Gilbert & Cook’s Applovin APP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$808K Buy
1,569
+26
+2% +$12.5K 0.09% 112
2026
Q1
$614K Buy
1,543
+448
+41% +$217K 0.08% 128
2025
Q4
$738K Buy
1,095
+450
+70% +$284K 0.09% 107
2025
Q3
$463K Buy
+645
New +$297K 0.06% 153

Other funds holding APP

Gilbert & Cook's APP Position: Q2 2026 in Review

Gilbert & Cook increased its Applovin (APP) stake by 1.7% in Q2 2026, buying an estimated $12.5K and bringing the position to 1,569 shares worth $808K. The position accounts for 0.09% of the portfolio, ranked #112.

Gilbert & Cook first reported a position in APP in Q3 2025 and has held it in 4 quarters since. 1,451 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Gilbert & Cook held 1,569 shares of Applovin worth $808K as of Q2 2026.
  • Gilbert & Cook bought 26 Applovin shares in Q2 2026, an estimated $12.5K.
  • Applovin made up 0.09% of Gilbert & Cook's portfolio in Q2 2026, its #112 holding.
  • Gilbert & Cook first reported a position in Applovin in Q3 2025 and has held it in 4 quarters since.
  • 1,451 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Gilbert & Cook's 13F filing for Q2 2026, filed 28 Jul 2026.