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SummitTX Capital’s Nu Holdings NU Stock Holding History

SummitTX Capital’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
2025
Q3 		– Sell
-76,121
Closed -$1.04M – 912
2025
Q2 		$1.04M Sell
76,121
-45,765
-38% -$548K 0.05% 361
2025
Q1 		$1.25M Buy
+121,886
New +$1.44M 0.05% 345

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

SummitTX Capital's NU Position: Q3 2025 in Review

SummitTX Capital sold out of Nu Holdings (NU) in Q3 2025, closing a stake of 76,121 shares — an estimated $1.04M sold.

SummitTX Capital first reported a position in NU in Q1 2025 and held it in 2 quarters. The position peaked at $1.25M in Q1 2025. 802 funds tracked by Wall St. Rank hold NU as of Q3 2025.

  • SummitTX Capital reported no remaining Nu Holdings position as of Q3 2025 after selling out during the quarter.
  • SummitTX Capital sold 76,121 Nu Holdings shares in Q3 2025, an estimated $1.04M.
  • SummitTX Capital first reported a position in Nu Holdings in Q1 2025 and held it in 2 quarters.
  • SummitTX Capital's Nu Holdings position peaked at $1.25M in Q1 2025.
  • 802 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2025.

Based on SummitTX Capital's 13F filing for Q3 2025, filed 14 Nov 2025.