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 Q2	–	Sell	-234,510	Closed	-$3.16M	–	10002
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 $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

Simplex Trading's NU Position: Q2 2026 in Review

Simplex Trading sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 234,510 shares — an estimated $3.16M sold.

Simplex Trading first reported a position in NU in Q4 2021 and held it in 10 quarters. The position peaked at $17.1M in Q2 2025. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Simplex Trading reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
Simplex Trading sold 234,510 Nu Holdings shares in Q2 2026, an estimated $3.16M.
Simplex Trading first reported a position in Nu Holdings in Q4 2021 and held it in 10 quarters.
Simplex Trading's Nu Holdings position peaked at $17.1M in Q2 2025.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.