Simplex Trading
NU icon

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 		$34.5M Buy
2,400,800
+282,900
+13% +$4.59M 0.02% 297
2025
Q4 		$35.5M Sell
2,117,900
-949,000
-31% -$15.3M 0.02% 363
2025
Q3 		$49.1M Buy
3,066,900
+396,200
+15% +$5.53M 0.03% 357
2025
Q2 		$36.6M Sell
2,670,700
-505,800
-16% -$6.06M 0.02% 363
2025
Q1 		$32.5M Sell
3,176,500
-615,500
-16% -$7.27M 0.02% 375
2024
Q4 		$39.3M Buy
3,792,000
+560,300
+17% +$7.45M 0.02% 375
2024
Q3 		$44.1M Buy
3,231,700
+1,114,500
+53% +$15M 0.03% 333
2024
Q2 		$27.3M Sell
2,117,200
-302,100
-12% -$3.52M 0.02% 492
2024
Q1 		$28.9M Buy
2,419,300
+157,000
+7% +$1.6M 0.02% 523
2023
Q4 		$18.8M Buy
2,262,300
+352,400
+18% +$2.85M 0.01% 745
2023
Q3 		$13.8M Buy
1,909,900
+241,000
+14% +$1.8M 0.01% 769
2023
Q2 		$13.2M Buy
1,668,900
+439,500
+36% +$2.7M 0.01% 745
2023
Q1 		$5.85M Buy
1,229,400
+605,800
+97% +$2.7M 0.01% 1197
2022
Q4 		$2.54M Buy
623,600
+9,500
+2% +$41.3K ﹤0.01% 1689
2022
Q3 		$2.7M Sell
614,100
-183,900
-23% -$844K ﹤0.01% 1709
2022
Q2 		$2.98M Buy
798,000
+204,800
+35% +$1.04M ﹤0.01% 1506
2022
Q1 		$4.58M Buy
593,200
+517,600
+685% +$4.15M ﹤0.01% 1318
2021
Q4 		$709K Buy
+75,600
New +$742K ﹤0.01% 3346

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

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.