Wasatch Advisors
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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
Q3 		$113M Sell
8,900,972
-373,025
-4% -$5.29M 0.84% 48
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Coronation Fund Managers
Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Milestones Administradora de Recursos
Milestones Administradora de Recursos Jaragua Do Sul, Brazil $557M AUM 20.71% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wasatch Advisors's NU Position: Q3 2026 in Review

Wasatch Advisors reduced its Nu Holdings (NU) stake by 4% in Q3 2026, selling an estimated $5.29M and leaving 8,900,972 shares worth $113M. The position accounts for 0.84% of the portfolio, ranked #48.

Wasatch Advisors first reported a position in NU in Q1 2022 and has held it in 19 quarters since. The position peaked at $278M in Q2 2024. 236 funds tracked by Wall St. Rank hold NU as of Q3 2026.

  • Wasatch Advisors held 8,900,972 shares of Nu Holdings worth $113M as of Q3 2026.
  • Wasatch Advisors sold 373,025 Nu Holdings shares in Q3 2026, an estimated $5.29M.
  • Nu Holdings made up 0.84% of Wasatch Advisors's portfolio in Q3 2026, its #48 holding.
  • Wasatch Advisors first reported a position in Nu Holdings in Q1 2022 and has held it in 19 quarters since.
  • Wasatch Advisors's Nu Holdings position peaked at $278M in Q2 2024.
  • 236 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on Wasatch Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.