Jefferies Financial Group’s Applovin APP Stock Holding History

Jefferies Financial Group’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	$1.2M	Buy	3,024 +1,926	+175%	+$931K	0.01%	848
2025 Q4	$740K	Sell	1,098 -12,451	-92%	-$7.85M	﹤0.01%	1209
2025 Q3	$9.74M	Buy	13,549 +10,760	+386%	+$4.96M	0.05%	247
2025 Q2	$976K	Buy	2,789 +1,689	+154%	+$548K	0.01%	746
2025 Q1	$291K	Sell	1,100 -352	-24%	-$121K	﹤0.01%	1250
2024 Q4	$470K	Buy	+1,452	New	+$367K	﹤0.01%	1120
2023 Q4	–	Sell	-16,328	Closed	-$652K	–	1677
2023 Q3	$652K	Buy	+16,328	New	+$579K	0.01%	967
2023 Q1	–	Sell	-11,136	Closed	-$117K	–	1612
2022 Q4	$117K	Buy	+11,136	New	+$163K	﹤0.01%	1353

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

Jefferies Financial Group's APP Position: Q1 2026 in Review

Jefferies Financial Group increased its Applovin (APP) stake by 175% in Q1 2026, buying an estimated $931K and bringing the position to 3,024 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #848.

Jefferies Financial Group first reported a position in APP in Q4 2022 and has held it in 8 quarters since. The position peaked at $9.74M in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

Jefferies Financial Group held 3,024 shares of Applovin worth $1.2M as of Q1 2026.
Jefferies Financial Group bought 1,926 Applovin shares in Q1 2026, an estimated $931K.
Applovin made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #848 holding.
Jefferies Financial Group first reported a position in Applovin in Q4 2022 and has held it in 8 quarters since.
Jefferies Financial Group's Applovin position peaked at $9.74M in Q3 2025.
1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.