BP
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Broadleaf Partners’s Applovin APP Stock Holding History

Broadleaf 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
Q1 		$3.86M Buy
9,690
+1,843
+23% +$891K 0.9% 34
2025
Q4 		$5.29M Sell
7,847
-4,004
-34% -$2.52M 1.12% 32
2025
Q3 		$8.52M Sell
11,851
-206
-2% -$95K 1.78% 26
2025
Q2 		$4.22M Sell
12,057
-18
-0.1% -$5.84K 0.93% 35
2025
Q1 		$3.2M Sell
12,075
-176
-1% -$60.7K 0.84% 37
2024
Q4 		$3.97M Buy
+12,251
New +$3.1M 0.93% 35

Other funds holding APP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Broadleaf Partners's APP Position: Q1 2026 in Review

Broadleaf Partners increased its Applovin (APP) stake by 23% in Q1 2026, buying an estimated $891K and bringing the position to 9,690 shares worth $3.86M. The position accounts for 0.9% of the portfolio, ranked #34.

Broadleaf Partners first reported a position in APP in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.52M in Q3 2025. 1,384 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Broadleaf Partners held 9,690 shares of Applovin worth $3.86M as of Q1 2026.
  • Broadleaf Partners bought 1,843 Applovin shares in Q1 2026, an estimated $891K.
  • Applovin made up 0.9% of Broadleaf Partners's portfolio in Q1 2026, its #34 holding.
  • Broadleaf Partners first reported a position in Applovin in Q4 2024 and has held it in 6 quarters since.
  • Broadleaf Partners's Applovin position peaked at $8.52M in Q3 2025.
  • 1,384 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Broadleaf Partners's 13F filing for Q1 2026, filed 14 May 2026.