William Blair Investment Management’s Nu Holdings NU Stock Holding History

William Blair Investment 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
2026 Q2	$101M	Sell	7,596,051 -4,671,549	-38%	-$63M	0.31%	99
2026 Q1	$176M	Sell	12,267,600 -6,431,767	-34%	-$104M	0.58%	38
2025 Q4	$313M	Sell	18,699,367 -750,057	-4%	-$12.1M	0.87%	14
2025 Q3	$311M	Buy	19,449,424 +12,574,893	+183%	+$175M	0.81%	21
2025 Q2	$94.3M	Buy	6,874,531 +585,621	+9%	+$7.01M	0.25%	102
2025 Q1	$64.4M	Buy	6,288,910 +262,688	+4%	+$3.1M	0.18%	130
2024 Q4	$62.4M	Buy	6,026,222 +1,808,315	+43%	+$24.1M	0.15%	134
2024 Q3	$57.6M	Sell	4,217,907 -997,224	-19%	-$13.4M	0.14%	129
2024 Q2	$67.2M	Sell	5,215,131 -116,414	-2%	-$1.36M	0.18%	125
2024 Q1	$63.6M	Buy	5,331,545 +2,300,070	+76%	+$23.5M	0.16%	136
2023 Q4	$25.3M	Buy	+3,031,475	New	+$24.5M	0.07%	258

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

William Blair Investment Management's NU Position: Q2 2026 in Review

William Blair Investment Management reduced its Nu Holdings (NU) stake by 38% in Q2 2026, selling an estimated $63M and leaving 7,596,051 shares worth $101M. The position accounts for 0.31% of the portfolio, ranked #99.

William Blair Investment Management first reported a position in NU in Q4 2023 and has held it in 11 quarters since. The position peaked at $313M in Q4 2025. 855 funds tracked by Wall St. Rank hold NU as of Q2 2026.

William Blair Investment Management held 7,596,051 shares of Nu Holdings worth $101M as of Q2 2026.
William Blair Investment Management sold 4,671,549 Nu Holdings shares in Q2 2026, an estimated $63M.
Nu Holdings made up 0.31% of William Blair Investment Management's portfolio in Q2 2026, its #99 holding.
William Blair Investment Management first reported a position in Nu Holdings in Q4 2023 and has held it in 11 quarters since.
William Blair Investment Management's Nu Holdings position peaked at $313M in Q4 2025.
855 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on William Blair Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.