Jacobson & Schmitt Advisors’s Applovin APP Stock Holding History

Jacobson & Schmitt 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 Q2	$13.6M	Sell	26,410 -2,292	-8%	-$1.11M	2.22%	18
2026 Q1	$11.4M	Sell	28,702 -651	-2%	-$315K	2.07%	23
2025 Q4	$19.8M	Buy	29,353 +111	+0.4%	+$69.9K	3.33%	8
2025 Q3	$21M	Sell	29,242 -4,462	-13%	-$2.06M	3.61%	4
2025 Q2	$11.8M	Sell	33,704 -3,514	-9%	-$1.14M	2.09%	27
2025 Q1	$9.86M	Sell	37,218 -13,091	-26%	-$4.51M	2.02%	27
2024 Q4	$16.3M	Sell	50,309 -23,529	-32%	-$5.95M	3.15%	9
2024 Q3	$9.64M	Buy	+73,838	New	+$6.74M	1.98%	28

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

Jacobson & Schmitt Advisors's APP Position: Q2 2026 in Review

Jacobson & Schmitt Advisors reduced its Applovin (APP) stake by 8% in Q2 2026, selling an estimated $1.11M and leaving 26,410 shares worth $13.6M. The position accounts for 2.22% of the portfolio, ranked #18.

Jacobson & Schmitt Advisors first reported a position in APP in Q3 2024 and has held it in 8 quarters since. The position peaked at $21M in Q3 2025. 505 funds tracked by Wall St. Rank hold APP as of Q2 2026.

Jacobson & Schmitt Advisors held 26,410 shares of Applovin worth $13.6M as of Q2 2026.
Jacobson & Schmitt Advisors sold 2,292 Applovin shares in Q2 2026, an estimated $1.11M.
Applovin made up 2.22% of Jacobson & Schmitt Advisors's portfolio in Q2 2026, its #18 holding.
Jacobson & Schmitt Advisors first reported a position in Applovin in Q3 2024 and has held it in 8 quarters since.
Jacobson & Schmitt Advisors's Applovin position peaked at $21M in Q3 2025.
505 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Jacobson & Schmitt Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.