI Investments held 7,150,182 shares of Nu Holdings worth $95.5M as of Q2 2026.
SEI Investments sold 2,186,495 Nu Holdings shares in Q2 2026, an estimated $29.5M.
Nu Holdings made up 0.08% of SEI Investments's portfolio in Q2 2026, its #241 holding.
SEI Investments first reported a position in Nu Holdings in Q4 2021 and has held it in 19 quarters since.
SEI Investments's Nu Holdings position peaked at $244M in Q2 2024.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.