Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nu Hldgs Ltd (NU)

898 + Investors. Track Smart Money conviction in NU. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +30
Streak
11Q ▲
Buyers last Q
51%

Smart Money Signals — NU

Based on 902 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added NU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
902 hedge funds hold NU right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q
+177 new funds entered over the past year (+24% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 51% buying

472 buying450 selling
Last quarter: 472 funds bought or added vs 450 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-20 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 142 → 114 → 161 → 141. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 28% medium ■ 24% new
430 out of 902 hedge funds have held NU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

133 → 142 → 114 → 161 → 141 new funds/Q
New funds entering each quarter: 142 → 114 → 161 → 141. A growing number of institutions are discovering NU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 50% veterans vs 30% newcomers

■ 50% veterans ■ 19% 1-2yr ■ 30% new
Entry-cohort mix of 959 holders: 484 (50%) are 2+ year veterans, 184 entered 1–2 years ago, and 291 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
67 of 894 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in NU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — NU

In 2026 Q1, 472 hedge funds were net buyers of NU (141 opened a new position, 331 added to an existing one), while 450 reduced or exited (339 trimmed, 111 sold completely) — a 51% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 43% of total institutional value in NU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +30 funds (more new holders than closures). Total institutional holders: 902.

Hedge Fund Ownership: NU

How many hedge funds hold NU — quarterly history vs. share price
Quarterly hedge fund ownership of NU vs. share price

Market Analysis: NU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NU

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Nu Hldgs Ltd (NU) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much NU has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
NU
-13.0%
XLF
+9.2%

NU outperformed XLF by -22.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
NU
+2.5%
XLF
+5.5%

Since the filing became public, NU outperformed XLF by -3.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

61 top-rated funds 41 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
6.5
/ 10
conviction
Hedge Fund Positioning: NU
898 + Investors

Track Smart Money conviction in NU. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 898 872 2.98%
13F Shares 2.87B 2.98B -3.79%
Total Value $40.40B $49.21B -17.9%
New Positions 140 161 -21
Increased Positions 313 373 -60
Closed Positions 114 82 +32
Reduced Positions 324 229 +95
Total Calls 34 41 -17.07%
Total Puts 30 34 -11.76%
PUT/CALL Ratio 0.88 0.83 Neutral

Statistics: NU

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Financial Highlights

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Institutional Holders (2026 Q1)

898 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NU. Verified SEC 13F-HR filings.

QUARTER:
Top 25 NU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Washington University 94.77% 10,566,927 $151.8M
2 Technology Crossover Management X, Ltd. 78.31% 42,574,870 $611.8M
3 Larch Capital Partners LLC 74.46% 35,756,097 $513.8M
4 Absoluto Partners Gestao de Recursos Ltda 70.41% 4,245,926 $61.0M
5 Sharp Capital Gestora de Recursos Ltda. 49.71% 6,648,600 $95.4M
6 Atmos Capital Gestao de Recursos LTDA. 36.28% 18,019,613 $258.9M
7 Squadra Investments - Gestao de Recursos LTDA. 35.86% 22,312,501 $320.6M
8 Kontiki Capital Management (HK) Ltd. 32.89% 32,644,738 $469.1M
9 Abu Dhabi Investment Council Co P.J.S.C 32.40% 8,222,463 $315.9M
10 Dynamo Internacional Gestao de Recursos LTDA. 27.19% 5,517,125 $79.3M
11 Ribbit Management Company, LLC 25.20% 29,481,640 $423.7M
12 Sands Capital Alternatives, LLC 22.30% 6,537,769 $93.9M
13 Octahedron Capital Management L.P. 17.60% 1,684,000 $24.2M
14 Truxt Investmentos Ltda. 17.00% 1,841,975 $26.5M
15 a16z Perennial Management, L.P. 16.53% 13,858,300 $199.1M
16 Genoa Capital Gestora de Recursos Ltda. 15.92% 1,437,913 $20.7M
17 AMS Capital Ltda 14.91% — $38K
18 Kora Management LP 14.88% 7,265,000 $104.4M
19 JGP Global Gestao de Recursos Ltda. 14.62% 235,574 $3.4M
20 Hamilton Lane Advisors LLC 13.56% 1,320,189 $19.0M
21 University of Wisconsin Foundation 13.10% 1,026,765 $14.8M
22 Legend Capital Advisors LLC 12.51% 1,392,916 $20.0M
23 Long Walk Management LP 12.30% 2,940,000 $42.2M
24 Coronation Fund Managers Ltd. 11.77% 17,973,549 $258.3M
25 Milestones Administradora de Recursos Ltda. 10.51% 2,803,164 $40.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Nu Hldgs Ltd (NU)

What does the Smart Money Trend signal show for NU?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added NU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NU?

Slight buying edge — 51% buying: Last quarter: 472 funds bought or added vs 450 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NU holders?

Elite ownership — 43% AUM from top-100 funds: 67 of 894 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in NU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held NU?

48% of holders stayed for 2+ years: 430 out of 902 hedge funds have held NU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Nu Hldgs Ltd (NU) following the 2026 Q1 hedge fund 13F filings?

As of today, NU has moved +2.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLF sector ETF — an outperformance of -3.0%. Since the quarter end (March 31, 2026), NU has gained -13.0% vs +9.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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