Balboa Wealth Partners’s Applovin APP Stock Holding History

Balboa Wealth Partners’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 Q3	$4.73M	Buy	16,291 +2,539	+18%	+$935K	0.63%	31
2026 Q2	$7.09M	Buy	13,752 +112	+0.8%	+$54.1K	0.96%	18
2026 Q1	$5.43M	Buy	13,640 +2,490	+22%	+$1.2M	0.91%	25
2025 Q4	$7.51M	Sell	11,150 -307	-3%	-$193K	1.24%	14
2025 Q3	$8.23M	Sell	11,457 -2,358	-17%	-$1.09M	1.42%	13
2025 Q2	$4.84M	Sell	13,815 -1,168	-8%	-$379K	0.97%	22
2025 Q1	$3.97M	Sell	14,983 -389	-3%	-$134K	0.96%	22
2024 Q4	$4.98M	Sell	15,372 -1,446	-9%	-$366K	1.14%	15
2024 Q3	$2.2M	Buy	16,818 +2,959	+21%	+$270K	0.55%	33
2024 Q2	$1.15M	Buy	13,859 +7,201	+108%	+$559K	0.3%	61
2024 Q1	$461K	Buy	+6,658	New	+$353K	0.14%	125

Other funds holding APP

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Balboa Wealth Partners's APP Position: Q3 2026 in Review

Balboa Wealth Partners increased its Applovin (APP) stake by 18% in Q3 2026, buying an estimated $935K and bringing the position to 16,291 shares worth $4.73M. The position accounts for 0.63% of the portfolio, ranked #31.

Balboa Wealth Partners first reported a position in APP in Q1 2024 and has held it in 11 quarters since. The position peaked at $8.23M in Q3 2025. 299 funds tracked by Wall St. Rank hold APP as of Q3 2026.

Balboa Wealth Partners held 16,291 shares of Applovin worth $4.73M as of Q3 2026.
Balboa Wealth Partners bought 2,539 Applovin shares in Q3 2026, an estimated $935K.
Applovin made up 0.63% of Balboa Wealth Partners's portfolio in Q3 2026, its #31 holding.
Balboa Wealth Partners first reported a position in Applovin in Q1 2024 and has held it in 11 quarters since.
Balboa Wealth Partners's Applovin position peaked at $8.23M in Q3 2025.
299 funds tracked by Wall St. Rank held Applovin as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.