Current position

Joel Greenblatt’s Nu Hldgs Ltd (NU) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Gotham Asset ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2022Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares1.42MHighest verified quarter-end share count
Quarters reported6Verified quarters with shares above zero
What happened?

Gotham Asset Management first reported Nu Hldgs Ltd in Q2 2022. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. Gotham Asset Management currently reports 1.42M shares. The latest verified filing showed: New position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
New position+1.42M shares · 1.42M shares reported
Filing context

Quarter-end price $13.36 · Estimated holding basis $13.36

Q3 2023
Sold the entire position−33.08K shares · No shares reported at quarter-end
Q2 2023
Sold 48.9% of the position−31.71K shares · 33.08K shares remained
Filing context

Quarter-end price $7.89 · Estimated holding basis $4.17

Q1 2023
Sold 7.0% of the position−4.86K shares · 64.79K shares remained
Filing context

Quarter-end price $4.76 · Estimated holding basis $4.17

Q4 2022
Sold 3.0% of the position−2.16K shares · 69.65K shares remained
Filing context

Quarter-end price $4.07 · Estimated holding basis $4.17

Q3 2022
Bought 191.6% more+47.18K shares · 71.81K shares reported after the change
Filing context

Quarter-end price $4.40 · Estimated holding basis $4.17

Portfolio importance

How important is Nu Hldgs Ltd in Gotham Asset Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.0%Q2 2026
Current rank#592of 1791 reported positions
Peak portfolio weight0.0%Q2 2026
Best historical rank#592Q2 2026
At peak importanceQ2 2026
NU
0.0%
Largest holding
19.8%
Cross-investor discovery

Who else owns Nu Hldgs Ltd?

Also reported by 2 other tracked investors in their latest verified filings.

Chase ColemanTiger Global Management LLC
NU0.6% of reported portfolio
Cathie WoodARK Investment Management
NU0.1% of reported portfolio
Explore Nu Hldgs Ltd across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$14.622026-09-11

Market context only; not an investor transaction price.

Latest filing quarter-end price$13.36Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$13.36Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Gotham Asset Management, LLC’s Form 13F disclosures—not Joel Greenblatt’s personal brokerage account. The filing is firm-level rather than a personal stock list. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.