William Blair Investment Management LLC Cuts Holdings in Nu Holdings Ltd. $NU

Posted by Brian Himes on May 24th, 2026

William Blair Investment Management LLC reduced its position in Nu Holdings Ltd. (NYSE:NU – Free Report) by 3.9% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 18,699,367 shares of the company’s stock after selling 750,057 shares during the period. NU accounts for about 0.9% of William Blair Investment Management LLC’s holdings, making the stock its 14th largest holding. William Blair Investment Management LLC’s holdings in NU were worth $313,027,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. LOM Asset Management Ltd purchased a new position in shares of NU in the 4th quarter worth $25,000. Cornerstone Planning Group LLC raised its position in shares of NU by 5,448.3% in the 4th quarter. Cornerstone Planning Group LLC now owns 1,609 shares of the company’s stock worth $27,000 after buying an additional 1,580 shares during the period. Jordan Park Group LLC raised its position in NU by 129.3% in the third quarter. Jordan Park Group LLC now owns 1,958,842 shares of the company’s stock valued at $31,000 after purchasing an additional 1,104,421 shares during the period. Morse Asset Management Inc purchased a new position in NU in the fourth quarter valued at about $31,000. Finally, Fifth Third Bancorp raised its position in NU by 433.0% in the fourth quarter. Fifth Third Bancorp now owns 1,988 shares of the company’s stock valued at $33,000 after purchasing an additional 1,615 shares during the period. 84.02% of the stock is owned by hedge funds and other institutional investors.

NU Stock Performance

Shares of NU stock opened at $12.74 on Friday. The company has a quick ratio of 0.58, a current ratio of 0.58 and a debt-to-equity ratio of 0.36. The business has a 50 day moving average of $14.11 and a two-hundred day moving average of $15.77. Nu Holdings Ltd. has a 52 week low of $11.71 and a 52 week high of $18.98. The company has a market cap of $61.84 billion, a P/E ratio of 19.59, a PEG ratio of 0.51 and a beta of 1.01.

NU (NYSE:NU – Get Free Report) last issued its earnings results on Friday, May 15th. The company reported $0.19 EPS for the quarter, missing analysts’ consensus estimates of $0.20 by ($0.01). NU had a net margin of 18.20% and a return on equity of 30.91%. The company had revenue of $5.32 billion during the quarter, compared to analyst estimates of $5.06 billion. As a group, analysts anticipate that Nu Holdings Ltd. will post 0.84 EPS for the current year.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on the company. Susquehanna raised their target price on NU from $19.00 to $22.00 and gave the company a “positive” rating in a research note on Tuesday, January 27th. Itau BBA Securities reiterated an “outperform” rating on shares of NU in a research note on Tuesday, March 17th. UBS Group decreased their price target on NU from $18.10 to $16.90 and set a “buy” rating for the company in a research note on Wednesday. CICC Research started coverage on NU in a research note on Tuesday, April 14th. They issued an “outperform” rating and a $18.00 price target for the company. Finally, Bank of America reiterated a “neutral” rating on shares of NU in a research note on Monday, March 9th. Eleven analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $18.39.

Check Out Our Latest Research Report on NU

Insider Buying and Selling

In other news, CEO Cristina Helena Zing Junqueira sold 300,000 shares of the business’s stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $14.81, for a total transaction of $4,443,000.00. Following the completion of the transaction, the chief executive officer directly owned 2,312,338 shares in the company, valued at approximately $34,245,725.78. The trade was a 11.48% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Anita M. Sands sold 21,000 shares of the business’s stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $12.24, for a total value of $257,040.00. Following the transaction, the director owned 162,150 shares of the company’s stock, valued at approximately $1,984,716. This represents a 11.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 1.20% of the company’s stock.

NU Company Profile

(Free Report)

Nu Holdings Ltd (NYSE: NU), commonly known by its consumer brand Nubank, is a Latin American financial technology company that provides digital banking and financial services through a mobile-first platform. The company’s core offerings include no-fee digital checking accounts, credit cards, personal loans, payments and transfers, and a range of savings and investment products. Nubank emphasizes a streamlined customer experience delivered via its smartphone app, combined with data-driven underwriting and automated customer service tools.

Founded in 2013 by David Vélez, Cristina Junqueira and Edward Wible, Nu grew rapidly by targeting underbanked and digitally savvy consumers in Latin America with low-fee, transparent products.