Ballentine Partners, LLC has added 4,647,451 shares of $NU to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $NU.
$NU Hedge Fund Activity
We have seen 434 institutional investors add shares of $NU stock to their portfolio, and 404 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 38,360,356 shares (+12.7%) to their portfolio in Q1 2026, for an estimated $551,238,315
- CAPITAL RESEARCH GLOBAL INVESTORS removed 35,637,731 shares (-21.7%) from their portfolio in Q1 2026, for an estimated $512,114,194
- ORBIS ALLAN GRAY LTD removed 23,372,828 shares (-85.6%) from their portfolio in Q4 2025, for an estimated $391,261,140
- ATMOS CAPITAL GESTAO DE RECURSOS LTDA. added 15,552,726 shares (+109.1%) to their portfolio in Q4 2025, for an estimated $260,352,633
- ALTA PARK CAPITAL, LP removed 14,772,344 shares (-81.4%) from their portfolio in Q4 2025, for an estimated $247,289,038
- BANK OF NOVA SCOTIA added 14,426,181 shares (+855.9%) to their portfolio in Q1 2026, for an estimated $207,304,220
- TECHNOLOGY CROSSOVER MANAGEMENT X, LTD. removed 13,206,578 shares (-23.7%) from their portfolio in Q4 2025, for an estimated $221,078,115
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$NU Insider Trading Activity
$NU insiders have traded $NU stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $NU stock by insiders over the last 6 months:
- CRISTINA HELENA ZINGARETTI JUNQUEIRA (US CEO & Chief Growth Officer) has made 0 purchases and 2 sales selling 300,000 shares for an estimated $4,444,162.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$NU Analyst Ratings
Wall Street analysts have issued reports on $NU in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 11/20/2025
To track analyst ratings and price targets for $NU, check out Quiver Quantitative's $NU forecast page.
$NU Price Targets
Multiple analysts have issued price targets for $NU recently. We have seen 4 analysts offer price targets for $NU in the last 6 months, with a median target of $18.0.
Here are some recent targets:
- An analyst from CICC set a target price of $18.0 on 04/14/2026
- Thiago Batista from UBS set a target price of $17.6 on 03/19/2026
- James Friedman from Susquehanna set a target price of $22.0 on 01/27/2026
- Yuri Fernandes from JP Morgan set a target price of $18.0 on 11/20/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $NU ticker page for more data.