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NU

Nu Holdings Ltd.

Nu Holdings Ltd. (NU) has a dated report snapshot, but its current priced-in claim is temporarily suppressed because the live engine record is unavailable or has changed.

Live priced in
temporarily suppressed
Priced In
extreme

Key Takeaways

• At about 8.5x book value, today's price pays up for a deposit-funded digital bank that passed 135 million customers across Brazil, Mexico and Colombia and is still adding several million each quarter [Source: Nu Holdings Q1 2026 results]. • The valuation leans on credit-led growth continuing, yet ninety-plus-day delinquency stands at 6.5 percent and the quarter's loan-loss provisioning jumped 33 percent [Source: Nu Holdings Q1 2026 results], even as a falling Selic rate and fiercer fintech com

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Institutional ownership

881 institutional managers reported holding NU in 13F filings for the quarter ended 2026-03-31. Together they hold about 58% of the company; the top 10 hold 26%. 122 opened new positions that quarter. Held by BlackRock, Baillie Gifford, Morgan Stanley, among others. On the short side, 156.5M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (2.2 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

NU's share count grew 199.1% over the past five years. It pays no dividend.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

No open-market insider buys on file at NU over the trailing three years. Absence is a fact about the company, not a signal. 12 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

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Last analyzed: July 19, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.