Position in NU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$161,439,750
-$33,306,948 QoQ
Shares Held
11,234,499
-3.4% QoQ
Ownership
0.233%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $539,598,269 across 70 Banks - Regional names. NU ranks #1 (29.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
This page
|
11,234,499 | $161,439,750 | |
| 2 | BPOP |
Popular, Inc.
|
815,808 | $109,456,959 | |
| 3 | CFR |
Cullen/Frost Bankers, Inc.
|
275,059 | $37,705,087 | |
| 4 | BKU |
BankUnited, Inc.
|
719,166 | $32,477,536 | |
| 5 | TCBI |
Texas Capital Bancshares Inc/Tx
|
301,899 | $28,644,177 | |
| 6 | FBP |
First Bancorp /Pr/
|
1,298,560 | $27,737,241 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
279,137 | $16,083,873 | |
| 8 | OFG |
Ofg Bancorp
|
394,866 | $15,976,278 |
All Filings in NU
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $161,439,750 | 11,234,499 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $194,746,698 | 11,633,614 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $166,183,191 | 10,379,962 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $45,765,996 | 3,335,714 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,634,682 | 550,262 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $109,690,364 | 10,587,873 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $127,443,429 | 9,336,515 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $91,100,771 | 7,067,554 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $17,204,217 | 1,442,097 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||