Calamos Advisors’s Applovin APP Stock Holding History

Calamos Advisors’s Portfolio APP Stock Details APP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.3M	Sell	43,358 -6,245	-13%	-$3.01M	0.07%	254
2026 Q1	$19.7M	Buy	49,603 +866	+2%	+$419K	0.07%	275
2025 Q4	$32.8M	Buy	48,737 +20,609	+73%	+$13M	0.12%	191
2025 Q3	$20.2M	Buy	28,128 +16,335	+139%	+$7.53M	0.07%	277
2025 Q2	$4.13M	Buy	11,793 +1,590	+16%	+$515K	0.02%	573
2025 Q1	$2.7M	Buy	10,203 +540	+6%	+$186K	0.01%	567
2024 Q4	$3.13M	Sell	9,663 -7,454	-44%	-$1.89M	0.01%	562
2024 Q3	$2.23M	Buy	17,117 +2,478	+17%	+$226K	0.01%	601
2024 Q2	$1.22M	Sell	14,639 -3,092	-17%	-$240K	0.01%	630
2024 Q1	$1.23M	Buy	+17,731	New	+$939K	0.01%	625
2023 Q4	–	Sell	-9,427	Closed	-$377K	–	927
2023 Q3	$377K	Buy	+9,427	New	+$334K	﹤0.01%	727

Other funds holding APP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Calamos Advisors's APP Position: Q2 2026 in Review

Calamos Advisors reduced its Applovin (APP) stake by 13% in Q2 2026, selling an estimated $3.01M and leaving 43,358 shares worth $22.3M. The position accounts for 0.07% of the portfolio, ranked #254.

Calamos Advisors first reported a position in APP in Q3 2023 and has held it in 11 quarters since. The position peaked at $32.8M in Q4 2025. 782 funds tracked by Wall St. Rank hold APP as of Q2 2026.

Calamos Advisors held 43,358 shares of Applovin worth $22.3M as of Q2 2026.
Calamos Advisors sold 6,245 Applovin shares in Q2 2026, an estimated $3.01M.
Applovin made up 0.07% of Calamos Advisors's portfolio in Q2 2026, its #254 holding.
Calamos Advisors first reported a position in Applovin in Q3 2023 and has held it in 11 quarters since.
Calamos Advisors's Applovin position peaked at $32.8M in Q4 2025.
782 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Calamos Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.