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Affinity Investment Advisors’s Applovin APP Stock Holding History

Affinity Investment 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 		$1.68M Buy
3,270
+1,404
+75% +$678K 0.85% 43
2026
Q1 		$743K Buy
1,866
+255
+16% +$123K 0.46% 73
2025
Q4 		$1.09M Sell
1,611
-1,353
-46% -$853K 0.72% 51
2025
Q3 		$2.13M Buy
2,964
+220
+8% +$101K 1.44% 17
2025
Q2 		$961K Sell
2,744
-1,796
-40% -$582K 0.73% 51
2025
Q1 		$1.2M Buy
4,540
+756
+20% +$261K 0.98% 38
2024
Q4 		$1.23M Sell
3,784
-4,391
-54% -$1.11M 1.02% 32
2024
Q3 		$1.07M Hold
8,175
– – 0.73% 51
2024
Q2 		$680K Buy
+8,175
New +$634K 0.51% 69

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Affinity Investment Advisors's APP Position: Q2 2026 in Review

Affinity Investment Advisors increased its Applovin (APP) stake by 75% in Q2 2026, buying an estimated $678K and bringing the position to 3,270 shares worth $1.68M. The position accounts for 0.85% of the portfolio, ranked #43.

Affinity Investment Advisors first reported a position in APP in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.13M in Q3 2025. 1,459 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Affinity Investment Advisors held 3,270 shares of Applovin worth $1.68M as of Q2 2026.
  • Affinity Investment Advisors bought 1,404 Applovin shares in Q2 2026, an estimated $678K.
  • Applovin made up 0.85% of Affinity Investment Advisors's portfolio in Q2 2026, its #43 holding.
  • Affinity Investment Advisors first reported a position in Applovin in Q2 2024 and has held it in 9 quarters since.
  • Affinity Investment Advisors's Applovin position peaked at $2.13M in Q3 2025.
  • 1,459 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Affinity Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.