DCM
APP icon

Donaldson Capital Management’s Applovin APP Stock Holding History

Donaldson 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 		$8.32M Buy
20,895
+6,202
+42% +$3M 0.27% 57
2025
Q4 		$9.9M Buy
14,693
+609
+4% +$384K 0.31% 48
2025
Q3 		$10.1M Buy
14,084
+3,309
+31% +$1.53M 0.32% 48
2025
Q2 		$3.77M Buy
10,775
+2,545
+31% +$825K 0.14% 82
2025
Q1 		$2.18M Buy
+8,230
New +$2.84M 0.08% 102

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

Donaldson Capital Management's APP Position: Q1 2026 in Review

Donaldson Capital Management increased its Applovin (APP) stake by 42% in Q1 2026, buying an estimated $3M and bringing the position to 20,895 shares worth $8.32M. The position accounts for 0.27% of the portfolio, ranked #57.

Donaldson Capital Management first reported a position in APP in Q1 2025 and has held it in 5 quarters since. The position peaked at $10.1M in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Donaldson Capital Management held 20,895 shares of Applovin worth $8.32M as of Q1 2026.
  • Donaldson Capital Management bought 6,202 Applovin shares in Q1 2026, an estimated $3M.
  • Applovin made up 0.27% of Donaldson Capital Management's portfolio in Q1 2026, its #57 holding.
  • Donaldson Capital Management first reported a position in Applovin in Q1 2025 and has held it in 5 quarters since.
  • Donaldson Capital Management's Applovin position peaked at $10.1M in Q3 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.