DCM
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Dudley Capital Management’s Applovin APP Stock Holding History

Dudley 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
Q2 		$301K Sell
585
-260
-31% -$125K 0.12% 121
2026
Q1 		$336K Sell
845
-105
-11% -$50.8K 0.15% 97
2025
Q4 		$640K Buy
950
+25
+3% +$15.8K 0.28% 76
2025
Q3 		$665K Buy
925
+70
+8% +$32.3K 0.3% 75
2025
Q2 		$299K Buy
+855
New +$277K 0.15% 102

Other funds holding APP

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Dudley Capital Management's APP Position: Q2 2026 in Review

Dudley Capital Management reduced its Applovin (APP) stake by 31% in Q2 2026, selling an estimated $125K and leaving 585 shares worth $301K. The position accounts for 0.12% of the portfolio, ranked #121.

Dudley Capital Management first reported a position in APP in Q2 2025 and has held it in 5 quarters since. The position peaked at $665K in Q3 2025. 566 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Dudley Capital Management held 585 shares of Applovin worth $301K as of Q2 2026.
  • Dudley Capital Management sold 260 Applovin shares in Q2 2026, an estimated $125K.
  • Applovin made up 0.12% of Dudley Capital Management's portfolio in Q2 2026, its #121 holding.
  • Dudley Capital Management first reported a position in Applovin in Q2 2025 and has held it in 5 quarters since.
  • Dudley Capital Management's Applovin position peaked at $665K in Q3 2025.
  • 566 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.