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 		$13.8M Sell
958,100
-783,900
-45% -$12.7M 0.01% 558
2025
Q4 		$29.2M Buy
1,742,000
+45,200
+3% +$726K 0.02% 427
2025
Q3 		$27.2M Sell
1,696,800
-1,178,100
-41% -$16.4M 0.01% 523
2025
Q2 		$39.4M Buy
2,874,900
+1,288,800
+81% +$15.4M 0.02% 339
2025
Q1 		$16.2M Sell
1,586,100
-16,400
-1% -$194K 0.01% 622
2024
Q4 		$16.6M Buy
1,602,500
+406,900
+34% +$5.41M 0.01% 732
2024
Q3 		$16.3M Sell
1,195,600
-56,200
-4% -$756K 0.01% 749
2024
Q2 		$16.1M Buy
1,251,800
+682,900
+120% +$7.95M 0.01% 725
2024
Q1 		$6.79M Sell
568,900
-285,600
-33% -$2.92M ﹤0.01% 1368
2023
Q4 		$7.12M Sell
854,500
-59,400
-6% -$480K ﹤0.01% 1321
2023
Q3 		$6.63M Buy
913,900
+541,300
+145% +$4.05M 0.01% 1164
2023
Q2 		$2.94M Sell
372,600
-79,000
-17% -$485K ﹤0.01% 1672
2023
Q1 		$2.15M Buy
451,600
+208,200
+86% +$928K ﹤0.01% 1885
2022
Q4 		$990K Sell
243,400
-316,900
-57% -$1.38M ﹤0.01% 2471
2022
Q3 		$2.46M Buy
560,300
+278,900
+99% +$1.28M ﹤0.01% 1775
2022
Q2 		$1.05M Buy
281,400
+151,200
+116% +$767K ﹤0.01% 2564
2022
Q1 		$1M Buy
130,200
+89,600
+221% +$719K ﹤0.01% 2918
2021
Q4 		$380K Buy
+40,600
New +$399K ﹤0.01% 4208

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.