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Wasatch Advisors’s Nu Holdings NU Stock Holding History

Wasatch Advisors’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 		$124M Sell
9,273,997
-777,559
-8% -$10.5M 0.81% 48
2026
Q1 		$144M Sell
10,051,556
-155,099
-2% -$2.51M 0.96% 43
2025
Q4 		$171M Sell
10,206,655
-967,530
-9% -$15.5M 1.02% 37
2025
Q3 		$179M Sell
11,174,185
-1,621,642
-13% -$22.6M 0.96% 36
2025
Q2 		$176M Sell
12,795,827
-6,710,656
-34% -$80.4M 0.92% 40
2025
Q1 		$200M Buy
19,506,483
+5,926,717
+44% +$70M 1.11% 29
2024
Q4 		$141M Sell
13,579,766
-6,511,218
-32% -$86.6M 0.7% 53
2024
Q3 		$274M Sell
20,090,984
-1,504,909
-7% -$20.2M 1.34% 27
2024
Q2 		$278M Buy
21,595,893
+2,767,028
+15% +$32.2M 1.49% 20
2024
Q1 		$225M Sell
18,828,865
-5,120,349
-21% -$52.3M 1.17% 29
2023
Q4 		$199M Buy
23,949,214
+3,886,442
+19% +$31.4M 1.1% 32
2023
Q3 		$145M Buy
20,062,772
+2,162,117
+12% +$16.2M 0.92% 39
2023
Q2 		$141M Buy
17,900,655
+3,761,719
+27% +$23.1M 0.86% 45
2023
Q1 		$67.3M Buy
14,138,936
+1,975,912
+16% +$8.8M 0.42% 68
2022
Q4 		$49.5M Buy
12,163,024
+2,006,759
+20% +$8.72M 0.33% 77
2022
Q3 		$44.7M Sell
10,156,265
-15,815,315
-61% -$72.6M 0.31% 85
2022
Q2 		$97.1M Buy
25,971,580
+9,252,565
+55% +$46.9M 0.61% 58
2022
Q1 		$129M Buy
+16,719,015
New +$134M 0.64% 56

Other funds holding NU

CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WU
Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return
PO
PBCay One Dubai, United Arab Emirates $1.74B AUM
SH
Spear Holdings Dubai, United Arab Emirates $1.68B AUM 4.3% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Wasatch Advisors's NU Position: Q2 2026 in Review

Wasatch Advisors reduced its Nu Holdings (NU) stake by 7.7% in Q2 2026, selling an estimated $10.5M and leaving 9,273,997 shares worth $124M. The position accounts for 0.81% of the portfolio, ranked #48.

Wasatch Advisors first reported a position in NU in Q1 2022 and has held it in 18 quarters since. The position peaked at $278M in Q2 2024. 226 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Wasatch Advisors held 9,273,997 shares of Nu Holdings worth $124M as of Q2 2026.
  • Wasatch Advisors sold 777,559 Nu Holdings shares in Q2 2026, an estimated $10.5M.
  • Nu Holdings made up 0.81% of Wasatch Advisors's portfolio in Q2 2026, its #48 holding.
  • Wasatch Advisors first reported a position in Nu Holdings in Q1 2022 and has held it in 18 quarters since.
  • Wasatch Advisors's Nu Holdings position peaked at $278M in Q2 2024.
  • 226 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Wasatch Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.