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 Q2	$654K	Buy	48,966 +36,828	+303%	+$496K	0.08%	86
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 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wexford Capital's NU Position: Q2 2026 in Review

Wexford Capital increased its Nu Holdings (NU) stake by 303% in Q2 2026, buying an estimated $496K and bringing the position to 48,966 shares worth $654K. The position accounts for 0.08% of the portfolio, ranked #86.

Wexford Capital first reported a position in NU in Q4 2024 and has held it in 4 quarters since. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Wexford Capital held 48,966 shares of Nu Holdings worth $654K as of Q2 2026.
Wexford Capital bought 36,828 Nu Holdings shares in Q2 2026, an estimated $496K.
Nu Holdings made up 0.08% of Wexford Capital's portfolio in Q2 2026, its #86 holding.
Wexford Capital first reported a position in Nu Holdings in Q4 2024 and has held it in 4 quarters since.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Wexford Capital's 13F filing for Q2 2026, filed 14 Aug 2026.