Steve Schonfeld’s Nu Holdings NU Stock Holding History

Steve Schonfeld’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	$34.9M	Buy	2,615,567 +2,381,850	+1,019%	+$32.1M	0.13%	145
2026 Q1	$3.36M	Sell	233,717 -46,667	-17%	-$756K	0.02%	617
2025 Q4	$4.69M	Sell	280,384 -24,708	-8%	-$397K	0.02%	567
2025 Q3	$4.88M	Sell	305,092 -57,374	-16%	-$800K	0.03%	599
2025 Q2	$4.97M	Buy	362,466 +347,669	+2,350%	+$4.16M	0.03%	562
2025 Q1	$152K	Buy	+14,797	New	+$175K	﹤0.01%	1974
2024 Q3	–	Sell	-2,972,034	Closed	-$38.3M	–	2293
2024 Q2	$38.3M	Buy	2,972,034 +1,131,754	+61%	+$13.2M	0.25%	61
2024 Q1	$22M	Buy	1,840,280 +1,760,727	+2,213%	+$18M	0.15%	143
2023 Q4	$663K	Sell	79,553 -540,647	-87%	-$4.37M	﹤0.01%	1181
2023 Q3	$4.5M	Buy	620,200 +423,068	+215%	+$3.16M	0.04%	579
2023 Q2	$1.56M	Buy	197,132 +158,132	+405%	+$972K	0.01%	839
2023 Q1	$186K	Buy	+39,000	New	+$174K	﹤0.01%	1565
2022 Q4	–	Sell	-389,600	Closed	-$1.71M	–	2877
2022 Q3	$1.71M	Buy	+389,600	New	+$1.79M	0.01%	953
2022 Q1	–	Sell	-31,000	Closed	-$291K	–	2812
2021 Q4	$291K	Buy	+31,000	New	+$304K	﹤0.01%	1527

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

Steve Schonfeld's NU Position: Q2 2026 in Review

Steve Schonfeld increased its Nu Holdings (NU) stake by 1,019% in Q2 2026, buying an estimated $32.1M and bringing the position to 2,615,567 shares worth $34.9M. The position accounts for 0.13% of the portfolio, ranked #145.

Steve Schonfeld first reported a position in NU in Q4 2021 and has held it in 14 quarters since. The position peaked at $38.3M in Q2 2024. 851 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Steve Schonfeld held 2,615,567 shares of Nu Holdings worth $34.9M as of Q2 2026.
Steve Schonfeld bought 2,381,850 Nu Holdings shares in Q2 2026, an estimated $32.1M.
Nu Holdings made up 0.13% of Steve Schonfeld's portfolio in Q2 2026, its #145 holding.
Steve Schonfeld first reported a position in Nu Holdings in Q4 2021 and has held it in 14 quarters since.
Steve Schonfeld's Nu Holdings position peaked at $38.3M in Q2 2024.
851 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.