NU HLDGS LTD NU
ORD SHS CL A · Common Stock · CUSIP G6683N103 · ISIN KYG6683N1034
- SectorFinancials
- IndustryFinance Services
- HeadquartersCayman Islands
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($84.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $13.35. Options: 56 managers hold calls ($1.4bn notional), 37 hold puts ($871.9m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 252 |
| Q4 2022 | 264 |
| Q1 2023 | 301 |
| Q2 2023 | 352 |
| Q3 2023 | 405 |
| Q4 2023 | 497 |
| Q1 2024 | 574 |
| Q2 2024 | 609 |
| Q3 2024 | 652 |
| Q4 2024 | 712 |
| Q1 2025 | 734 |
| Q2 2025 | 786 |
| Q3 2025 | 802 |
| Q4 2025 | 874 |
| Q1 2026 | 904 |
| Q2 2026 | 856 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 335 | 313 |
| Q4 2024 | 359 | 332 |
| Q1 2025 | 440 | 301 |
| Q2 2025 | 453 | 304 |
| Q3 2025 | 455 | 329 |
| Q4 2025 | 485 | 294 |
| Q1 2026 | 446 | 419 |
| Q2 2026 | 429 | 444 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $1.3bn | $847.7m | 0.64 |
| Q4 2025 | $1.4bn | $894.6m | 0.65 |
| Q1 2026 | $749.0m | $566.5m | 0.76 |
| Q2 2026 | $1.4bn | $871.9m | 0.62 |
Biggest buyers
| D1 Capital Partners L.P. | Added | +18.5m |
| Aspex Management (HK) Ltd | New | +16.3m |
| BlackRock, Inc. | Added | +15.1m |
| Itau Unibanco Holding S.A. | Added | +14.8m |
| Capital Research Global Investors | Added | +14.3m |
| MAVERICK CAPITAL LTD | Added | +13.1m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | New | +10.3m |
| Ribbit Management Company, LLC | Added | +9.5m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +9.4m |
| LONE PINE CAPITAL LLC | Added | +9.2m |
Biggest sellers
| JENNISON ASSOCIATES LLC | Reduced | -35.8m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -27.1m |
| MORGAN STANLEY | Reduced | -23.7m |
| SANDS CAPITAL MANAGEMENT, LLC | Reduced | -21.9m |
| BAILLIE GIFFORD & CO | Reduced | -16.6m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -14.4m |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -13.4m |
| AMERIPRISE FINANCIAL INC | Reduced | -11.1m |
| TWO SIGMA INVESTMENTS, LP | Reduced | -7.8m |
| CANADA PENSION PLAN INVESTMENT BOARD | Reduced | -7.1m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $262.8m19.7m shares |
| CITADEL ADVISORS LLC | Added | $247.9m18.6m shares |
| MAVERICK CAPITAL LTD | New | $187.7m14.0m shares |
| JANE STREET GROUP, LLC | Added | $133.1m10.0m shares |
| UBS Group AG | Added | $65.8m4.9m shares |
| Optiver Holding B.V. | Added | $57.1m4.3m shares |
| SIMPLEX TRADING, LLC | Added | $56.7m4.2m shares |
| Parallax Volatility Advisers, L.P. | Added | $44.3m3.3m shares |
| Hiddenite Capital Partners LP | New | $40.1m3.0m shares |
| Rokos Capital Management LLP | New | $33.4m2.5m shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $192.1m14.4m shares |
| GOLDMAN SACHS GROUP INC | Added | $155.7m11.7m shares |
| JANE STREET GROUP, LLC | Added | $141.6m10.6m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $108.6m8.1m shares |
| Optiver Holding B.V. | Added | $36.3m2.7m shares |
| IMC-Chicago, LLC | Added | $28.8m2.2m shares |
| Schonfeld Strategic Advisors LLC | New | $24.8m1.9m shares |
| D. E. Shaw & Co., Inc. | Added | $22.2m1.7m shares |
| UBS Group AG | Added | $21.2m1.6m shares |
