Clear Street’s Applovin APP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$111M Buy
277,872
+232,886
+518% +$113M 0.45% 28
2025
Q4
$30.3M Sell
44,986
-39,593
-47% -$24.9M 0.11% 68
2025
Q3
$60.8M Buy
84,579
+15,906
+23% +$7.33M 0.21% 51
2025
Q2
$24M Buy
+68,673
New +$22.3M 0.1% 45

Other funds holding APP

Clear Street's APP Position: Q1 2026 in Review

Clear Street increased its Applovin (APP) stake by 518% in Q1 2026, buying an estimated $113M and bringing the position to 277,872 shares worth $111M. The position accounts for 0.45% of the portfolio, ranked #28.

Clear Street first reported a position in APP in Q2 2025 and has held it in 4 quarters since. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Clear Street held 277,872 shares of Applovin worth $111M as of Q1 2026.
  • Clear Street bought 232,886 Applovin shares in Q1 2026, an estimated $113M.
  • Applovin made up 0.45% of Clear Street's portfolio in Q1 2026, its #28 holding.
  • Clear Street first reported a position in Applovin in Q2 2025 and has held it in 4 quarters since.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Clear Street's 13F filing for Q1 2026, filed 15 May 2026.