Frank Rimerman Advisors’s Applovin APP Stock Holding History

Frank Rimerman Advisors’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 Q3	$659K	Sell	2,269 -2,248	-50%	-$828K	0.04%	348
2026 Q2	$2.33M	Buy	4,517 +1,546	+52%	+$746K	0.13%	126
2026 Q1	$1.18M	Sell	2,971 -362	-11%	-$175K	0.08%	209
2025 Q4	$2.25M	Buy	3,333 +1,076	+48%	+$678K	0.14%	116
2025 Q3	$1.62M	Buy	2,257 +179	+9%	+$82.5K	0.1%	148
2025 Q2	$727K	Buy	2,078 +452	+28%	+$147K	0.05%	273
2025 Q1	$431K	Buy	1,626 +333	+26%	+$115K	0.03%	345
2024 Q4	$419K	Buy	+1,293	New	+$327K	0.03%	344

Other funds holding APP

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Frank Rimerman Advisors's APP Position: Q3 2026 in Review

Frank Rimerman Advisors reduced its Applovin (APP) stake by 50% in Q3 2026, selling an estimated $828K and leaving 2,269 shares worth $659K. The position accounts for 0.04% of the portfolio, ranked #348.

Frank Rimerman Advisors first reported a position in APP in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.33M in Q2 2026. 729 funds tracked by Wall St. Rank hold APP as of Q3 2026.

Frank Rimerman Advisors held 2,269 shares of Applovin worth $659K as of Q3 2026.
Frank Rimerman Advisors sold 2,248 Applovin shares in Q3 2026, an estimated $828K.
Applovin made up 0.04% of Frank Rimerman Advisors's portfolio in Q3 2026, its #348 holding.
Frank Rimerman Advisors first reported a position in Applovin in Q4 2024 and has held it in 8 quarters since.
Frank Rimerman Advisors's Applovin position peaked at $2.33M in Q2 2026.
729 funds tracked by Wall St. Rank held Applovin as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.