Horizon Investment Services’s Applovin APP Stock Holding History

Horizon Investment Services’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	$5.74M	Sell	14,421 -1,759	-11%	-$850K	2%	10
2025 Q4	$10.9M	Sell	16,180 -1,898	-10%	-$1.2M	3.92%	4
2025 Q3	$13M	Sell	18,078 -404	-2%	-$186K	4.9%	3
2025 Q2	$6.47M	Sell	18,482 -1,401	-7%	-$454K	2.83%	8
2025 Q1	$5.27M	Sell	19,883 -11,003	-36%	-$3.79M	2.56%	13
2024 Q4	$10M	Sell	30,886 -1,356	-4%	-$343K	4.25%	2
2024 Q3	$4.21M	Buy	32,242 +3,421	+12%	+$312K	1.8%	17
2024 Q2	$2.4M	Buy	+28,821	New	+$2.24M	1.13%	32

Other funds holding APP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Horizon Investment Services's APP Position: Q1 2026 in Review

Horizon Investment Services reduced its Applovin (APP) stake by 11% in Q1 2026, selling an estimated $850K and leaving 14,421 shares worth $5.74M. The position accounts for 2% of the portfolio, ranked #10.

Horizon Investment Services first reported a position in APP in Q2 2024 and has held it in 8 quarters since. The position peaked at $13M in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

Horizon Investment Services held 14,421 shares of Applovin worth $5.74M as of Q1 2026.
Horizon Investment Services sold 1,759 Applovin shares in Q1 2026, an estimated $850K.
Applovin made up 2% of Horizon Investment Services's portfolio in Q1 2026, its #10 holding.
Horizon Investment Services first reported a position in Applovin in Q2 2024 and has held it in 8 quarters since.
Horizon Investment Services's Applovin position peaked at $13M in Q3 2025.
1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Horizon Investment Services's 13F filing for Q1 2026, filed 15 May 2026.