| Parallax Volatility Advisers, L.P. | Added | $18.0m1.4m shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Rua California Ltd. 13G · exempt (held before listing) filed 2025-10-17 | 19.2% |
| BlackRock, Inc. 13G · institution filed 2026-04-24 | 8.4% |
| BAILLIE GIFFORD & CO 13G · institution -1.0 pts · filed 2026-08-03 | 6.0% |
Fell to 5% or below in the last year: Capital Research Global Investors (4.9%, 2025-11-13)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 1 | $4.4m | — |
| Q2 2026 | 0 | — | 1 | $257.0k | — |
| Q3 2026 | 0 | — | 2 | $5.6m | $1.3m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-25 | Junqueira Cristina Helena Zingaretti US CEO & Chief Growth Officer · Class A Shares | Sold plan | $956.1k65.0k shares |
| 2026-08-24 | Junqueira Cristina Helena Zingaretti US CEO & Chief Growth Officer · By Family Trust | Sold plan | $375.0k25.0k shares |
| 2026-08-14 | Fragelli Henrique Camossa Saldanha Chief Risk Officer | Sold | $3.5m221.7k shares |
| 2026-08-14 | Junqueira Cristina Helena Zingaretti US CEO & Chief Growth Officer · By Family Trust | Sold | $790.0k50.0k shares |
| 2026-05-15 | Sands Anita M Director | Sold | $257.0k21.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.07% of their portfolio | 355.0m $4.7bn | Added +15.1m |
| BAILLIE GIFFORD & CO 2.79% of their portfolio | 229.9m $3.1bn | Reduced -16.6m |
| Capital Research Global Investors 0.27% of their portfolio | 142.8m $1.9bn | Added +14.3m |
| MORGAN STANLEY 0.08% of their portfolio | 118.0m $1.6bn | Reduced -23.7m |
| JPMORGAN CHASE & CO 0.08% of their portfolio | 100.0m $1.3bn | Added +8.6m |
| STATE STREET CORP 0.04% of their portfolio | 96.8m $1.3bn | Added +3.8m |
| FMR LLC 0.04% of their portfolio | 75.6m $1.0bn | Added +2.4m |
| WCM INVESTMENT MANAGEMENT, LLC 1.77% of their portfolio | 74.4m $977.5m | Added +1.6m |
| LONE PINE CAPITAL LLC 3.86% of their portfolio | 47.2m $630.9m | Added +9.2m |
| NORGES BANK 0.06% of their portfolio | 46.3m $618.4m | Not comparable |
| D1 Capital Partners L.P. 1.71% of their portfolio | 44.4m $593.4m | Added +18.5m |
| Technology Crossover Management X, Ltd. 71.53% of their portfolio | 42.6m $568.8m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.03% of their portfolio | 40.3m $538.4m | Reduced -5.7m |
| Kontiki Capital Management (HK) Ltd. 34.20% of their portfolio | 39.0m $521.5m | Added +6.4m |
| Ribbit Management Company, LLC 25.38% of their portfolio | 39.0m $520.9m | Added +9.5m |
| LARCH CAPITAL PARTNERS LLC 68.34% of their portfolio | 35.8m $478.1m | Added +27.2k |
| MAVERICK CAPITAL LTD 4.29% of their portfolio | 35.6m $475.0m | Added +13.1m |
| Assenagon Asset Management S.A. 0.29% of their portfolio | 33.7m $450.5m | Added +1.2m |
| Legal & General Group Plc 0.09% of their portfolio | 32.4m $432.7m | Added +2.2m |
| GOLDMAN SACHS GROUP INC 0.04% of their portfolio | 30.4m $405.9m | Reduced -3.4m |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 30.2m $400.8m | Added +2.4m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.04% of their portfolio | 29.3m $392.0m | Reduced -14.4m |
| COATUE MANAGEMENT LLC 0.81% of their portfolio | 29.3m $391.9m | Unchanged |
| NORTHERN TRUST CORP 0.05% of their portfolio | 29.1m $388.5m | Added +1.9m |
| FIL Ltd 0.28% of their portfolio | 28.7m $383.9m | Added +4.8m |
