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Brinker Capital Investments’s Applovin APP Stock Holding History

Brinker Capital Investments’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 		$10.3M Buy
20,073
+3,885
+24% +$1.87M 0.08% 213
2026
Q1 		$6.44M Sell
16,188
-8,158
-34% -$3.94M 0.05% 310
2025
Q4 		$16.4M Buy
24,346
+2,880
+13% +$1.81M 0.12% 150
2025
Q3 		$15.4M Sell
21,466
-3,425
-14% -$1.58M 0.12% 147
2025
Q2 		$8.71M Buy
24,891
+4,074
+20% +$1.32M 0.07% 256
2025
Q1 		$5.52M Sell
20,817
-1,315
-6% -$453K 0.05% 324
2024
Q4 		$7.17M Sell
22,132
-801
-3% -$203K 0.07% 254
2024
Q3 		$2.99M Buy
22,933
+6,058
+36% +$553K 0.03% 508
2024
Q2 		$1.4M Buy
16,875
+8,670
+106% +$673K 0.01% 812
2024
Q1 		$568K Buy
+8,205
New +$434K 0.01% 1215

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 $3.38T AUM 44.17% 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

Brinker Capital Investments's APP Position: Q2 2026 in Review

Brinker Capital Investments increased its Applovin (APP) stake by 24% in Q2 2026, buying an estimated $1.87M and bringing the position to 20,073 shares worth $10.3M. The position accounts for 0.08% of the portfolio, ranked #213.

Brinker Capital Investments first reported a position in APP in Q1 2024 and has held it in 10 quarters since. The position peaked at $16.4M in Q4 2025. 1,462 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Brinker Capital Investments held 20,073 shares of Applovin worth $10.3M as of Q2 2026.
  • Brinker Capital Investments bought 3,885 Applovin shares in Q2 2026, an estimated $1.87M.
  • Applovin made up 0.08% of Brinker Capital Investments's portfolio in Q2 2026, its #213 holding.
  • Brinker Capital Investments first reported a position in Applovin in Q1 2024 and has held it in 10 quarters since.
  • Brinker Capital Investments's Applovin position peaked at $16.4M in Q4 2025.
  • 1,462 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.