Value Investor
Start free

Nu Holdings

NU on NYSE. Market value $65.2bn.

Watch this stockFree. We tell you when something changes.

Should I look at this?

We have not checked this company yet

This is not advice.

Compare with another stock

Who owns it

8 long-term investors we follow own it, up from 5 last quarter. 855 funds in all.

Jun '25
Dec '25
Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

4 investors own more than 5%.

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

No insider bought shares on the open market in the last 12 months. 3 sold $10m, $1m of it under preset trading plans.

  • Junqueira Cristina Helena Zingaretti
    US CEO & Chief Growth Officer
    Sold
    under a preset trading plan
    Date
    25 August 2026
    Shares
    65,000
    Price
    $14.71
    Value
    $956,456
  • Junqueira Cristina Helena Zingaretti
    US CEO & Chief Growth Officer
    Sold
    under a preset trading plan
    Date
    24 August 2026
    Shares
    25,000
    Price
    $15.00
    Value
    $375,000
  • Fragelli Henrique Camossa Saldanha
    Chief Risk Officer
    Sold
    Date
    14 August 2026
    Shares
    221,707
    Price
    $15.81
    Value
    $4m
  • Junqueira Cristina Helena Zingaretti
    US CEO & Chief Growth Officer
    Sold
    Date
    14 August 2026
    Shares
    50,000
    Price
    $15.80
    Value
    $790,000
  • Sands Anita M
    Director
    Sold
    Date
    15 May 2026
    Shares
    21,000
    Price
    $12.24
    Value
    $257,040
  • Junqueira Cristina Helena Zingaretti
    US CEO & Chief Growth Officer
    Sold
    Date
    23 March 2026
    Shares
    300,000
    Price
    $14.82
    Value
    $4m

From Form 4 filings: insiders must report trades in their own company's shares within two days.

Warning signs in its filings

Problems the company itself reported to the SEC, in its own words.

Nu Holdings doesn’t file a US annual report (10-K), so we haven’t checked it.

A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
Create a free account to run it

Your first deep dive is free.

What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.