Simplex Trading’s Nu Holdings NU Stock Holding History

Simplex Trading’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	$3.37M	Sell	234,510 -623,775	-73%	-$10.1M	﹤0.01%	1401
2025 Q4	$14.4M	Buy	858,285 +9,343	+1%	+$150K	0.01%	674
2025 Q3	$13.6M	Sell	848,942 -397,575	-32%	-$5.55M	0.01%	792
2025 Q2	$17.1M	Buy	1,246,517 +806,594	+183%	+$9.66M	0.01%	617
2025 Q1	$4.5M	Buy	439,923 +394,149	+861%	+$4.66M	﹤0.01%	1376
2024 Q4	$474K	Buy	+45,774	New	+$609K	﹤0.01%	3601
2024 Q3	–	Sell	-263,081	Closed	-$3.54M	–	9226
2024 Q2	$3.39M	Buy	+263,081	New	+$3.06M	﹤0.01%	1722
2024 Q1	–	Sell	-168,662	Closed	-$1.72M	–	9543
2023 Q4	$1.4M	Buy	+168,662	New	+$1.36M	﹤0.01%	2677
2022 Q4	–	Sell	-95,950	Closed	-$417K	–	10022
2022 Q3	$422K	Buy	+95,950	New	+$440K	﹤0.01%	3663
2022 Q1	–	Sell	-3,708	Closed	-$29.8K	–	11093
2021 Q4	$34K	Buy	+3,708	New	+$36.4K	﹤0.01%	7738

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Simplex Trading's NU Position: Q1 2026 in Review

Simplex Trading reduced its Nu Holdings (NU) stake by 73% in Q1 2026, selling an estimated $10.1M and leaving 234,510 shares worth $3.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

Simplex Trading first reported a position in NU in Q4 2021 and has held it in 10 quarters since. The position peaked at $17.1M in Q2 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Simplex Trading held 234,510 shares of Nu Holdings worth $3.37M as of Q1 2026.
Simplex Trading sold 623,775 Nu Holdings shares in Q1 2026, an estimated $10.1M.
Nu Holdings made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #1401 holding.
Simplex Trading first reported a position in Nu Holdings in Q4 2021 and has held it in 10 quarters since.
Simplex Trading's Nu Holdings position peaked at $17.1M in Q2 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.