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Edgestream Partners’s Applovin APP Stock Holding History

Edgestream 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
Q1 		$1.33M Sell
3,334
-2,797
-46% -$1.35M 0.04% 589
2025
Q4 		$4.13M Buy
6,131
+2,282
+59% +$1.44M 0.12% 317
2025
Q3 		$2.77M Buy
+3,849
New +$1.77M 0.08% 438
2025
Q1 		– Sell
-1,580
Closed -$512K – 834
2024
Q4 		$512K Sell
1,580
-4,289
-73% -$1.08M 0.02% 684
2024
Q3 		$766K Sell
5,869
-7,420
-56% -$677K 0.03% 623
2024
Q2 		$1.11M Buy
13,289
+5,898
+80% +$458K 0.05% 499
2024
Q1 		$512K Sell
7,391
-3,803
-34% -$201K 0.03% 628
2023
Q4 		$446K Sell
11,194
-17,695
-61% -$694K 0.03% 636
2023
Q3 		$1.15M Sell
28,889
-25,243
-47% -$895K 0.09% 354
2023
Q2 		$1.39M Buy
+54,132
New +$1.12M 0.13% 286

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

Edgestream Partners's APP Position: Q1 2026 in Review

Edgestream Partners reduced its Applovin (APP) stake by 46% in Q1 2026, selling an estimated $1.35M and leaving 3,334 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #589.

Edgestream Partners first reported a position in APP in Q2 2023 and has held it in 10 quarters since. The position peaked at $4.13M in Q4 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Edgestream Partners held 3,334 shares of Applovin worth $1.33M as of Q1 2026.
  • Edgestream Partners sold 2,797 Applovin shares in Q1 2026, an estimated $1.35M.
  • Applovin made up 0.04% of Edgestream Partners's portfolio in Q1 2026, its #589 holding.
  • Edgestream Partners first reported a position in Applovin in Q2 2023 and has held it in 10 quarters since.
  • Edgestream Partners's Applovin position peaked at $4.13M in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.