| Coronation Fund Managers Ltd. 13.23% of their portfolio | 25.9m $346.4m | Added +8.0m |
| SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. 45.85% of their portfolio | 24.5m $327.8m | Added +2.2m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.14% of their portfolio | 24.2m $323.7m | Added +9.4m |
| ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 39.65% of their portfolio | 23.6m $315.8m | Added +5.6m |
| Sumitomo Mitsui Trust Group, Inc. 0.14% of their portfolio | 19.0m $253.3m | Reduced -18.2k |
| SOFTBANK GROUP CORP. 1.31% of their portfolio | 17.8m $238.4m | Unchanged |
| Amundi 0.06% of their portfolio | 17.7m $236.0m | Added +4.5m |
| Aspex Management (HK) Ltd 2.45% of their portfolio | 16.3m $217.6m | New |
| Itau Unibanco Holding S.A. 3.87% of their portfolio | 14.9m $196.6m | Added +14.8m |
| a16z Perennial Management, L.P. 15.61% of their portfolio | 14.4m $193.0m | Added +585.8k |
| BANK OF NOVA SCOTIA 0.29% of their portfolio | 14.4m $192.6m | Reduced -1.7m |
| Ninety One UK Ltd 0.42% of their portfolio | 14.1m $189.0m | Added +5.9m |
| CANADA PENSION PLAN INVESTMENT BOARD 0.10% of their portfolio | 14.1m $188.6m | Reduced -7.1m |
| Palestra Capital Management LLC 6.36% of their portfolio | 14.0m $187.5m | Added +2.9m |
| Nuveen, LLC 0.04% of their portfolio | 13.8m $184.1m | Added +1.1m |
| Artisan Partners Limited Partnership 0.28% of their portfolio | 12.7m $169.5m | Added +3.4m |
| Mitsubishi UFJ Trust & Banking Corp 0.37% of their portfolio | 12.7m $169.4m | Added +2.8m |
| MANNING & NAPIER ADVISORS LLC 2.16% of their portfolio | 12.6m $168.7m | Added +2.0m |
| SANDS CAPITAL MANAGEMENT, LLC 0.62% of their portfolio | 12.5m $166.7m | Reduced -21.9m |
| CITIGROUP INC 0.08% of their portfolio | 12.4m $165.5m | Added +750.0k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.11% of their portfolio | 12.0m $160.4m | Added +1.2m |
| Robeco Institutional Asset Management B.V. 0.19% of their portfolio | 11.8m $158.1m | Reduced -2.1m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.13% of their portfolio | 11.3m $151.0m | Added +6.8m |
| TIGER GLOBAL MANAGEMENT LLC 0.61% of their portfolio | 11.0m $147.4m | Unchanged |
| UBS Group AG 0.02% of their portfolio | 11.0m $146.7m | Added +5.1m |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.52% of their portfolio | 10.8m $144.6m | Reduced -414.7k |
| WASHINGTON UNIVERSITY 53.31% of their portfolio | 10.6m $141.2m | Unchanged |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.04% of their portfolio | 10.3m $139.0m | New |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 10.2m $136.9m | Added +219.5k |
| Fisher Asset Management, LLC 0.04% of their portfolio | 10.0m $133.7m | Reduced -413.9k |
| Orbis Allan Gray Ltd 0.46% of their portfolio | 10.0m $133.4m | Added +4.5m |
| BARCLAYS PLC 0.04% of their portfolio | 9.9m $132.5m | Added +278.3k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 9.3m $124.5m | Reduced -11.1m |
| WASATCH ADVISORS LP 0.81% of their portfolio | 9.3m $123.9m | Reduced -777.6k |
| MARSHALL WACE, LLP 0.10% of their portfolio | 9.1m $121.6m | Reduced -1.1m |
| Aquamarine Financial (Cayman) Ltd 6.62% of their portfolio | 9.0m $119.9m | Added +8.0m |
| Foxhaven Asset Management, LP 3.12% of their portfolio | 8.7m $116.4m | Added +620.3k |
