Position in NU
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$123,900,599
-$20,540,260 QoQ
Shares Held
9,273,997
-7.7% QoQ
Ownership
0.192%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#59
of 846 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WASATCH ADVISORS LP holds $561,198,112 across 10 Banks - Regional names. NU ranks #2 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
|
4,695,376 | $244,582,135 | |
| 2 | NU |
Nu Holdings Ltd.
This page
|
9,273,997 | $123,900,599 | |
| 3 | AX |
Axos Financial, Inc.
|
515,576 | $50,211,946 | |
| 4 | SFBS |
ServisFirst Bancshares, Inc.
|
538,620 | $46,725,285 | |
| 5 | HWC |
Hancock Whitney Corp
|
506,999 | $37,882,965 | |
| 6 | ESQ |
Esquire Financial Holdings, Inc.
|
292,242 | $34,808,944 | |
| 7 | FINW |
Finwise Bancorp
|
502,201 | $7,281,914 | |
| 8 | TCBX |
Third Coast Bancshares, Inc.
|
166,315 | $6,719,126 |
All Filings in NU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,900,599 | 9,273,997 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $144,440,859 | 10,051,556 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $170,859,404 | 10,206,655 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $178,898,701 | 11,174,185 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $175,558,746 | 12,795,827 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $199,746,385 | 19,506,483 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $140,686,375 | 13,579,766 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $274,241,931 | 20,090,984 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $278,371,060 | 21,595,893 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $224,628,359 | 18,828,865 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $199,496,952 | 23,949,214 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $145,455,097 | 20,062,772 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $141,236,167 | 17,900,655 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $67,301,335 | 14,138,936 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $49,503,507 | 12,163,024 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $44,687,566 | 10,156,265 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $97,133,709 | 25,971,580 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $129,070,795 | 16,719,015 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||