Ethic Inc’s Applovin APP Stock Holding History

Ethic Inc’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	$9.88M	Buy	19,177 +2,525	+15%	+$1.22M	0.12%	161
2026 Q1	$6.63M	Sell	16,652 -4,454	-21%	-$2.15M	0.1%	209
2025 Q4	$14.2M	Buy	21,106 +3,647	+21%	+$2.3M	0.22%	86
2025 Q3	$12.5M	Buy	17,459 +10,489	+150%	+$4.84M	0.21%	95
2025 Q2	$2.33M	Buy	6,970 +4	+0.1%	+$1.3K	0.04%	394
2025 Q1	$1.97M	Sell	6,966 -2,691	-28%	-$927K	0.04%	414
2024 Q4	$3.13M	Sell	9,657 -1,966	-17%	-$497K	0.06%	308
2024 Q3	$805K	Buy	11,623 +1,258	+12%	+$115K	0.02%	627
2024 Q2	$863K	Sell	10,365 -1,258	-11%	-$97.6K	0.02%	610
2024 Q1	$805K	Buy	11,623 +755	+7%	+$40K	0.02%	627
2023 Q4	$433K	Buy	10,868 +200	+2%	+$7.84K	0.01%	778
2023 Q3	$426K	Sell	10,668 -873	-8%	-$31K	0.02%	725
2023 Q2	$297K	Sell	11,541 -4,459	-28%	-$92.1K	0.01%	795
2023 Q1	$252K	Buy	+16,000	New	+$210K	0.01%	833

Other funds holding APP

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Ethic Inc's APP Position: Q2 2026 in Review

Ethic Inc increased its Applovin (APP) stake by 15% in Q2 2026, buying an estimated $1.22M and bringing the position to 19,177 shares worth $9.88M. The position accounts for 0.12% of the portfolio, ranked #161.

Ethic Inc first reported a position in APP in Q1 2023 and has held it in 14 quarters since. The position peaked at $14.2M in Q4 2025. 505 funds tracked by Wall St. Rank hold APP as of Q2 2026.

Ethic Inc held 19,177 shares of Applovin worth $9.88M as of Q2 2026.
Ethic Inc bought 2,525 Applovin shares in Q2 2026, an estimated $1.22M.
Applovin made up 0.12% of Ethic Inc's portfolio in Q2 2026, its #161 holding.
Ethic Inc first reported a position in Applovin in Q1 2023 and has held it in 14 quarters since.
Ethic Inc's Applovin position peaked at $14.2M in Q4 2025.
505 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.