| Aberdeen Group plc 0.16% of their portfolio | 8.6m $114.7m | Reduced -4.6m |
| Bank of New York Mellon Corp 0.02% of their portfolio | 8.4m $112.3m | Added +392.3k |
| Driehaus Capital Management LLC 0.64% of their portfolio | 8.3m $111.1m | Added +1.0m |
| Advent International, L.P. 0.62% of their portfolio | 8.2m $109.6m | Added +912.0k |
| HSBC HOLDINGS PLC 0.05% of their portfolio | 8.1m $108.1m | Added +312.5k |
| SurgoCap Partners LP 3.46% of their portfolio | 8.0m $106.9m | Reduced -1.9m |
| PBCay One RSC Ltd 6.32% of their portfolio | 7.9m $106.0m | Added +7.4m |
| Spear Holdings RSC Ltd 6.32% of their portfolio | 7.9m $106.0m | Added +7.4m |
| Polar Capital Holdings Plc 0.29% of their portfolio | 7.7m $102.9m | Reduced -562.5k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.31% of their portfolio | 7.6m $101.5m | Reduced -4.7m |
| Kora Management LP 11.51% of their portfolio | 7.3m $97.1m | Unchanged |
| Mawer Investment Management Ltd. 0.65% of their portfolio | 7.2m $95.6m | Reduced -547.7k |
| SEI INVESTMENTS CO 0.08% of their portfolio | 7.2m $95.5m | Reduced -2.2m |
| Sands Capital Alternatives, LLC 15.45% of their portfolio | 7.1m $94.8m | Added +557.2k |
| Perpetual Ltd 1.35% of their portfolio | 7.1m $94.8m | Added +1.1m |
| Holocene Advisors, LP 0.22% of their portfolio | 7.1m $94.2m | Added +1.6m |
| NWI MANAGEMENT LP 6.01% of their portfolio | 7.0m $94.0m | Reduced -5.4m |
| Swiss National Bank 0.05% of their portfolio | 7.0m $93.9m | Added +469.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.05% of their portfolio | 6.8m $90.4m | Reduced -60.7k |
| Sharp Capital Gestora de Recursos Ltda. 62.26% of their portfolio | 6.7m $89.7m | Added +65.9k |
| California Public Employees Retirement System 0.05% of their portfolio | 6.7m $88.9m | Added +645.3k |
| Russell Investments Group, Ltd. 0.08% of their portfolio | 6.5m $87.2m | Reduced -1.4m |
| USS Investment Management Ltd 0.34% of their portfolio | 6.4m $86.2m | Reduced -405.5k |
| DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. 36.33% of their portfolio | 6.4m $85.8m | Added +902.1k |
| Capital World Investors 0.01% of their portfolio | 6.1m $81.3m | Reduced -46.7k |
| Invesco Ltd. 0.01% of their portfolio | 5.8m $77.1m | Reduced -1.5m |
| Absoluto Partners Gestao de Recursos Ltda 87.94% of their portfolio | 5.6m $75.3m | Added +1.4m |
| BAMCO INC /NY/ 0.11% of their portfolio | 5.6m $74.8m | Added +2.1m |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 5.4m $72.6m | Added +1.2m |
| Capital International Investors 0.01% of their portfolio | 5.4m $72.4m | Reduced -1.9m |
| DANSKE BANK A/S 0.14% of their portfolio | 5.4m $72.2m | Added +83.8k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 5.2m $69.9m | Reduced -2.7m |
| SG Americas Securities, LLC 0.04% of their portfolio | 5.0m $67.1m | Reduced -2.9m |
| C WorldWide Group Holding A/S 1.60% of their portfolio | 5.0m $66.4m | Added +4.6m |
| Dragoneer Investment Group, LLC 2.34% of their portfolio | 5.0m $66.2m | Unchanged |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.04% of their portfolio | 4.9m $66.0m | Added +770.7k |
| Pictet Asset Management Holding SA 0.06% of their portfolio | 4.9m $65.5m | Added +405.4k |
| Clearbridge Investments, LLC 0.05% of their portfolio | 4.9m $64.9m | Added +447.5k |