Xponance’s Nu Holdings NU Stock Holding History

Xponance’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	$7.76M	Buy	580,829 +833	+0.1%	+$11.2K	0.05%	288
2026 Q1	$8.33M	Buy	579,996 +71,606	+14%	+$1.16M	0.06%	250
2025 Q4	$8.51M	Buy	508,390 +15,777	+3%	+$254K	0.06%	224
2025 Q3	$7.89M	Buy	492,613 +35,065	+8%	+$489K	0.06%	238
2025 Q2	$6.28M	Buy	457,548 +4,286	+0.9%	+$51.3K	0.05%	278
2025 Q1	$4.64M	Buy	453,262 +26,872	+6%	+$318K	0.04%	319
2024 Q4	$4.42M	Buy	426,390 +29,391	+7%	+$391K	0.04%	342
2024 Q3	$5.42M	Sell	396,999 -12,572	-3%	-$169K	0.05%	288
2024 Q2	$5.28M	Buy	409,571 +177,783	+77%	+$2.07M	0.05%	270
2024 Q1	$2.77M	Sell	231,788 -7,117	-3%	-$72.7K	0.03%	432
2023 Q4	$1.99M	Sell	238,905 -4,134	-2%	-$33.4K	0.02%	476
2023 Q3	$1.76M	Sell	243,039 -2,730	-1%	-$20.4K	0.02%	494
2023 Q2	$1.94M	Buy	+245,769	New	+$1.51M	0.03%	476

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

Xponance's NU Position: Q2 2026 in Review

Xponance increased its Nu Holdings (NU) stake by 0.14% in Q2 2026, buying an estimated $11.2K and bringing the position to 580,829 shares worth $7.76M. The position accounts for 0.05% of the portfolio, ranked #288.

Xponance first reported a position in NU in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.51M in Q4 2025. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Xponance held 580,829 shares of Nu Holdings worth $7.76M as of Q2 2026.
Xponance bought 833 Nu Holdings shares in Q2 2026, an estimated $11.2K.
Nu Holdings made up 0.05% of Xponance's portfolio in Q2 2026, its #288 holding.
Xponance first reported a position in Nu Holdings in Q2 2023 and has held it in 13 quarters since.
Xponance's Nu Holdings position peaked at $8.51M in Q4 2025.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.