Nu Holdings Ltd.· NU

🇺🇸 US · LargeBroad USNYSE

Financial Services Banks - Regional Website

Price: $14.16
Day: +0.71%
Mkt Cap: $68.58B
52W Range: $11.20 – $18.98
Volume: 69.34M
Beta: 0.94

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.0 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 932 institutions hold; 441 added, 317 reduced
Insiders Q3 2026: no purchases, 4 sales ($5.6M)

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Nu Holdings Ltd.

NU|Financial Services|Banks - Regional

Current price: $14

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

N/A

insufficient history to compare

Seller breadth · Q3 2026

2 sellers

vs 1.0 avg per quarter

Institutional net breadth · Q2 2026

+80

545 adding vs 465 reducing

Institutional ownership · Q2 2026

59.4%

932 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

355.0M

+4.4%

BAILLIE GIFFORD & CO

229.9M

-6.8%

CAPITAL RESEARCH GLOBAL INVESTORS

142.8M

+11.1%

MORGAN STANLEY

118.0M

-16.7%

JPMORGAN CHASE & CO

100.0M

+9.3%

STATE STREET CORP

96.8M

+4.1%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

36 buying56 unchanged31 selling

123 funds held NU in Q2 2026, holding 336.2M shares between them, up 18.5% on the quarter.

Largest fund holders

TOUCHSTONE STRATEGIC TRUST5.0M sh

HC CAPITAL TRUST828.9K sh

Datum One Series Trust307.9K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Aug 14

Fragelli Henrique Camossa Saldanha

$3.5M

Sale · Mar 23

Junqueira Cristina Helena Zingaretti

$3.3M

Sale · Mar 23

Junqueira Cristina Helena Zingaretti

$1.2M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore NU on stockoscope.com→

Generated September 23, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

NU Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.0/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-12

Institutional Flow

50% weight

Fund Flow

10% weight

Overall Smart Money sentiment of 3.0/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 22, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for NU

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q3 2026

4 sales totaling $5.6M (361.7K shares)

Limited history to compare against

Sell-only pattern: no insider purchases across 15 quarters

N/A

Selling pace

insufficient history to compare

3.54%

Stake sold

of active insiders' holdings

2 sellers

Seller breadth

in Q3 2026

None

Insider buying

in the last 16 quarters

Notable Recent Transactions, NU

Top 7 highest-value insider trades from the last 8 quarters

Fragelli Henrique Camossa Saldanha

Chief Risk Officer

Sell

221,707 shares at $15.81

≈18.5% of their stake at the time

Aug 14, 2026$3.51M

Junqueira Cristina Helena Zingaretti

Us CEO & Chief Growth Officer

Sell

220,000 shares at $14.82

≈4.2% of their stake at the time

Mar 23, 2026$3.26M

Junqueira Cristina Helena Zingaretti

Us CEO & Chief Growth Officer

Sell

80,000 shares at $14.81

≈3.3% of their stake at the time

Mar 23, 2026$1.18M

Junqueira Cristina Helena Zingaretti

Us CEO & Chief Growth Officer

Sell

65,000 shares at $14.71

≈2.5% of their stake at the time

Aug 25, 2026$956.46K

Junqueira Cristina Helena Zingaretti

Us CEO & Chief Growth Officer

Sell

50,000 shares at $15.80

≈1.0% of their stake at the time

Aug 14, 2026$790.00K

Junqueira Cristina Helena Zingaretti

Us CEO & Chief Growth Officer

Sell

25,000 shares at $15.00

≈0.5% of their stake at the time

Aug 24, 2026$375.00K

Sands Anita M

Director

Sell

21,000 shares at $12.24

≈11.5% of their stake at the time

May 15, 2026$257.04K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for NU

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Neutral

Mixed institutional activity in Q2 2026

59.4% institutional ownership

Balanced activity: 545 adding vs 465 reducing

13F shares increased by 0.7%, a modest change

Momentum weakening from prior quarter

+80

Net breadth

545 adding vs 465 reducing

Balanced

1.17

Add / reduce ratio

in Q2 2026

-44

New − closed

104 initiated, 148 exited

8 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+545 growing-465 shrinkingNet: +80

104

441

317

148

New (104)

Increased (441)

Reduced (317)

Closed (148)

Top Institutional Holders, NU

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

355.0M

$4.7B

Ownership

7.31%

+4.4%

BAILLIE GIFFORD & CO

229.9M

$3.1B

Ownership

4.73%

-6.8%

CAPITAL RESEARCH GLOBAL INVESTORS

142.8M

$1.9B

Ownership

2.94%

+11.1%

MORGAN STANLEY

118.0M

$1.6B

Ownership

2.43%

-16.7%

JPMORGAN CHASE & CO

100.0M

$1.3B

Ownership

2.06%

+9.3%

STATE STREET CORP

96.8M

$1.3B

Ownership

1.99%

+4.1%

STATE STREET CORP

96.8M

$1.3B

Ownership

1.99%

+4.0%

FMR LLC

75.6M

$1.0B

Ownership

1.56%

+3.2%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 123 ETFs and mutual funds reporting

36 buying31 sellingNet: +5

Buying (36)

Unchanged (56)

Selling (31)

In total, funds bought 84.4M shares and sold 22.3M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q2 2026

123 ETFs and mutual funds reporting

36 buying vs 31 selling (balanced)

Top Fund Holders, NU

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

TOUCHSTONE STRATEGIC TRUST

5.0M

Weight

0.29%

Jun 30, 2026Decreased

HC CAPITAL TRUST

828.9K

Weight

1.47%

Jun 30, 2026Increased

Datum One Series Trust

307.9K

Weight

1.54%

Jun 30, 2026Decreased

John Hancock Exchange-Traded Fund Trust

219.7K

Weight

0.46%

Jun 30, 2026Increased

VICTORY PORTFOLIOS

214.5K

Weight

0.16%

Jun 30, 2026No change

AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.

210.6K

Weight

10.69%

Jun 30, 2026No change

Touchstone ETF Trust

145.3K

Weight

1.03%

Jun 30, 2026Decreased

Pear Tree Funds

128.0K

Weight

0.91%

Jun 30, 2026No change

Nu Holdings Ltd.· NU

Holdings Analysis

Insider Trading Activity

1.3Transaction History54Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings150Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History54Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings150Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights