BPA
APP icon

Beacon Pointe Advisors’s Applovin APP Stock Holding History

Beacon Pointe 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 		$37.8M Buy
73,306
+66,308
+948% +$32M 0.18% 123
2026
Q1 		$2.79M Buy
6,998
+1,525
+28% +$737K 0.01% 637
2025
Q4 		$3.69M Sell
5,473
-904
-14% -$570K 0.03% 465
2025
Q3 		$4.58M Sell
6,377
-623
-9% -$287K 0.04% 371
2025
Q2 		$2.45M Buy
7,000
+4,186
+149% +$1.36M 0.03% 448
2025
Q1 		$746K Buy
2,814
+793
+39% +$273K 0.01% 716
2024
Q4 		$654K Sell
2,021
-369
-15% -$93.3K 0.01% 743
2024
Q3 		$312K Buy
+2,390
New +$218K ﹤0.01% 1007

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

Beacon Pointe Advisors's APP Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Applovin (APP) stake by 948% in Q2 2026, buying an estimated $32M and bringing the position to 73,306 shares worth $37.8M. The position accounts for 0.18% of the portfolio, ranked #123.

Beacon Pointe Advisors first reported a position in APP in Q3 2024 and has held it in 8 quarters since. 1,449 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Beacon Pointe Advisors held 73,306 shares of Applovin worth $37.8M as of Q2 2026.
  • Beacon Pointe Advisors bought 66,308 Applovin shares in Q2 2026, an estimated $32M.
  • Applovin made up 0.18% of Beacon Pointe Advisors's portfolio in Q2 2026, its #123 holding.
  • Beacon Pointe Advisors first reported a position in Applovin in Q3 2024 and has held it in 8 quarters since.
  • 1,449 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.