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Applied Finance Capital Management’s Applovin APP Stock Holding History

Applied Finance Capital Management’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 		$1.84M Buy
+3,579
New +$1.73M 0.14% 75
2025
Q4 		– Sell
-3,833
Closed -$2.75M – 231
2025
Q3 		$2.75M Sell
3,833
-599
-14% -$276K 0.2% 59
2025
Q2 		$1.55M Buy
+4,432
New +$1.44M 0.11% 83
2025
Q1 		– Sell
-4,420
Closed -$1.43M – 299
2024
Q4 		$1.43M Sell
4,420
-2,013
-31% -$509K 0.06% 82
2024
Q3 		$840K Sell
6,433
-3,050
-32% -$278K 0.04% 137
2024
Q2 		$789K Buy
+9,483
New +$736K 0.04% 121

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

Applied Finance Capital Management's APP Position: Q2 2026 in Review

Applied Finance Capital Management opened a new position in Applovin (APP) in Q2 2026: 3,579 shares worth $1.84M. The stake represents 0.14% of the portfolio and ranks #75 among its holdings. This is a return to the name: Applied Finance Capital Management previously reported a position in APP as recently as Q3 2025.

Applied Finance Capital Management first reported a position in APP in Q2 2024 and has held it in 6 quarters since. The position peaked at $2.75M in Q3 2025. 1,457 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Applied Finance Capital Management held 3,579 shares of Applovin worth $1.84M as of Q2 2026.
  • Applovin was a new Applied Finance Capital Management position in Q2 2026.
  • Applovin made up 0.14% of Applied Finance Capital Management's portfolio in Q2 2026, its #75 holding.
  • Applied Finance Capital Management first reported a position in Applovin in Q2 2024 and has held it in 6 quarters since.
  • Applied Finance Capital Management's Applovin position peaked at $2.75M in Q3 2025.
  • 1,457 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.