Calamos Advisors’s Nu Holdings NU Stock Holding History

Calamos Advisors’s Portfolio NU Stock Details NU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-436,531	Closed	-$6.27M	–	1179
2026 Q1	$6.27M	Buy	436,531 +395,631	+967%	+$6.41M	0.02%	511
2025 Q4	$685K	Buy	+40,900	New	+$657K	﹤0.01%	731
2024 Q4	–	Sell	-496,335	Closed	-$6.77M	–	942
2024 Q3	$6.77M	Buy	496,335 +292,045	+143%	+$3.93M	0.03%	490
2024 Q2	$2.63M	Buy	204,290 +59,620	+41%	+$694K	0.01%	573
2024 Q1	$1.73M	Buy	+144,670	New	+$1.48M	0.01%	597

Other funds holding NU

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

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

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

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Calamos Advisors's NU Position: Q2 2026 in Review

Calamos Advisors sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 436,531 shares — an estimated $6.27M sold.

Calamos Advisors first reported a position in NU in Q1 2024 and held it in 5 quarters. The position peaked at $6.77M in Q3 2024. 388 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Calamos Advisors reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
Calamos Advisors sold 436,531 Nu Holdings shares in Q2 2026, an estimated $6.27M.
Calamos Advisors first reported a position in Nu Holdings in Q1 2024 and held it in 5 quarters.
Calamos Advisors's Nu Holdings position peaked at $6.77M in Q3 2024.
388 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

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