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Burns Matteson Capital Management’s Applovin APP Stock Holding History

Burns Matteson Capital Management’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
2025
Q4 		– Sell
-1,291
Closed -$928K – 201
2025
Q3 		$928K Sell
1,291
-16
-1% -$7.38K 0.37% 45
2025
Q2 		$458K Sell
1,307
-13
-1% -$4.21K 0.22% 91
2025
Q1 		$350K Sell
1,320
-2,215
-63% -$763K 0.19% 108
2024
Q4 		$1.14M Sell
3,535
-396
-10% -$100K 0.64% 32
2024
Q3 		$513K Buy
+3,931
New +$359K 0.29% 63

Other funds holding APP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Burns Matteson Capital Management's APP Position: Q4 2025 in Review

Burns Matteson Capital Management sold out of Applovin (APP) in Q4 2025, closing a stake of 1,291 shares — an estimated $928K sold.

Burns Matteson Capital Management first reported a position in APP in Q3 2024 and held it in 5 quarters. The position peaked at $1.14M in Q4 2024. 1,594 funds tracked by Wall St. Rank hold APP as of Q4 2025.

  • Burns Matteson Capital Management reported no remaining Applovin position as of Q4 2025 after selling out during the quarter.
  • Burns Matteson Capital Management sold 1,291 Applovin shares in Q4 2025, an estimated $928K.
  • Burns Matteson Capital Management first reported a position in Applovin in Q3 2024 and held it in 5 quarters.
  • Burns Matteson Capital Management's Applovin position peaked at $1.14M in Q4 2024.
  • 1,594 funds tracked by Wall St. Rank held Applovin as of Q4 2025.

Based on Burns Matteson Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.