Ulysses Management’s Nu Holdings NU Stock Holding History

Ulysses Management’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	-90,000	Closed	-$1.23M	–	61
2025 Q2	$1.23M	Buy	90,000 +30,000	+50%	+$359K	0.12%	45
2025 Q1	$614K	Buy	60,000 +25,000	+71%	+$295K	0.09%	43
2024 Q4	$363K	Buy	+35,000	New	+$466K	0.06%	50
2024 Q3	–	Sell	-120,000	Closed	-$1.55M	–	62
2024 Q2	$1.55M	Buy	+120,000	New	+$1.4M	0.22%	41

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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 Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Ulysses Management's NU Position: Q3 2025 in Review

Ulysses Management sold out of Nu Holdings (NU) in Q3 2025, closing a stake of 90,000 shares — an estimated $1.23M sold.

Ulysses Management first reported a position in NU in Q2 2024 and held it in 4 quarters. The position peaked at $1.55M in Q2 2024. 802 funds tracked by Wall St. Rank hold NU as of Q3 2025.

Ulysses Management reported no remaining Nu Holdings position as of Q3 2025 after selling out during the quarter.
Ulysses Management sold 90,000 Nu Holdings shares in Q3 2025, an estimated $1.23M.
Ulysses Management first reported a position in Nu Holdings in Q2 2024 and held it in 4 quarters.
Ulysses Management's Nu Holdings position peaked at $1.55M in Q2 2024.
802 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2025.

Based on Ulysses Management's 13F filing for Q3 2025, filed 14 Nov 2025.