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Wexford Capital’s Nu Holdings NU Stock Holding History

Wexford 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
2026
Q1 		$174K Buy
+12,138
New +$197K 0.03% 155
2025
Q4 		– Sell
-13,000
Closed -$208K – 483
2025
Q3 		$208K Buy
+13,000
New +$181K 0.03% 181
2025
Q1 		– Sell
-12,626
Closed -$131K – 273
2024
Q4 		$131K Buy
+12,626
New +$168K 0.02% 175

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wexford Capital's NU Position: Q1 2026 in Review

Wexford Capital opened a new position in Nu Holdings (NU) in Q1 2026: 12,138 shares worth $174K. The stake represents 0.03% of the portfolio and ranks #155 among its holdings. This is a return to the name: Wexford Capital previously reported a position in NU as recently as Q3 2025.

Wexford Capital first reported a position in NU in Q4 2024 and has held it in 3 quarters since. The position peaked at $208K in Q3 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Wexford Capital held 12,138 shares of Nu Holdings worth $174K as of Q1 2026.
  • Nu Holdings was a new Wexford Capital position in Q1 2026.
  • Nu Holdings made up 0.03% of Wexford Capital's portfolio in Q1 2026, its #155 holding.
  • Wexford Capital first reported a position in Nu Holdings in Q4 2024 and has held it in 3 quarters since.
  • Wexford Capital's Nu Holdings position peaked at $208K in Q3 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Wexford Capital's 13F filing for Q1 2026, filed 15 May 2026.