GCM
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Glynn Capital Management’s Applovin APP Stock Holding History

Glynn 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
Q3 		$7.17M Sell
24,694
-423
-2% -$156K 2.15% 22
2026
Q2 		$12.9M Buy
25,117
+4,429
+21% +$2.14M 3.56% 10
2026
Q1 		$8.23M Buy
20,688
+6,747
+48% +$3.26M 3.94% 13
2025
Q4 		$9.39M Buy
13,941
+13,930
+126,636% +$8.78M 3.23% 17
2025
Q3 		$7.9K Buy
+11
New +$5.07K ﹤0.01% 35

Other funds holding APP

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Glynn Capital Management's APP Position: Q3 2026 in Review

Glynn Capital Management reduced its Applovin (APP) stake by 1.7% in Q3 2026, selling an estimated $156K and leaving 24,694 shares worth $7.17M. The position accounts for 2.15% of the portfolio, ranked #22.

Glynn Capital Management first reported a position in APP in Q3 2025 and has held it in 5 quarters since. The position peaked at $12.9M in Q2 2026. 23 funds tracked by Wall St. Rank hold APP as of Q3 2026.

  • Glynn Capital Management held 24,694 shares of Applovin worth $7.17M as of Q3 2026.
  • Glynn Capital Management sold 423 Applovin shares in Q3 2026, an estimated $156K.
  • Applovin made up 2.15% of Glynn Capital Management's portfolio in Q3 2026, its #22 holding.
  • Glynn Capital Management first reported a position in Applovin in Q3 2025 and has held it in 5 quarters since.
  • Glynn Capital Management's Applovin position peaked at $12.9M in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Applovin as of Q3 2026.

Based on Glynn Capital Management's 13F filing for Q3 2026, filed 7 Oct 2026.