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Del-Sette Capital Management’s Applovin APP Stock Holding History

Del-Sette 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
2026
Q1 		– Sell
-5,162
Closed -$3.48M – 46
2025
Q4 		$3.48M Sell
5,162
-2,321
-31% -$1.46M 2.15% 17
2025
Q3 		$5.38M Sell
7,483
-2,820
-27% -$1.3M 3.34% 7
2025
Q2 		$3.61M Buy
+10,303
New +$3.34M 2.51% 12

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

Del-Sette Capital Management's APP Position: Q1 2026 in Review

Del-Sette Capital Management sold out of Applovin (APP) in Q1 2026, closing a stake of 5,162 shares — an estimated $3.48M sold.

Del-Sette Capital Management first reported a position in APP in Q2 2025 and held it in 3 quarters. The position peaked at $5.38M in Q3 2025. 1,384 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Del-Sette Capital Management reported no remaining Applovin position as of Q1 2026 after selling out during the quarter.
  • Del-Sette Capital Management sold 5,162 Applovin shares in Q1 2026, an estimated $3.48M.
  • Del-Sette Capital Management first reported a position in Applovin in Q2 2025 and held it in 3 quarters.
  • Del-Sette Capital Management's Applovin position peaked at $5.38M in Q3 2025.
  • 1,384 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Del-Sette Capital Management's 13F filing for Q1 2026, filed 4 May 2026.