Cerity Partners
APP icon

Cerity Partners’s Applovin APP Stock Holding History

Cerity 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 		$10.9M Buy
21,108
+3,234
+18% +$1.56M 0.01% 724
2026
Q1 		$7.11M Sell
17,874
-5,026
-22% -$2.43M 0.01% 853
2025
Q4 		$15.4M Buy
22,900
+640
+3% +$403K 0.02% 486
2025
Q3 		$16M Buy
22,260
+1,318
+6% +$608K 0.03% 430
2025
Q2 		$7.33M Sell
20,942
-18
-0.1% -$5.84K 0.01% 653
2025
Q1 		$5.55M Buy
20,960
+3,300
+19% +$1.14M 0.01% 699
2024
Q4 		$5.18M Sell
17,660
-460
-3% -$116K 0.01% 699
2024
Q3 		$2.37M Buy
18,120
+4,822
+36% +$440K 0.01% 1019
2024
Q2 		$1.11M Sell
13,298
-134
-1% -$10.4K ﹤0.01% 1181
2024
Q1 		$930K Buy
+13,432
New +$711K ﹤0.01% 1311

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

Cerity Partners's APP Position: Q2 2026 in Review

Cerity Partners increased its Applovin (APP) stake by 18% in Q2 2026, buying an estimated $1.56M and bringing the position to 21,108 shares worth $10.9M. The position accounts for 0.01% of the portfolio, ranked #724.

Cerity Partners first reported a position in APP in Q1 2024 and has held it in 10 quarters since. The position peaked at $16M in Q3 2025. 1,459 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Cerity Partners held 21,108 shares of Applovin worth $10.9M as of Q2 2026.
  • Cerity Partners bought 3,234 Applovin shares in Q2 2026, an estimated $1.56M.
  • Applovin made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #724 holding.
  • Cerity Partners first reported a position in Applovin in Q1 2024 and has held it in 10 quarters since.
  • Cerity Partners's Applovin position peaked at $16M in Q3 2025.
  • 1,459 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.