X-Square Capital’s Nu Holdings NU Stock Holding History

X-Square 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	$5.23M	Buy	391,437 +30,925	+9%	+$417K	1.33%	15
2026 Q1	$5.18M	Buy	+360,512	New	+$5.84M	1.75%	10

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

X-Square Capital's NU Position: Q2 2026 in Review

X-Square Capital increased its Nu Holdings (NU) stake by 8.6% in Q2 2026, buying an estimated $417K and bringing the position to 391,437 shares worth $5.23M. The position accounts for 1.33% of the portfolio, ranked #15.

X-Square Capital first reported a position in NU in Q1 2026 and has held it in 2 quarters since. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

X-Square Capital held 391,437 shares of Nu Holdings worth $5.23M as of Q2 2026.
X-Square Capital bought 30,925 Nu Holdings shares in Q2 2026, an estimated $417K.
Nu Holdings made up 1.33% of X-Square Capital's portfolio in Q2 2026, its #15 holding.
X-Square Capital first reported a position in Nu Holdings in Q1 2026 and has held it in 2 quarters since.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on X-Square Capital's 13F filing for Q2 2026, filed 12 Aug 2026.