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
Q2 		$9.04M Buy
17,545
+7,855
+81% +$3.79M 1.75% 26
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 $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

Broadleaf Partners's APP Position: Q2 2026 in Review

Broadleaf Partners increased its Applovin (APP) stake by 81% in Q2 2026, buying an estimated $3.79M and bringing the position to 17,545 shares worth $9.04M. The position accounts for 1.75% of the portfolio, ranked #26.

Broadleaf Partners first reported a position in APP in Q4 2024 and has held it in 7 quarters since. 1,461 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Broadleaf Partners held 17,545 shares of Applovin worth $9.04M as of Q2 2026.
  • Broadleaf Partners bought 7,855 Applovin shares in Q2 2026, an estimated $3.79M.
  • Applovin made up 1.75% of Broadleaf Partners's portfolio in Q2 2026, its #26 holding.
  • Broadleaf Partners first reported a position in Applovin in Q4 2024 and has held it in 7 quarters since.
  • 1,461 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Broadleaf Partners's 13F filing for Q2 2026, filed 13 Aug 2026.